Vista Investment Management Portfolio Holdings

Vista Investment Management

  • $243 Million
  • Q1 2025

Vista Investment Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Million distributed in 172 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 $9.17M, Invesco ETF Fd Tr Invesco Bull with a value of $8.21M, Janus Detroit Str Tr Janus Hen with a value of $7.91M, Spdr Portfolio Intermediate Te with a value of $7.43M, and Invesco Exc Self Ind Tr with a value of $7.26M.

Examining the 13F form we can see an decrease of $6.98M in the current position value, from $250M to 243M.

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 $243 Million
ETFs: $154 Million
Financial Services: $22.4 Million
Healthcare: $15.9 Million
Technology: $12.9 Million
Consumer Cyclical: $9.57 Million
Industrials: $7.34 Million
Consumer Defensive: $5.83 Million
Communication Services: $5.52 Million
Other: $8.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$357,000 0.15% of portfolio
27,850
Q4 2024 Added 5.69%
$0
$265,000 0.11% of portfolio
11,986
Q1 2025 Reduced 11.54%
$0
$196,000 0.08% of portfolio
16,067
Q4 2023 Reduced 40.71%
$0
$138,000 0.06% of portfolio
11,200
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $243 Million
  • Prior Value $250 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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