1y return+19.0%S&P 500 +20.9%
3y return+39.2%S&P 500 +68.5%
5y return+32.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $177 against $280 in the S&P 500.2
Vista Investment ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGTVanguard World Fd | $12.5M | 3.8% | −3.2% |
| VCSHVanguard Scottsdale Fds | $10.4M | 3.1% | +3.5% |
| JAAAJanus Detroit Str Tr | $10.3M | 3.1% | +6.1% |
| SPIBSpdr Series Trust | $8.8M | 2.7% | +7.4% |
| FLTRVaneck Etf Trust | $8.7M | 2.6% | +2.8% |
| COHRCoherent Corp | $8.5M | 2.6% | −17.8% |
| BSCUInvesco Exch Trd Slf Idx Fd | $8.3M | 2.5% | +3.8% |
| RSPTInvesco Exchange Traded Fd T | $8.2M | 2.5% | |
| QUALIshares Tr | $7.3M | 2.2% | |
| QUSSpdr Series Trust | $7.0M | 2.1% | |
| EPSWisdomtree Tr | $6.6M | 2.0% | |
| IJRIshares Tr | $6.2M | 1.9% | −1.2% |
| JPMJpmorgan Chase & Co | $6.2M | 1.9% | −1.2% |
| BSCSInvesco Exch Trd Slf Idx Fd | $6.0M | 1.8% | −15.3% |
| FPEIFirst Tr Exch Traded Fd III | $5.7M | 1.7% | +5.7% |
| BSCWInvesco Exch Trd Slf Idx Fd | $5.4M | 1.6% | +102.2% |
| SPMDSpdr Series Trust | $5.3M | 1.6% | |
| SPEMSpdr Index Shs Fds | $4.8M | 1.5% | |
| RUSHBRush Enterprises Inc | $4.8M | 1.4% | |
| VOXVanguard World Fd | $4.7M | 1.4% | |
| WCCWesco Intl Inc | $4.6M | 1.4% | −4.0% |
| GOOGLAlphabet Inc | $3.9M | 1.2% | −2.1% |
| COFCapital One Finl Corp | $3.8M | 1.1% | |
| IPKWInvesco Exch Traded Fd Tr II | $3.7M | 1.1% | +2.9% |
| SPDWSpdr Index Shs Fds | $3.7M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| COHRCoherent Corp | September 30, 2022 | +1031.9% | $8.5M |
| WCCWesco Intl Inc | June 30, 2020 | +883.9% | $4.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.9M |
| FBIZFirst Business Finl Svcs Inc | June 30, 2020 | +284.1% | $3.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $6.2M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $12.5M |
| RSPTInvesco Exchange Traded Fd T | June 30, 2020 | +223.9% | $8.2M |
| COFCapital One Finl Corp | June 30, 2020 | +220.5% | $3.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.8M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $2.5M |
Sold off last quarter
- MUBIshares Tr was $246K
- CRMSalesforce Inc was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −10.7% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vista Investment Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1740140&type=13F-HR&dateb=&owner=include&count=40CIK 1740140
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1740140/000174014026000003/Filed August 12, 2026 · accession 0001740140-26-000003