VISTA INVESTMENT PARTNERS II, LLC
Top Portfolio Positions
128 positions ·
$183,026,673 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
11,318 | $10,409,956 | 5.69% | |
| NVDA |
Nvidia Corp
Technology
|
42,051 | $7,333,694 | 4.01% | |
| MSTR |
Strategy Inc
Technology
|
54,759 | $6,833,923 | 3.73% | |
| KLAC |
Kla Corp
Technology
|
4,058 | $5,975,039 | 3.26% | |
| AAPL |
Apple Inc.
Technology
|
19,878 | $5,044,837 | 2.76% | |
| PH |
Parker-Hannifin Corp
Industrials
|
5,293 | $4,738,505 | 2.59% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
48,365 | $4,464,573 | 2.44% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
58,556 | $4,051,489 | 2.21% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
25,037 | $3,998,408 | 2.18% | |
| USB |
US Bancorp De
Financial Services
|
72,164 | $3,753,249 | 2.05% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,562,422 | 33,826 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,040,432 | 24,452 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $716,656 | 18,800 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||