Vista Investment Management Portfolio Holdings

Vista Investment Management

  • $269 Million
  • Q3 2025

Vista Investment Management has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Million distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $9.49M, Vanguard Sht Term Corp Bd ETF with a value of $9.41M, Janus Detroit Str Tr Janus Hen with a value of $8.88M, Invesco ETF Fd Tr Invesco Bull with a value of $7.89M, and Spdr Portfolio Intermediate Te with a value of $7.69M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $254M to 269M.

Vista Investment Management is based out at Pittsburgh, PA

Below you can find more details about Vista Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $269 Million
ETFs: $174 Million
Financial Services: $25.8 Million
Healthcare: $14.9 Million
Technology: $13.7 Million
Consumer Cyclical: $10.5 Million
Industrials: $8.45 Million
Communication Services: $7.4 Million
Consumer Defensive: $5.02 Million
Other: $8.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.49 Million 3.53% of portfolio
12,714
Q3 2025 Added 3.09%
$0
$9.41 Million 3.5% of portfolio
117,707
Q3 2025 Added 3.6%
$0
$8.88 Million 3.3% of portfolio
174,787
Q3 2025 Added 8.47%
$0
$7.89 Million 2.93% of portfolio
383,381
Q3 2025 Reduced 0.12%
$0
$7.69 Million 2.86% of portfolio
226,973
Q3 2025 Reduced 0.29%
$0
$7.51 Million 2.79% of portfolio
444,671
Q3 2025 Added 1.37%
$0
$7.29 Million 2.71% of portfolio
285,182
Q3 2025 Added 11.61%
$881B
$6.51 Million 2.42% of portfolio
20,623
Q3 2025 Reduced 3.04%
$0
$6.28 Million 2.33% of portfolio
32,280
Q3 2025 Reduced 1.56%
$0
$6.14 Million 2.28% of portfolio
35,868
Q3 2025 Reduced 1.2%
$0
$5.61 Million 2.09% of portfolio
61,132
Q3 2025 Added 26.28%
$0
$5.58 Million 2.08% of portfolio
80,974
Q3 2025 Reduced 2.32%
$0
$5.18 Million 1.93% of portfolio
268,006
Q3 2025 Added 0.76%
$0
$5.06 Million 1.88% of portfolio
42,609
Q3 2025 Reduced 0.29%
$0
$4.82 Million 1.79% of portfolio
25,684
Q3 2025 Reduced 0.85%
$0
$4.33 Million 1.61% of portfolio
75,674
Q3 2025 Reduced 0.54%
$77.2B
$3.93 Million 1.46% of portfolio
18,495
Q3 2025 Reduced 3.57%
$598M
$3.48 Million 1.29% of portfolio
60,657
Q3 2025 Reduced 1.83%
$0
$3.34 Million 1.24% of portfolio
169,355
Q3 2025 Reduced 2.35%
$0
$3.29 Million 1.22% of portfolio
108,703
Q3 2025 Added 1.71%
$74.3B
$3.18 Million 1.18% of portfolio
15,840
Q3 2025 Reduced 0.78%
$13B
$3.09 Million 1.15% of portfolio
14,589
Q3 2025 Reduced 2.71%
$0
$3 Million 1.12% of portfolio
55,456
Q3 2025 Added 0.51%
$0
$2.97 Million 1.11% of portfolio
118,412
Q3 2025 Added 4.91%
$140B
$2.89 Million 1.07% of portfolio
11,494
Q3 2025 Reduced 0.19%
$0
$2.84 Million 1.06% of portfolio
53,942
Q3 2025 Added 3.43%
$1.65T
$2.83 Million 1.05% of portfolio
11,621
Q3 2025 Reduced 0.09%
$0
$2.81 Million 1.04% of portfolio
43,031
Q3 2025 Reduced 0.29%
$0
$2.77 Million 1.03% of portfolio
64,759
Q3 2025 Added 0.86%
$0
$2.72 Million 1.01% of portfolio
40,451
Q3 2025 Added 0.87%
$441M
$2.67 Million 0.99% of portfolio
52,328
Q3 2025 Reduced 2.1%
$4.3T
$2.54 Million 0.95% of portfolio
9,991
Q3 2025 Reduced 5.67%
$193B
$2.5 Million 0.93% of portfolio
21,869
Q3 2025 Reduced 0.41%
$0
$2.43 Million 0.9% of portfolio
47,899
Q3 2025 Added 0.62%
$258B
$2.39 Million 0.89% of portfolio
14,298
Q3 2025 Reduced 1.79%
$222B
$2.29 Million 0.85% of portfolio
4,723
Q3 2025 Reduced 0.04%
$50B
$2.05 Million 0.76% of portfolio
38,101
Q3 2025 Reduced 1.11%
$0
$2 Million 0.74% of portfolio
25,524
Q3 2025 Reduced 0.82%
$0
$1.99 Million 0.74% of portfolio
34,808
Q3 2025 Added 0.24%
$317B
$1.97 Million 0.73% of portfolio
23,468
Q3 2025 Reduced 2.21%
$3.78T
$1.94 Million 0.72% of portfolio
3,746
Q3 2025 Reduced 2.22%
$0
$1.91 Million 0.71% of portfolio
37,578
Q3 2025 Added 0.23%
$0
$1.86 Million 0.69% of portfolio
6,590
Q3 2025 Reduced 0.36%
$78.2B
$1.79 Million 0.66% of portfolio
5,529
Q3 2025 Added 18.32%
$1.46T
$1.78 Million 0.66% of portfolio
6,386
Q3 2025 Added 1.4%
$300B
$1.69 Million 0.63% of portfolio
4,885
Q3 2025 Reduced 6.49%
$319B
$1.66 Million 0.62% of portfolio
24,195
Q3 2025 Reduced 4.61%
$0
$1.63 Million 0.61% of portfolio
5,551
Q3 2025 Added 0.13%
$277B
$1.62 Million 0.6% of portfolio
21,155
Q3 2025 Added 5.74%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $269 Million
  • Prior Value $254 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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