Vantage Investment Partners, LLC Portfolio Holdings
Vantage Investment Partners, LLC
- $1.32 Billion
- Q2 2025
Vantage Investment Partners, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $90.4M, Alphabet Inc. with a value of $71.3M, Eqt Corp with a value of $62.7M, Microsoft Corp with a value of $58.9M, and Westinghouse Air Brake Technologies Corp with a value of $56M.
Examining the 13F form we can see an increase of $159M in the current position value, from $1.16B to 1.32B.
Below you can find more details about Vantage Investment Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
Technology: $283 Million
Consumer Cyclical: $246 Million
Healthcare: $216 Million
Industrials: $211 Million
Communication Services: $127 Million
Financial Services: $92.8 Million
Energy: $74.2 Million
Basic Materials: $22.3 Million
Other: $43.6 Million