VISTA INVESTMENT MANAGEMENT - Portfolio overview

VISTA INVESTMENT MANAGEMENT has 182 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VCSH - VANGUARD SCOTTSDALE FDS, 3.31%
2. JAAA - JANUS DETROIT STR TR, 3.18%
3. VGT - VANGUARD WORLD FD, 3.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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