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 $332.7M across 174 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VGT ($12.5M, 3.76%), VCSH ($10.4M, 3.12%), JAAA ($10.3M, 3.09%), SPIB ($8.8M, 2.65%), FLTR ($8.7M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $12.5M | 3.76% | 104,651 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $10.4M | 3.12% | 131,523 | Added |
| 3 | JAAA | JANUS DETROIT STR TR | $10.3M | 3.09% | 203,868 | Added |
| 4 | SPIB | SPDR SERIES TRUST | $8.8M | 2.65% | 263,457 | Added |
| 5 | FLTR | VANECK ETF TRUST | $8.7M | 2.63% | 341,380 | Added |
| 6 | COHR | COHERENT CORP | $8.5M | 2.56% | 21,627 | Trimmed |
| 7 | BSCU | INVESCO EXCH TRD SLF IDX FD | $8.3M | 2.49% | 497,713 | Added |
| 8 | RSPT | INVESCO EXCHANGE TRADED FD T | $8.2M | 2.45% | 126,534 | Added |
| 9 | QUAL | ISHARES TR | $7.3M | 2.20% | 33,410 | Trimmed |
| 10 | QUS | SPDR SERIES TRUST | $7.0M | 2.09% | 37,265 | Added |
| 11 | EPS | WISDOMTREE TR | $6.6M | 1.99% | 85,033 | Added |
| 12 | IJR | ISHARES TR | $6.2M | 1.86% | 41,776 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $6.2M | 1.86% | 18,884 | Trimmed |
| 14 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.0M | 1.80% | 294,496 | Trimmed |
| 15 | FPEI | FIRST TR EXCH TRADED FD III | $5.7M | 1.71% | 295,710 | Added |
| 16 | BSCW | INVESCO EXCH TRD SLF IDX FD | $5.4M | 1.62% | 262,405 | Added |
| 17 | SPMD | SPDR SERIES TRUST | $5.3M | 1.59% | 78,154 | Trimmed |
| 18 | SPEM | SPDR INDEX SHS FDS | $4.8M | 1.44% | 92,786 | Trimmed |
| 19 | RUSHB | RUSH ENTERPRISES INC | $4.8M | 1.43% | 62,108 | Trimmed |
| 20 | VOX | VANGUARD WORLD FD | $4.7M | 1.41% | 25,587 | Trimmed |
| 21 | WCC | WESCO INTL INC | $4.6M | 1.37% | 13,199 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $3.9M | 1.18% | 11,000 | Trimmed |
| 23 | COF | CAPITAL ONE FINL CORP | $3.8M | 1.13% | 18,814 | Added |
| 24 | SPDW | SPDR INDEX SHS FDS | $3.7M | 1.12% | 73,785 | Added |
| 25 | IPKW | INVESCO EXCH TRADED FD TR II | $3.7M | 1.12% | 66,079 | Added |
Source: SEC Form 13F filings · as of 2026-06-30