account_balance

Investment manager · 13F filer · SEC CIK 1740140

Vista Investment Management

Reported value$331Mas of Jun 30, 2026
Positions174 3 new, 2 sold out
Top 10 weight27.2%VGT alone is 4%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VGT Vanguard World Fd 3.8% Trimmed −3%
VCSH Vanguard Scottsdale FDS 3.1% Added +3%
JAAA Janus Detroit STR Tr 3.1% Added +6%
SPIB SPDR Series Trust 2.7% Added +7%
FLTR Vaneck ETF Trust 2.6% Added +3%
COHR Coherent Corp. 2.6% Trimmed −18%
BSCU Invesco Exch TRD SLF Idx Fd 2.5% Added +4%
RSPT Invesco Exchange Traded Fd T 2.5% Held
QUAL iShares Tr 2.2% Held
QUS SPDR Series Trust 2.1% Held
EPS Wisdomtree Tr 2.0% Held
IJR iShares Tr 1.9% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 15, 2026 filing
add_circleNew
  • FLMI $933K
  • MRVL $288K
  • OEF $215K
arrow_upwardAdded
  • BSCW +102%
  • GPN +35%
  • VT +22%
  • WFC +18%
arrow_downwardTrimmed
  • BSCR −49%
  • COHR −18%
  • NVO −16%
  • BSCS −15%
remove_circleSold out
  • MUB $246K
  • CRM $217K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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