VISTA INVESTMENT PARTNERS II, LLC

Position in MSFT — Microsoft Corp

CIK 2035219 RICHMOND, IN

Position in MSFT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,666,280

-$107,574 QoQ

Shares Held

4,467

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#4,703

of 6,194 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS II, LLC holds $9,157,512 across 6 Software - Infrastructure names. MSFT ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	27,806	$4,271,557
2	CPAY	Corpay, Inc.	7,056	$2,351,553
3	MSFT	Microsoft Corp This page	4,467	$1,666,280
4	XYZ	Block, Inc.	6,072	$461,472
5	ORCL	Oracle Corp	1,388	$203,411
6	PLTR	Palantir Technologies Inc.	1,742	$203,239

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,666,280	4,467	-6.8%	Shares	Sole	2026-07-21
2026-03-31	$1,773,854	4,792	-0.2%	Shares	Sole	2026-04-23
2025-12-31	$2,323,310	4,804	-4.5%	Shares	Sole	2026-01-22
2025-09-30	$2,606,842	5,033	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$2,487,050	5,000	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$1,857,805	4,949	+6.8%	Shares	Sole	2025-04-24
2024-12-31	$1,953,652	4,635	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.