VISTA INVESTMENT MANAGEMENT

CIK: 0001740140SEC EDGAR →

Portfolio Value

$303.0B

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$10.1B
3.32%
2

VANGUARD WORLD FD

12,673$9.6B
3.15%
3

JANUS DETROIT STR TR

186,603$9.4B
3.11%
4

SPDR SERIES TRUST

248,533$8.4B
2.77%
5

VANECK ETF TRUST

327,107$8.3B
2.75%
6

INVESCO EXCH TRD SLF IDX FD

470,422$8.0B
2.63%
7

INVESCO EXCH TRD SLF IDX FD

371,955$7.7B
2.53%
8

ISHARES TR

34,337$6.8B
2.25%
9

SPDR SERIES TRUST

38,251$6.7B
2.20%
10

JPMORGAN CHASE & CO.

20,060$6.5B
2.13%

Quarterly Changes

Top Buys

SGOVNEW
$1.7B
FLTR↑ Increased
$1.0B
SPIB↑ Increased
$709.9M
VGSHNEW
$681.0M
VCSH↑ Increased
$663.7M

Top Sells

COHR↓ Decreased
$2.0B
BIL↓ Decreased
$1.8B
PFECLOSED
$1.2B
GOOGL↓ Decreased
$765.9M
FISVCLOSED
$542.7M

New Positions (12)

$1.7B · 17K shares
$681.0M · 12K shares
$460.0M · 6K shares
$326.0M · 1K shares
$286.0M · 13K shares
$256.0M · 1K shares
$247.0M · 3K shares
$244.0M · 900 shares
$223.0M · 4K shares
$207.0M · 1K shares
$204.0M · 357 shares
$202.0M · 589 shares

Closed Positions (6)

$1.2B · 47K shares
$542.7M · 4K shares
$497.4M · 27K shares
$328.1M · 665 shares
$217.3M · 616 shares
$214.3M · 529 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services103$222.1B73.3%
Technology15$21.8B7.2%
Healthcare13$14.2B4.7%
Industrials9$9.6B3.2%
Communication Services5$8.2B2.7%
Consumer Cyclical6$7.3B2.4%
Energy5$6.7B2.2%
Consumer Defensive4$5.0B1.7%
Unknown9$4.1B1.4%
Real Estate4$3.0B1.0%
Utilities2$659.0M0.2%
Basic Materials1$355.0M0.1%