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Portfolio (Quarterly) Guide ↗

VISTA FINANCE, LLC

· CIK 0001893809
13F Portfolio $126M AUM 55 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 7 Added 34 Reduced 7 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HLI HOULIHAN LOKEY INC Financial Services 2,027.0 $291K 0.23% -96.0 -4.5% $143.62 +5.5%
22 NVDA NVIDIA CORPORATION Technology 1,665.0 $290K 0.23% -190.0 -10.2% $174.38 +25.9%
23 MUSA MURPHY USA INC Consumer Cyclical 580.0 $287K 0.23% -19.0 -3.2% $493.97 +10.2%
24 IESC IES HOLDINGS INC Industrials 592.0 $282K 0.22% -29.0 -4.7% $476.47 +36.0%
25 MOD MODINE MFG CO Consumer Cyclical 1,288.0 $279K 0.22% -322.0 -20.0% $216.71 +15.4%
26 ADUS ADDUS HOMECARE CORP Healthcare 2,815.0 $264K 0.21% -135.0 -4.6% $93.65 -0.4%
27 FSV FIRSTSERVICE CORP NEW Real Estate 1,878.0 $261K 0.21% -60.0 -3.1% $138.94 -4.2%
28 CIGI COLLIERS INTL GROUP INC Real Estate 2,392.0 $256K 0.20% -113.0 -4.5% $106.89 -10.0%
29 OMF ONEMAIN HLDGS INC Financial Services 4,484.0 $240K 0.19% -2K -33.4% $53.49 +0.5%
30 HLNE HAMILTON LANE INC Financial Services 2,331.0 $232K 0.18% -75.0 -3.1% $99.40 -10.9%
31 SKY CHAMPION HOMES INC Consumer Cyclical 2,849.0 $212K 0.17% -134.0 -4.5% $74.37 -6.2%
32 RLI RLI CORP Financial Services 3,683.0 $210K 0.17% -117.0 -3.1% $57.04 -7.7%
33 DSGX DESCARTES SYS GROUP INC Technology 2,924.0 $209K 0.17% -140.0 -4.6% $71.56 -1.1%
34 VSEC VSE CORP Industrials 1,128.0 $208K 0.17% -54.0 -4.6% $184.40 -7.5%
Page 2 of 2  ·  34 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 85.7%
Consumer Cyclical 4.5%
Technology 4.3%
Industrials 1.8%
Communication Services 1.5%
Healthcare 0.9%
Real Estate 0.7%
Energy 0.4%
Basic Materials 0.3%