Vista-Finance

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FSV",
  "HLNE",
  "MGY",
  "RBC",
  "NPO",
  "GOOGL",
  "ABG",
  "PLUS",
  "ARCC",
  "HRI",
  null,
  "FFIN",
  "FSCO",
  "HLI",
  null,
  "MSFT",
  "OMF",
  "PAYX",
  null,
  null,
  null,
  null,
  "EEM",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "MSTR",
  null,
  null,
  "GLD",
  "ADUS",
  "SEM",
  null,
  "FSK",
  "GRBK",
  "RLI",
  "MEDP",
  "MUSA",
  "CIGI",
  "AMZN",
  null,
  "VCTR",
  null,
  "UFPI",
  "BCPC",
  "BRBR",
  "CBZ",
  "SKY",
  "DSGX",
  "DFAC",
  "IWM",
  "TSLA",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 54
Total Value: 115283927
Accession Number: 0001172661-25-001501
Form Type: 13F-HR
CIK: vista-finance
Manager Name: Vista-Finance

Data Enrichment

80% identified

43 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $115.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Champion Homes, Inc.

SKY|830830105

Shares:3.0K

Value:$286.7K

% of Portfolio:0.2% ($286.7K/$115.3M)

RBC Bearings INC

RBC|75524B104

Shares:879

Value:$282.8K

% of Portfolio:0.2% ($282.8K/$115.3M)

CBIZ, Inc.

CBZ|124805102

Shares:3.7K

Value:$281.1K

% of Portfolio:0.2% ($281.1K/$115.3M)

EPLUS INC

PLUS|294268107

Shares:4.6K

Value:$281.1K

% of Portfolio:0.2% ($281.1K/$115.3M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:2.6K

Value:$274.8K

% of Portfolio:0.2% ($274.8K/$115.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.8K

Value:$272.2K

% of Portfolio:0.2% ($272.2K/$115.3M)

315948109

Shares:3.5K

Value:$248.4K

% of Portfolio:0.2% ($248.4K/$115.3M)

PAYCHEX INC

PAYX|704326107

Shares:1.5K

Value:$226.2K

% of Portfolio:0.2% ($226.2K/$115.3M)

BALCHEM CORP

BCPC|057665200

Shares:1.3K

Value:$223.6K

% of Portfolio:0.2% ($223.6K/$115.3M)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

Shares:982

Value:$216.9K

% of Portfolio:0.2% ($216.9K/$115.3M)

HERC HOLDINGS INC

HRI|42704L104

Shares:1.6K

Value:$213.5K

% of Portfolio:0.2% ($213.5K/$115.3M)

BELLRING BRANDS, INC.

BRBR|07831C103

Shares:2.8K

Value:$210.3K

% of Portfolio:0.2% ($210.3K/$115.3M)

Enpro Inc.

NPO|29355X107

Shares:1.3K

Value:$205.0K

% of Portfolio:0.2% ($205.0K/$115.3M)

SELECT MEDICAL HOLDINGS CORP

SEM|81619Q105

Shares:11.0K

Value:$183.2K

% of Portfolio:0.2% ($183.2K/$115.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Champion Homes, Inc.(SKYcusip830830105)	3.0K	QoQ -16.40% (-594) YoY NEW(+3.0K)	All Managers (Combined)	$286.7K	0.2% ($286.7K/$115.3M)	QoQ -10.08% (-$32.2K) YoY NEW(+$286.7K)
RBC Bearings INC(RBCcusip75524B104)	879	QoQ +6.93% (+57) YoY NEW(+879)	All Managers (Combined)	$282.8K	0.2% ($282.8K/$115.3M)	QoQ +15.02% (+$36.9K) YoY NEW(+$282.8K)
CBIZ, Inc.(CBZcusip124805102)	3.7K	QoQ +32.26% (+904) YoY NEW(+3.7K)	All Managers (Combined)	$281.1K	0.2% ($281.1K/$115.3M)	QoQ +22.61% (+$51.8K) YoY NEW(+$281.1K)
EPLUS INC(PLUScusip294268107)	4.6K	QoQ +7.79% (-333) YoY NEW(+4.6K)	All Managers (Combined)	$281.1K	0.2% ($281.1K/$115.3M)	QoQ -10.95% (-$34.6K) YoY NEW(+$281.1K)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	2.6K	QoQ +7.94% (+189) YoY NEW(+2.6K)	All Managers (Combined)	$274.8K	0.2% ($274.8K/$115.3M)	QoQ +2.57% (+$6.9K) YoY NEW(+$274.8K)
Alphabet Inc.(GOOGLcusip02079K305)	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$272.2K	0.2% ($272.2K/$115.3M)	QoQ -18.30% (-$61.0K) YoY NEW(+$272.2K)
(cusip315948109)✕	3.5K	QoQ +38.87% (+966) YoY NEW(+3.5K)	All Managers (Combined)	$248.4K	0.2% ($248.4K/$115.3M)	QoQ +22.51% (+$45.6K) YoY NEW(+$248.4K)
PAYCHEX INC(PAYXcusip704326107)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$226.2K	0.2% ($226.2K/$115.3M)	QoQ +10.02% (+$20.6K) YoY NEW(+$226.2K)
BALCHEM CORP(BCPCcusip057665200)	1.3K	QoQ +6.98% (+88) YoY NEW(+1.3K)	All Managers (Combined)	$223.6K	0.2% ($223.6K/$115.3M)	QoQ +8.96% (+$18.4K) YoY NEW(+$223.6K)
ASBURY AUTOMOTIVE GROUP INC(ABGcusip043436104)	982	QoQ +6.97% (-64) YoY NEW(+982)	All Managers (Combined)	$216.9K	0.2% ($216.9K/$115.3M)	QoQ -2.79% (-$6.2K) YoY NEW(+$216.9K)
HERC HOLDINGS INC(HRIcusip42704L104)	1.6K	QoQ +8.01% (-118) YoY NEW(+1.6K)	All Managers (Combined)	$213.5K	0.2% ($213.5K/$115.3M)	QoQ -23.39% (-$65.2K) YoY NEW(+$213.5K)
BELLRING BRANDS, INC.(BRBRcusip07831C103)	2.8K	QoQ -25.20% (-952) YoY NEW(+2.8K)	All Managers (Combined)	$210.3K	0.2% ($210.3K/$115.3M)	QoQ -26.07% (-$74.2K) YoY NEW(+$210.3K)
Enpro Inc.(NPOcusip29355X107)	1.3K	QoQ +7.01% (+83) YoY NEW(+1.3K)	All Managers (Combined)	$205.0K	0.2% ($205.0K/$115.3M)	QoQ +0.39% (+$807) YoY NEW(+$205.0K)
SELECT MEDICAL HOLDINGS CORP(SEMcusip81619Q105)	11.0K	QoQ +6.98% (-716) YoY NEW(+11.0K)	All Managers (Combined)	$183.2K	0.2% ($183.2K/$115.3M)	QoQ -5.21% (-$10.1K) YoY NEW(+$183.2K)