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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MAGS LISTED FDS TR 346,177.0 $20.1M 15.93% -156K -31.0% $57.94 +20.0%
2 AMLP ALPS ETF TR 219,454.0 $11.6M 9.17% -2K -0.8% $52.64 +2.9%
3 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 1,992,143.0 $10.2M 8.07% -80K -3.9% $5.10 -2.7%
4 AAPL APPLE INC Technology 5,735.0 $1.5M 1.16% -365.0 -6.0% $253.78 +20.2%
5 AMZN AMAZON COM INC Consumer Cyclical 4,938.0 $1.0M 0.82% -259.0 -5.0% $208.27 +28.9%
6 TSLA TESLA INC Consumer Cyclical 2,740.0 $1.0M 0.81% -827.0 -23.2% $371.75 +12.2%
7 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,057.0 $771K 0.61% -10K -32.9% $38.42 +14.5%
8 GOOGL ALPHABET INC Communication Services 1,792.0 $515K 0.41% -57.0 -3.1% $287.61 +34.8%
9 ARCC ARES CAPITAL CORP Financial Services 24,103.0 $434K 0.34% -462K -95.0% $18.02 +4.0%
10 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,632.0 $403K 0.32% -4K -35.3% $52.76 +14.2%
11 RBC RBC BEARINGS INC Industrials 724.0 $393K 0.31% -148.0 -17.0% $543.12 +5.1%
12 MSFT MICROSOFT CORP Technology 997.0 $369K 0.29% -21.0 -2.1% $370.23 +13.2%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 548.0 $357K 0.28% -290.0 -34.6% $650.56 +14.2%
14 NPO ENPRO INC Industrials 1,414.0 $354K 0.28% -67.0 -4.5% $250.65 +20.8%
15 VCTR VICTORY CAP HLDGS INC DEL Financial Services 5,407.0 $354K 0.28% -256.0 -4.5% $65.48 +27.7%
16 MEDP MEDPACE HLDGS INC Healthcare 693.0 $333K 0.26% -34.0 -4.7% $480.19 -10.4%
17 PLUS EPLUS INC Technology 4,354.0 $328K 0.26% -208.0 -4.6% $75.25 +10.2%
18 FN FABRINET Technology 621.0 $324K 0.26% -29.0 -4.5% $521.52 +34.9%
19 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 4,743.0 $306K 0.24% -226.0 -4.5% $64.45 +3.2%
20 FSK FS KKR CAP CORP Financial Services 30,000.0 $305K 0.24% -127K -81.0% $10.18 +7.4%
Page 1 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%