Vista Investment Management

13F filer · CIK 0001740140

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$333MU.S. long equity reported on 13F

Positions901 new · 1 closed

Net flow last quarter-$2.23MBuys minus sells

Top 10 positions weight14.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202690 positions
COHRCoherent Corp.	$8.53M	2.56%	0.01%	-17.8%	Q3 2022
JPMJPMorgan Chase & Co	$6.18M	1.86%	0.00%	-1.2%	Q4 2017
SPMDSupermedia Inc.	$5.28M	1.59%	Not reported	-0.7%	Q1 2018
RUSHBRush Enterprises Inc \tx\	$4.75M	1.43%	Not reported	-0.3%	Q4 2017
WCCWesco International Inc	$4.56M	1.37%	0.03%	-4.0%	Q4 2017
GOOGLAlphabet Inc.	$3.93M	1.18%	0.00%	-2.1%	Q4 2017
COFCapital One Financial Corp	$3.77M	1.13%	0.00%	+0.6%	Q4 2017
PNCPNC Financial Services Group, Inc.	$3.38M	1.02%	0.00%	-3.0%	Q1 2024
FBIZFirst Business Financial Services, Inc.	$3.31M	0.99%	0.63%	-0.8%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.18M	0.96%	0.00%	0.0%	Q3 2024
AAPLApple Inc.	$2.78M	0.83%	0.00%	-1.9%	Q4 2017
CSCOCisco Systems, Inc.	$2.64M	0.79%	0.00%	-4.0%	Q4 2017
LOWLowes Companies Inc	$2.59M	0.78%	0.00%	+0.7%	Q4 2017
BFHBread Financial Holdings, Inc.	$2.51M	0.75%	0.06%	-0.1%	Q4 2017
RTXRTX Corp	$2.48M	0.75%	0.00%	-0.9%	Q2 2020
TELTE Connectivity plc	$2.42M	0.73%	0.00%	-0.4%	Q4 2018
WFCWells Fargo & Company	$2.33M	0.70%	0.00%	+18.0%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.32M	0.70%	0.00%	+0.3%	Q4 2017
DISWalt Disney Co	$2.21M	0.66%	0.00%	+0.7%	Q4 2017
GLWCorning Inc	$2.15M	0.65%	0.00%	-4.4%	Q4 2017
ELVElevance Health, Inc.	$2.14M	0.64%	0.00%	-0.6%	Q4 2017
UNHUnitedhealth Group Inc	$2.06M	0.62%	0.00%	-0.8%	Q4 2017
AZNAstrazeneca PLC	$1.97M	0.59%	Not reported	-0.5%	Q4 2022
LVSLas Vegas Sands Corp	$1.85M	0.56%	0.01%	+3.3%	Q4 2017
MCHPMicrochip Technology Inc	$1.84M	0.55%	0.00%	-5.5%	Q3 2018
MSFTMicrosoft Corp	$1.66M	0.50%	0.00%	+13.5%	Q4 2017
STZConstellation Brands, Inc.	$1.64M	0.49%	Not reported	-1.1%	Q4 2017
EOGEog Resources Inc	$1.53M	0.46%	0.00%	-0.4%	Q2 2019
PEPPepsico Inc	$1.51M	0.45%	0.00%	-1.7%	Q4 2017
GSGoldman Sachs Group Inc	$1.5M	0.45%	0.00%	-0.3%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.33M	0.40%	Not reported	Not reported	Q4 2017
CSXCSX Corp	$1.27M	0.38%	0.00%	-2.9%	Q4 2017
AMGNAmgen Inc	$1.24M	0.37%	0.00%	Not reported	Q4 2017
TXNTexas Instruments Inc	$1.22M	0.37%	0.00%	-3.0%	Q1 2022
AMZNAmazon Com Inc	$1.2M	0.36%	0.00%	-1.5%	Q3 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.2M	0.36%	Not reported	-0.1%	Q3 2020
NVONovo Nordisk A S	$1.13M	0.34%	Not reported	-16.2%	Q4 2024
INGRIngredion Inc	$1.1M	0.33%	0.02%	-2.5%	Q4 2017
JLLJones Lang Lasalle Inc	$1.08M	0.33%	0.01%	-4.2%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$1.05M	0.32%	Not reported	+0.1%	Q4 2017
GOOGAlphabet Inc.	$1.02M	0.31%	Not reported	-1.2%	Q2 2018
CVXChevron Corp	$1.02M	0.31%	0.00%	-0.8%	Q4 2017
LHLabcorp Holdings Inc.	$1.01M	0.30%	0.00%	-0.1%	Q2 2024
HWMHowmet Aerospace Inc.	$996K	0.30%	0.00%	Not reported	Q1 2024
GPNGlobal Payments Inc	$958K	0.29%	0.01%	+34.8%	Q4 2020
RMDResmed Inc	$920K	0.28%	0.00%	+0.8%	Q4 2017
WPCW. P. Carey Inc.	$915K	0.27%	0.01%	-2.6%	Q1 2020
VRTXVertex Pharmaceuticals Inc / Ma	$813K	0.24%	0.00%	-0.7%	Q2 2021
BRK.BBerkshire Hathaway Inc	$802K	0.24%	Not reported	-0.7%	Q4 2017
COPConocophillips	$798K	0.24%	0.00%	-0.8%	Q4 2017

Q1 2026Reported May 15, 202690 positions
COHRCoherent Corp.	$6.27M	2.09%	0.01%	-11.4%	Q3 2022
JPMJPMorgan Chase & Co	$5.62M	1.87%	0.00%	-4.7%	Q4 2017
SPMDSupermedia Inc.	$4.66M	1.55%	Not reported	-3.5%	Q1 2018
RUSHBRush Enterprises Inc \tx\	$4.01M	1.33%	Not reported	+9.4%	Q4 2017
WCCWesco International Inc	$3.76M	1.25%	0.03%	-3.3%	Q4 2017
COFCapital One Financial Corp	$3.41M	1.13%	0.00%	+2.7%	Q4 2017
GOOGLAlphabet Inc.	$3.23M	1.07%	0.00%	-2.1%	Q4 2017
PNCPNC Financial Services Group, Inc.	$2.94M	0.98%	0.00%	-8.6%	Q1 2024
FBIZFirst Business Financial Services, Inc.	$2.85M	0.95%	0.63%	+0.1%	Q4 2017
LOWLowes Companies Inc	$2.76M	0.92%	0.00%	-0.2%	Q4 2017
RTXRTX Corp	$2.55M	0.85%	0.00%	-2.5%	Q2 2020
TELTE Connectivity plc	$2.52M	0.84%	0.00%	-0.5%	Q4 2018
AAPLApple Inc.	$2.48M	0.83%	0.00%	-0.9%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.27M	0.76%	0.00%	-1.2%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.25M	0.75%	0.00%	+0.3%	Q3 2024
DISWalt Disney Co	$2.19M	0.73%	0.00%	+2.1%	Q4 2017
LVSLas Vegas Sands Corp	$2.09M	0.70%	0.01%	+2.2%	Q4 2017
AZNAstrazeneca PLC	$2.06M	0.69%	Not reported	-1.5%	Q4 2022
WFCWells Fargo & Company	$1.9M	0.63%	0.00%	+2.7%	Q4 2017
CSCOCisco Systems, Inc.	$1.82M	0.60%	0.00%	-0.6%	Q4 2017
STZConstellation Brands, Inc.	$1.78M	0.59%	Not reported	+4.5%	Q4 2017
PEPPepsico Inc	$1.77M	0.59%	0.00%	-1.5%	Q4 2017
BFHBread Financial Holdings, Inc.	$1.74M	0.58%	0.06%	+1.5%	Q4 2017
EOGEog Resources Inc	$1.72M	0.57%	0.00%	-0.1%	Q2 2019
ELVElevance Health, Inc.	$1.63M	0.54%	0.00%	+1.9%	Q4 2017
MSFTMicrosoft Corp	$1.45M	0.48%	0.00%	+4.5%	Q4 2017
MCHPMicrochip Technology Inc	$1.38M	0.46%	0.00%	+1.6%	Q3 2018
UNHUnitedhealth Group Inc	$1.35M	0.45%	0.00%	+0.2%	Q4 2017
INGRIngredion Inc	$1.35M	0.45%	0.02%	+2.5%	Q4 2017
CVXChevron Corp	$1.29M	0.43%	0.00%	-4.0%	Q4 2017
GSGoldman Sachs Group Inc	$1.26M	0.42%	0.00%	-1.5%	Q4 2017
AMGNAmgen Inc	$1.2M	0.40%	0.00%	-0.9%	Q4 2017
GLWCorning Inc	$1.2M	0.40%	0.00%	-0.4%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.16M	0.38%	Not reported	Not reported	Q4 2017
CSXCSX Corp	$1.13M	0.38%	0.00%	-2.5%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.13M	0.37%	Not reported	-1.4%	Q3 2020
JLLJones Lang Lasalle Inc	$1.11M	0.37%	0.01%	+3.3%	Q4 2017
AMZNAmazon Com Inc	$1.07M	0.35%	0.00%	+13.0%	Q3 2018
RMDResmed Inc	$1.05M	0.35%	0.00%	-0.9%	Q4 2017
NVONovo Nordisk A S	$1.04M	0.35%	Not reported	+58.9%	Q4 2024
COPConocophillips	$1.02M	0.34%	0.00%	-0.2%	Q4 2017
LHLabcorp Holdings Inc.	$958K	0.32%	0.00%	-1.5%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$921K	0.31%	Not reported	Not reported	Q4 2017
WPCW. P. Carey Inc.	$893K	0.30%	0.01%	-0.5%	Q1 2020
HWMHowmet Aerospace Inc.	$854K	0.28%	0.00%	-5.1%	Q1 2024
GOOGAlphabet Inc.	$841K	0.28%	Not reported	-5.2%	Q2 2018
TXNTexas Instruments Inc	$818K	0.27%	0.00%	-2.0%	Q1 2022
BRK.BBerkshire Hathaway Inc	$773K	0.26%	Not reported	-3.9%	Q4 2017
VRTXVertex Pharmaceuticals Inc / Ma	$736K	0.24%	0.00%	Not reported	Q2 2021
MPCMarathon Petroleum Corp	$705K	0.23%	0.00%	-9.4%	Q1 2024

Q4 2025Reported Feb 17, 202691 positions
JPMJPMorgan Chase & Co	$6.46M	2.13%	0.00%	-2.7%	Q4 2017
COHRCoherent Corp.	$5.48M	1.81%	0.02%	-8.0%	Q3 2022
SPMDSupermedia Inc.	$4.72M	1.56%	Not reported	+7.8%	Q1 2018
COFCapital One Financial Corp	$4.41M	1.46%	0.00%	-1.6%	Q4 2017
GOOGLAlphabet Inc.	$3.59M	1.19%	0.00%	-1.3%	Q4 2017
WCCWesco International Inc	$3.48M	1.15%	0.03%	-2.5%	Q4 2017
PNCPNC Financial Services Group, Inc.	$3.23M	1.07%	0.00%	-2.3%	Q1 2024
RUSHBRush Enterprises Inc \tx\	$3.2M	1.06%	Not reported	-6.2%	Q4 2017
FBIZFirst Business Financial Services, Inc.	$2.86M	0.94%	0.63%	+0.8%	Q4 2017
LOWLowes Companies Inc	$2.82M	0.93%	0.00%	+1.8%	Q4 2017
TELTE Connectivity plc	$2.76M	0.91%	0.00%	-1.0%	Q4 2018
TMOThermo Fisher Scientific Inc.	$2.71M	0.89%	0.00%	-1.1%	Q4 2017
AAPLApple Inc.	$2.68M	0.88%	0.00%	-1.3%	Q4 2017
DISWalt Disney Co	$2.54M	0.84%	0.00%	+2.0%	Q4 2017
RTXRTX Corp	$2.49M	0.82%	0.00%	-5.2%	Q2 2020
LVSLas Vegas Sands Corp	$2.48M	0.82%	0.01%	-0.2%	Q4 2017
WFCWells Fargo & Company	$2.17M	0.72%	0.00%	-0.7%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.02M	0.67%	0.00%	+4.1%	Q3 2024
AZNAstrazeneca PLC	$1.95M	0.64%	Not reported	+0.3%	Q4 2022
ELVElevance Health, Inc.	$1.92M	0.63%	0.00%	-1.1%	Q4 2017
CSCOCisco Systems, Inc.	$1.82M	0.60%	0.00%	-2.6%	Q4 2017
MSFTMicrosoft Corp	$1.81M	0.60%	0.00%	0.0%	Q4 2017
BFHBread Financial Holdings, Inc.	$1.69M	0.56%	0.05%	+1.1%	Q4 2017
PEPPepsico Inc	$1.66M	0.55%	0.00%	0.0%	Q4 2017
UNHUnitedhealth Group Inc	$1.65M	0.54%	0.00%	+2.1%	Q4 2017
STZConstellation Brands, Inc.	$1.57M	0.52%	Not reported	-1.0%	Q4 2017
MCHPMicrochip Technology Inc	$1.34M	0.44%	0.00%	-2.3%	Q3 2018
GSGoldman Sachs Group Inc	$1.32M	0.44%	0.00%	-2.7%	Q4 2017
INGRIngredion Inc	$1.28M	0.42%	0.02%	+7.1%	Q4 2017
EOGEog Resources Inc	$1.25M	0.41%	0.00%	-1.7%	Q2 2019
SPYSPDR S&P 500 ETF Trust	$1.21M	0.40%	Not reported	-0.2%	Q4 2017
JLLJones Lang Lasalle Inc	$1.19M	0.39%	0.01%	-0.2%	Q4 2017
RMDResmed Inc	$1.14M	0.38%	0.00%	-0.1%	Q4 2017
AMGNAmgen Inc	$1.13M	0.37%	0.00%	-1.8%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.11M	0.37%	Not reported	+0.6%	Q3 2020
AMZNAmazon Com Inc	$1.04M	0.34%	0.00%	+5.2%	Q3 2018
CSXCSX Corp	$1.03M	0.34%	0.00%	-2.2%	Q4 2017
CVXChevron Corp	$986K	0.33%	0.00%	+1.4%	Q4 2017
GOOGAlphabet Inc.	$970K	0.32%	Not reported	-4.8%	Q2 2018
LHLabcorp Holdings Inc.	$915K	0.30%	0.00%	-2.6%	Q2 2024
NVONovo Nordisk A S	$904K	0.30%	Not reported	-15.6%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$901K	0.30%	Not reported	Not reported	Q4 2017
WPCW. P. Carey Inc.	$850K	0.28%	0.01%	-3.7%	Q1 2020
ABTAbbott Laboratories	$849K	0.28%	0.00%	-2.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$844K	0.28%	Not reported	-1.5%	Q4 2017
HWMHowmet Aerospace Inc.	$801K	0.26%	0.00%	Not reported	Q1 2024
GLWCorning Inc	$775K	0.26%	0.00%	-0.1%	Q4 2017
VRTXVertex Pharmaceuticals Inc / Ma	$748K	0.25%	0.00%	+0.1%	Q2 2021
TXNTexas Instruments Inc	$745K	0.25%	0.00%	+1.3%	Q1 2022
COPConocophillips	$726K	0.24%	0.00%	-11.3%	Q4 2017

Q3 2025Reported Nov 7, 202592 positions
JPMJPMorgan Chase & Co	$6.5M	2.27%	0.00%	-3.0%	Q4 2017
SPMDSupermedia Inc.	$4.33M	1.51%	Not reported	-0.5%	Q1 2018
COFCapital One Financial Corp	$3.93M	1.37%	0.00%	-3.6%	Q4 2017
RUSHBRush Enterprises Inc \tx\	$3.48M	1.22%	Not reported	-1.8%	Q4 2017
COHRCoherent Corp.	$3.48M	1.21%	0.02%	-0.9%	Q3 2022
PNCPNC Financial Services Group, Inc.	$3.18M	1.11%	0.00%	-0.8%	Q1 2024
WCCWesco International Inc	$3.09M	1.08%	0.03%	-2.7%	Q4 2017
LOWLowes Companies Inc	$2.89M	1.01%	0.00%	-0.2%	Q4 2017
GOOGLAlphabet Inc.	$2.83M	0.99%	0.00%	-0.1%	Q4 2017
TELTE Connectivity plc	$2.69M	0.94%	0.00%	-2.8%	Q4 2018
FBIZFirst Business Financial Services, Inc.	$2.68M	0.94%	0.63%	-2.1%	Q4 2017
AAPLApple Inc.	$2.54M	0.89%	0.00%	-5.7%	Q4 2017
DISWalt Disney Co	$2.5M	0.87%	0.00%	-0.4%	Q4 2017
RTXRTX Corp	$2.39M	0.83%	0.00%	-1.8%	Q2 2020
TMOThermo Fisher Scientific Inc.	$2.29M	0.80%	0.00%	0.0%	Q4 2017
LVSLas Vegas Sands Corp	$2.05M	0.72%	0.01%	-1.1%	Q4 2017
WFCWells Fargo & Company	$1.97M	0.69%	0.00%	-2.2%	Q4 2017
MSFTMicrosoft Corp	$1.94M	0.68%	0.00%	-2.2%	Q4 2017
ELVElevance Health, Inc.	$1.79M	0.62%	0.00%	+18.3%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.78M	0.62%	0.00%	+1.4%	Q3 2024
UNHUnitedhealth Group Inc	$1.69M	0.59%	0.00%	-6.5%	Q4 2017
CSCOCisco Systems, Inc.	$1.66M	0.58%	0.00%	-4.6%	Q4 2017
AZNAstrazeneca PLC	$1.62M	0.57%	Not reported	+5.7%	Q4 2022
PEPPepsico Inc	$1.62M	0.57%	0.00%	0.0%	Q4 2017
STZConstellation Brands, Inc.	$1.55M	0.54%	Not reported	+2.0%	Q4 2017
MCHPMicrochip Technology Inc	$1.38M	0.48%	0.00%	-4.0%	Q3 2018
EOGEog Resources Inc	$1.36M	0.47%	0.00%	0.0%	Q2 2019
INGRIngredion Inc	$1.33M	0.46%	0.02%	+0.8%	Q4 2017
RMDResmed Inc	$1.3M	0.45%	0.00%	-0.9%	Q4 2017
BFHBread Financial Holdings, Inc.	$1.26M	0.44%	0.05%	+1.8%	Q4 2017
GSGoldman Sachs Group Inc	$1.23M	0.43%	0.00%	-2.5%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.19M	0.41%	Not reported	-0.1%	Q4 2017
PFEPfizer Inc	$1.19M	0.41%	0.00%	Not reported	Q3 2019
NVONovo Nordisk A S	$1.17M	0.41%	Not reported	+37.6%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.08M	0.38%	Not reported	+8.3%	Q3 2020
LHLabcorp Holdings Inc.	$1.08M	0.38%	0.00%	-3.2%	Q2 2024
JLLJones Lang Lasalle Inc	$1.06M	0.37%	0.01%	-1.8%	Q4 2017
CSXCSX Corp	$1.03M	0.36%	0.00%	-1.2%	Q4 2017
ABRArbor Realty Trust Inc	$1.01M	0.35%	0.04%	-6.9%	Q2 2020
AMGNAmgen Inc	$993K	0.35%	0.00%	+0.2%	Q4 2017
CVXChevron Corp	$990K	0.35%	0.00%	-7.0%	Q4 2017
AMZNAmazon Com Inc	$945K	0.33%	0.00%	+1.2%	Q3 2018
ABTAbbott Laboratories	$926K	0.32%	0.00%	-2.8%	Q4 2017
WPCW. P. Carey Inc.	$926K	0.32%	0.01%	0.0%	Q1 2020
DDominion Energy, Inc	$906K	0.32%	0.00%	Not reported	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$890K	0.31%	Not reported	+0.1%	Q4 2017
BRK.BBerkshire Hathaway Inc	$857K	0.30%	Not reported	-0.9%	Q4 2017
COPConocophillips	$828K	0.29%	0.00%	+5.6%	Q4 2017
GOOGAlphabet Inc.	$791K	0.28%	Not reported	-7.5%	Q2 2018
TXNTexas Instruments Inc	$779K	0.27%	0.00%	+0.4%	Q1 2022

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