Vantage Investment Partners, LLC 13F Holdings

CIK 0001534561

As of Sep 30, 2025, Vantage Investment Partners, LLC reported 62 positions worth .5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITEDHEALTH GROUP INCUNHHealthcare311,516 07.6M7.35%
ALPHABET INCGOOGEquity390,002$95.0M6.49%
NVIDIA CORPNVDATechnology332,342$62.0M4.24%
MICROSOFT CORPMSFTTechnology114,625$59.4M4.06%
EQT CORPEQTEnergy1,075,633$58.5M4.00%
ASML HOLDING NVASMLTechnology55,665$53.9M3.68%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials267,573$53.6M3.67%
NORTHROP GRUMMAN CORPNOCIndustrials79,078$48.2M3.29%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical430,418$46.4M3.17%
META PLATFORMS INCMETACommunication Services62,339$45.8M3.13%
AMAZON.COM INCAMZNEquity202,478$44.5M3.04%
APPLE INCAAPLTechnology169,999$43.3M2.96%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology44,584$41.0M2.81%
NIKE INCNKEConsumer Cyclical570,484$39.8M2.72%
ELI LILLY & COLLYHealthcare51,825$39.5M2.70%
WATSCO INCWSOIndustrials97,730$39.5M2.70%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical968,639$38.0M2.59%
CORPAY INCCPAYTechnology130,769$37.7M2.57%
IDEXX LABORATORIES INCIDXXHealthcare56,707$36.2M2.48%
NOVO NORDISK A SNVOHealthcare533,565$29.6M2.02%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services52,420$26.4M1.80%
HEICO CORPHEIIndustrials71,430$23.1M1.58%
BROADCOM INCAVGOTechnology58,249 9.2M1.31%
JPMORGAN CHASE & COJPMFinancial Services59,473 8.8M1.28%
RTX CORPRTXEquity106,987 7.9M1.22%