VISTA INVESTMENT MANAGEMENT

PrivateCIK: 1740140
Location

PITTSBURGH, PA

173
Positions
$300.59M
Total AUM (reported)
5.01M
Total Shares

Allocation by class

TOTAL AUM$300.59M173 positions
COM$82.41M27.4%
STATE STREET SPD$42.27M14.1%
SHRT TRM CORP BD$10.07M3.4%
HENDRSON AAA CL$9.68M3.2%
INF TECH ETF$9.42M3.1%
IG FLOATING RATE$8.47M2.8%
INVSCO 30 CORP$8.02M2.7%

Portfolio Concentration

Top 39.7%4–1016.9%11–2522.0%Rest51.3%TOP 1026.6%0%100%
Top 3$29.17M9.7%
4–10$50.92M16.9%
11–25$66.25M22.0%
Rest$154.25M51.3%

Top 3 weight

9.7%

Top 10 weight

26.6%

Voting Authority Distribution

Total shares with voting rights: 5.01M

Sole

Full voting authority

5.01M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole173
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings173
Rows:

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares127.09K
TypeSH
Market value$10.07M
3.35%
Sole
127.09K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares192.10K
TypeSH
Market value$9.68M
3.22%
Sole
192.10K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares13.51K
TypeSH
Market value$9.42M
3.14%
Sole
13.51K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
IG FLOATING RATE
Shares332.23K
TypeSH
Market value$8.47M
2.82%
Sole
332.23K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares245.32K
TypeSH
Market value$8.23M
2.74%
Sole
245.32K
Shared
0.00
None
0.00

INVESCO EXCH TRD SLF IDX FD

SOLE
INVSCO 30 CORP
Shares479.55K
TypeSH
Market value$8.02M
2.67%
Sole
479.55K
Shared
0.00
None
0.00

INVESCO EXCH TRD SLF IDX FD

SOLE
INVSCO BLSH 28
Shares347.68K
TypeSH
Market value$7.10M
2.36%
Sole
347.68K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares33.60K
TypeSH
Market value$6.44M
2.14%
Sole
33.60K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares37.26K
TypeSH
Market value$6.40M
2.13%
Sole
37.26K
Shared
0.00
None
0.00

COHERENT CORP

SOLE
COM
Shares26.32K
TypeSH
Market value$6.27M
2.09%
Sole
26.32K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
US LARGECAP FUND
Shares84.68K
TypeSH
Market value$5.77M
1.92%
Sole
84.68K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares125.32K
TypeSH
Market value$5.67M
1.89%
Sole
125.32K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares19.11K
TypeSH
Market value$5.62M
1.87%
Sole
19.11K
Shared
0.00
None
0.00

FIRST TR EXCH TRADED FD III

SOLE
INSTL PFD SECS
Shares279.68K
TypeSH
Market value$5.31M
1.77%
Sole
279.68K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares42.29K
TypeSH
Market value$5.26M
1.75%
Sole
42.29K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares78.73K
TypeSH
Market value$4.66M
1.55%
Sole
78.73K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
COMM SRVC ETF
Shares25.77K
TypeSH
Market value$4.63M
1.54%
Sole
25.77K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares93.21K
TypeSH
Market value$4.37M
1.45%
Sole
93.21K
Shared
0.00
None
0.00

RUSH ENTERPRISES INC

SOLE
CL B
Shares62.27K
TypeSH
Market value$4.01M
1.33%
Sole
62.27K
Shared
0.00
None
0.00

WESCO INTL INC

SOLE
COM
Shares13.75K
TypeSH
Market value$3.76M
1.25%
Sole
13.75K
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
INTL BUYBACK
Shares64.20K
TypeSH
Market value$3.61M
1.20%
Sole
64.20K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares118.39K
TypeSH
Market value$3.56M
1.18%
Sole
118.39K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares18.70K
TypeSH
Market value$3.41M
1.13%
Sole
18.70K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares73.68K
TypeSH
Market value$3.36M
1.12%
Sole
73.68K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares11.23K
TypeSH
Market value$3.23M
1.07%
Sole
11.23K
Shared
0.00
None
0.00
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