Vantage Investment Partners, LLC — 13F holdings

Vantage Investment Partners, LLC reported 67 holdings worth $1.63B in its 13F filing for Q2 2026, filed October 20, 2026.

Largest positions

1. GOOG ALPHABET INC — $129M (7.9%)
2. UNH UNITEDHEALTH GROUP INC — $115M (7.0%)
3. MSFT MICROSOFT CORP — $73.9M (4.5%)
4. NVDA NVIDIA CORPORATION — $68.9M (4.2%)
5. ASML ASML HOLDING N V — $65.5M (4.0%)
6. WSO WATSCO INC — $58.6M (3.6%)
7. JPM JPMORGAN CHASE & CO. — $57.2M (3.5%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $56.2M (3.4%)
9. LLY ELI LILLY & CO — $54.6M (3.3%)
10. WAB WABTEC — $54.5M (3.3%)