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Latest VISTA INVESTMENT MANAGEMENT Stock Portfolio

$300Million– No. of Holdings #171

VISTA INVESTMENT MANAGEMENT Performance:
2026 Q1: -0.87%YTD: -0.87%2025: 11.36%
Performance for 2026 Q1 is -0.87%, and YTD is -0.87%, and 2025 is 11.36%.

About VISTA INVESTMENT MANAGEMENT and 13F Hedge Fund Stock Holdings

VISTA INVESTMENT MANAGEMENT is a hedge fund based in Pittsburgh, PA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, VISTA INVESTMENT MANAGEMENT reported an equity portfolio of $300.6 Millions as of 31 Mar, 2026.

The top stock holdings of VISTA INVESTMENT MANAGEMENT are BNDW, JAAA, VAW. The fund has invested 3.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 3.2% of portfolio in JANUS DETROIT STR TR.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), ISHARES TR (DMXF) and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), INVESCO EXCH TRD SLF IDX FD (BSAE) and FIDELITY NATL INFORMATION SV (FIS). VISTA INVESTMENT MANAGEMENT opened new stock positions in ASTRAZENECA PLC and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL PMTS INC (GPN), NOVO-NORDISK A S (NVO) and VANGUARD INDEX FDS (VB).
VISTA INVESTMENT MANAGEMENT Equity Portfolio Value
Last Reported on: 15 May, 2026

VISTA INVESTMENT MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that VISTA INVESTMENT MANAGEMENT made a return of -0.87% in the last quarter. In trailing 12 months, it's portfolio return was 13.19%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc2,061,540
select sector spdr tr238,112
New stocks bought by VISTA INVESTMENT MANAGEMENT

Additions

Ticker% Inc.
global pmts inc64.75
novo-nordisk a s58.87
vanguard index fds51.34
analog devices inc24.22
invesco exch trd slf idx fd22.87
cadence design system inc16.78
amazon com inc13.04
invesco exch trd slf idx fd12.16
Additions to existing portfolio by VISTA INVESTMENT MANAGEMENT

Reductions

Ticker% Reduced
salesforce inc-35.18
invesco exch trd slf idx fd-28.04
fidelity natl information sv-23.00
merck & co inc-20.97
l3harris technologies inc-18.65
spdr series trust-16.71
j p morgan exchange traded f-13.32
coherent corp-11.43
VISTA INVESTMENT MANAGEMENT reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-1,950,290
ishares tr-286,419
innovator etfs trust-238,718
ishares tr-202,009
spdr gold tr-227,482
VISTA INVESTMENT MANAGEMENT got rid off the above stocks

Sector Distribution

VISTA INVESTMENT MANAGEMENT has about 69.9% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Others69.9
Financial Services7.7
Technology5.8
Industrials3.5
Healthcare3.5
Communication Services2.5
Consumer Cyclical2.2
Consumer Defensive1.8
Energy1.6
Real Estate1.2

Market Cap. Distribution

VISTA INVESTMENT MANAGEMENT has about 26.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED69.9
LARGE-CAP15.6
MEGA-CAP10.7
MID-CAP1.8
SMALL-CAP1.5

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 50022.1
RUSSELL 20003.7
Top 5 Winners (%)%
GLW
corning inc
55.2 %
MPC
marathon pete corp
47.8 %
COP
conocophillips
41.0 %
EOG
eog res inc
37.7 %
VAW
vanguard world fd
37.2 %
Top 5 Winners ($)$
COHR
coherent corp
1.5 M
RUSHA
rush enterprises inc
0.5 M
EOG
eog res inc
0.5 M
GLW
corning inc
0.4 M
WCC
wesco intl inc
0.4 M
Top 5 Losers (%)%
FIS
fidelity natl information sv
-26.0 %
ORCL
oracle corp
-24.5 %
COF
capital one finl corp
-24.5 %
CRM
salesforce inc
-24.3 %
NVO
novo-nordisk a s
-23.9 %
Top 5 Losers ($)$
COF
capital one finl corp
-1.1 M
VAW
vanguard world fd
-0.7 M
JPM
jpmorgan chase & co
-0.5 M
MSFT
microsoft corp
-0.4 M
LVS
las vegas sands corp
-0.4 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 171 stocks in it's portfolio. About 26.6% of the portfolio is in top 10 stocks. COF proved to be the most loss making stock for the portfolio. COHR was the most profitable stock for VISTA INVESTMENT MANAGEMENT last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions