VANTAGE INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 1.09M | $34.90M |
 | EQT | 927K | $59.00M |
 | UBER | 455K | $32.72M |
 | ORLY | 430K | $39.72M |
 | GOOG | 367K | $105.40M |
 | FAST | 358K | $16.59M |
 | UNH | 301K | $81.51M |
 | NVDA | 279K | $48.74M |
 | CSCO | 240K | $18.64M |
 | WAB | 205K | $51.26M |
 | AMZN | 202K | $42.13M |
 | NKE | 195K | $10.28M |
 | NEE | 173K | $16.11M |
 | WSO | 172K | $62.52M |
 | CPAY | 172K | $49.93M |
 | AAPL | 170K | $43.06M |
 | MSFT | 150K | $55.50M |
 | TSM | 128K | $43.18M |
 | BX | 127K | $14.61M |
 | SCCO | 115K | $19.78M |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
1.09M
Value
$34.90M
EQT Corporation
EQT
Shares Held
927K
Value
$59.00M
Uber Technologies, Inc.
UBER
Shares Held
455K
Value
$32.72M
O'Reilly Automotive, Inc.
ORLY
Shares Held
430K
Value
$39.72M
Alphabet Inc.
GOOG
Shares Held
367K
Value
$105.40M
Fastenal Company
FAST
Shares Held
358K
Value
$16.59M
UnitedHealth Group Incorporated
UNH
Shares Held
301K
Value
$81.51M
NVIDIA Corporation
NVDA
Shares Held
279K
Value
$48.74M
Cisco Systems, Inc.
CSCO
Shares Held
240K
Value
$18.64M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
205K
Value
$51.26M
Amazon.com, Inc.
AMZN
Shares Held
202K
Value
$42.13M
NIKE, Inc.
NKE
Shares Held
195K
Value
$10.28M
NextEra Energy, Inc.
NEE
Shares Held
173K
Value
$16.11M
Watsco, Inc.
WSO
Shares Held
172K
Value
$62.52M
Corpay, Inc.
CPAY
Shares Held
172K
Value
$49.93M
Apple Inc.
AAPL
Shares Held
170K
Value
$43.06M
Microsoft Corporation
MSFT
Shares Held
150K
Value
$55.50M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
128K
Value
$43.18M
Blackstone Inc.
BX
Shares Held
127K
Value
$14.61M
Southern Copper Corporation
SCCO
Shares Held
115K
Value
$19.78M