VISTA INVESTMENT MANAGEMENT

CIK: 0001740140SEC EDGAR →

Portfolio Value

$303.0M

Holdings

176

As of

Q4 2025

New Positions

5

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD SCOTTSDALE FDS

126,335$10.1M
3.32%
2

VANGUARD WORLD FD

12,673$9.6M
3.15%
3

JANUS DETROIT STR TR

186,603$9.4M
3.11%
4

SPDR SERIES TRUST

248,533$8.4M
2.77%
5

VANECK ETF TRUST

327,107$8.3M
2.75%
6

INVESCO EXCH TRD SLF IDX FD

470,422$8.0M
2.63%
7

INVESCO EXCH TRD SLF IDX FD

371,955$7.7M
2.53%
8

ISHARES TR

34,337$6.8M
2.25%
9

SPDR SERIES TRUST

38,251$6.7M
2.20%
10

JPMORGAN CHASE & CO.

20,060$6.5M
2.13%

Quarterly Changes

Top Buys

SGOVNEW
$1.7M
FLTR↑ Increased
$1.0M
SPIB↑ Increased
$710K
VGSHNEW
$681K
VCSH↑ Increased
$664K

Top Sells

COHR↓ Decreased
$2.0M
BIL↓ Decreased
$1.8M
PFECLOSED
$1.2M
GOOGL↓ Decreased
$766K
FISVCLOSED
$543K

New Positions (12)

$1.7M · 17K shares
$681K · 12K shares
$460K · 6K shares
$326K · 1K shares
$286K · 13K shares
$256K · 1K shares
$247K · 3K shares
$244K · 900 shares
$223K · 4K shares
$207K · 1K shares
$204K · 357 shares
$202K · 589 shares

Closed Positions (6)

$1.2M · 47K shares
$543K · 4K shares
$497K · 27K shares
$328K · 665 shares
$217K · 616 shares
$214K · 529 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services103$222.1M73.3%
Technology15$21.8M7.2%
Healthcare13$14.2M4.7%
Industrials9$9.6M3.2%
Communication Services5$8.2M2.7%
Consumer Cyclical6$7.3M2.4%
Energy5$6.7M2.2%
Consumer Defensive4$5.0M1.7%
Unknown9$4.1M1.4%
Real Estate4$3.0M1.0%
Utilities2$659K0.2%
Basic Materials1$355K0.1%