VISTA INVESTMENT PARTNERS II, LLC
VISTA INVESTMENT PARTNERS II, LLC reported 160 positions worth $255.0M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: LLY (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $13.7M | 5.37% | 11,414 | — | — | |
| ▸ 2 | NVDA | SH | $8.6M | 3.36% | 42,765 | — | — | |
| ▸ 3 | KLAC | SH | $8.0M | 3.15% | 26,596 | — | — | |
| ▸ 4 | MSTR | SH | $7.4M | 2.90% | 85,122 | — | — | |
| ▸ 5 | VOO | SH | $7.0M | 2.75% | 10,214 | — | — | |
| ▸ 6 | AVLV | SH | $6.0M | 2.34% | 65,405 | — | — | |
| ▸ 7 | AAPL | SH | $5.8M | 2.28% | 20,119 | — | — | |
| ▸ 8 | DELL | SH | $5.4M | 2.13% | 12,560 | — | — | |
| ▸ 9 | PH | SH | $5.2M | 2.02% | 5,266 | — | — | |
| ▸ 10 | JBL | SH | $4.7M | 1.85% | 12,236 | — | — |
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Frequently Asked Questions
What stocks does VISTA INVESTMENT PARTNERS II, LLC hold as of Q2 2026?
VISTA INVESTMENT PARTNERS II, LLC reported 160 positions worth $255.0M in its Q2 2026 13F filing. Largest positions: LLY (5.4%), NVDA (3.4%), KLAC (3.1%), MSTR (2.9%) and VOO (2.8%).
What did VISTA INVESTMENT PARTNERS II, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did VISTA INVESTMENT PARTNERS II, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.