VISTA INVESTMENT MANAGEMENT

All 13F Filings

Location
Pittsburgh, PA
Most recent 13F
Q2 2026
Holdings value ($000)
332,670
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 178 332,670 13F-HR VISTA INVESTMENT MANAGEMENT
Q1 2026 5/15/2026 176 300,591 13F-HR VISTA INVESTMENT MANAGEMENT
Q4 2025 2/17/2026 178 303,046 13F-HR VISTA INVESTMENT MANAGEMENT
Q3 2025 11/7/2025 172 286,580 13F-HR VISTA INVESTMENT MANAGEMENT
Q2 2025 8/14/2025 170 269,656 13F-HR VISTA INVESTMENT MANAGEMENT
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.431 K (0.4% of total reported value) · QoQ Δ: -754
Type Value ($000) Share % Inflow Outflow Net
Stocks 144 K 43.5% 15.19 K 0 15.19 K
ETFs 187.2 K 56.5% 17.64 K 0 17.64 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
332,670
Holdings
178
QoQ value change ($000)
32,079 (10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.