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Institutional

VISTA INVESTMENT MANAGEMENT

CIK 0001740140
$300.6M
Reported AUM
173
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · VISTA INVESTMENT MANAGEMENT · Q1 2026

AI · grounded in 13F

VISTA INVESTMENT MANAGEMENT established a new position in ASTRAZENECA PLC valued at $2,061,541. The fund increased its holdings in SPY by 168.82% and BSCW by 22.87%. Conversely, it reduced exposure to COHR by 11.43% and JPM by 4.74%.

Portfolio · Q1 2026

VCSHJAAAVGTFLTRSPIBBSCUBSCSQUALQUSCOHROther$209.1MVM

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%4.93%11.78%$10.1M3.35%+756+0.6%
2JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$9.7M3.22%+5,494+2.9%
3VGTVANGUARD WORLD FD$115.28-6.14%47.86%130.97%$9.4M3.14%+835+6.6%
4FLTRVANECK ETF TRUST$25.520.04%5.76%24.61%$8.5M2.82%+5,121+1.6%
5SPIBSPDR SERIES TRUST$33.24-0.45%5.57%7.88%$8.2M2.74%3,214−1.3%
6BSCUINVESCO EXCH TRD SLF IDX FD$16.60-0.36%4.96%1.19%$8.0M2.67%+9,130+1.9%
7BSCSINVESCO EXCH TRD SLF IDX FD$20.36-0.20%4.66%5.07%$7.1M2.36%24,272−6.5%
8QUALISHARES TR$213.14-1.93%19.32%64.31%$6.4M2.14%740−2.2%
9QUSSPDR SERIES TRUST$183.96-1.27%17.14%61.88%$6.4M2.13%989−2.6%
10COHRCOHERENT CORP$376.99-10.64%372.77%440.02%$6.3M2.09%3,396−11.4%
11EPSWISDOMTREE TR$77.28-2.52%25.74%77.20%$5.8M1.92%2,026−2.3%
12RSPTINVESCO EXCHANGE TRADED FD T$61.66-6.72%59.92%111.74%$5.7M1.89%+6,973+5.9%
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$5.6M1.87%950−4.7%
14FPEIFIRST TR EXCH TRADED FD III$19.21-0.16%8.09%21.20%$5.3M1.77%+4,916+1.8%
15IJRISHARES TR$137.68-1.84%29.63%34.80%$5.3M1.75%689−1.6%
16SPMDSPDR SERIES TRUST$64.84-1.94%22.71%47.12%$4.7M1.55%2,849−3.5%
17VOXVANGUARD WORLD FD$188.53-1.87%16.18%36.94%$4.6M1.54%+366+1.4%
18SPEMSPDR INDEX SHS FDS$50.53-4.04%23.98%35.82%$4.4M1.45%+1,634+1.8%
19RUSHBRUSH ENTERPRISES INC$67.001.84%28.80%146.41%$4.0M1.33%+5,374+9.4%
20WCCWESCO INTL INC$354.31-3.02%106.04%243.03%$3.8M1.25%475−3.3%
21IPKWINVESCO EXCH TRADED FD TR II$57.42-2.27%22.74%58.83%$3.6M1.20%+3,571+5.9%
22SPSBSPDR SERIES TRUST$29.90-0.20%4.72%14.18%$3.6M1.18%917−0.8%
23COFCAPITAL ONE FINL CORP$180.67-1.38%-7.47%22.49%$3.4M1.13%+496+2.7%
24SPDWSPDR INDEX SHS FDS$49.33-3.71%26.64%54.23%$3.4M1.12%+2,064+2.9%
25GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$3.2M1.07%242−2.1%
26BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$3.2M1.06%7,002−16.7%
27EWXSPDR INDEX SHS FDS$71.98-4.04%21.89%36.87%$3.2M1.05%+1,979+4.3%
28SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$3.1M1.03%+3,000+168.8%
29VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$3.1M1.02%+370+0.7%
30VRIGINVESCO ACTIVELY MANAGED EXC$25.080.04%4.93%24.12%$2.9M0.98%13,402−10.2%
31PNCPNC FINL SVCS GROUP INC$228.370.57%$2.9M0.98%1,329−8.6%
32IJHISHARES TR$73.95-2.00%$2.9M0.97%284−0.7%
33FBIZFIRST BUSINESS FINL SVCS INC$58.130.75%$2.8M0.95%+33+0.1%
34LOWLOWES COS INC$210.741.55%$2.8M0.92%20−0.2%
35ICSHISHARES TR$50.44-0.04%$2.7M0.91%+1,484+2.8%
36BSCWINVESCO EXCH TRD SLF IDX FD$20.42-0.56%$2.7M0.89%+24,156+22.9%
37RTXRTX CORPORATION$180.990.88%$2.5M0.85%340−2.5%
38TELTE CONNECTIVITY PLC$212.65-3.67%$2.5M0.84%66−0.5%
39AAPLAPPLE INC$307.34-1.25%$2.5M0.83%89−0.9%
40TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$2.4M0.78%81−1.1%
41TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$2.3M0.76%54−1.2%
42DGSWISDOMTREE TR$63.06-4.02%$2.2M0.74%+930+2.6%
43BSCRINVESCO EXCH TRD SLF IDX FD$19.63-0.08%$2.2M0.73%43,868−28.0%
44DISDISNEY WALT CO$99.710.37%$2.2M0.73%+471+2.1%
45LVSLAS VEGAS SANDS CORP$50.25-0.95%$2.1M0.70%+827+2.2%
46AZNASTRAZENECA PLC$185.952.28%$2.1M0.69%+10,453NEW
47SLQDISHARES TR$50.13-0.26%$2.1M0.68%2,252−5.2%
48SPYMSPDR SERIES TRUST$86.81-2.58%$1.9M0.64%186−0.7%
49WMT2WELLS FARGO & CO$1.9M0.63%+630+2.7%
50CSCOCISCO SYS INC$121.64-6.43%$1.8M0.60%135−0.6%
51STZCONSTELLATION BRANDS INC$140.912.27%$1.8M0.59%+515+4.5%
52VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$1.8M0.59%+119+0.4%
53PEPPEPSICO INC$141.92-0.16%$1.8M0.59%168−1.5%
54BFHBREAD FINANCIAL HOLDINGS INC$91.11-0.04%$1.7M0.58%+340+1.5%
55RSPDINVESCO EXCHANGE TRADED FD T$54.42-0.58%$1.7M0.58%270−0.8%
56XLKSELECT SECTOR SPDR TR$180.30-6.66%$1.7M0.57%206−1.6%
57EOGEOG RES INC$137.78-2.20%$1.7M0.57%9−0.1%
58SGOVISHARES TR$100.450.03%$1.7M0.57%+287+1.7%
59ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$1.6M0.54%+103+1.9%
60VOVANGUARD INDEX FDS$78.53-2.06%$1.6M0.52%20−0.4%
61VAWVANGUARD WORLD FD$227.85-2.58%$1.5M0.51%80−1.2%
62JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%$1.5M0.50%4,561−13.3%
63VTIVANGUARD INDEX FDS$363.38-2.68%$1.5M0.50%21−0.4%
64MSFTMICROSOFT CORP$416.67-2.66%$1.5M0.48%+170+4.5%
65IVVISHARES TR$740.91-2.62%$1.4M0.46%+125+6.3%
66MCHPMICROCHIP TECHNOLOGY INC.$88.34-8.27%$1.4M0.46%+328+1.6%
67UNHUNITEDHEALTH GROUP INC$399.470.76%$1.4M0.45%+8+0.2%
68INGRINGREDION INC$99.980.52%$1.3M0.45%+291+2.5%
69VHTVANGUARD WORLD FD$284.130.26%$1.3M0.44%+250+5.4%
70FCOMFIDELITY COVINGTON TRUST$71.17-1.97%$1.3M0.44%+553+3.0%
71JMSTJ P MORGAN EXCHANGE TRADED F$50.930.02%$1.3M0.43%700−2.7%
72CVXCHEVRON CORPORATION$187.31-0.55%$1.3M0.43%256−4.0%
73GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$1.3M0.42%22−1.5%
74ISCFISHARES TR$43.75-2.52%$1.2M0.41%+255+0.9%
75AMGNAMGEN INC$349.581.15%$1.2M0.40%30−0.9%
76GLWCORNING INC$177.58-10.18%$1.2M0.40%31−0.4%
77BSCTINVESCO EXCH TRD SLF IDX FD$18.56-0.27%$1.2M0.39%+6,863+12.2%
78VBVANGUARD INDEX FDS$288.20-2.44%$1.2M0.39%40−0.9%
79NVONOVO-NORDISK A S$42.96-1.81%$1.2M0.39%+11,458+56.3%
80CSXCSX CORP$46.991.64%$1.1M0.38%701−2.5%
81VYMVANGUARD WHITEHALL FDS$158.24-1.35%$1.1M0.37%111−1.4%
82JMUBJ P MORGAN EXCHANGE TRADED F$50.37-0.18%$1.1M0.37%HELD
83JLLJONES LANG LASALLE INC$295.71-1.11%$1.1M0.37%+115+3.3%
84IEMGISHARES INC$78.63-6.40%$1.1M0.37%1,492−8.6%
85AMZNAMAZON COM INC$246.03-3.06%$1.1M0.35%+590+13.0%
86RMDRESMED INC$196.040.89%$1.1M0.35%44−0.9%
87COPCONOCOPHILLIPS$117.14-1.75%$1.0M0.34%18−0.2%
88VDEVANGUARD WORLD FD$162.36-2.11%$966K0.32%59−1.0%
89LHLABCORP HOLDINGS INC$265.151.60%$958K0.32%55−1.5%
90VCRVANGUARD WORLD FD$383.54-1.98%$948K0.32%+21+0.8%
91MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%$921K0.31%HELD
92SHMSPDR SERIES TRUST$47.83-0.10%$895K0.30%HELD
93WPCWP CAREY INC$74.490.69%$893K0.30%66−0.5%
94XLBSELECT SECTOR SPDR TR$50.63-1.92%$892K0.30%677−3.7%
95HWMHOWMET AEROSPACE INC$251.901.03%$854K0.28%200−5.1%
96XLYSELECT SECTOR SPDR TR$114.86-2.05%$842K0.28%HELD
97GOOGALPHABET INC$365.76-0.95%$841K0.28%161−5.2%
98TXNTEXAS INSTRS INC$285.06-6.65%$818K0.27%86−2.0%
99XBISPDR SERIES TRUST$128.67-3.56%$816K0.27%23−0.4%
100SUBISHARES TR$106.41-0.05%$808K0.27%HELD
101RSPINVESCO EXCHANGE TRADED FD T$778K0.26%+183+4.7%
102BRK/BBERKSHIRE HATHAWAY INC DEL$773K0.26%66−3.9%
103VRTXVERTEX PHARMACEUTICALS INC$736K0.24%HELD
104MPCMARATHON PETE CORP$705K0.23%300−9.4%
105ABTABBOTT LABORATORIES$696K0.23%HELD
106TOWNTOWNEBANK PORTSMOUTH VA$682K0.23%+1,140+6.0%
107VGSHVANGUARD SCOTTSDALE FDS$680K0.23%HELD
108VTVANGUARD INTL EQUITY INDEX F$672K0.22%+92+1.9%
109GPNGLOBAL PMTS INC$659K0.22%+3,849+64.8%
110VIGVANGUARD SPECIALIZED FUNDS$620K0.21%70−2.4%
111SPSMSPDR SERIES TRUST$616K0.21%1,628−11.3%
112ABRARBOR REALTY TRUST INC$609K0.20%+1,564+2.0%
113COLBCOLUMBIA BKG SYS INC$597K0.20%105−0.5%
114RSPGINVESCO EXCHANGE TRADED FD T$577K0.19%100−1.9%
115VVVANGUARD INDEX FDS$568K0.19%HELD
116NFLXNETFLIX INC.$553K0.18%HELD
117SPTMSPDR SERIES TRUST$501K0.17%33−0.5%
118PGPROCTER & GAMBLE CO$496K0.16%51−1.5%
119IWMISHARES TR$492K0.16%HELD
120FCNFTI CONSULTING INC$472K0.16%75−2.7%
121METAMETA PLATFORMS INC$469K0.16%+20+2.5%
122AUBATLANTIC UN BANKSHARES CORP$464K0.15%+1,345+11.5%
123DDOMINION ENERGY INC$458K0.15%HELD
124VTRVENTAS INC$417K0.14%26−0.5%
125APDAIR PRODUCTS AND CHEMICALS I$416K0.14%8−0.6%
126IEFAISHARES TR$409K0.14%+49+1.1%
127SCZISHARES TR$406K0.14%+31+0.6%
128MUNIPIMCO ETF TR$396K0.13%HELD
129TMTOYOTA MOTOR CORP$394K0.13%9−0.5%
130GEGE AEROSPACE$393K0.13%10−0.7%
131VFHVANGUARD WORLD FD$392K0.13%30−0.9%
132HIGHARTFORD INSURANCE GROUP INC$387K0.13%HELD
133CIVBCIVISTA BANCSHARES INC$377K0.13%1,657−9.1%
134VNQVANGUARD INDEX FDS$375K0.12%+1,435+51.3%
135GLPIGAMING & LEISURE P$372K0.12%+11+0.1%
136MRKMERCK & CO INC$364K0.12%804−21.0%
137ADIANALOG DEVICES INC$356K0.12%+218+24.2%
138FISFIDELITY NATL INFORMATION SV$353K0.12%2,247−23.0%
139BALTINNOVATOR ETFS TRUST$350K0.12%HELD
140FLRNSPDR SERIES TRUST$345K0.11%+765+7.3%
141XLFSELECT SECTOR SPDR TR$344K0.11%HELD
142CDNSCADENCE DESIGN SYSTEM INC$338K0.11%+175+16.8%
143LLYELI LILLY & CO$320K0.11%4−1.1%
144AXPAMERICAN EXPRESS CO$320K0.11%+54+5.4%
145JNJJOHNSON & JOHNSON$316K0.11%113−8.0%
146MTUMISHARES TR$314K0.10%4−0.3%
147FNBF N B CORP$311K0.10%175−0.9%
148GEVGE VERNOVA INC$300K0.10%3−0.9%
149ORRFORRSTOWN FINL SVCS INC$299K0.10%HELD
150XLCSELECT SECTOR SPDR TR$289K0.10%+65+2.6%
151FPEFIRST TR EXCH TRADED FD III$272K0.09%+100+0.7%
152BAUGINNOVATOR ETFS TRUST$268K0.09%HELD
153LHXL3HARRIS TECHNOLOGIES INC$266K0.09%177−18.7%
154TJXTJX COS INC NEW$266K0.09%38−2.2%
155KBHKB HOME$265K0.09%HELD
156ABBVABBVIE INC$265K0.09%HELD
157VTVVANGUARD INDEX FDS$261K0.09%14−1.0%
158RSPSINVESCO EXCHANGE TRADED FD T$259K0.09%136−1.5%
159MUBISHARES TR$246K0.08%HELD
160PFEBINNOVATOR ETFS TRUST$244K0.08%HELD
161XLESELECT SECTOR SPDR TR$238K0.08%+3,887NEW
162CATCATERPILLAR INC$237K0.08%22−6.2%
163ORCLORACLE CORP$235K0.08%HELD
164VEUVANGUARD INTL EQUITY INDEX F$226K0.08%+110+3.8%
165IGIBISHARES TR$225K0.07%HELD
166CRMSALESFORCE INC$217K0.07%630−35.2%
167XPHSPDR SERIES TRUST$216K0.07%HELD
168ITBISHARES TR$210K0.07%HELD
169IBBISHARES TR$208K0.07%HELD
170ARCCARES CAPITAL CORP$199K0.07%+12+0.1%
171NZFNUVEEN MUN CR INCOME FD$196K0.07%HELD
172NVGNUVEEN AMT FREE MUN CR INC F$138K0.05%HELD
173NWBINORTHWEST BANCSHARES INC$131K0.04%HELD
174AZNNASTRAZENECA PLC21,215EXITED
175IBTHISHARES TR12,747EXITED
176BMARINNOVATOR ETFS TRUST4,500EXITED
177GLDSPDR GOLD TR574EXITED
178OEFISHARES TR589EXITED

Source: SEC EDGAR · accession 0001740140-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.