VISTA INVESTMENT PARTNERS II, LLC

Position in XYZ — Block, Inc.

CIK 2035219 RICHMOND, IN

Position in XYZ

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

Position Value

$461,472

+$148,958 QoQ

Shares Held

6,072

+16.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#581

of 1,079 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. XYZ ranks #4 (5.0% 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	4,467	$1,666,280
4	XYZ	Block, Inc. This page	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	$461,472	6,072	+16.9%	Shares	Sole	2026-07-21
2026-03-31	$312,514	5,193	-2.8%	Shares	Sole	2026-04-23
2025-12-31	$347,906	5,345	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$385,488	5,334	+3.6%	Shares	Sole	2025-10-29
2025-06-30	$349,839	5,150	+29.9%	Shares	Sole	2025-08-07
2025-03-31	$215,364	3,964	+52.0%	Shares	Sole	2025-04-24
2024-12-31	$221,653	2,608	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.