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 151–176 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBTH | ISHARES TR | 13K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 949 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 15K | $100K–$500K | SH |
| BAUG | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| RSPS | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 900 | $100K–$500K | SH |
| BMAR | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 574 | $100K–$500K | SH |
| IGIB | ISHARES TR | 4K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 347 | $100K–$500K | SH |
| ITB | ISHARES TR | 2K | $100K–$500K | SH |
| XPH | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 11K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| IBB | ISHARES TR | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 357 | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 16K | $100K–$500K | SH |
| OEF | ISHARES TR | 589 | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 11K | $100K–$500K | SH |
| NWBI | NORTHWEST BANCSHARES INC MD | 10K | $100K–$500K | SH |