13F Insight
DOSSIER · 13F-HR · Q1 2026

VISTA INVESTMENT PARTNERS II, LLC

VISTA INVESTMENT II's asset manager based in Stamford, CT — $223M in tracked AUM across 157 positions as of Q1 2026.

VI
VISTA INVESTMENT II·Stamford, CT·Asset Manager
CIK 0002035219 · last filed Mar 31, 2026
Total AUM
$223M
▲ 7.9%
vs prior
Holdings
157
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

VISTA INVESTMENT PARTNERS II, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$10M11K4.7%
02
NVDA
NVIDIA CORPORATION
$7M42K3.3%
03
MSTR
STRATEGY INC
$7M55K3.1%
04
VOO
VANGUARD INDEX FDS
$6M11K2.9%
05
KLAC
KLA CORP
$6M4K2.7%
06
AAPL
APPLE INC
$5M20K2.3%
07
PH
PARKER-HANNIFIN CORP
$5M5K2.1%
08
NEAR
ISHARES U S ETF TR
$5M92K2.1%
09
ORLY
OREILLY AUTOMOTIVE INC
$4M48K2.0%
10
TNL
TRAVEL PLUS LEISURE CO
$4M59K1.8%

Filing history

Filing history loading…