VISTA INVESTMENT MANAGEMENT
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in VISTA INVESTMENT MANAGEMENT
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 3.35% | 10.075 M $ | 127091 | 2017/12/31 | -58.114 K $ | -0.58 % |
| 2026/03/31 | JAAA | JANUS DETROIT STR TR | 3.22% | 9.676 M $ | 192097 | 2024/03/31 | -39.186 K $ | -0.42 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 3.14% | 9.424 M $ | 13508 | 2017/12/31 | -710.448 K $ | -7.44 % |
| 2026/03/31 | FLTR | VANECK ETF TRUST | 2.82% | 8.465 M $ | 332228 | 2020/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPIB | SPDR SERIES TRUST | 2.74% | 8.228 M $ | 245319 | 2017/12/31 | -67.103 K $ | -0.80 % |
| 2026/03/31 | BSCU | INVESCO EXCH TRD SLF IDX FD | 2.67% | 8.018 M $ | 479552 | 2024/06/30 | -94.084 K $ | -1.18 % |
| 2026/03/31 | BSCS | INVESCO EXCH TRD SLF IDX FD | 2.36% | 7.101 M $ | 347683 | 2022/12/31 | -66.951 K $ | -0.87 % |
| 2026/03/31 | QUAL | ISHARES TR | 2.14% | 6.444 M $ | 33597 | 2017/12/31 | -233.834 K $ | -3.43 % |
| 2026/03/31 | QUS | SPDR SERIES TRUST | 2.13% | 6.396 M $ | 37262 | 2019/09/30 | -97.540 K $ | -1.46 % |
| 2026/03/31 | COHR | COHERENT CORP | 2.09% | 6.269 M $ | 26316 | 2022/09/30 | 1.594 M $ | 29.06 % |
| 2026/03/31 | EPS | WISDOMTREE TR | 1.92% | 5.768 M $ | 84680 | 2022/03/31 | -238.441 K $ | -3.88 % |
| 2026/03/31 | RSPT | INVESCO EXCHANGE TRADED FD T | 1.89% | 5.672 M $ | 125322 | 2020/06/30 | -29.587 K $ | -0.55 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.87% | 5.621 M $ | 19110 | 2017/12/31 | -562.883 K $ | -8.71 % |
| 2026/03/31 | FPEI | FIRST TR EXCH TRADED FD III | 1.77% | 5.314 M $ | 279678 | 2020/09/30 | -107.157 K $ | -2.01 % |
| 2026/03/31 | IJR | ISHARES TR | 1.75% | 5.257 M $ | 42287 | 2017/12/31 | 177.490 K $ | 3.44 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 1.55% | 4.663 M $ | 78735 | 2018/03/31 | 106.875 K $ | 2.26 % |
| 2026/03/31 | VOX | VANGUARD WORLD FD | 1.54% | 4.635 M $ | 25770 | 2018/09/30 | -350.321 K $ | -7.12 % |
| 2026/03/31 | SPEM | SPDR INDEX SHS FDS | 1.45% | 4.373 M $ | 93212 | 2017/12/31 | 9.157 K $ | 0.21 % |
| 2026/03/31 | RUSHB | RUSH ENTERPRISES INC | 1.33% | 4.007 M $ | 62272 | 2017/12/31 | 460.304 K $ | 14.38 % |
| 2026/03/31 | WCC | WESCO INTL INC | 1.25% | 3.762 M $ | 13750 | 2017/12/31 | 412.240 K $ | 11.85 % |
| 2026/03/31 | IPKW | INVESCO EXCH TRADED FD TR II | 1.20% | 3.612 M $ | 64198 | 2018/06/30 | 41.832 K $ | 1.24 % |
| 2026/03/31 | SPSB | SPDR SERIES TRUST | 1.18% | 3.560 M $ | 118387 | 2017/12/31 | -15.509 K $ | -0.43 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 1.13% | 3.411 M $ | 18698 | 2017/12/31 | -1.091 M $ | -24.73 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 1.12% | 3.364 M $ | 73683 | 2017/12/31 | 88.807 K $ | 2.79 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.07% | 3.230 M $ | 11233 | 2017/12/31 | -291.924 K $ | -8.13 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 1.06% | 3.197 M $ | 34890 | 2021/12/31 | 10.891 K $ | 0.28 % |
| 2026/03/31 | EWX | SPDR INDEX SHS FDS | 1.05% | 3.169 M $ | 47923 | 2023/03/31 | 21.134 K $ | 0.70 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 1.02% | 3.074 M $ | 56872 | 2017/12/31 | 16.385 K $ | 0.54 % |
| 2026/03/31 | VRIG | INVESCO ACTIVELY MANAGED EXC | 0.98% | 2.950 M $ | 117833 | 2018/06/30 | -7.874 K $ | -0.24 % |
| 2026/03/31 | PNC | PNC FINL SVCS GROUP INC | 0.98% | 2.944 M $ | 14146 | 2024/03/31 | -9.903 K $ | -0.31 % |
| 2026/03/31 | IJH | ISHARES TR | 0.97% | 2.901 M $ | 42956 | 2017/12/31 | 66.157 K $ | 2.32 % |
| 2026/03/31 | FBIZ | FIRST BUSINESS FINL SVCS INC | 0.95% | 2.846 M $ | 52770 | 2017/12/31 | -19.512 K $ | -0.68 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.92% | 2.761 M $ | 11686 | 2017/12/31 | -57.125 K $ | -2.02 % |
| 2026/03/31 | ICSH | ISHARES TR | 0.91% | 2.735 M $ | 54031 | 2020/06/30 | 2.101 K $ | 0.08 % |
| 2026/03/31 | BSCW | INVESCO EXCH TRD SLF IDX FD | 0.89% | 2.672 M $ | 129797 | 2024/12/31 | -30.635 K $ | -1.39 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.85% | 2.548 M $ | 13211 | 2020/06/30 | 128.734 K $ | 5.18 % |
| 2026/03/31 | TEL | TE CONNECTIVITY PLC | 0.84% | 2.519 M $ | 12052 | 2024/09/30 | -224.061 K $ | -8.13 % |
| 2026/03/31 | AAPL | APPLE INC | 0.83% | 2.481 M $ | 9774 | 2017/12/31 | -178.224 K $ | -6.65 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.76% | 2.270 M $ | 4619 | 2017/12/31 | -410.850 K $ | -15.17 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.75% | 2.253 M $ | 6667 | 2024/09/30 | 226.430 K $ | 11.21 % |
| 2026/03/31 | DGS | WISDOMTREE TR | 0.74% | 2.226 M $ | 37045 | 2020/09/30 | 103.288 K $ | 5.00 % |
| 2026/03/31 | BSCR | INVESCO EXCH TRD SLF IDX FD | 0.73% | 2.209 M $ | 112555 | 2022/12/31 | -17.206 K $ | -0.56 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.73% | 2.194 M $ | 22767 | 2017/12/31 | -387.727 K $ | -15.29 % |
| 2026/03/31 | LVS | LAS VEGAS SANDS CORP | 0.70% | 2.094 M $ | 38872 | 2017/12/31 | -426.484 K $ | -17.22 % |
| 2026/03/31 | AZN | ASTRAZENECA PLC | 0.69% | 2.062 M $ | 10453 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SLQD | ISHARES TR | 0.68% | 2.056 M $ | 40721 | 2022/03/31 | -9.024 K $ | -0.41 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.65% | 1.951 M $ | 3000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 0.64% | 1.929 M $ | 25200 | 2017/12/31 | -93.420 K $ | -4.59 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.63% | 1.905 M $ | 23925 | 2017/12/31 | -316.579 K $ | -14.58 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.60% | 1.818 M $ | 23430 | 2017/12/31 | 13.196 K $ | 0.73 % |
| 2026/03/31 | STZ | CONSTELLATION BRANDS INC | 0.59% | 1.784 M $ | 11897 | 2017/12/31 | 137.039 K $ | 8.73 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.59% | 1.777 M $ | 27737 | 2017/12/31 | 44.464 K $ | 2.58 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.59% | 1.765 M $ | 11367 | 2017/12/31 | 135.766 K $ | 8.20 % |
| 2026/03/31 | BFH | BREAD FINANCIAL HOLDINGS INC | 0.58% | 1.737 M $ | 23198 | 2017/12/31 | 19.657 K $ | 1.16 % |
| 2026/03/31 | RCD | INVESCO EXCHANGE TRADED FD T | 0.58% | 1.733 M $ | 32379 | 2022/03/31 | -77.051 K $ | -4.14 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.57% | 1.718 M $ | 12924 | 2017/12/31 | -145.349 K $ | -7.69 % |
| 2026/03/31 | EOG | EOG RES INC | 0.57% | 1.716 M $ | 11868 | 2019/06/30 | 469.854 K $ | 37.67 % |
| 2026/03/31 | SGOV | ISHARES TR | 0.57% | 1.705 M $ | 16940 | 2025/12/31 | 4.662 K $ | 0.28 % |
| 2026/03/31 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.54% | 1.631 M $ | 5572 | 2017/12/31 | -316.108 K $ | -16.49 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.52% | 1.575 M $ | 5483 | 2017/12/31 | -16.729 K $ | -1.05 % |
| 2026/03/31 | VAW | VANGUARD WORLD FD | 0.51% | 1.534 M $ | 6809 | 2017/12/31 | 122.555 K $ | 8.57 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.50% | 1.502 M $ | 29682 | 2022/06/30 | 684.000 $ | 0.04 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.50% | 1.499 M $ | 4673 | 2017/12/31 | -67.875 K $ | -4.31 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.48% | 1.450 M $ | 3917 | 2017/12/31 | -425.097 K $ | -23.46 % |
| 2026/03/31 | IVV | ISHARES TR | 0.46% | 1.384 M $ | 2118 | 2017/12/31 | -63.237 K $ | -4.63 % |
| 2026/03/31 | MCHP | MICROCHIP TECHNOLOGY INC. | 0.46% | 1.377 M $ | 21315 | 2018/09/30 | 18.678 K $ | 1.40 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.45% | 1.351 M $ | 4994 | 2017/12/31 | -296.766 K $ | -18.03 % |
| 2026/03/31 | INGR | INGREDION INC | 0.45% | 1.345 M $ | 11943 | 2017/12/31 | 27.964 K $ | 2.18 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 0.44% | 1.330 M $ | 4885 | 2020/12/31 | -71.935 K $ | -5.39 % |
| 2026/03/31 | FCOM | FIDELITY COVINGTON TRUST | 0.44% | 1.311 M $ | 19244 | 2019/12/31 | -96.445 K $ | -7.04 % |
| 2026/03/31 | JMST | J P MORGAN EXCHANGE TRADED F | 0.43% | 1.286 M $ | 25223 | 2021/12/31 | 1.036 K $ | 0.08 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.43% | 1.285 M $ | 6212 | 2017/12/31 | 352.441 K $ | 35.75 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.42% | 1.256 M $ | 1485 | 2017/12/31 | -49.746 K $ | -3.76 % |
| 2026/03/31 | ISCF | ISHARES TR | 0.41% | 1.245 M $ | 29781 | 2023/03/31 | 9.153 K $ | 0.75 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.40% | 1.205 M $ | 3424 | 2017/12/31 | 84.761 K $ | 7.50 % |
| 2026/03/31 | GLW | CORNING INC | 0.40% | 1.200 M $ | 8823 | 2017/12/31 | 428.622 K $ | 55.29 % |
| 2026/03/31 | BSCT | INVESCO EXCH TRD SLF IDX FD | 0.39% | 1.181 M $ | 63289 | 2024/09/30 | -10.156 K $ | -0.96 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.39% | 1.180 M $ | 4505 | 2017/12/31 | 18.043 K $ | 1.54 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.38% | 1.156 M $ | 1777 | 2017/12/31 | -56.117 K $ | -4.63 % |
| 2026/03/31 | CSX | CSX CORP | 0.38% | 1.134 M $ | 27632 | 2017/12/31 | 135.998 K $ | 13.24 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.37% | 1.125 M $ | 7596 | 2020/09/30 | 35.298 K $ | 3.19 % |
| 2026/03/31 | JMUB | J P MORGAN EXCHANGE TRADED F | 0.37% | 1.117 M $ | 22339 | 2023/06/30 | -11.392 K $ | -1.01 % |
| 2026/03/31 | JLL | JONES LANG LASALLE INC | 0.37% | 1.111 M $ | 3651 | 2017/12/31 | -113.682 K $ | -9.56 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.37% | 1.102 M $ | 15800 | 2017/12/31 | 43.748 K $ | 3.76 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.35% | 1.066 M $ | 5116 | 2020/03/31 | -102.061 K $ | -9.77 % |
| 2026/03/31 | RMD | RESMED INC | 0.35% | 1.052 M $ | 4687 | 2017/12/31 | -77.541 K $ | -6.80 % |
| 2026/03/31 | NVO | NOVO-NORDISK A S | 0.35% | 1.037 M $ | 28224 | 2024/12/31 | -251.033 K $ | -27.77 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.34% | 1.022 M $ | 7742 | 2017/12/31 | 297.906 K $ | 41.01 % |
| 2026/03/31 | VDE | VANGUARD WORLD FD | 0.32% | 966.126 K $ | 5583 | 2020/09/30 | 265.851 K $ | 37.42 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.32% | 958.448 K $ | 3592 | 2024/06/30 | 58.096 K $ | 6.35 % |
| 2026/03/31 | VCR | VANGUARD WORLD FD | 0.32% | 947.720 K $ | 2640 | 2019/12/31 | -91.376 K $ | -8.86 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 0.31% | 921.439 K $ | 1494 | 2017/12/31 | 20.139 K $ | 2.23 % |
| 2026/03/31 | SHM | SPDR SERIES TRUST | 0.30% | 895.138 K $ | 18715 | 2017/12/31 | -2.994 K $ | -0.33 % |
| 2026/03/31 | WPC | WP CAREY INC | 0.30% | 892.655 K $ | 13135 | 2020/03/31 | 47.523 K $ | 5.59 % |
| 2026/03/31 | XLB | SELECT SECTOR SPDR TR | 0.30% | 892.248 K $ | 17856 | 2017/12/31 | 85.622 K $ | 10.19 % |
| 2026/03/31 | HWM | HOWMET AEROSPACE INC | 0.28% | 853.854 K $ | 3705 | 2024/03/31 | 99.343 K $ | 12.41 % |
| 2026/03/31 | XLY | SELECT SECTOR SPDR TR | 0.28% | 841.979 K $ | 7726 | 2017/12/31 | -80.582 K $ | -8.73 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.28% | 840.594 K $ | 2930 | 2018/06/30 | -83.271 K $ | -8.58 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.27% | 817.544 K $ | 4211 | 2022/03/31 | 88.733 K $ | 11.90 % |
| 2026/03/31 | XBI | SPDR SERIES TRUST | 0.27% | 815.939 K $ | 6388 | 2017/12/31 | 37.183 K $ | 4.76 % |