13F Insight
DOSSIER · 13F-HR · Q1 2026

VISTA INVESTMENT MANAGEMENT

$301M in tracked AUM across 180 positions as of Q1 2026.

VI
CIK 0001740140 · last filed Mar 31, 2026
Total AUM
$301M
as of Q1 2026
Holdings
180
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

VISTA INVESTMENT MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCSH
VANGUARD SCOTTSDALE FDS
$10M127K3.4%02
JAAA
JANUS DETROIT STR TR
$10M192K3.2%03
VGT
VANGUARD WORLD FD
$9M14K3.1%04
FLTR
VANECK ETF TRUST
$8M332K2.8%05
SPIB
SPDR SERIES TRUST
$8M245K2.7%06
BSCU
INVESCO EXCH TRD SLF IDX FD
$8M480K2.7%07
BSCS
INVESCO EXCH TRD SLF IDX FD
$7M348K2.4%08
QUAL
ISHARES TR
$6M34K2.1%09
QUS
SPDR SERIES TRUST
$6M37K2.1%10
COHR
COHERENT CORP
$6M26K2.1%

Filing history

2026Q1Mar 31
$301M▼ 0.8%
180 positionsView →2025Q4Dec 31
$303M▲ 5.7%
179 positionsView →2025Q3Sep 30
$287M▲ 6.3%
173 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$198M▲ 4.4%
161 positionsLocked
Showing 12 of 32