VISTA INVESTMENT PARTNERS II, LLC

CIK
2035219
City
RICHMOND
State / Country
IN

Top Portfolio Positions

126 positions · $180,556,273 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
LLY
ELI LILLY & Co
Healthcare
11,318 $10,409,956 5.77%
NVDA
Nvidia Corp
Technology
42,051 $7,333,694 4.06%
MSTR
Strategy Inc
Technology
54,759 $6,833,923 3.78%
KLAC
Kla Corp
Technology
4,058 $5,975,039 3.31%
AAPL
Apple Inc.
Technology
19,878 $5,044,837 2.79%
PH
Parker-Hannifin Corp
Industrials
5,293 $4,738,505 2.62%
ORLY
O Reilly Automotive Inc
Consumer Cyclical
48,365 $4,464,573 2.47%
TNL
Travel & Leisure Co.
Consumer Cyclical
58,556 $4,051,489 2.24%
TJX
Tjx Companies Inc /De/
Consumer Cyclical
25,037 $3,998,408 2.21%
USB
Us Bancorp \De\
Financial Services
72,164 $3,753,249 2.08%

Holdings in BST

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Report Date Value (USD) Shares
2026-03-31 $245,108 6,743