§ 13F · FUND PROFILE
VISTA INVESTMENT PARTNERS II, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $214M (13F)Positions · 143Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 11K | $10M | 4.7% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 42K | $7M | 3.3% | ±0% |
| 3 | MSTR | STRATEGY INC | 55K | $7M | 3.1% | +15% |
| 4 | VOO | VANGUARD INDEX FDS | 11K | $6M | 2.9% | +7% |
| 5 | KLAC | KLA CORP | 4K | $6M | 2.7% | −13% |
| 6 | AAPL | APPLE INC | 20K | $5M | 2.3% | ±0% |
| 7 | PH | PARKER-HANNIFIN CORP | 5K | $5M | 2.1% | −6% |
| 8 | NEAR | ISHARES U S ETF TR | 92K | $5M | 2.1% | +241% |
| 9 | ORLY | OREILLY AUTOMOTIVE INC | 48K | $4M | 2.0% | ±0% |
| 10 | TNL | TRAVEL PLUS LEISURE CO | 59K | $4M | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISTA SIGNAL
AC read
VISTA INVESTMENT PARTNERS II, LLC is a Other fund managing $214 million in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed