Vista Investment Management
Vista Investment Management LLC is an independent investment adviser headquartered in Pittsburgh, Pennsylvania, USA. The firm primarily serves high net worth individuals as well as other individual investors, charitable organizations, and select corporate clients. As of March 2025, Vista manages approximately $286.3 million in assets and employs 4 professionals. The firm is registered with the SEC and has been active through regular EDGAR filings since at least 2011, with John D. Frankola as a principal.
Investment Strategy
Vista Investment Management LLC provides discretionary investment advisory services focusing on customized portfolio construction tailored to clients' needs. The firm primarily serves high net worth individuals, building portfolios across domestic equities and diversified sectors such as finance, technology, and industrials. Vista emphasizes risk management, long-term capital appreciation, and individualized service, with nearly all assets managed on a discretionary basis for U.S.-based clients.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 3.35% | $9.0M | 113,616 | $78.86 | $79.50 | -$137.3K |
V VGT | VANGUARD WORLD FD | 3.03% | $8.2M | 12,333 | $201.17 | $663.28 | +$1.5M |
J JAAA | JANUS DETROIT STR TR | 3.03% | $8.2M | 161,139 | $50.64 | $50.75 | +$270.0K |
B BSCS | INVESCO EXCH TRD SLF IDX FD | 2.92% | $7.9M | 383,854 | $19.86 | $20.49 | -$343.8K |
S SPIB | SPDR SERIES TRUST | 2.83% | $7.6M | 227,640 | $32.79 | $33.58 | +$216.4K |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | New | Call | $90.6K | 4 | $226.49 | $226.49 | +4 | +$90.6K |
N NVO | NOVO-NORDISK A S | New | Call | $69.0K | 10 | $69.02 | $69.02 | +10 | +$69.0K |