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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,872.0 $662K 0.37% -185.0 -0.9% $33.29 +31.9%
22 GOOGL ALPHABET INC Communication Services 1,842.0 $658K 0.37% +50.0 +2.8% $357.43 -3.0%
23 DFAC DIMENSIONAL ETF TRUST 11,992.0 $532K 0.30% $44.36 +2.8%
24 NPO ENPRO INC Industrials 1,347.0 $508K 0.28% -67.0 -4.7% $376.93 -20.7%
25 VCTR VICTORY CAP HLDGS INC DEL Financial Services 5,149.0 $433K 0.24% -258.0 -4.8% $84.06 +40.7%
26 IESC IES HOLDINGS INC Industrials 564.0 $414K 0.23% -28.0 -4.7% $734.66 -57.8%
27 SCHD SCHWAB STRATEGIC TR 12,750.0 $404K 0.23% $31.71 +10.1%
28 MSFT MICROSOFT CORP Technology 1,043.0 $389K 0.22% +46.0 +4.6% $373.07 +37.6%
29 RBC RBC BEARINGS INC Industrials 603.0 $388K 0.22% -121.0 -16.7% $644.06 -22.3%
30 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 4,516.0 $361K 0.20% -227.0 -4.8% $80.04 -8.4%
31 NVDA NVIDIA CORPORATION Technology 1,799.0 $360K 0.20% +134.0 +8.1% $200.08 +8.7%
32 VXUS VANGUARD STAR FDS 4,160.0 $356K 0.20% $85.49 +2.4%
33 MEDP MEDPACE HLDGS INC Healthcare 660.0 $350K 0.20% -33.0 -4.8% $529.59 +13.4%
34 SOXX ISHARES TR 545.0 $349K 0.20% NEW $640.77 -20.6%
35 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,632.0 $347K 0.19% $45.52 +31.8%
36 PLUS EPLUS INC Technology 4,144.0 $345K 0.19% -210.0 -4.8% $83.23 +4.9%
37 UCTT ULTRA CLEAN HLDGS INC Technology 2,389.0 $341K 0.19% NEW $142.59 -51.3%
38 MOD MODINE MFG CO Consumer Cyclical 1,226.0 $327K 0.18% -62.0 -4.8% $267.02 -33.5%
39 CART MAPLEBEAR INC Consumer Cyclical 6,890.0 $326K 0.18% NEW $47.35 +6.7%
40 VT VANGUARD INTL EQUITY INDEX F 2,065.0 $324K 0.18% NEW $156.95 +2.6%
Page 2 of 4  ·  69 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%