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Vantage Investment Partners, LLC 13F Holdings
Holdings from the most recent 13F from Vantage Investment Partners, LLC
Filed: 2019-02-06 (Q4 2018) | Holdings: 97 | Value: $1.4B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| JPM - JPMORGAN CHASE & CO | Add 57% ($53.3M) | 10.42% | $146.7M | +272.35% | +10.49% | +36.77% | |
| DIS - DISNEY WALT CO | Reduce 3% $(3.8M) | 9.76% | $137.4M | +3.42% | +20.16% | +28.54% | |
| MSFT - MICROSOFT CORP | Add 11% ($10.2M) | 7.54% | $106.2M | +386.23% | +19.84% | +77.41% | |
| AMZN - AMAZON COM INC | Add 33% ($19.9M) | 5.71% | $80.3M | +178.39% | +18.22% | +27.96% | |
| AAPL - APPLE INC | Add 649% ($59.9M) | 4.91% | $69.1M | +579.05% | +18.17% | +88.87% | |
| BX - BLACKSTONE GROUP L P | Add 152% ($41.4M) | 4.88% | $68.6M | +462.79% | +15.50% | +91.98% | |
| MCHI - ISHARES MSCI CHINA ETF | New Purchase | 4.06% | $57.2M | +17.94% | +3.02% | +8.33% | |
| BAC - BANK AMER CORP | New Purchase | 3.94% | $55.5M | +128.94% | +5.37% | +24.03% | |
| BRK.A - BERKSHIRE HATHAWAY I | Reduce 3% $(1.5M) | 3.70% | $52.0M | +143.94% | +2.64% | +11.04% | |
| CHTR - CHARTER COMMUNICATIO | Reduce 11% $(4.3M) | 2.42% | $34.0M | -39.27% | +10.16% | +54.39% | |
| V - VISA INC | Add 216% ($19.6M) | 2.04% | $28.7M | +161.02% | +14.70% | +45.83% | |
| MA - MASTERCARD INCORPORA | Add 215% ($19.1M) | 1.99% | $28.0M | +178.18% | +14.96% | +53.98% | |
| DAL - DELTA AIR LINES INC | 1.68% | $23.6M | +47.43% | +15.05% | +18.18% | ||
| NXPI - NXP SEMICONDUCTORS N | New Purchase | 1.52% | $21.3M | +191.96% | +17.51% | +53.07% | |
| BABA - ALIBABA GROUP HLDG L | Reduce 87% $(136.1M) | 1.42% | $20.0M | -3.16% | +7.25% | +28.00% | |
| BRK.B - BERKSHIRE HATHAWAY I | 1.11% | $15.6M | +144.23% | +2.40% | +11.17% | ||
| PYPL - PAYPAL HLDGS INC | New Purchase | 1.10% | $15.6M | -32.17% | +19.58% | +30.48% | |
| XLV - SPDR SELECT SECTOR HEALTHCARE | New Purchase | 1.06% | $15.0M | +91.75% | -1.07% | +16.89% | |
| XLP - SPDR SELECT CONS STPLS | New Purchase | 1.04% | $14.6M | +77.91% | +6.96% | +23.76% | |
| IWM - ISHARES RUSSELL 2000 ETF | 0.98% | $13.8M | +84.46% | +5.36% | +11.46% | ||
| LLY - LILLY ELI & CO | Reduce 1% $(173.0K) | 0.84% | $11.8M | +849.08% | -2.89% | +25.81% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(103.2K) | 0.78% | $11.0M | +44.03% | +13.64% | +28.27% | |
| GOOG - ALPHABET INC | 0.75% | $10.6M | +466.67% | +6.33% | +33.97% | ||
| PG - PROCTER AND GAMBLE C | Reduce 1% $(95.3K) | 0.75% | $10.6M | +73.50% | +8.12% | +32.66% | |
| MCD - MCDONALDS CORP | Reduce 1% $(94.5K) | 0.72% | $10.1M | +111.74% | +13.24% | +23.13% | |
| OGE - OGE ENERGY CORP | Reduce 2% $(198.8K) | 0.71% | $9.9M | +42.64% | +4.00% | +17.25% | |
| VZ - VERIZON COMMUNICATIO | Reduce 1% $(130.5K) | 0.71% | $9.9M | +10.79% | +6.72% | +16.53% | |
| PEP - PEPSICO INC | Reduce 1% $(97.0K) | 0.67% | $9.4M | +65.09% | +12.57% | +32.67% | |
| DUK - DUKE ENERGY CORP NEW | New Purchase | 0.65% | $9.1M | +72.81% | +2.03% | +13.64% | |
| LOW - LOWES COS INC | Reduce 1% $(60.9K) | 0.64% | $9.1M | +190.16% | +11.49% | +28.32% | |
| INTC - INTEL CORP | Reduce 1% $(124.1K) | 0.64% | $9.0M | -11.81% | +2.60% | +36.51% | |
| CSCO - CISCO SYS INC | Reduce 1% $(79.4K) | 0.63% | $8.9M | +101.66% | +13.98% | +4.48% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(64.1K) | 0.63% | $8.9M | +94.46% | +6.38% | +17.91% | |
| IEMG - ISHARES CORE MSCI EMERGING MKT | Reduce 9% $(918.3K) | 0.63% | $8.9M | +56.98% | +0.12% | +5.27% | |
| DISCK - DISCOVERY INC | Reduce 34% $(4.5M) | 0.62% | $8.7M | -0.15% | +4.46% | ||
| BA - BOEING CO | Reduce 2% $(158.7K) | 0.61% | $8.6M | -48.70% | -12.43% | -15.97% | |
| MMM - 3M CO | Reduce 1% $(74.7K) | 0.60% | $8.5M | +29.55% | -10.28% | -17.68% | |
| CNX - CNX RESOURCES CORPOR | 0.60% | $8.4M | +265.87% | -15.40% | -29.56% | ||
| TRV - TRAVELERS COMPANIES | 0.59% | $8.4M | +164.87% | +13.86% | +11.15% | ||
| HSBC - HSBC HLDGS PLC | New Purchase | 0.59% | $8.3M | +164.35% | +5.36% | -5.27% | |
| DD - DOWDUPONT INC | Add 11% ($791.5K) | 0.59% | $8.3M | +50.79% | -7.11% | -28.08% | |
| VFC - V F CORP | Reduce 1% $(119.9K) | 0.56% | $7.9M | -69.68% | +10.09% | +5.32% | |
| HON - HONEYWELL INTL INC | Reduce 1% $(45.7K) | 0.55% | $7.8M | +60.94% | +15.63% | +21.11% | |
| VEA - VANGUARD FTSE DEV MKT ETF | Reduce 2% $(131.0K) | 0.54% | $7.6M | +91.99% | +3.56% | +13.59% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 1% $(54.7K) | 0.54% | $7.6M | +94.02% | +11.54% | +50.78% | |
| CSGN - CREDIT SUISSE GROUP | 0.53% | $7.5M | +5.73% | +11.27% | |||
| XLK - SPDR SELECT SECTOR TECHNOLOGY | New Purchase | 0.53% | $7.5M | +350.75% | +13.09% | +48.74% | |
| EPD - ENTERPRISE PRODS PAR | Reduce 4% $(339.5K) | 0.52% | $7.4M | +91.22% | +3.54% | -2.71% | |
| XLY - SPDR SELECT SECTOR SBI CONS DISCR | New Purchase | 0.52% | $7.3M | +138.73% | +9.55% | +20.77% | |
| RTX - UNITED TECHNOLOGIES | Reduce 1% $(51.9K) | 0.52% | $7.3M | +196.90% | +13.20% | +33.24% | |
| FDX - FEDEX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE-CL B | Reduce 100% | 0.00% | $0.00 | ||||
| AGN - ALLERGAN PLC | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| BIDU - BAIDU INC - SPON ADR | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD S&P 500 ETF | Reduce 100% | 0.00% | $0.00 | ||||
| CM - CAN IMPERIAL BK OF COMMERCE | Reduce 100% | 0.00% | $0.00 | ||||
| FWONK - LIBERTY MEDIA CORP-LIBERTY-C | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||