VISTA INVESTMENT PARTNERS II, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2035219
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13F Reported Value
ⓘ$255.0M
Holdings
160
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
VISTA INVESTMENT PARTNERS II, LLC disclosed 160 positions worth $255.0M in its Form 13F-HR for Q2 2026, led by $LLY (ELI LILLY & Co) at 5.4% of the equity portfolio, followed by $NVDA and $KLAC. During the quarter the fund opened 27 new positions and exited 23. The portfolio is most concentrated in Financials (25.4% of disclosed assets). All figures are sourced directly from VISTA INVESTMENT PARTNERS II, LLC’s Form 13F-HR filing with the SEC under CIK 2035219.
AI Fund Analysis
Concentrating
$LLY5.4% weight
Held 7 quarters
$NVDA3.4% weight
Held 7 quarters
$KLAC3.1% weight
Held 7 quarters
$MSTR2.9% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
2.8% weight
Held 7 quarters
$FBTC6 quarters accumulating
$IBIT6 quarters accumulating
$HBAN6 quarters accumulating
$F6 quarters accumulating
VANGUARD INDEX FDS - SMALL
6 quarters accumulating
Sector Allocation
FinancialsOtherTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 87.5#2
Quality
$13.7M11,414 sh - 85.9#5
Quality
$8.6M42,765 sh - 78.6#51
Quality
$8.0M26,596 sh - 17.9
Quality
$7.4M85,122 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$7.0M10,214 shAMERICAN CENTY ETF TR - US LARGE CAP VLU
—Quality
$6.0M65,405 sh- 76.4
Quality
$5.8M20,119 sh - 71.2
Quality
$5.4M12,560 sh - 65.8
Quality
$5.2M5,266 sh - 57.4
Quality
$4.7M12,236 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ELI LILLY & Co$LLY | 87.5#2 | $13.7M | 11,414 |
| NVIDIA CORP$NVDA | 85.9#5 | $8.6M | 42,765 |
| KLA CORP$KLAC | 78.6#51 | $8.0M | 26,596 |
| Strategy Inc$MSTR | 17.9 | $7.4M | 85,122 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $7.0M | 10,214 |
| AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $6.0M | 65,405 |
 Apple Inc.$AAPL | 76.4 | $5.8M | 20,119 |
 Dell Technologies Inc.$DELL | 71.2 | $5.4M | 12,560 |
 Parker-Hannifin Corp$PH | 65.8 | $5.2M | 5,266 |
 JABIL INC$JBL | 57.4 | $4.7M | 12,236 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of VISTA INVESTMENT PARTNERS II, LLC's 160 positions.
Showing top 10 of 160 holdings.
Sector Allocation
Financials
$64.8M
Other
$56.6M
Technology
$48.6M
Consumer Discretionary
$31.1M
Industrials
$21.3M
Healthcare
$20.1M
Consumer Staples
$5.4M
Energy
$2.1M
Top Holdings — VISTA INVESTMENT PARTNERS II, LLC (Q2 2026)
Top 150 of 160 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLY | ELI LILLY & Co | $13.7M | 5.4% | +1% | 87.5 |
| 2 | $NVDA | NVIDIA CORP | $8.6M | 3.4% | +2% | 85.9 |
| 3 | $KLAC | KLA CORP | $8.0M | 3.1% | +555% | 78.6 |
| 4 | $MSTR | Strategy Inc | $7.4M | 2.9% | +55% | 17.9 |
| 5 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.0M | 2.8% | -4% | — |
| 6 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $6.0M | 2.3% | NEW | — |
| 7 | $AAPL | Apple Inc. | $5.8M | 2.3% | +1% | 76.4 |
| 8 | $DELL | Dell Technologies Inc. | $5.4M | 2.1% | -6% | 71.2 |
| 9 | $PH | Parker-Hannifin Corp | $5.2M | 2.0% | -1% | 65.8 |
| 10 | $JBL | JABIL INC | $4.7M | 1.9% | +2% | 57.4 |
| 11 |  $ORLY | O REILLY AUTOMOTIVE INC | $4.5M | 1.8% | +2% | 67.4 |
| 12 |  $TNL | Travel & Leisure Co. | $4.4M | 1.7% | -1% | 53.7 |
| 13 |  $USB | US BANCORP \DE\ | $4.3M | 1.7% | -1% | 65.3 |
| 14 |  $FTNT | Fortinet, Inc. | $4.3M | 1.7% | +80% | 80.1 |
| 15 |  $FITB | FIFTH THIRD BANCORP | $4.1M | 1.6% | -1% | 63.2 |
| 16 |  $TJX | TJX COMPANIES INC /DE/ | $3.8M | 1.5% | -1% | 68.7 |
| 17 | — | ISHARES TR - CORE US AGGBD ET | $3.5M | 1.4% | -7% | — |
| 18 |  $JCI | Johnson Controls International plc | $3.4M | 1.4% | -1% | — |
| 19 | — | ISHARES TR - 0-3 MTH TREASURY | $3.4M | 1.3% | NEW | — |
| 20 |  $CB | Chubb Ltd | $3.2M | 1.3% | -0% | — |
| 21 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.2M | 1.3% | -0% | 73.7 |
| 22 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $3.2M | 1.3% | -0% | 62.9 |
| 23 |  $GWW | W.W. GRAINGER, INC. | $3.2M | 1.3% | +3% | 61.8 |
| 24 | $FBTC | Fidelity Wise Origin Bitcoin Fund | $3.2M | 1.2% | +12% | — |
| 25 |  $IVZ | Invesco Ltd. | $3.1M | 1.2% | -1% | — |
| 26 |  $MA | Mastercard Inc | $3.1M | 1.2% | +2% | 85.1 |
| 27 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $3.1M | 1.2% | +27% | — |
| 28 |  $FHI | FEDERATED HERMES, INC. | $3.0M | 1.2% | -1% | 67.5 |
| 29 |  $COR | Cencora, Inc. | $3.0M | 1.2% | +2% | 61.1 |
| 30 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $3.0M | 1.2% | +2% | 71.6 |
| 31 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.0M | 1.2% | +3% | 61.7 |
| 32 |  $V | VISA INC. | $3.0M | 1.2% | +491% | 82.9 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 1.1% | -1% | 70.7 |
| 34 |  $TPR | TAPESTRY, INC. | $2.9M | 1.1% | NEW | 72.7 |
| 35 |  $CVS | CVS HEALTH Corp | $2.6M | 1.0% | -1% | 59.4 |
| 36 |  $PRI | Primerica, Inc. | $2.6M | 1.0% | +38% | 67 |
| 37 |  $NDAQ | NASDAQ, INC. | $2.6M | 1.0% | -0% | 76.7 |
| 38 | — | ISHARES TR - ISHARES SEMICDTR | $2.5M | 1.0% | NEW | — |
| 39 |  $DRI | DARDEN RESTAURANTS INC | $2.5M | 1.0% | +1% | 64.1 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.9% | -0% | 73.8 |
| 41 | $IBIT | iShares Bitcoin Trust ETF | $2.4M | 0.9% | +9% | — |
| 42 |  $CPAY | CORPAY, INC. | $2.4M | 0.9% | NEW | 70.8 |
| 43 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $2.3M | 0.9% | NEW | — |
| 44 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $2.2M | 0.9% | +0% | 65 |
| 45 |  $MCO | MOODYS CORP /DE/ | $2.2M | 0.9% | +4% | 79.1 |
| 46 | — | TIDAL TRUST III - VIST ARTI IN ETF | $2.2M | 0.9% | NEW | — |
| 47 |  $GLD | SPDR GOLD TRUST | $2.1M | 0.8% | +12% | — |
| 48 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | $2.0M | 0.8% | +238% | — |
| 49 |  $AMZN | AMAZON COM INC | $1.8M | 0.7% | +3% | 68.7 |
| 50 | $IVZ | Invesco Ltd. | $1.8M | 0.7% | +396% | — |
| 51 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $1.7M | 0.7% | NEW | — |
| 52 |  $GOOG | Alphabet Inc. | $1.7M | 0.7% | +6% | 78.2 |
| 53 |  $MSFT | MICROSOFT CORP | $1.7M | 0.7% | -7% | 79.8 |
| 54 |  $HNGE | Hinge Health, Inc. | $1.6M | 0.6% | NEW | 74.9 |
| 55 | $F | FORD MOTOR CO | $1.6M | 0.6% | +1% | 54.9 |
| 56 | — | TIDAL TRUST II - DEFIA AI PWR ETF | $1.5M | 0.6% | NEW | — |
| 57 | — | USCF ETF TR - SUMMERHAVEN K1 | $1.5M | 0.6% | NEW | — |
| 58 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.6% | -50% | 65 |
| 59 |  $HONA | Honeywell Aerospace Inc. | $1.3M | 0.5% | NEW | — |
| 60 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.3M | 0.5% | +1% | — |
| 61 |  $ETN | Eaton Corp plc | $1.2M | 0.5% | -3% | — |
| 62 | — | TIDAL TRUST II - PINN FOCU OP ETF | $1.2M | 0.5% | NEW | — |
| 63 |  $AAAU | Goldman Sachs Physical Gold ETF | $1.2M | 0.5% | -12% | — |
| 64 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2M | 0.5% | +301% | — |
| 65 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.4% | -4% | 57.9 |
| 66 |  $CAT | CATERPILLAR INC | $1.1M | 0.4% | -0% | 66.5 |
| 67 | — | EA SERIES TRUST - FREEDOM 100 EM | $1.1M | 0.4% | +105% | — |
| 68 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.1M | 0.4% | +1% | — |
| 69 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $1.0M | 0.4% | NEW | — |
| 70 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $996,349 | 0.4% | +115% | — |
| 71 |  $META | Meta Platforms, Inc. | $965,189 | 0.4% | -4% | 79.6 |
| 72 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $947,438 | 0.4% | NEW | — |
| 73 | — | BUILD FUNDS TRUST - BOND INNOVATION | $929,189 | 0.4% | +2% | — |
| 74 |  $JNJ | JOHNSON & JOHNSON | $882,361 | 0.3% | -3% | 69 |
| 75 |  $GLW | CORNING INC /NY | $856,553 | 0.3% | -3% | 73.7 |
| 76 |  $SPY | SPDR S&P 500 ETF TRUST | $852,025 | 0.3% | -2% | — |
| 77 |  $AMGN | AMGEN INC | $816,055 | 0.3% | -0% | 79.2 |
| 78 |  $INTC | INTEL CORP | $786,332 | 0.3% | +5% | 45.6 |
| 79 |  $PG | PROCTER & GAMBLE Co | $772,335 | 0.3% | -9% | 64.6 |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $760,392 | 0.3% | -14% | 70 |
| 81 |  $HD | HOME DEPOT, INC. | $754,840 | 0.3% | -8% | 60.3 |
| 82 |  $TSLA | Tesla, Inc. | $745,303 | 0.3% | +1% | 53.9 |
| 83 | — | GLOBAL X FDS - GLB X MLP ENRG I | $732,843 | 0.3% | NEW | — |
| 84 |  $CVX | CHEVRON CORP | $675,719 | 0.3% | +0% | 62.8 |
| 85 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $666,802 | 0.3% | +1% | — |
| 86 |  $STX | Seagate Technology Holdings plc | $654,270 | 0.3% | +1% | — |
| 87 |  $CSX | CSX CORP | $653,506 | 0.3% | +2% | 65.2 |
| 88 |  $RMBI | Richmond Mutual Bancorporation, Inc. | $636,821 | 0.3% | +15% | 48.4 |
| 89 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $621,685 | 0.2% | +28% | — |
| 90 |  $TPL | Texas Pacific Land Corp | $600,004 | 0.2% | +16% | 73 |
| 91 |  $ABBV | AbbVie Inc. | $597,656 | 0.2% | +2% | 72.6 |
| 92 |  $WMT | Walmart Inc. | $581,422 | 0.2% | -0% | 60.2 |
| 93 |  $DIS | Walt Disney Co | $566,150 | 0.2% | -0% | 60.1 |
| 94 |  $MU | MICRON TECHNOLOGY INC | $563,294 | 0.2% | NEW | 86.2 |
| 95 |  $MCK | MCKESSON CORP | $542,654 | 0.2% | -1% | 63.4 |
| 96 |  $LRCX | LAM RESEARCH CORP | $541,662 | 0.2% | -4% | 79.4 |
| 97 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $529,980 | 0.2% | -14% | — |
| 98 |  $TT | Trane Technologies plc | $516,700 | 0.2% | +16% | — |
| 99 |  $VZ | VERIZON COMMUNICATIONS INC | $501,680 | 0.2% | -0% | 65.8 |
| 100 | — | ISHARES TR - CORE MSCI EAFE | $499,995 | 0.2% | -4% | — |
| 101 |  $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $492,864 | 0.2% | +0% | — |
| 102 |  $BMY | BRISTOL MYERS SQUIBB CO | $486,482 | 0.2% | +1% | 70.4 |
| 103 |  $DUK | Duke Energy CORP | $480,065 | 0.2% | -3% | 56.4 |
| 104 |  $SO | SOUTHERN CO | $469,515 | 0.2% | +0% | 62 |
| 105 |  $PEP | PEPSICO INC | $466,930 | 0.2% | -1% | 63.4 |
| 106 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $466,244 | 0.2% | +0% | 66.8 |
| 107 |  $XYZ | Block, Inc. | $461,472 | 0.2% | +17% | 51.8 |
| 108 |  $AVGO | Broadcom Inc. | $445,750 | 0.2% | +6% | 84.5 |
| 109 |  $HCA | HCA Healthcare, Inc. | $441,745 | 0.2% | -79% | 68.9 |
| 110 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $437,093 | 0.2% | -0% | — |
| 111 |  $HWM | Howmet Aerospace Inc. | $424,596 | 0.2% | +0% | 73.9 |
| 112 | — | ISHARES TR - CORE S&P MCP ETF | $421,175 | 0.2% | +5% | — |
| 113 |  $DE | DEERE & CO | $411,427 | 0.2% | +1% | 55.4 |
| 114 |  $WM | WASTE MANAGEMENT INC | $402,128 | 0.2% | -3% | 67.6 |
| 115 |  $T | AT&T INC. | $401,352 | 0.2% | -5% | 65.7 |
| 116 |  $MCD | MCDONALDS CORP | $389,374 | 0.1% | -21% | 69 |
| 117 |  $MRK | Merck & Co., Inc. | $372,003 | 0.1% | -1% | 59.9 |
| 118 | — | ISHARES TR - CORE S&P500 ETF | $360,965 | 0.1% | +0% | — |
| 119 |  $SHEL | Shell plc | $354,052 | 0.1% | +0% | — |
| 120 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $340,598 | 0.1% | +0% | — |
| 121 |  $SBH | Sally Beauty Holdings, Inc. | $339,911 | 0.1% | -85% | 54.8 |
| 122 |  $BST | BlackRock Science & Technology Trust | $339,071 | 0.1% | -1% | — |
| 123 |  $KO | COCA COLA CO | $328,518 | 0.1% | -24% | 69.5 |
| 124 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $317,732 | 0.1% | NEW | — |
| 125 |  $GEV | GE Vernova Inc. | $306,975 | 0.1% | +14% | 81.1 |
| 126 |  $MO | ALTRIA GROUP, INC. | $301,479 | 0.1% | +0% | 67.4 |
| 127 |  $VRT | Vertiv Holdings Co | $293,997 | 0.1% | -14% | 81 |
| 128 |  $UPS | UNITED PARCEL SERVICE INC | $291,682 | 0.1% | +2% | 58.6 |
| 129 |  $HQH | abrdn Healthcare Investors | $289,125 | 0.1% | +0% | — |
| 130 |  $GE | GENERAL ELECTRIC CO | $283,019 | 0.1% | +0% | 73.8 |
| 131 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $265,567 | 0.1% | +0% | — |
| 132 |  $GS | GOLDMAN SACHS GROUP INC | $265,553 | 0.1% | -34% | 73.5 |
| 133 |  $NEE | NEXTERA ENERGY INC | $265,278 | 0.1% | +2% | 64.6 |
| 134 |  $EMR | EMERSON ELECTRIC CO | $254,177 | 0.1% | -2% | 65.3 |
| 135 |  $CINF | CINCINNATI FINANCIAL CORP | $253,086 | 0.1% | +0% | 84.3 |
| 136 | — | ISHARES TR - MSCI USA MIN ETF | $245,201 | 0.1% | +1% | — |
| 137 | — | VANGUARD WORLD FD - ESG US STK ETF | $242,264 | 0.1% | NEW | — |
| 138 | — | ISHARES TR - MSCI USA QLT FCT | $239,618 | 0.1% | +0% | — |
| 139 |  $RTX | RTX Corp | $237,009 | 0.1% | -41% | 73.2 |
| 140 | — | EATON VANCE TAX ADVT DIV INC - COM | $235,169 | 0.1% | +0% | — |
| 141 |  $ABT | ABBOTT LABORATORIES | $233,569 | 0.1% | -17% | 65.5 |
| 142 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $230,071 | 0.1% | NEW | — |
| 143 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | $229,999 | 0.1% | -0% | — |
| 144 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $226,785 | 0.1% | +0% | — |
| 145 |  $AMD | ADVANCED MICRO DEVICES INC | $218,422 | 0.1% | NEW | 79.8 |
| 146 |  $MCHP | MICROCHIP TECHNOLOGY INC | $215,160 | 0.1% | NEW | 52.9 |
| 147 |  $STK | Columbia Seligman Premium Technology Growth Fund, Inc. | $215,049 | 0.1% | NEW | — |
| 148 |  $ARM | ARM HOLDINGS PLC /UK | $210,615 | 0.1% | NEW | — |
| 149 |  $ORCL | ORACLE CORP | $203,456 | 0.1% | NEW | 66.2 |
| 150 |  $PLTR | Palantir Technologies Inc. | $203,239 | 0.1% | +2% | 84.6 |
New Positions (27)
AMERICAN CENTY ETF TR - US LARGE CAP VLU$6.0M
ISHARES TR - 0-3 MTH TREASURY$3.4M
$TPR TAPESTRY, INC.$2.9M ISHARES TR - ISHARES SEMICDTR$2.5M
$CPAY CORPAY, INC.$2.4M VANECK ETF TRUST - IG FLOA RATE ETF$2.3M
TIDAL TRUST III - VIST ARTI IN ETF$2.2M
PIMCO ETF TR - ENHAN SHRT MA AC$1.7M
$HNGE Hinge Health, Inc.$1.6M TIDAL TRUST II - DEFIA AI PWR ETF$1.5M
USCF ETF TR - SUMMERHAVEN K1$1.5M
$HONA Honeywell Aerospace Inc.$1.3M TIDAL TRUST II - PINN FOCU OP ETF$1.2M
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$1.0M
VANGUARD MALVERN FDS - STRM INFPROIDX$947,438
Exited Positions (23)
ISHARES U S ETF TR
CAPITAL GROUP DIVIDEND VALUE
$KR KROGER CO VANGUARD INDEX FDS
$THC TENET HEALTHCARE CORP
$BJ BJ's Wholesale Club Holdings, Inc.
$UHS UNIVERSAL HEALTH SERVICES INC LISTED FDS TR
VANGUARD WORLD FD
SPDR SERIES TRUST
SELECT SECTOR SPDR TR
VANGUARD WORLD FD
$SIVR abrdn Silver ETF Trust
$MDY SPDR S&P MIDCAP 400 ETF TRUST THE ALGER ETF TRUST
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