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Portfolio (Quarterly) Guide ↗

VISTA FINANCE, LLC

· CIK 0001893809
13F Portfolio $179M AUM 69 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 16 Added 18 Reduced 11 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AIQ GLOBAL X FDS 142,330.0 $9.3M 5.22% NEW $65.61 -2.1%
2 QXO QXO INC Industrials 136,380.0 $2.4M 1.32% NEW $17.28 -21.8%
3 PFF ISHARES TR 26,230.0 $800K 0.45% NEW $30.49 +0.2%
4 SOXX ISHARES TR 545.0 $349K 0.20% NEW $640.77 -20.6%
5 UCTT ULTRA CLEAN HLDGS INC Technology 2,389.0 $341K 0.19% NEW $142.59 -51.3%
6 CART MAPLEBEAR INC Consumer Cyclical 6,890.0 $326K 0.18% NEW $47.35 +6.7%
7 VT VANGUARD INTL EQUITY INDEX F 2,065.0 $324K 0.18% NEW $156.95 +2.6%
8 BELFB BEL FUSE INC Technology 958.0 $319K 0.18% NEW $333.04 -25.3%
9 ESI ELEMENT SOLUTIONS INC Basic Materials 6,010.0 $287K 0.16% NEW $47.75 -26.8%
10 LGND LIGAND PHARMACEUTICALS INC Healthcare 882.0 $279K 0.16% NEW $316.09 -11.3%
11 CHEF CHEFS WHSE INC Consumer Defensive 2,802.0 $269K 0.15% NEW $96.10 +19.7%
12 EXTR EXTREME NETWORKS INC Technology 8,213.0 $266K 0.15% NEW $32.37 -30.2%
13 FROG JFROG LTD Technology 2,919.0 $265K 0.15% NEW $90.88 +8.6%
14 CAT CATERPILLAR INC Industrials 248.0 $264K 0.15% NEW $1065.17 -24.9%
15 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,245.0 $243K 0.14% NEW $108.35 -2.4%
16 FFIN FIRST FINL BANKSHARES INC Financial Services 6,752.0 $234K 0.13% NEW $34.60 -3.5%
17 ALIL EA SERIES TRUST 6,800.0 $227K 0.13% NEW $33.32 -6.4%
18 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,115.0 $216K 0.12% NEW $102.25 -10.9%
19 PERIMETER SOLUTIONS INC 6,007.0 $214K 0.12% NEW $35.65
20 SPACE EXPLORATION TECHN CORP 1,235.0 $211K 0.12% NEW $170.86
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 77.7%
Industrials 6.6%
Technology 6.4%
Consumer Cyclical 5.9%
Communication Services 1.0%
Healthcare 0.9%
Basic Materials 0.7%
Energy 0.5%
Consumer Defensive 0.4%