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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 907.0 $320K 0.18% -93.0 -9.3% $353.33
42 BELFB BEL FUSE INC Technology 958.0 $319K 0.18% NEW $333.04 -25.3%
43 FSK FS KKR CAP CORP Financial Services 30,000.0 $315K 0.18% $10.50 +16.8%
44 ESI ELEMENT SOLUTIONS INC Basic Materials 6,010.0 $287K 0.16% NEW $47.75 -26.8%
45 LGND LIGAND PHARMACEUTICALS INC Healthcare 882.0 $279K 0.16% NEW $316.09 -11.3%
46 FN FABRINET Technology 485.0 $273K 0.15% -136.0 -21.9% $562.08 -26.3%
47 CHEF CHEFS WHSE INC Consumer Defensive 2,802.0 $269K 0.15% NEW $96.10 +19.7%
48 EXTR EXTREME NETWORKS INC Technology 8,213.0 $266K 0.15% NEW $32.37 -30.2%
49 FROG JFROG LTD Technology 2,919.0 $265K 0.15% NEW $90.88 +8.6%
50 CAT CATERPILLAR INC Industrials 248.0 $264K 0.15% NEW $1065.17 -24.9%
51 HLI HOULIHAN LOKEY INC Financial Services 1,931.0 $259K 0.14% -96.0 -4.7% $134.13 -0.8%
52 VSEC VSE CORP Industrials 1,074.0 $245K 0.14% -54.0 -4.8% $228.50 -5.5%
53 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,245.0 $243K 0.14% NEW $108.35 -2.4%
54 IWB ISHARES TR 588.0 $241K 0.14% $409.50 +2.8%
55 SKY CHAMPION HOMES INC Consumer Cyclical 2,713.0 $239K 0.13% -136.0 -4.8% $88.12 +2.4%
56 FFIN FIRST FINL BANKSHARES INC Financial Services 6,752.0 $234K 0.13% NEW $34.60 -3.5%
57 ALIL EA SERIES TRUST 6,800.0 $227K 0.13% NEW $33.32 -6.4%
58 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,115.0 $216K 0.12% NEW $102.25 -10.9%
59 PERIMETER SOLUTIONS INC 6,007.0 $214K 0.12% NEW $35.65
60 SPACE EXPLORATION TECHN CORP 1,235.0 $211K 0.12% NEW $170.86
Page 3 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%