Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VISTA INVESTMENT PARTNERS II, LLC (CIK 2035219) reported $222.8M across 157 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($10.4M, 4.67%), NVDA ($7.3M, 3.29%), MSTR ($6.8M, 3.07%), VOO ($6.4M, 2.86%), KLAC ($6.0M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $10.4M | 4.67% | 11,318 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $7.3M | 3.29% | 42,051 | Trimmed |
| 3 | MSTR | STRATEGY INC | $6.8M | 3.07% | 54,759 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $6.4M | 2.86% | 10,655 | Added |
| 5 | KLAC | KLA CORP | $6.0M | 2.68% | 4,058 | Trimmed |
| 6 | AAPL | APPLE INC | $5.0M | 2.26% | 19,878 | Trimmed |
| 7 | PH | PARKER-HANNIFIN CORP | $4.7M | 2.13% | 5,293 | Trimmed |
| 8 | NEAR | ISHARES U S ETF TR | $4.7M | 2.10% | 91,940 | Added |
| 9 | ORLY | OREILLY AUTOMOTIVE INC | $4.5M | 2.00% | 48,365 | Trimmed |
| 10 | TNL | TRAVEL PLUS LEISURE CO | $4.1M | 1.82% | 58,556 | Added |
| 11 | TJX | TJX COS INC NEW | $4.0M | 1.79% | 25,037 | Added |
| 12 | AGG | ISHARES TR | $3.8M | 1.71% | 38,395 | Added |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.8M | 1.70% | 88,985 | Trimmed |
| 14 | USB | US BANCORP | $3.8M | 1.68% | 72,164 | Trimmed |
| 15 | FITB | FIFTH THIRD BANCORP | $3.4M | 1.52% | 72,915 | Added |
| 16 | KR | KROGER CO | $3.3M | 1.48% | 45,641 | Added |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.3M | 1.47% | 55,386 | Added |
| 18 | ABC | CENCORA INC | $3.3M | 1.46% | 10,352 | Trimmed |
| 19 | JBL | JABIL INC | $3.2M | 1.43% | 11,989 | Trimmed |
| 20 | JCI | JOHNSON CONTROLS INTERNATION | $3.1M | 1.40% | 23,828 | Added |
| 21 | FHI | FEDERATED HERMES INC | $3.1M | 1.40% | 54,815 | New |
| 22 | CB | CHUBB LTD SWITZ | $3.1M | 1.39% | 9,486 | Added |
| 23 | MA | MASTERCARD INCORPORATED | $3.0M | 1.33% | 5,933 | Trimmed |
| 24 | IVZ | INVESCO LTD | $2.9M | 1.30% | 118,799 | New |
| 25 | VTV | VANGUARD INDEX FDS | $2.9M | 1.29% | 14,631 | New |
Source: SEC Form 13F filings · as of 2026-03-31