Institutions / Vista Investment Partners II, LLC
Vista Investment Partners II, LLC
CIK 2035219 · Institution · as of Dec 31, 2025
Portfolio value
$232.10M
Positions
150
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 150 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $12.25M | 5.3% |
| NVIDIA Corp | $7.85M | 3.4% |
| Strategy Inc | $7.25M | 3.1% |
| Vanguard Index Fds | $6.25M | 2.7% |
| Kla Corp | $5.64M | 2.4% |
| Capital Group Dividend Value | $5.49M | 2.4% |
| Apple Inc. | $5.41M | 2.3% |
| Parker-Hannifin Corp | $4.93M | 2.1% |
| Broadcom Inc. | $4.45M | 1.9% |
| O Reilly Automotive Inc | $4.43M | 1.9% |
| Synchrony Financial | $4.27M | 1.8% |
| Travel + Leisure Co | $4.10M | 1.8% |
| US Bancorp \De | $3.86M | 1.7% |
| TJX Cos Inc/The | $3.82M | 1.6% |
| Fidelity Wise Origin Bitcoin | $3.63M | 1.6% |
| iShares Tr | $3.56M | 1.5% |
| Cencora Inc | $3.52M | 1.5% |
| Mastercard Inc | $3.39M | 1.5% |
| Fifth Third Bancorp | $3.38M | 1.5% |
| Alger 35 ETF, a series of The Alger ETF Trust | $3.36M | 1.4% |
| Somnigroup International Inc | $3.35M | 1.4% |
| Oracle Corp | $3.28M | 1.4% |
| NASDAQ, Inc. | $3.09M | 1.3% |
| Tenet Healthcare Corp | $2.96M | 1.3% |
| JPMorgan Chase & Co | $2.94M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.