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VISTA INVESTMENT MANAGEMENT

Q2 2026 13F filing

Updated 29 days ago

181 disclosed positions worth $332.7M

Portfolio value
$332.7M
Total holdings
181
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD WORLD FD

Value
$12.5M
Shares
104.7K
% Port
3.76%
V

VANGUARD SCOTTSDALE FDS

Value
$10.4M
Shares
131.5K
% Port
3.12%
N
3.NOC

JANUS DETROIT STR TR

Value
$10.3M
Shares
203.9K
% Port
3.09%
S

SPDR SERIES TRUST

Value
$8.8M
Shares
263.5K
% Port
2.65%
F

VANECK ETF TRUST

Value
$8.7M
Shares
341.4K
% Port
2.63%
C

COHERENT CORP

Value
$8.5M
Shares
21.6K
% Port
2.56%
?
7.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$8.3M
Shares
497.7K
% Port
2.49%
I
8.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$8.2M
Shares
126.5K
% Port
2.45%
E

ISHARES TR

Value
$7.3M
Shares
33.4K
% Port
2.20%
S

SPDR SERIES TRUST

Value
$7M
Shares
37.3K
% Port
2.09%
B
11.BTCW

WISDOMTREE TR

Value
$6.6M
Shares
85.0K
% Port
1.99%
E
12.ETHA

ISHARES TR

Value
$6.2M
Shares
41.8K
% Port
1.86%
J

JPMORGAN CHASE & CO

Value
$6.2M
Shares
18.9K
% Port
1.86%
?
14.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$6M
Shares
294.5K
% Port
1.80%
F
15.FPF

FIRST TR EXCH TRADED FD III

Value
$5.7M
Shares
295.7K
% Port
1.71%
I
16.IRMD

INVESCO EXCH TRD SLF IDX FD

Value
$5.4M
Shares
262.4K
% Port
1.62%
S

SPDR SERIES TRUST

Value
$5.3M
Shares
78.2K
% Port
1.59%
S

SPDR INDEX SHS FDS

Value
$4.8M
Shares
92.8K
% Port
1.44%
R

RUSH ENTERPRISES INC

Value
$4.8M
Shares
62.1K
% Port
1.43%
V
20.VGES

VANGUARD WORLD FD

Value
$4.7M
Shares
25.6K
% Port
1.41%
W
21.WCC

WESCO INTL INC

Value
$4.6M
Shares
13.2K
% Port
1.37%
G

ALPHABET INC

Value
$3.9M
Shares
11.0K
% Port
1.18%
C

CAPITAL ONE FINL CORP

Value
$3.8M
Shares
18.8K
% Port
1.13%
?
24.N/A

INVESCO EXCH TRADED FD TR II

Value
$3.7M
Shares
66.1K
% Port
1.12%
S

SPDR INDEX SHS FDS

Value
$3.7M
Shares
73.8K
% Port
1.12%
M
26.MDY

SPDR INDEX SHS FDS

Value
$3.6M
Shares
48.3K
% Port
1.08%
V
27.VGES

VANGUARD INTL EQUITY INDEX F

Value
$3.5M
Shares
57.9K
% Port
1.04%
S

SPDR SERIES TRUST

Value
$3.4M
Shares
114.1K
% Port
1.03%
P
29.PNC

PNC FINL SVCS GROUP INC

Value
$3.4M
Shares
13.7K
% Port
1.02%
B

FIRST BUSINESS FINL SVCS INC

Value
$3.3M
Shares
52.3K
% Port
0.99%
E
31.ETHA

ISHARES TR

Value
$3.3M
Shares
42.3K
% Port
0.98%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$3.2M
Shares
6.7K
% Port
0.96%
S

SPDR SERIES TRUST

Value
$3.2M
Shares
34.7K
% Port
0.96%
?
34.N/A

INVESCO ACTIVELY MANAGED EXC

Value
$2.9M
Shares
113.7K
% Port
0.86%
A
35.AAPL

APPLE INC

Value
$2.8M
Shares
9.6K
% Port
0.83%
C
36.CSCO

CISCO SYS INC

Value
$2.6M
Shares
22.5K
% Port
0.79%
L
37.LOW

LOWES COS INC

Value
$2.6M
Shares
11.8K
% Port
0.78%
E
38.ETHA

ISHARES TR

Value
$2.6M
Shares
51.1K
% Port
0.78%
B

BREAD FINANCIAL HOLDINGS INC

Value
$2.5M
Shares
23.2K
% Port
0.75%
R
40.RTX

RTX CORPORATION

Value
$2.5M
Shares
13.1K
% Port
0.75%
S

SELECT SECTOR SPDR TR

Value
$2.4M
Shares
12.8K
% Port
0.73%
T
42.TEL

TE CONNECTIVITY PLC

Value
$2.4M
Shares
12.0K
% Port
0.73%
B
43.BTCW

WISDOMTREE TR

Value
$2.4M
Shares
37.3K
% Port
0.73%
W

WELLS FARGO & CO

Value
$2.3M
Shares
28.2K
% Port
0.70%
T
45.TMO

THERMO FISHER SCIENTIFIC INC

Value
$2.3M
Shares
4.6K
% Port
0.70%
D
46.DIS

DISNEY WALT CO

Value
$2.2M
Shares
22.9K
% Port
0.66%
S

SPDR SERIES TRUST

Value
$2.2M
Shares
25.1K
% Port
0.66%
G
48.GLW

CORNING INC

Value
$2.2M
Shares
8.4K
% Port
0.65%
E
49.ELV

ELEVANCE HEALTH INC FORMERLY

Value
$2.1M
Shares
5.5K
% Port
0.64%
U
50.UNH

UNITEDHEALTH GROUP INC

Value
$2.1M
Shares
5.0K
% Port
0.62%