VISTA INVESTMENT MANAGEMENT
•CIK: 1740140•Filing: Q4 2025
**VISTA INVESTMENT MANAGEMENT** manages $303M across a diversified portfolio of 176 positions. The fund exhibits notable concentration in technology and financial sectors, with top holdings including VCSH at $10.1M and VGT at $9.6M. Significant allocations are also maintained in JAAA ($9.4M), SPIB ($8.4M), and FLTR ($8.3M). This positioning suggests a tactical focus on growth equities and specialized market segments.
Total AUM
$302.8M
QoQ Performance
+5.7%
Positions
111
Top 10 Concentration
26.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VCSH3.3%
VGT3.2%
JAAA3.1%
SPIB2.8%
FLTR2.8%
BSCU2.6%
BSCS2.5%
QUAL2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.2%
Financial5.1%
Technology4.3%
Healthcare2.5%
Consumer1.3%
Industrial1.0%
Communication1.0%
ETF0.9%
🚪 Exited Positionssold since Q3 2025
—
CHINA FD INC
SOLD
$497.4K
+1 more exited positions
Changes from Q3 2025
NEW12 new positions
↑70 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023