Vista Investment Management Portfolio Holdings

Vista Investment Management

  • $254 Million
  • Q2 2025

Vista Investment Management has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $254 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $9.03M, Vanguard Information Technolog with a value of $8.18M, Janus Detroit Str Tr Janus Hen with a value of $8.18M, Invesco ETF Fd Tr Invesco Bull with a value of $7.87M, and Spdr Portfolio Intermediate Te with a value of $7.64M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $243M to 254M.

Vista Investment Management is based out at Pittsburgh, PA

Below you can find more details about Vista Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $163 Million
Financial Services: $24.7 Million
Technology: $14.5 Million
Healthcare: $14 Million
Consumer Cyclical: $9.25 Million
Industrials: $8 Million
Communication Services: $6.76 Million
Consumer Defensive: $5.36 Million
Other: $8.38 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $254 Million
  • Prior Value $243 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
Track This Portfolio

Track Vista Investment Management Portfolio

Follow Vista Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Vista Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email