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Vista Investment Management

Portfolio Manager
Vista Investment Management
Performance
-1.41% (2026 Q1)
AUM (13F)
$300.59M
# of Holdings
173
Performance Rank
Allocation (Top 20)
43.28%

Vista Investment Management Holdings Map

Top 50 Vista Investment Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCSH
VANGUARD SCOTTSDALE FDS
3.38%127.1K$10.1M
+0.60%(+756)
2025-Q1: 116.2K shares2025-Q2: 113.6K shares2025-Q3: 117.7K shares2025-Q4: 126.3K shares2026-Q1: 127.1K shares
$79.02(-0.30%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.24%192.1K$9.7M
+2.94%(+5.49K)
2025-Q1: 155.9K shares2025-Q2: 161.1K shares2025-Q3: 174.8K shares2025-Q4: 186.6K shares2026-Q1: 192.1K shares
$50.75(-0.24%)
2026-03-31
VGT
VANGUARD WORLD FD
3.16%13.5K$9.4M
+6.59%(+835)
2025-Q1: 12.4K shares2025-Q2: 12.3K shares2025-Q3: 12.7K shares2025-Q4: 12.7K shares2026-Q1: 13.5K shares
$30.30(+274.02%)
2026-03-31
FLTR
VANECK ETF TRUST
2.84%332.2K$8.5M
+1.57%(+5.12K)
2025-Q1: 236.7K shares2025-Q2: 255.5K shares2025-Q3: 285.2K shares2025-Q4: 327.1K shares2026-Q1: 332.2K shares
$25.38(+0.62%)
2026-03-31
SPIB
SPDR SERIES TRUST
2.76%245.3K$8.2M
-1.29%(-3.21K)
2025-Q1: 223.5K shares2025-Q2: 227.6K shares2025-Q3: 227.0K shares2025-Q4: 248.5K shares2026-Q1: 245.3K shares
$32.88(+1.26%)
2026-03-31
BSCU
INVESCO EXCH TRD SLF IDX FD
2.69%479.6K$8.0M
+1.94%(+9.13K)
2025-Q1: 437.5K shares2025-Q2: 438.7K shares2025-Q3: 444.7K shares2025-Q4: 470.4K shares2026-Q1: 479.6K shares
$16.45(+1.24%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
2.38%347.7K$7.1M
-6.53%(-24.27K)
2025-Q1: 403.4K shares2025-Q2: 383.9K shares2025-Q3: 383.4K shares2025-Q4: 372.0K shares2026-Q1: 347.7K shares
$19.89(+2.58%)
2026-03-31
QUAL
ISHARES TR
2.16%33.6K$6.4M
-2.16%(-740)
2025-Q1: 32.5K shares2025-Q2: 32.8K shares2025-Q3: 32.3K shares2025-Q4: 34.3K shares2026-Q1: 33.6K shares
$91.37(+130.33%)
2026-03-31
QUS
SPDR SERIES TRUST
2.14%37.3K$6.4M
-2.59%(-989)
2025-Q1: 36.2K shares2025-Q2: 36.3K shares2025-Q3: 35.9K shares2025-Q4: 38.3K shares2026-Q1: 37.3K shares
$99.70(+83.87%)
2026-03-31
COHR
COHERENT CORP
2.1%26.3K$6.3M
-11.43%(-3.40K)
2025-Q1: 30.9K shares2025-Q2: 32.6K shares2025-Q3: 32.3K shares2025-Q4: 29.7K shares2026-Q1: 26.3K shares
$43.37(+781.92%)
2026-03-31

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