Institutional Fund
Vista Investment Partners II, LLC
Richmond, INCIK 20352195 filings on record
Portfolio Value
$222.79M
Q1 2026
Holdings
157
Reported positions
New Buys
27
Opened this quarter
QoQ Change
-4.0%
from $232.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Eli Lilly & Co4.7%
- Nvidia Corporation3.3%
- Strategy Inc3.1%
- Vanguard Index Fds2.9%
- Kla Corp2.7%
- Apple Inc2.3%
- Other81.2%
Portfolio Holdings
157 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 11.3K | $10.41M | 4.7% | −80 | Reduced |
| 2 | Nvidia Corporation | 42.1K | $7.33M | 3.3% | −38 | Reduced |
| 3 | Strategy Inc | 54.8K | $6.83M | 3.1% | +7.0K | Added |
| 4 | Vanguard Index Fds | 10.7K | $6.37M | 2.9% | +687 | Added |
| 5 | Kla Corp | 4.1K | $5.98M | 2.7% | −586 | Reduced |
| 6 | Apple Inc | 19.9K | $5.04M | 2.3% | −10 | Reduced |
| 7 | Parker-Hannifin Corp | 5.3K | $4.74M | 2.1% | −316 | Reduced |
| 8 | Ishares U S ETF Tr | 91.9K | $4.67M | 2.1% | +65.0K | Added |
| 9 | Oreilly Automotive Inc | 48.4K | $4.46M | 2.0% | −200 | Reduced |
| 10 | Travel Plus Leisure Co | 58.6K | $4.05M | 1.8% | +475 | Added |
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