Fund HoldingsVISTA INVESTMENT MANAGEMENT

Total Portfolio Value
$298.41M
Total Bought
$23.05M
Total Sold
$26.10M
Net Transaction
-$3.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST PORT MARK ETF
093,212+93,21204,3731.47%+4,373
SPDR INDEX SHS FDS
ST STR PO EX ETF
073,683+73,68303,3641.13%+3,364
SPDR INDEX SHS FDS
ST MARKE CAP ETF
047,923+47,92303,1691.06%+3,169
ASTRAZENECA PLC(AZN)010,453+10,45302,0620.69%+2,062
STATE STR SPDR S&P 500 ETF T(SPY)(Put)03,000+3,00001,951+1,951
RUSH ENTERPRISES INC(RUSHA)062,272+62,27204,0071.34%+4,007
COHERENT CORP(COHR)29,71226,316-3,3965,4846,2692.10%+785
EOG RES INC(EOG)011,868+11,86801,7160.57%+1,716
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
105,641129,797+24,1562,2052,6720.90%+467
CORNING INC(GLW)8,8548,823-317751,2000.40%+424
CHEVRON CORPORATION(CVX)06,212+6,21201,2850.43%+1,285
CONOCOPHILLIPS(COP)07,742+7,74201,0220.34%+1,022
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
118,349125,322+6,9735,3865,6721.90%+286
WESCO INTL INC(WCC)14,22513,750-4753,4803,7621.26%+282
VANGUARD WORLD FD
ENERGY ETF
5,6425,583-597109660.32%+256
INVESCO EXCH TRADED FD TR II60,62764,198+3,5713,3693,6121.21%+243
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,887+3,88702380.08%+238
JANUS DETROIT STR TR
HENDRSON AAA CL
186,603192,097+5,4949,4389,6763.24%+238
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6,6486,667+192,0202,2530.76%+233
CONSTELLATION BRANDS INC(STZ)011,897+11,89701,7840.60%+1,784
GLOBAL PMTS INC(GPN)5,9449,793+3,8494606590.22%+199
MARATHON PETE CORP(MPC)02,888+2,88807050.24%+705
WISDOMTREE TR(WT)36,11537,045+9302,0672,2260.75%+159
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
05,270+5,27005770.19%+577
NOVO-NORDISK A S(NVO)028,224+28,22401,0370.35%+1,037
VANECK ETF TRUST
IG FLOA RATE ETF
327,107332,228+5,1218,3358,4652.84%+130
VANGUARD INDEX FDS2,7954,230+1,4352473750.13%+128
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
56,42663,289+6,8631,0631,1810.40%+118
ANALOG DEVICES INC(ADI)9001,118+2182443560.12%+112
PEPSICO INC(PEP)11,53511,367-1681,6551,7650.59%+110
CSX CORP(CSX)027,632+27,63201,1340.38%+1,134
VANGUARD WORLD FD
MATERIALS ETF
06,809+6,80901,5340.51%+1,534
ISHARES TR42,97642,287-6895,1655,2571.76%+92
ISHARES TR
ULTRA SHORT DUR
52,54754,031+1,4842,6582,7350.92%+77
AMGEN INC(AMGN)3,4543,424-301,1301,2050.40%+74
GE VERNOVA INC(GEV)0344+34403000.10%+300
TEXAS INSTRS INC(TXN)04,211+4,21108180.27%+818
RTX CORPORATION(RTX)13,55113,211-3402,4852,5480.85%+63
INGREDION INC(INGR)011,943+11,94301,3450.45%+1,345
AIR PRODUCTS AND CHEMICALS I01,433+1,43304160.14%+416
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
470,422479,552+9,1307,9608,0182.69%+58
HOWMET AEROSPACE INC(HWM)3,9053,705-2008018540.29%+53
ATLANTIC UN BANKSHARES CORP(AUB)012,991+12,99104640.16%+464
VANGUARD TAX-MANAGED FDS27,61827,737+1191,7251,7770.60%+52
SELECT SECTOR SPDR TR
ST STR MATER ETF
18,53317,856-6778408920.30%+52
ISHARES TR43,24042,956-2842,8542,9010.97%+47
BREAD FINANCIAL HOLDINGS INC22,85823,198+3401,6921,7370.58%+45
TOWNEBANK PORTSMOUTH VA
COM
020,264+20,26406820.23%+682
LABCORP HOLDINGS INC(LH)03,592+3,59209580.32%+958
WP CAREY INC(WPC)013,135+13,13508930.30%+893
MICROCHIP TECHNOLOGY INC.(MCHP)021,315+21,31501,3770.46%+1,377
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,056+4,05607780.26%+778
VANGUARD INTL EQUITY INDEX F56,50256,872+3703,0383,0741.03%+36
SPDR SERIES TRUST
ST STR SP BIOT
6,4116,388-237828160.27%+34
ISHARES TR16,65316,940+2871,6721,7050.57%+34
CATERPILLAR INC(CAT)357335-222052370.08%+33
JOHNSON & JOHNSON(JNJ)01,293+1,29303160.11%+316
SPDR SERIES TRUST
ST STR RATE ETF
10,43611,201+7653213450.12%+24
DOMINION ENERGY INC(D)07,406+7,40604580.15%+458
AMAZON COM INC(AMZN)4,5265,116+5901,0451,0660.36%+21
VENTAS INC(VTR)5,1245,098-263974170.14%+20
STATE STR SPDR S&P MIDCAP 40(MDY)01,494+1,49409210.31%+921
ISHARES TR
INTERNATIONAL SL
29,52629,781+2551,2251,2450.42%+20
VANGUARD WHITEHALL FDS7,7077,596-1111,1061,1250.38%+19
ISHARES TR1,9932,118+1251,3651,3840.46%+18
NETFLIX INC.(NFLX)05,750+5,75005530.19%+553
VANGUARD INTL EQUITY INDEX F03,008+3,00802260.08%+226
CADENCE DESIGN SYSTEM INC(CDNS)1,0431,218+1753263380.11%+12
ISHARES TR
CORE MSCI EAFE
04,518+4,51804090.14%+409
ARBOR REALTY TRUST INC078,961+78,96106090.20%+609
VANGUARD INDEX FDS04,505+4,50501,1800.40%+1,180
NORTHWEST BANCSHARES INC(NWBI)010,325+10,32501310.04%+131
ISHARES TR05,178+5,17804060.14%+406
ORRSTOWN FINL SVCS INC08,290+8,29002990.10%+299
TJX COS INC NEW(TJX)01,664+1,66402660.09%+266
VANGUARD INDEX FDS1,3451,331-142572610.09%+4
ISHARES TR01,984+1,98404920.16%+492
FTI CONSULTING INC(FCN)2,7462,671-754694720.16%+3
CISCO SYS INC(CSCO)23,56523,430-1351,8151,8180.61%+3
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
126,335127,091+75610,07310,0753.38%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
08,781+8,78102590.09%+259
ISHARES TR1,2301,23002082080.07%0
NOVO-NORDISK A S(NVO)(Call)2,6003,600+1,0001321320
VANGUARD INTL EQUITY INDEX F04,858+4,85806720.23%+672
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
010,465+10,46503500.12%+350
ISHARES TR07,588+7,58808080.27%+808
PIMCO ETF TR
INTER MUN BD ACT
7,5947,59403983960.13%-2
GAMING & LEISURE P(GLPI)08,375+8,37503720.12%+372
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
11,60911,60906826800.23%-2
ISHARES TR02,320+2,32002460.08%+246
ISHARES TR04,222+4,22202250.08%+225
SPDR SERIES TRUST
ST NUVE TERM ETF
18,71518,71508988950.30%-3
PROCTER & GAMBLE CO(PG)03,432+3,43204960.17%+496
NUVEEN AMT FREE MUN CR INC F(NVG)011,200+11,20001380.05%+138
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,092+6,09202440.08%+244
VANGUARD WORLD FD
HEALTH CAR ETF
4,6354,885+2501,3341,3300.45%-4
FIRST TR EXCH TRADED FD III015,300+15,30002720.09%+272
NUVEEN MUN CR INCOME FD(NZF)016,067+16,06701960.07%+196
INNOVATOR ETFS TRUST
US EQUT BUFR AUG
05,480+5,48002680.09%+268
HARTFORD INSURANCE GROUP INC(HIG)02,864+2,86403870.13%+387
Page 1 of 1