VISTA INVESTMENT PARTNERS II, LLC
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,108 | 6,743 | Shares | Sole | 2026-04-23 | |
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