Universe · entity
Vantage Investment Partners, LLC
Institutional manager (13F) · CIK 1534561
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $105M | 367,423 |
| 2 | UNITEDHEALTH GROUP INC | $82M | 301,247 |
| 3 | WATSCO INC | $63M | 171,864 |
| 4 | EQT CORP | $59M | 927,041 |
| 5 | MICROSOFT CORP | $55M | 149,923 |
| 6 | NORTHROP GRUMMAN CORP | $52M | 76,583 |
| 7 | WABTEC | $51M | 205,095 |
| 8 | CORPAY INC | $50M | 171,571 |
| 9 | NVIDIA CORPORATION | $49M | 279,444 |
| 10 | ASML HOLDING N V | $46M | 34,704 |
| 11 | ELI LILLY & CO | $44M | 47,894 |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | $43M | 127,778 |
| 13 | APPLE INC | $43M | 169,652 |
| 14 | AMAZON COM INC | $42M | 202,274 |
| 15 | OREILLY AUTOMOTIVE INC | $40M | 430,326 |
| 16 | META PLATFORMS INC | $39M | 68,620 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $37M | 76,620 |
| 18 | CHIPOTLE MEXICAN GRILL INC | $35M | 1,090,413 |
| 19 | BOOKING HOLDINGS INC | $34M | 7,997 |
| 20 | UBER TECHNOLOGIES INC | $33M | 454,876 |
| 21 | IDEXX LABS INC | $30M | 54,067 |
| 22 | CATERPILLAR INC | $21M | 29,952 |
| 23 | SOUTHERN COPPER CORP | $20M | 114,984 |
| 24 | RTX CORPORATION | $19M | 98,458 |
| 25 | CISCO SYS INC | $19M | 240,269 |
| 26 | DIAMONDBACK ENERGY INC | $19M | 93,564 |
| 27 | TOYOTA MOTOR CORP | $18M | 85,781 |
| 28 | JPMORGAN CHASE & CO. | $17M | 58,074 |
| 29 | BROADCOM INC | $17M | 54,464 |
| 30 | FASTENAL CO | $17M | 357,596 |
| 31 | LOCKHEED MARTIN CORP | $16M | 27,173 |
| 32 | HEICO CORP NEW | $16M | 77,261 |
| 33 | NEXTERA ENERGY INC | $16M | 173,412 |
| 34 | EATON CORP PLC | $16M | 43,465 |
| 35 | MCDONALDS CORP | $15M | 47,035 |
| 36 | BLACKSTONE INC | $15M | 127,062 |
| 37 | ALPHABET INC | $13M | 46,341 |
| 38 | LOWES COS INC | $13M | 56,030 |
| 39 | ZOETIS INC | $12M | 100,995 |
| 40 | AMERICAN TOWER CORP NEW | $12M | 69,147 |
| 41 | NIKE INC | $10M | 194,575 |
| 42 | PAYCHEX INC | $10M | 106,021 |
| 43 | MONOLITHIC PWR SYS INC | $10M | 8,715 |
| 44 | HEICO CORP NEW | $8M | 30,551 |
| 45 | COSTCO WHSL CORP NEW | $8M | 8,304 |
| 46 | INTUITIVE SURGICAL INC | $8M | 16,281 |
| 47 | SHERWIN WILLIAMS CO | $7M | 23,158 |
| 48 | VISA INC | $7M | 24,332 |
| 49 | MASTERCARD INCORPORATED | $7M | 14,376 |
| 50 | MARKEL GROUP INC | $7M | 3,564 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.