Vista Investment Management Portfolio Holdings by Sector
Vista Investment Management
- $243 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCSH BSCS JAAA SPIB BSCU VGT FLTR QUS 81 stocks |
$153,081
63.09% of portfolio
|
  34  
|
  36  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC FBIZ TOWN COLB FNB AUB 6 stocks |
$7,267
2.99% of portfolio
|
  1  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$6,989
2.88% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AZN PFE AMGN MRK JNJ ABBV 6 stocks |
$5,109
2.11% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
COF DFS BFH AXP 4 stocks |
$4,980
2.05% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH ELV CVS 3 stocks |
$4,358
1.8% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHB 1 stocks |
$3,565
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
MCHP TSM TXN 3 stocks |
$2,925
1.21% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2,823
1.16% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$2,747
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX HWM LHX 3 stocks |
$2,721
1.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$2,694
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EOG COP 2 stocks |
$2,487
1.02% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,428
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$2,375
0.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$2,328
0.96% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WCC 1 stocks |
$2,299
0.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$2,104
0.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ANSS CRM 2 stocks |
$1,948
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO VRTX 2 stocks |
$1,916
0.79% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,743
0.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,629
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$1,625
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
INGR 1 stocks |
$1,446
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$1,321
0.54% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,313
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FIS FISV 2 stocks |
$1,232
0.51% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1,201
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$1,108
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$989
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CHN ARCC NZF NVG 4 stocks |
$956
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
ABR 1 stocks |
$947
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
JLL 1 stocks |
$893
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$878
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$870
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$862
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D 1 stocks |
$830
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$537
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$522
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
FCN 1 stocks |
$482
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$464
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$435
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$434
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
GLPI 1 stocks |
$408
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$382
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TM 1 stocks |
$381
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$367
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$365
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$314
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
KBH 1 stocks |
$296
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$275
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|