13F Insight
DOSSIER · 13F-HR · Q2 2026

VISTA INVESTMENT MANAGEMENT

$333M in tracked AUM across 181 positions as of Q2 2026.

VI
CIK 0001740140 · last filed Jun 30, 2026
Total AUM
$333M
as of Q2 2026
Holdings
181
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

VISTA INVESTMENT MANAGEMENT filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VGT
VANGUARD WORLD FD
$13M105K3.8%02
VCSH
VANGUARD SCOTTSDALE FDS
$10M132K3.1%03
JAAA
JANUS DETROIT STR TR
$10M204K3.1%04
SPIB
SPDR SERIES TRUST
$9M263K2.6%05
FLTR
VANECK ETF TRUST
$9M341K2.6%06
COHR
COHERENT CORP
$9M22K2.6%07
BSCU
INVESCO EXCH TRD SLF IDX FD
$8M498K2.5%08
RSPT
INVESCO EXCHANGE TRADED FD T
$8M127K2.5%09
QUAL
ISHARES TR
$7M33K2.2%10
QUS
SPDR SERIES TRUST
$7M37K2.1%

Filing history

2026Q2Jun 30
$333M▲ 10.7%
181 positionsView →2026Q1Mar 31
$301M▼ 0.8%
180 positionsView →2025Q4Dec 31
$303M▲ 5.7%
179 positionsView →2025Q3Sep 30
$287M▲ 6.3%
173 positionsLocked2025Q2Jun 30
$270M▲ 5.4%
171 positionsLocked2025Q1Mar 31
$256M▼ 3.0%
172 positionsLocked2024Q4Dec 31
$264M▼ 0.7%
178 positionsLocked2024Q3Sep 30
$265M▲ 7.5%
173 positionsLocked2024Q2Jun 30
$247M▲ 0.5%
172 positionsLocked2024Q1Mar 31
$246M▲ 14.1%
180 positionsLocked2023Q4Dec 31
$215M▲ 13.0%
169 positionsLocked2023Q3Sep 30
$190M▼ 3.6%
158 positionsLocked
Showing 12 of 33