CIK 1740140
VISTA INVESTMENT MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
176
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSPD | INVESCO EXCHANGE TRADED FD T | 33K | $1M+ | SH |
| CSCO | CISCO SYS INC | 24K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 28K | $1M+ | SH |
| BFH | BREAD FINANCIAL HOLDINGS INC | 23K | $1M+ | SH |
| SGOV | ISHARES TR | 17K | $1M+ | SH |
| PEP | PEPSICO INC | 12K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 11K | $1M+ | SH |
| VAW | VANGUARD WORLD FD | 7K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 19K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 21K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 26K | $1M+ | SH |
| INGR | INGREDION INC | 12K | $1M+ | SH |
| EOG | EOG RES INC | 12K | $1M+ | SH |
| ISCF | ISHARES TR | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| JLL | JONES LANG LASALLE INC | 4K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IEMG | ISHARES INC | 17K | $1M+ | SH |
| RMD | RESMED INC | 5K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 8K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 56K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 3K | $1M+ | SH |
| CSX | CSX CORP | 28K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 4K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 18K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 19K | $500K+ | SH |
| WPC | WP CAREY INC | 13K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| XLB | SELECT SECTOR SPDR TR | 19K | $500K+ | SH |
| SUB | ISHARES TR | 8K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| XBI | SPDR SERIES TRUST | 6K | $500K+ | SH |
| GLW | CORNING INC | 9K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |