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VISTA INVESTMENT PARTNERS II, LLC

Q2 2026 13F filing

Updated 51 days ago

160 disclosed positions worth $255M

Portfolio value
$255M
Total holdings
160
New positions
28
Closed positions
25
Increased
58
Decreased
55
Turnover
33.1%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

L
1.LLY

ELI LILLY & CO

+0.8%
Value
$13.7M
Shares
11.4K
% Port
5.37%
N

NVIDIA CORPORATION

+1.7%
Value
$8.6M
Shares
42.8K
% Port
3.36%
K

KLA CORP

+555.4%
Value
$8M
Shares
26.6K
% Port
3.15%
S

STRATEGY INC

+55.5%
Value
$7.4M
Shares
85.1K
% Port
2.90%
V

VANGUARD INDEX FDS

-4.1%
Value
$7M
Shares
10.2K
% Port
2.75%
?
6.N/A

AMERICAN CENTY ETF TR

Value
$6M
Shares
65.4K
% Port
2.34%
A

APPLE INC

+1.2%
Value
$5.8M
Shares
20.1K
% Port
2.28%
D

DELL TECHNOLOGIES INC

-5.6%
Value
$5.4M
Shares
12.6K
% Port
2.13%
P
9.PH

PARKER-HANNIFIN CORP

-0.5%
Value
$5.2M
Shares
5.3K
% Port
2.02%
J
10.JBL

JABIL INC

+2.1%
Value
$4.7M
Shares
12.2K
% Port
1.85%
O
11.ORLY

OREILLY AUTOMOTIVE INC

+1.5%
Value
$4.5M
Shares
49.1K
% Port
1.77%
?
12.N/A

TRAVEL PLUS LEISURE CO

-0.9%
Value
$4.4M
Shares
58.1K
% Port
1.74%
U

US BANCORP

-1.0%
Value
$4.3M
Shares
71.5K
% Port
1.69%
F
14.FTNT

FORTINET INC

+80.3%
Value
$4.3M
Shares
27.8K
% Port
1.68%
F

FIFTH THIRD BANCORP

-0.7%
Value
$4.1M
Shares
72.4K
% Port
1.60%
T
16.TJX

TJX COS INC NEW

-1.1%
Value
$3.8M
Shares
24.8K
% Port
1.47%
E
17.ETHA

ISHARES TR

-7.0%
Value
$3.5M
Shares
35.7K
% Port
1.39%
J
18.JCI

JOHNSON CONTROLS INTERNATION

-1.1%
Value
$3.4M
Shares
23.6K
% Port
1.35%
?
19.N/A

ISHARES TR

Value
$3.4M
Shares
33.6K
% Port
1.33%
C
20.CB

CHUBB LIMITED

-0.1%
Value
$3.2M
Shares
9.5K
% Port
1.27%
P
21.PNC

PNC FINL SVCS GROUP INC

-0.4%
Value
$3.2M
Shares
13.0K
% Port
1.25%
C

CITIZENS FINL GROUP INC

-0.4%
Value
$3.2M
Shares
45.6K
% Port
1.25%
G
23.GWW

WW GRAINGER INC

+3.3%
Value
$3.2M
Shares
2.4K
% Port
1.25%
F
24.FBTC

FIDELITY WISE ORIGIN BITCOIN

+11.6%
Value
$3.2M
Shares
61.8K
% Port
1.24%
I
25.IVZ

INVESCO LTD

-0.7%
Value
$3.1M
Shares
118.0K
% Port
1.22%
M
26.MA

MASTERCARD INCORPORATED

+2.2%
Value
$3.1M
Shares
6.1K
% Port
1.22%
?
27.N/A

DIMENSIONAL ETF TRUST

+27.3%
Value
$3.1M
Shares
56.8K
% Port
1.20%
F
28.FMN

FEDERATED HERMES INC

-0.6%
Value
$3M
Shares
54.5K
% Port
1.18%
C
29.COR

CENCORA INC

+2.2%
Value
$3M
Shares
10.6K
% Port
1.17%
S
30.SGI

SOMNIGROUP INTERNATIONAL INC

+2.2%
Value
$3M
Shares
37.9K
% Port
1.17%
M
31.MAR

MARRIOTT INTL INC NEW

+2.9%
Value
$3M
Shares
8.0K
% Port
1.16%
V
32.V

VISA INC

+491.4%
Value
$3M
Shares
8.6K
% Port
1.16%
J

JPMORGAN CHASE & CO

-0.7%
Value
$2.9M
Shares
9.0K
% Port
1.15%
?
34.N/A

TAPESTRY INC

Value
$2.9M
Shares
19.5K
% Port
1.12%
C
35.CVS

CVS HEALTH CORP

-1.4%
Value
$2.6M
Shares
25.3K
% Port
1.02%
?
36.N/A

PRIMERICA INC

+38.2%
Value
$2.6M
Shares
9.0K
% Port
1.00%
N
37.NDAQ

NASDAQ INC

-0.4%
Value
$2.6M
Shares
32.4K
% Port
1.00%
E
38.ETHA

ISHARES TR

Value
$2.5M
Shares
4.0K
% Port
1.00%
D
39.DRI

DARDEN RESTAURANTS INC

+0.6%
Value
$2.5M
Shares
12.3K
% Port
1.00%
B

BERKSHIRE HATHAWAY INC DEL

-0.2%
Value
$2.4M
Shares
4.7K
% Port
0.92%
I
41.IBIT

ISHARES BITCOIN TRUST ETF

+9.3%
Value
$2.4M
Shares
70.8K
% Port
0.92%
C
42.CPAY

CORPAY INC

Value
$2.4M
Shares
7.1K
% Port
0.92%
?
43.N/A

VANECK ETF TRUST

Value
$2.3M
Shares
88.6K
% Port
0.89%
H

HUNTINGTON BANCSHARES INC

+0.1%
Value
$2.2M
Shares
125.6K
% Port
0.87%
M
45.MCO

MOODYS CORP

+3.9%
Value
$2.2M
Shares
4.9K
% Port
0.87%
?
46.N/A

TIDAL TRUST III

Value
$2.2M
Shares
25.8K
% Port
0.86%
G
47.GLD

SPDR GOLD TR

+11.8%
Value
$2.1M
Shares
5.8K
% Port
0.84%
?
48.N/A

FIRST TR EXCHANGE-TRADED ALP

+237.8%
Value
$2M
Shares
15.4K
% Port
0.77%
A
49.AMZN

AMAZON COM INC

+3.1%
Value
$1.8M
Shares
7.7K
% Port
0.72%
?
50.N/A

INVESCO EXCH TRADED FD TR II

+395.8%
Value
$1.8M
Shares
32.1K
% Port
0.70%