Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VISTA INVESTMENT MANAGEMENT (CIK 1740140) reported $300.6M across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCSH ($10.1M, 3.35%), JAAA ($9.7M, 3.22%), VGT ($9.4M, 3.14%), FLTR ($8.5M, 2.82%), SPIB ($8.2M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | $10.1M | 3.35% | 127,091 | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $9.7M | 3.22% | 192,097 | Added |
| 3 | VGT | VANGUARD WORLD FD | $9.4M | 3.14% | 13,508 | Added |
| 4 | FLTR | VANECK ETF TRUST | $8.5M | 2.82% | 332,228 | Added |
| 5 | SPIB | SPDR SERIES TRUST | $8.2M | 2.74% | 245,319 | Trimmed |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | $8.0M | 2.67% | 479,552 | Added |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $7.1M | 2.36% | 347,683 | Trimmed |
| 8 | QUAL | ISHARES TR | $6.4M | 2.14% | 33,597 | Trimmed |
| 9 | QUS | SPDR SERIES TRUST | $6.4M | 2.13% | 37,262 | Trimmed |
| 10 | COHR | COHERENT CORP | $6.3M | 2.09% | 26,316 | Trimmed |
| 11 | EPS | WISDOMTREE TR | $5.8M | 1.92% | 84,680 | Trimmed |
| 12 | RYT | INVESCO EXCHANGE TRADED FD T | $5.7M | 1.89% | 125,322 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.87% | 19,110 | Trimmed |
| 14 | FPEI | FIRST TR EXCH TRADED FD III | $5.3M | 1.77% | 279,678 | Added |
| 15 | IJR | ISHARES TR | $5.3M | 1.75% | 42,287 | Trimmed |
| 16 | SPMD | SPDR SERIES TRUST | $4.7M | 1.55% | 78,735 | Trimmed |
| 17 | VOX | VANGUARD WORLD FD | $4.6M | 1.54% | 25,770 | Added |
| 18 | SPEM | SPDR INDEX SHS FDS | $4.4M | 1.45% | 93,212 | Added |
| 19 | RUSHB | RUSH ENTERPRISES INC | $4.0M | 1.33% | 62,272 | Added |
| 20 | WCC | WESCO INTL INC | $3.8M | 1.25% | 13,750 | Trimmed |
| 21 | IPKW | INVESCO EXCH TRADED FD TR II | $3.6M | 1.20% | 64,198 | Added |
| 22 | SPSB | SPDR SERIES TRUST | $3.6M | 1.18% | 118,387 | Trimmed |
| 23 | COF | CAPITAL ONE FINL CORP | $3.4M | 1.13% | 18,698 | Added |
| 24 | SPDW | SPDR INDEX SHS FDS | $3.4M | 1.12% | 73,683 | Added |
| 25 | GOOGL | ALPHABET INC | $3.2M | 1.07% | 11,233 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31