VISTA INVESTMENT MANAGEMENT
Top Portfolio Positions
84 positions ·
$102,433,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COHR |
Coherent Corp.
Technology
|
26,316 | $6,268,734 | 6.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,110 | $5,621,397 | 5.49% | |
| WCC |
Wesco International Inc
Industrials
|
13,750 | $3,762,275 | 3.67% | |
| COF |
Capital One Financial Corp
Financial Services
|
18,698 | $3,411,076 | 3.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,233 | $3,230,161 | 3.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,777 | $3,106,674 | 3.03% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
14,146 | $2,943,641 | 2.87% | |
| FBIZ |
First Business Financial Services, Inc.
Financial Services
|
52,770 | $2,845,886 | 2.78% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
11,686 | $2,761,168 | 2.70% | |
| RTX |
RTX Corp
Industrials
|
13,211 | $2,548,401 | 2.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FBIZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,845,886 | 52,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,863,619 | 52,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,682,333 | 52,328 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,707,827 | 53,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,533,652 | 53,736 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,562,706 | 55,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,625,117 | 57,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,116,789 | 57,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,105,025 | 56,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,101,641 | 52,410 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,563,791 | 52,109 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,540,321 | 52,232 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,504,448 | 49,310 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,731,519 | 47,374 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,529,781 | 47,347 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,435,051 | 46,010 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,514,312 | 46,154 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,344,445 | 46,090 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,254,885 | 43,709 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,190,322 | 43,972 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,085,671 | 43,901 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $839,367 | 45,593 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $691,836 | 48,414 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $798,861 | 48,563 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $763,220 | 49,240 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||