Analyzing Vista Investment Management's Q3 to Q4 2022 13F Holdings

Vista Investment Management is a Texas-based investment management firm that specializes in advising its clients on investment strategies, portfolio construction, and other investment-related services. The company recently released its Q3 to Q4 2022 13F holdings, which provides a comprehensive list of the companies it invested in and the changes in its past quarter’s portfolio.

Introduction

In this blog post, we’ll be analyzing Vista Investment Management's Q3 to Q4 2022 13F holdings using the data provided in the CSV format. We will be discussing the portfolio changes, the investment focus, and the top holdings.

Portfolio Changes

Vista Investment Management’s Q3 to Q4 2022 13F holdings showed that the company made some significant portfolio changes. The company sold off some positions and added new ones. One of the most significant changes was the 19.8% reduction in its holdings in ICSH, which dropped from 80,331 shares in Q3 2022 to 64,405 shares in Q4 2022. FLRN was another notable subtraction, with a decrease of 10.7% from 87,849 shares to 78,264 shares. However, despite these reductions, Vista Investment Management added shares of several companies. These included EPS, which increased by 12.1% from 73,353 shares to 75,898 shares, and JPM, which grew from 11,219 shares to 11,702 shares, representing a 33.9% growth.

Investment Focus

Vista Investment Management’s Q3 to Q4 2022 13F holdings provided insight into the company's investment focus. The company has a strong focus on technology, with many of its top holdings in companies such as Microsoft, Apple, and Cisco Systems. VGT, a technology-focused ETF, also featured in its top holdings, reflecting its affinity for investing in technology-related companies. The health care sector is another industry that Vista Investment Management seems to prioritize. Merck & Co. Inc, one of the company’s top holdings, is a leading research-driven pharmaceutical company. Similarly, Abbott Labs, another top holding, is engaged in the discovery, development, manufacturing, and sale of health care products.

Top Holdings

Vista Investment Management’s Q3 to Q4 2022 13F holdings revealed that the company's top holdings were in technology and healthcare. Microsoft was the company's largest holding, with 5,130 shares valued at $1,195, followed by VCSH with 52,539 shares valued at $3,950, and Apple with 9,002 shares valued at $1,169. Merck & Co. Inc was another top holding, with 11,052 shares valued at $986. Cisco Systems, JPMorgan Chase & Co, and Visa Inc were among the other top holdings by Vista Investment Management.

Conclusion

In conclusion, the data from Vista Investment Management’s Q3 to Q4 2022 13F holdings provided insight into the company's investment focus, portfolio changes, and top holdings. We learned that Vista Investment Management has a strong affinity for technology and healthcare, and made significant changes to its holdings, including reducing its shares in ICSH by 19.8% and adding shares in several companies, including JPM and EPS. Overall, this data provides a valuable glimpse into Vista Investment Management's investment strategies and priorities.