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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.
Latest 13F Filing Activity
Vista Investment Management filed their most recent 13F report on Jun 30, 2025 disclosing 168 equity positions and 2 options positions with a total 13F market value of $270M. The fund increased holdings in Capital One Finl Corp., Vanguard World FD, JPMorgan Chase & Co. among other positions. Vista Investment Management reduced exposure to Discover Finl SVCS, Unitedhealth Group Inc., Thermo Fisher Scientific Inc. among others.
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)
Industry Allocation
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