VISTA INVESTMENT PARTNERS II, LLC
Top Portfolio Positions
127 positions ·
$180,764,849 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
11,318 | $10,409,956 | 5.76% | |
| 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% |
Portfolio Trend
Holdings in SCD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,951 | 12,053 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $178,504 | 12,053 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $187,183 | 12,053 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $188,136 | 12,060 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $197,675 | 12,409 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $213,434 | 12,409 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||