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Latest VISTA INVESTMENT MANAGEMENT Stock Portfolio

$332Million | No. of Holdings #172

VISTA INVESTMENT MANAGEMENT Performance

2026 Q2-2.81%
YTD-3.66%
2025+11.36%

About VISTA INVESTMENT MANAGEMENT and 13F Hedge Fund Stock Holdings

VISTA INVESTMENT MANAGEMENT is a hedge fund based in Pittsburgh, PA. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, VISTA INVESTMENT MANAGEMENT reported an equity portfolio of $332.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of VISTA INVESTMENT MANAGEMENT are VAW, BNDW, JAAA. The fund has invested 3.8% of it's portfolio in VANGUARD WORLD FD and 3.1% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), COHERENT CORP (COHR) and NOVO-NORDISK A S (NVO). VISTA INVESTMENT MANAGEMENT opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), MARVELL TECHNOLOGY INC (MRVL) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and INVESCO EXCH TRD SLF IDX FD (IIGD).
VISTA INVESTMENT MANAGEMENT Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$332Million
  as of Aug 12, 2026

VISTA INVESTMENT MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that VISTA INVESTMENT MANAGEMENT made a return of -2.81% in the last quarter. In trailing 12 months, it's portfolio return was 4.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
franklin templeton etf tr932,775
marvell technology inc288,060
ishares tr215,497
New stocks bought by VISTA INVESTMENT MANAGEMENT

Additions

Ticker% Inc.
vanguard world fd674
vanguard index fds298
invesco exch trd slf idx fd102
johnson & johnson63.42
global pmts inc34.79
spdr series trust26.16
vanguard intl equity index f22.25
wells fargo & co17.99
Additions to existing portfolio by VISTA INVESTMENT MANAGEMENT

Reductions

Ticker% Reduced
invesco exch trd slf idx fd-48.61
coherent corp-17.82
novo-nordisk a s-16.15
invesco exch trd slf idx fd-15.3
j p morgan exchange traded f-13.65
arbor realty trust inc-13.24
ishares tr-9.98
fidelity natl information sv-7.1
VISTA INVESTMENT MANAGEMENT reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-246,268
salesforce inc-216,724
VISTA INVESTMENT MANAGEMENT got rid off the above stocks

Sector Distribution

VISTA INVESTMENT MANAGEMENT has about 69.3% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
Sector%
Others69.3
Financial Services8.1
Technology6.9
Industrials3.6
Healthcare3.6
Communication Services2.5
Consumer Cyclical2
Consumer Defensive1.5
Energy1.3

Market Cap. Distribution

VISTA INVESTMENT MANAGEMENT has about 26.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED69.4
LARGE-CAP15
MEGA-CAP11.7
MID-CAP1.9
SMALL-CAP1.4

Stocks belong to which Index?

About 25.8% of the stocks held by VISTA INVESTMENT MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others74.2
S&P 50021.9
RUSSELL 20003.9
Top 5 Winners (%)%
GLW
corning inc
85.9 %
COHR
coherent corp
59.8 %
UNH
unitedhealth group inc
53.4 %
TXN
texas instrs inc
52.7 %
CSCO
cisco sys inc
50.4 %
Top 5 Winners ($)$
COHR
coherent corp
3.7 M
CSD
invesco exchange traded fd t
2.4 M
GLW
corning inc
1.0 M
IJR
ishares tr
1.0 M
WCC
wesco intl inc
1.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-61.6 %
ABR
arbor realty trust inc
-27.7 %
NFLX
netflix inc.
-25.5 %
COP
conocophillips
-21.1 %
Top 5 Losers ($)$
VAW
vanguard world fd
-34.2 M
VB
vanguard index fds
-2.8 M
LVS
las vegas sands corp
-0.3 M
CVX
chevron corporation
-0.3 M
PEP
pepsico inc
-0.2 M

VISTA INVESTMENT MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VISTA INVESTMENT MANAGEMENT

VISTA INVESTMENT MANAGEMENT has 172 stocks in it's portfolio. About 27.1% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. COHR was the most profitable stock for VISTA INVESTMENT MANAGEMENT last quarter.

$331.24MTotal Value
176Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of VISTA INVESTMENT MANAGEMENT, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.24%7,588
$807.9K
0.24%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.13%5,098
$419.4K
0.13%
decreased 1.54 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.07%2,322
$242.6K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.06%3,947
$209.9K
0.06%
decreased 6.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.78%51,055
$2.58M
0.78%
decreased 5.51 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.61%40,235
$2.03M
0.61%
decreased 1.19 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
VISTA INVESTMENT MANAGEMENT's holding in Ishares Tr over time
0.38%29,444
$1.27M
0.38%
decreased 1.13 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
VISTA INVESTMENT MANAGEMENT's holding in Vaneck Etf Trust over time
2.63%341,380
$8.74M
2.63%
increased 2.75 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
VISTA INVESTMENT MANAGEMENT's holding in Wisdomtree Tr over time
1.99%85,033
$6.61M
1.99%
increased 0.42 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
VISTA INVESTMENT MANAGEMENT's holding in Wisdomtree Tr over time
0.73%37,313
$2.41M
0.73%
increased 0.72 percentadded