| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 27 | Q2 2024 | 4.0% |
| VANGUARD WORLD FDS | 27 | Q2 2024 | 3.2% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 3.7% |
| ISHARES TR | 27 | Q2 2024 | 2.5% |
| ISHARES TR | 27 | Q2 2024 | 2.4% |
| SPDR INDEX SHS FDS | 27 | Q2 2024 | 2.2% |
| SPDR SER TR | 27 | Q2 2024 | 3.9% |
| CONSTELLATION BRANDS INC | 27 | Q2 2024 | 2.2% |
| SPDR SER TR | 27 | Q2 2024 | 2.5% |
| THERMO FISHER SCIENTIFIC INC | 27 | Q2 2024 | 1.8% |
View VISTA INVESTMENT MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View VISTA INVESTMENT MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.