Vantage Investment Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2026. The filing lists 67 separate positions held by the firm, managed from its office in Kansas City, Missouri.
The portfolio is concentrated in large-cap technology, healthcare, and industrial companies. The largest position disclosed is in UnitedHealth Group Inc., where the firm holds 276,091 shares. Other significant holdings include Apple Inc., with 188,100 shares, and Microsoft Corporation, with 198,066 shares. The firm also holds substantial stakes in NVIDIA Corporation (344,235 shares), Alphabet Inc. (363,838 shares), and Amazon.com Inc. (202,120 shares).
Outside of the technology sector, the portfolio includes positions in Eli Lilly & Co. (45,496 shares), Visa Inc. (24,115 shares), and Mastercard Incorporated (14,281 shares). The filing also lists several exchange-traded funds, including the iShares Bitcoin Trust ETF and various S&P 500 ETFs.
