Vantage Investment Partners, LLC

KANSAS CITY, MO · CIK 1534561 · 13F filing filed 2026-05-01

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyKansas City, MO

$1.4bn reported value -3.3% vs Q4 2025

64positions

42.2%in top 10

4 new 11 added 37 reduced 2 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	367,423	$105.4m7.27%	7.27%	Reduced -1.3k	-1,325 -0.4%
2	UNITEDHEALTH GROUP INC COM UNH	UNH	301,247	$81.5m5.62%	5.62%	Reduced -7.0k	-7,016 -2.3%
3	WATSCO INC COM WSO	WSO	171,864	$62.5m4.31%	4.31%	Added +5.7k	+5,692 3.4%
4	EQT CORP COM EQT	EQT	927,041	$59.0m4.07%	4.07%	Reduced -148.6k	-148,592 -13.8%
5	MICROSOFT CORP COM MSFT	MSFT	149,923	$55.5m3.83%	3.83%	Added +36.3k	+36,285 31.9%
6	NORTHROP GRUMMAN CORP COM NOC	NOC	76,583	$52.2m3.60%	3.60%	Reduced -60	-60 -0.1%
7	WABTEC COM WAB	WAB	205,095	$51.3m3.54%	3.54%	Reduced -62.5k	-62,478 -23.4%
8	CORPAY INC COM SHS CPAY	CPAY	171,571	$49.9m3.44%	3.44%	Added +4.6k	+4,577 2.7%
9	NVIDIA CORPORATION COM NVDA	NVDA	279,444	$48.7m3.36%	3.36%	Reduced -180	-180 -0.1%
10	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	34,704	$45.8m3.16%	3.16%	Reduced -18.3k	-18,267 -34.5%
11	ELI LILLY & CO COM LLY	LLY	47,894	$44.1m3.04%	3.04%	Reduced -3.9k	-3,921 -7.6%
12	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	127,778	$43.2m2.98%	2.98%	Added +74.2k	+74,198 138.5%
13	APPLE INC COM AAPL	AAPL	169,652	$43.1m2.97%	2.97%	Reduced -292	-292 -0.2%
14	AMAZON COM INC COM AMZN	AMZN	202,274	$42.1m2.91%	2.91%	Reduced -204	-204 -0.1%
15	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	430,326	$39.7m2.74%	2.74%	Reduced -92	-92 -0.0%
16	META PLATFORMS INC CL A META	META	68,620	$39.3m2.71%	2.71%	Added +5.2k	+5,171 8.2%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	76,620	$36.7m2.53%	2.53%	Added +5.1k	+5,061 7.1%
18	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	1,090,413	$34.9m2.41%	2.41%	Reduced -229.8k	-229,772 -17.4%
19	BOOKING HOLDINGS INC COM BKNG	BKNG	7,997	$33.7m2.32%	2.32%	New
20	UBER TECHNOLOGIES INC COM UBER	UBER	454,876	$32.7m2.26%	2.26%	New
21	IDEXX LABS INC COM IDXX	IDXX	54,067	$30.4m2.10%	2.10%	Reduced -35	-35 -0.1%
22	CATERPILLAR INC COM CAT	CAT	29,952	$21.2m1.46%	1.46%	Reduced -3.1k	-3,111 -9.4%
23	SOUTHERN COPPER CORP COM SCCO	SCCO	114,984	$19.8m1.36%	1.36%	Reduced -12.1k	-12,124 -9.5%
24	RTX CORPORATION COM RTX	RTX	98,458	$19.0m1.31%	1.31%	Reduced -7.9k	-7,919 -7.4%
25	CISCO SYS INC COM CSCO	CSCO	240,269	$18.6m1.29%	1.29%	Reduced -292	-292 -0.1%
26	DIAMONDBACK ENERGY INC COM FANG	FANG	93,564	$18.5m1.28%	1.28%	Unchanged
27	TOYOTA MOTOR CORP ADS TM	TM	85,781	$17.7m1.22%	1.22%	Unchanged
28	JPMORGAN CHASE & CO COM JPM	JPM	58,074	$17.1m1.18%	1.18%	Reduced -109	-109 -0.2%
29	BROADCOM INC COM AVGO	AVGO	54,464	$16.9m1.16%	1.16%	Reduced -120	-120 -0.2%
30	FASTENAL CO COM FAST	FAST	357,596	$16.6m1.14%	1.14%	Reduced -405	-405 -0.1%
31	LOCKHEED MARTIN CORP COM LMT	LMT	27,173	$16.4m1.13%	1.13%	Reduced -110	-110 -0.4%
32	HEICO CORP NEW CL A HEI.A	HEI.A	77,261	$16.3m1.13%	1.13%	Added +12.6k	+12,610 19.5%
33	NEXTERA ENERGY INC COM NEE	NEE	173,412	$16.1m1.11%	1.11%	Reduced -144	-144 -0.1%
34	EATON CORP PLC SHS ETN	ETN	43,465	$15.5m1.07%	1.07%	New
35	MCDONALDS CORP COM MCD	MCD	47,035	$14.6m1.01%	1.01%	Reduced -93	-93 -0.2%
36	BLACKSTONE INC COM BX	BX	127,062	$14.6m1.01%	1.01%	Added +35.6k	+35,557 38.9%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	46,341	$13.3m0.92%	0.92%	Unchanged
38	LOWES COS INC COM LOW	LOW	56,030	$13.2m0.91%	0.91%	Reduced -117	-117 -0.2%
39	ZOETIS INC CL A ZTS	ZTS	100,995	$11.9m0.82%	0.82%	Added +1.7k	+1,703 1.7%
40	AMERICAN TOWER CORP NEW COM AMT	AMT	69,147	$11.9m0.82%	0.82%	Reduced -91	-91 -0.1%
41	NIKE INC CL B NKE	NKE	194,575	$10.3m0.71%	0.71%	Reduced -388.2k	-388,248 -66.6%
42	PAYCHEX INC COM PAYX	PAYX	106,021	$9.8m0.67%	0.67%	Reduced -161	-161 -0.1%
43	MONOLITHIC PWR SYS INC COM MPWR	MPWR	8,715	$9.5m0.66%	0.66%	Reduced -1.4k	-1,382 -13.7%
44	HEICO CORP NEW COM HEI	HEI	30,551	$8.4m0.58%	0.58%	Reduced -40.9k	-40,879 -57.2%
45	COSTCO WHSL CORP NEW COM COST	COST	8,304	$8.3m0.57%	0.57%	Reduced -51	-51 -0.6%
46	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	16,281	$7.5m0.52%	0.52%	Reduced -55	-55 -0.3%
47	SHERWIN WILLIAMS CO COM SHW	SHW	23,158	$7.4m0.51%	0.51%	Reduced -100	-100 -0.4%
48	VISA INC COM CL A V	V	24,332	$7.4m0.51%	0.51%	Reduced -50	-50 -0.2%
49	MASTERCARD INCORPORATED CL A MA	MA	14,376	$7.2m0.50%	0.50%	Reduced -20	-20 -0.1%
50	MARKEL GROUP INC COM MKL	MKL	3,564	$6.8m0.47%	0.47%	Added +37	+37 1.1%
51	NXP SEMICONDUCTORS N V COM NXPI	NXPI	34,123	$6.7m0.46%	0.46%	Reduced -70	-70 -0.2%
52	S&P GLOBAL INC COM SPGI	SPGI	14,413	$6.1m0.42%	0.42%	Reduced -13	-13 -0.1%
53	SNOWFLAKE INC CL A SNOW	SNOW	37,113	$5.6m0.39%	0.39%	Reduced -50	-50 -0.1%
54	ISHARES TR INTRM GOV CR ETF GVI	GVI	15,058	$1.6m0.11%	0.11%	Added +465	+465 3.2%
55	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	7,950	$1.2m0.08%	0.08%	Unchanged
56	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	11,641	$891.0k0.06%	0.06%	Unchanged
57	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	19,132	$735.1k0.05%	0.05%	Unchanged
58	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,126	$682.0k0.05%	0.05%	Unchanged
59	BOEING CO COM BA	BA	2,448	$487.2k0.03%	0.03%	New
60	ISHARES TR SELECT DIVID ETF DVY	DVY	2,806	$424.9k0.03%	0.03%	Unchanged
61	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	5,493	$412.5k0.03%	0.03%	Unchanged
62	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	524	$340.8k0.02%	0.02%	Unchanged
63	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	10,365	$319.0k0.02%	0.02%	Unchanged
64	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	5,365	$244.2k0.02%	0.02%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
NOVO-NORDISK A S NVO	NVO	549,469	$28.0m549.5k shares
PRICE T ROWE GROUP INC TROW	TROW	128,774	$13.2m128.8k shares