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Matthew J. Viverette

Vista Investment Management

Assets Managed
$300.591M
Holdings
173
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-0.8%(2Q avg: 2.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Vista Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 300.591M in assets, with a quarterly growth rate of -0.8% and a 2-quarter average growth rate of 2.47%. The portfolio is managed by Matthew J. Viverette, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 0.6%
3.36%
$10.075M
127,091 shares@ $79.28 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 2.95%
3.22%
$9.676M
192,097 shares@ $50.37 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 6.59%
3.14%
$9.424M
13,508 shares@ $697.7 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 1.57%
2.82%
$8.465M
332,228 shares@ $25.48 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Decreased -1.29%
2.74%
$8.228M
245,319 shares@ $33.55 avg price
BSCU
Invesco Bulletshares 2030 Cb
Recent Activity
Increased 1.95%
2.67%
$8.018M
479,552 shares@ $16.72 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Decreased -6.52%
2.37%
$7.101M
347,683 shares@ $20.43 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -2.15%
2.15%
$6.444M
33,597 shares@ $191.81 avg price
QUS
Spdr Msci Usa Strategicfacto
Recent Activity
Decreased -2.58%
2.13%
$6.396M
37,262 shares@ $171.64 avg price
COHR
Coherent Corp
Recent Activity
Decreased -11.42%
2.09%
$6.269M
26,316 shares@ $238.21 avg price

1-10 of 173