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%
| Stock | Weight | Value | Since Mar 31 |
|---|---|---|---|
| 7.3% | $105.40M | +17.59% | |
| 5.6% | $81.51M | +38.56% | |
| 4.3% | $62.52M | -17.31% | |
| 4.1% | $59.00M | -23.19% | |
| 3.8% | $55.50M | +37.49% | |
| 3.6% | $52.25M | -26.04% | |
| 3.5% | $51.26M | +16.53% | |
| 3.4% | $49.93M | +34.95% | |
| 3.4% | $48.74M | +30.28% | |
| 3.2% | $45.84M | +38.88% | |
| 3.0% | $44.05M | +28.80% | |
| 3.0% | $43.18M | +35.21% | |
| 3.0% | $43.06M | +29.79% | |
| 2.9% | $42.13M | +18.44% | |
| 2.7% | $39.72M | -6.76% | |
| 2.7% | $39.26M | +29.13% | |
| 2.5% | $36.72M | +4.83% | |
| 2.4% | $34.90M | -0.41% | |
| 2.3% | $33.67M | -96.14% | |
| 2.3% | $32.72M | -3.57% | |
| 2.1% | $30.38M | -5.06% | |
| 1.5% | $21.22M | +16.68% | |
| 1.4% | $19.78M | +17.72% | |
| 1.3% | $18.99M | -3.09% | |
| 1.3% | $18.64M | +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.