Vista Investment Management Portfolio Stock Holdings

Vista Investment Management disclosed 173 stock positions valued at approximately $298.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, JANUS DETROIT STR TR, and VANGUARD WORLD FD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
173
Portfolio Value
$298.4M
Holdings by Sector
Vista Investment Management Portfolio Holdings in Q1 2026

172 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD SCOTTSDALE FDSVCSHOther3.38%127,091+756+0.60%$10,074,506
JANUS DETROIT STR TRJAAAOther3.24%192,097+5,494+2.94%$9,675,907
VANGUARD WORLD FDVGTOther3.16%13,508+835+6.59%$9,424,479
VANECK ETF TRUSTFLTROther2.84%332,228+5,121+1.57%$8,465,165
SPDR SERIES TRUSTSPIBOther2.76%245,319-3,214-1.29%$8,228,010
INVESCO EXCH TRD SLF IDX FDBSCUOther2.69%479,552+9,130+1.94%$8,017,685
INVESCO EXCH TRD SLF IDX FDBSCSOther2.38%347,683-24,272-6.53%$7,100,740
ISHARES TRQUALOther2.16%33,597-740-2.16%$6,444,162
SPDR SERIES TRUSTQUSOther2.14%37,262-989-2.59%$6,395,646
COHERENT CORPCOHRTechnology2.10%26,316-3,396-11.43%$6,268,734
WISDOMTREE TREPSOther1.93%84,680-2,026-2.34%$5,767,555
INVESCO EXCHANGE TRADED FD TRSPTOther1.90%125,322+6,973+5.89%$5,672,075
JPMORGAN CHASE & COJPMFinancial Services1.88%19,110-950-4.74%$5,621,256
FIRST TR EXCH TRADED FD IIIFPEIOther1.78%279,678+4,916+1.79%$5,313,874
ISHARES TRIJROther1.76%42,287-689-1.60%$5,256,714
SPDR SERIES TRUSTSPMDOther1.56%78,735-2,849-3.49%$4,662,699
VANGUARD WORLD FDVOXOther1.55%25,770+366+1.44%$4,634,524
SPDR INDEX SHS FDSSPEMOther1.47%93,212+1,634+1.78%$4,372,585
RUSH ENTERPRISES INCRUSHBConsumer Cyclical1.34%62,272+5,374+9.44%$4,007,234
WESCO INTL INCWCCIndustrials1.26%13,750-475-3.34%$3,762,304
INVESCO EXCH TRADED FD TR IIIPKWOther1.21%64,198+3,571+5.89%$3,611,934
SPDR SERIES TRUSTSPSBOther1.19%118,387-917-0.77%$3,559,907
CAPITAL ONE FINL CORPCOFFinancial Services1.14%18,698+496+2.72%$3,411,076
SPDR INDEX SHS FDSSPDWOther1.13%73,683+2,064+2.88%$3,363,644
ALPHABET INCGOOGLCommunication Services1.08%11,233-242-2.11%$3,230,164
SPDR SERIES TRUSTBILOther1.07%34,890-7,002-16.71%$3,197,322
SPDR INDEX SHS FDSEWXOther1.06%47,923+1,979+4.31%$3,168,679
VANGUARD INTL EQUITY INDEX FVWOOther1.03%56,872+370+0.65%$3,073,951
INVESCO ACTIVELY MANAGED EXCVRIGOther0.99%117,833-13,402-10.21%$2,949,952
PNC FINL SVCS GROUP INCPNCFinancial Services0.99%14,146-1,329-8.59%$2,943,641
ISHARES TRIJHOther0.97%42,956-284-0.66%$2,900,824
FIRST BUSINESS FINL SVCS INCFBIZFinancial Services0.95%52,770+33+0.06%$2,845,889
LOWES COS INCLOWConsumer Cyclical0.93%11,686-20-0.17%$2,761,080
ISHARES TRICSHOther0.92%54,031+1,484+2.82%$2,735,027
INVESCO EXCH TRD SLF IDX FDBSCWOther0.90%129,797+24,156+22.87%$2,672,248
RTX CORPORATIONRTXIndustrials0.85%13,211-340-2.51%$2,548,484
TE CONNECTIVITY PLCTELOther0.84%12,052-66-0.54%$2,519,085
APPLE INCAAPLTechnology0.83%9,774-89-0.90%$2,480,529
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.76%4,619-54-1.16%$2,270,408
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.76%6,667+19+0.29%$2,253,113
WISDOMTREE TRDGSOther0.75%37,045+930+2.58%$2,226,404
INVESCO EXCH TRD SLF IDX FDBSCROther0.74%112,555-43,868-28.04%$2,208,897
DISNEY WALT CODISCommunication Services0.74%22,767+471+2.11%$2,194,246
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.70%38,872+827+2.17%$2,094,427
ISHARES TRSLQDOther0.69%40,721-2,252-5.24%$2,056,003
SPDR SERIES TRUSTSPLGOther0.65%25,200-186-0.73%$1,928,808
WELLS FARGO & COWFCFinancial Services0.64%23,925+630+2.70%$1,904,708
CISCO SYS INCCSCOTechnology0.61%23,430-135-0.57%$1,817,948
CONSTELLATION BRANDS INCSTZConsumer Defensive0.60%11,897+515+4.52%$1,784,494
VANGUARD TAX-MANAGED FDSVEAOther0.60%27,737+119+0.43%$1,777,370
PEPSICO INCPEPConsumer Defensive0.59%11,367-168-1.46%$1,765,212
BREAD FINANCIAL HOLDINGS INCBFHFinancial Services0.58%23,198+340+1.49%$1,737,290
INVESCO EXCHANGE TRADED FD TRSPDOther0.58%32,379-270-0.83%$1,733,195
SELECT SECTOR SPDR TRXLKOther0.58%12,924-206-1.57%$1,717,642
EOG RES INCEOGEnergy0.57%11,868-9-0.08%$1,715,734
ISHARES TRSGOVOther0.57%16,940+287+1.72%$1,705,180
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.55%5,572+103+1.88%$1,631,200
VANGUARD INDEX FDSVOOther0.53%5,483-20-0.36%$1,574,625
VANGUARD WORLD FDVAWOther0.51%6,809-80-1.16%$1,534,333
J P MORGAN EXCHANGE TRADED FJPSTOther0.50%29,682-4,561-13.32%$1,502,229
VANGUARD INDEX FDSVTIOther0.50%4,673-21-0.45%$1,499,201
MICROSOFT CORPMSFTTechnology0.49%3,917+170+4.54%$1,450,059
ISHARES TRIVVOther0.46%2,118+125+6.27%$1,383,774
MICROCHIP TECHNOLOGY INC.MCHPTechnology0.46%21,315+328+1.56%$1,377,171
UNITEDHEALTH GROUP INCUNHHealthcare0.45%4,994+8+0.16%$1,351,196
INGREDION INCINGRConsumer Defensive0.45%11,943+291+2.50%$1,345,469
VANGUARD WORLD FDVHTOther0.45%4,885+250+5.39%$1,330,238
FIDELITY COVINGTON TRUSTFCOMOther0.44%19,244+553+2.96%$1,310,901
J P MORGAN EXCHANGE TRADED FJMSTOther0.43%25,223-700-2.70%$1,285,869
CHEVRON CORPORATIONCVXEnergy0.43%6,212-256-3.96%$1,285,183
GOLDMAN SACHS GROUP INCGSFinancial Services0.42%1,485-22-1.46%$1,256,295
ISHARES TRISCFOther0.42%29,781+255+0.86%$1,244,567
AMGEN INCAMGNHealthcare0.40%3,424-30-0.87%$1,204,659
CORNING INCGLWTechnology0.40%8,823-31-0.35%$1,199,663
INVESCO EXCH TRD SLF IDX FDBSCTOther0.40%63,289+6,863+12.16%$1,180,998
VANGUARD INDEX FDSVBOther0.40%4,505-40-0.88%$1,180,043
STATE STR SPDR S&P 500 ETF TSPYOther0.39%1,777--$1,155,654
CSX CORPCSXIndustrials0.38%27,632-701-2.47%$1,134,294
VANGUARD WHITEHALL FDSVYMOther0.38%7,596-111-1.44%$1,125,022
J P MORGAN EXCHANGE TRADED FJMUBOther0.37%22,339--$1,116,727
JONES LANG LASALLE INCJLLReal Estate0.37%3,651+115+3.25%$1,111,072
ISHARES INCIEMGOther0.37%15,800-1,492-8.63%$1,102,050
AMAZON COM INCAMZNConsumer Cyclical0.36%5,116+590+13.04%$1,065,509
RESMED INCRMDHealthcare0.35%4,687-44-0.93%$1,052,138
NOVO-NORDISK A SNVOHealthcare0.35%28,224+10,458+58.87%$1,037,232
CONOCOPHILLIPSCOPEnergy0.34%7,742-18-0.23%$1,021,992
VANGUARD WORLD FDVDEOther0.32%5,583-59-1.05%$966,126
LABCORP HOLDINGS INCLHHealthcare0.32%3,592-55-1.51%$958,448
VANGUARD WORLD FDVCROther0.32%2,640+21+0.80%$947,720
STATE STR SPDR S&P MIDCAP 40MDYOther0.31%1,494--$921,439
SPDR SERIES TRUSTSHMOther0.30%18,715--$895,138
WP CAREY INCWPCReal Estate0.30%13,135-66-0.50%$892,655
SELECT SECTOR SPDR TRXLBOther0.30%17,856-677-3.65%$892,248
HOWMET AEROSPACE INCHWMIndustrials0.29%3,705-200-5.12%$853,854
SELECT SECTOR SPDR TRXLYOther0.28%7,726--$841,979
ALPHABET INCGOOGCommunication Services0.28%2,930-161-5.21%$840,594
TEXAS INSTRS INCTXNTechnology0.27%4,211-86-2.00%$817,544
SPDR SERIES TRUSTXBIOther0.27%6,388-23-0.36%$815,939
ISHARES TRSUBOther0.27%7,588--$808,122
INVESCO EXCHANGE TRADED FD TRSPOther0.26%4,056+183+4.73%$778,484
Vista Investment Management Options Holdings in Q1 2026

3 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT3,000$1,951,020
Q1 2026NVONovo Nordisk A/SCALL3,100$113,925
Q1 2026TSMTaiwan Semiconductor ManufacturCALL300$101,385

Notional value represents the total exposure of the options position.