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Vantage Investment Partners, LLC

13F filer · CIK 1534561 · Kansas City, MO

Summary
Vantage Investment Partners, LLC reported $1.45B across 64 positions in its 13F for 2026 Q1, filed May 1, 2026. The largest holdings are GOOG (7.3%), UNH (5.6%), WSO (4.3%).
Reported value$1.45B
Positions64
Report period2026 Q1
FiledMay 1, 2026

Top 25 holdings

By reported value, options listed separately · no earlier quarter on file to compare

Weight 7.3%Value $105.40MPrice $337.32Shares 367KSince Mar 31 +17.59%
Weight 5.6%Value $81.51MPrice $374.94Shares 301KSince Mar 31 +38.56%
Weight 4.3%Value $62.52MPrice $300.80Shares 172KSince Mar 31 -17.31%
Weight 4.1%Value $59.00MPrice $48.88Shares 927KSince Mar 31 -23.19%
Weight 3.8%Value $55.50MPrice $508.96Shares 150KSince Mar 31 +37.49%
Weight 3.6%Value $52.25MPrice $504.61Shares 77KSince Mar 31 -26.04%
Weight 3.5%Value $51.26MPrice $291.23Shares 205KSince Mar 31 +16.53%
Weight 3.4%Value $49.93MPrice $392.70Shares 172KSince Mar 31 +34.95%
Weight 3.4%Value $48.74MPrice $227.21Shares 279KSince Mar 31 +30.28%
Weight 3.2%Value $45.84MPrice $1834Shares 35KSince Mar 31 +38.88%
Weight 3.0%Value $44.05MPrice $1185Shares 48KSince Mar 31 +28.80%
Weight 3.0%Value $43.18MPrice $456.94Shares 128KSince Mar 31 +35.21%
Weight 3.0%Value $43.06MPrice $329.40Shares 170KSince Mar 31 +29.79%
Weight 2.9%Value $42.13MPrice $246.67Shares 202KSince Mar 31 +18.44%
Weight 2.7%Value $39.72MPrice $86.07Shares 430KSince Mar 31 -6.76%
Weight 2.7%Value $39.26MPrice $738.79Shares 69KSince Mar 31 +29.13%
Weight 2.5%Value $36.72MPrice $502.35Shares 77KSince Mar 31 +4.83%
Weight 2.4%Value $34.90MPrice $31.88Shares 1.09MSince Mar 31 -0.41%
Weight 2.3%Value $33.67MPrice $162.34Shares 7,997Since Mar 31 -96.14%
Weight 2.3%Value $32.72MPrice $69.36Shares 455KSince Mar 31 -3.57%
Weight 2.1%Value $30.38MPrice $533.44Shares 54KSince Mar 31 -5.06%
Weight 1.5%Value $21.22MPrice $826.64Shares 30KSince Mar 31 +16.68%
Weight 1.4%Value $19.78MPrice $202.55Shares 115KSince Mar 31 +17.72%
Weight 1.3%Value $18.99MPrice $186.94Shares 98KSince Mar 31 -3.09%
Weight 1.3%Value $18.64MPrice $106.94Shares 240KSince Mar 31 +37.83%

Weight is the share of the reported 13F value, including options at notional value. “Since Mar 31” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR