§ 13F · FUND PROFILE
VISTA INVESTMENT MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $287M (13F)Positions · 173Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 127K | $10M | 3.4% | +1% |
| 2 | JAAA | JANUS DETROIT STR TR | 192K | $10M | 3.2% | +3% |
| 3 | VGT | VANGUARD WORLD FD | 14K | $9M | 3.1% | +7% |
| 4 | FLTR | VANECK ETF TRUST | 332K | $8M | 2.8% | +2% |
| 5 | SPIB | SPDR SERIES TRUST | 245K | $8M | 2.7% | −1% |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | 480K | $8M | 2.7% | +2% |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | 348K | $7M | 2.4% | −7% |
| 8 | QUAL | ISHARES TR | 34K | $6M | 2.1% | −2% |
| 9 | QUS | SPDR SERIES TRUST | 37K | $6M | 2.1% | −3% |
| 10 | COHR | COHERENT CORP | 26K | $6M | 2.1% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISTA SIGNAL
AC read
VISTA INVESTMENT MANAGEMENT is a Other fund managing $287 million in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed