VISTA INVESTMENT PARTNERS II, LLC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$180.8M

Holdings

128

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (128 positions)

StockValue
MIGAMICROSTRATEGY INC
$11.8M
LLYELI LILLY & CO
$9.5M
VOOVANGUARD INDEX FDS
$5.6M
SFMSPROUTS FMRS MKT INC
$5.1M
NVDANVIDIA CORPORATION
$4.7M
AAPLAPPLE INC
$4.7M
ORLYOREILLY AUTOMOTIVE INC
$4.5M
KLACKLA CORP
$3.9M
AGGISHARES TR
$3.9M
PHPARKER-HANNIFIN CORP
$3.5M
ADPAUTOMATIC DATA PROCESSING IN
$3.2M
MAMASTERCARD INCORPORATED
$3.1M
KRKROGER CO
$3.1M
USBUS BANCORP DEL
$3.1M
ACNACCENTURE PLC IRELAND
$3.0M
TJXTJX COS INC NEW
$3.0M
BJBJS WHSL CLUB HLDGS INC
$2.9M
TRITHOMSON REUTERS CORP
$2.9M
FITBFIFTH THIRD BANCORP
$2.9M
ORCLORACLE CORP
$2.8M
HDHOME DEPOT INC
$2.8M
ABGCENCORA INC
$2.8M
FBTCFIDELITY WISE ORIGIN BITCOIN
$2.8M
SYFSYNCHRONY FINANCIAL
$2.8M
PAYXPAYCHEX INC
$2.7M
CBCHUBB LIMITED
$2.7M
HONHONEYWELL INTL INC
$2.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.6M
CATCATERPILLAR INC
$2.5M
PNCPNC FINL SVCS GROUP INC
$2.2M
ZTSZOETIS INC
$2.2M
TPDSOMNIGROUP INTERNATIONAL INC
$2.2M
JPMJPMORGAN CHASE & CO.
$2.1M
MSIMOTOROLA SOLUTIONS INC
$2.0M
GWWGRAINGER W W INC
$2.0M
THCTENET HEALTHCARE CORP
$1.9M
MSFTMICROSOFT CORP
$1.9M
JHGJANUS HENDERSON GROUP PLC
$1.8M
HCAHCA HEALTHCARE INC
$1.8M
MARMARRIOTT INTL INC NEW
$1.7M
DRIDARDEN RESTAURANTS INC
$1.7M
HBANHUNTINGTON BANCSHARES INC
$1.7M
TNLTRAVEL PLUS LEISURE CO
$1.4M
AMZNAMAZON COM INC
$1.3M
AVGOBROADCOM INC
$1.3M
PHMPULTE GROUP INC
$1.2M
SHYISHARES TR
$1.2M
GQ9SPDR GOLD TR
$1.1M
XOMEXXON MOBIL CORP
$1.1M
PGPROCTER AND GAMBLE CO
$1.1M
METAMETA PLATFORMS INC
$1.0M
VXUSVANGUARD STAR FDS
$976K
FFORD MTR CO
$947K
VTIVANGUARD INDEX FDS
$923K
IBMINTERNATIONAL BUSINESS MACHS
$870K
GOOGLALPHABET INC
$824K
IBITISHARES BITCOIN TRUST ETF
$789K
ETNEATON CORP PLC
$755K
WMTWALMART INC
$753K
VVISA INC
$714K
MCDMCDONALDS CORP
$705K
SPYSPDR S&P 500 ETF TR
$698K
DUKDUKE ENERGY CORP NEW
$679K
CVXCHEVRON CORP NEW
$672K
AMGNAMGEN INC
$650K
JNKSPDR SER TR
$641K
VOVANGUARD INDEX FDS
$625K
BMYBRISTOL-MYERS SQUIBB CO
$600K
JNJJOHNSON & JOHNSON
$598K
PEPPEPSICO INC
$597K
DISDISNEY WALT CO
$587K
AQLTISHARES TR
$585K
IPKWINVESCO EXCH TRADED FD TR II
$583K
BACVERIZON COMMUNICATIONS INC
$577K
ABBVABBVIE INC
$536K
ERIEERIE INDTY CO
$524K
FNVFRANCO NEV CORP
$520K
IJHISHARES TR
$517K
EQWLINVESCO EXCHANGE TRADED FD T
$517K
FYCFIRST TR EXCHANGE-TRADED ALP
$516K
SOSOUTHERN CO
$514K
MCKMCKESSON CORP
$497K
IWYISHARES TR
$496K
WMWASTE MGMT INC DEL
$478K
TSLATESLA INC
$473K
FFC0OAKTREE SPECIALTY LENDING CO
$435K
VBVANGUARD INDEX FDS
$426K
TAT&T INC
$412K
RMBIRICHMOND MUT BANCORPORATION
$411K
CSXCSX CORP
$398K
TPLTEXAS PACIFIC LAND CORPORATI
$397K
ABTABBOTT LABS
$393K
AEPAMERICAN ELEC PWR CO INC
$392K
BFIXBUILD FUNDS TRUST
$375K
CIIBLACKROCK ENHANCED LARGE CAP
$339K
RVTROYCE SMALL CAP TRUST INC
$333K
SHELSHELL PLC
$332K
TTTRANE TECHNOLOGIES PLC
$316K
MRKMERCK & CO INC
$315K
KOCOCA COLA CO
$312K
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