DOSSIER · 13F-HR · Q2 2026

VISTA INVESTMENT PARTNERS II, LLC

$255M in tracked AUM across 160 positions as of Q2 2026.

VI
CIK 0002035219 · last filed Jun 30, 2026
Total AUM
$255M
as of Q2 2026
Holdings
160
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

VISTA INVESTMENT PARTNERS II, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$14M11K5.4%
02
NVDA
NVIDIA CORPORATION
$9M43K3.4%
03
KLAC
KLA CORP
$8M27K3.1%
04
MSTR
STRATEGY INC
$7M85K2.9%
05
VOO
VANGUARD INDEX FDS
$7M10K2.8%
06
AVLV
AMERICAN CENTY ETF TR
$6M65K2.3%
07
AAPL
APPLE INC
$6M20K2.3%
08
DELL
DELL TECHNOLOGIES INC
$5M13K2.1%
09
PH
PARKER-HANNIFIN CORP
$5M5K2.0%
10
JBL
JABIL INC
$5M12K1.8%

Filing history

2026Q2Jun 30
$255M 14.4%
160 positionsView →
2026Q1Mar 31
$223M 4.0%
157 positionsView →
2025Q4Dec 31
$232M 8.3%
150 positionsView →
2025Q3Sep 30
$214M 3.4%
143 positionsView →
2025Q2Jun 30
$207M 14.7%
138 positionsLocked
2025Q1Mar 31
$181M 6.8%
131 positionsLocked
2024Q4Dec 31
$169M
127 positionsLocked