account_balance
Investment manager · 13F filer · SEC CIK 1534561
Vantage Investment Partners, LLC
Reported value$1.66Bas of Sep 30, 2026
Positions67 2 new, 2 sold out
Top 10 weight46.8%GOOG alone is 7%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
7.3%Trimmed −3%
NVDANVIDIA Corp
6.4%Added +35%
MSFTMicrosoft Corp
6.3%Added +3%
UNHUnitedHealth Group Inc
5.8%Trimmed −5%
METAMeta Platforms, Inc.
4.8%Added +22%
AAPLApple Inc.
3.6%Trimmed −4%
JPMJPMorgan Chase & Co
3.4%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.1%Trimmed −3%
ASMLASML Holding NV
3.1%Trimmed −13%
AMZNAmazon.com Inc
2.9%Trimmed −4%
WSOWatsco Inc
2.9%Added +13%
LLYELI Lilly & Co
2.8%Trimmed −10%
GOOGAlphabet Inc.
7.3%Trimmed −3%
NVDANVIDIA Corp
6.4%Added +35%
MSFTMicrosoft Corp
6.3%Added +3%
UNHUnitedHealth Group Inc
5.8%Trimmed −5%
METAMeta Platforms, Inc.
4.8%+22%
AAPLApple Inc.
3.6%
JPMJPMorgan Chase & Co
3.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.1%
ASMLASML Holding NV
3.1%
AMZN2.9%WSO2.9%LLY2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 7.3% Trimmed −3%NVDA NVIDIA Corp 6.4% Added +35%MSFT Microsoft Corp 6.3% Added +3%UNH UnitedHealth Group Inc 5.8% Trimmed −5%META Meta Platforms, Inc. 4.8% Added +22%AAPL Apple Inc. 3.6% Trimmed −4%JPM JPMorgan Chase & Co 3.4% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.1% Trimmed −3%ASML ASML Holding NV 3.1% Trimmed −13%AMZN Amazon.com Inc 2.9% Trimmed −4%WSO Watsco Inc 2.9% Added +13%LLY ELI Lilly & Co 2.8% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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