Vista Investment Management
Annual return '25
+21.9%
SPY '25
+17.7%
Alpha
+4.2ptsvs SPY
Invested
$300.6M
Holdings
173
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCSH
VANGUARD SCOTTSDALE FDS
Q3 2025: Increased +3.6% (113.6k → 117.7k shares)
3.4%
02
$JAAA
JANUS DETROIT STR TR
Q3 2025: Increased +8.5% (161.1k → 174.8k shares)
3.2%
03
$VGT
VANGUARD WORLD FD
Q3 2025: Increased +3.1% (12.3k → 12.7k shares)
3.1%
04
$FLTR
VANECK ETF TRUST
Q3 2025: Increased +11.6% (255.5k → 285.2k shares)
2.8%
05
$SPIB
SPDR SERIES TRUST
Q2 2025: Increased +1.9% (223.5k → 227.6k shares)
2.7%
06
$BSCU
INVESCO EXCH TRD SLF IDX FD
Q3 2025: Increased +1.4% (438.7k → 444.7k shares)
2.7%
07
$BSCS
INVESCO EXCH TRD SLF IDX FD
Q2 2025: Sold 4.8% (403.4k → 383.9k shares)
2.4%
08
$QUAL
ISHARES TR
Q3 2025: Sold 1.6% (32.8k → 32.3k shares)
2.1%
09
$QUS
SPDR SERIES TRUST
Q3 2025: Sold 1.2% (36.3k → 35.9k shares)
2.1%
10
$COHR
COHERENT CORP
Q1 2026: New position (26.3k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.