VISTA INVESTMENT PARTNERS II, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$232.1M

Holdings

150

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (150 positions)

StockValue
LLYELI LILLY & CO
$12.2M
NVDANVIDIA CORPORATION
$7.8M
MIGASTRATEGY INC
$7.3M
VOOVANGUARD INDEX FDS
$6.3M
KLACKLA CORP
$5.6M
CGDGCAPITAL GROUP DIVIDEND VALUE
$5.5M
AAPLAPPLE INC
$5.4M
PHPARKER-HANNIFIN CORP
$4.9M
AVGOBROADCOM INC
$4.5M
ORLYOREILLY AUTOMOTIVE INC
$4.4M
SYFSYNCHRONY FINANCIAL
$4.3M
TNLTRAVEL PLUS LEISURE CO
$4.1M
USBUS BANCORP DEL
$3.9M
TJXTJX COS INC NEW
$3.8M
FBTCFIDELITY WISE ORIGIN BITCOIN
$3.6M
AGGISHARES TR
$3.6M
ABGCENCORA INC
$3.5M
MAMASTERCARD INCORPORATED
$3.4M
FITBFIFTH THIRD BANCORP
$3.4M
ATFVTHE ALGER ETF TRUST
$3.4M
TPDSOMNIGROUP INTERNATIONAL INC
$3.4M
ORCLORACLE CORP
$3.3M
NDAQNASDAQ INC
$3.1M
THCTENET HEALTHCARE CORP
$3.0M
JPMJPMORGAN CHASE & CO.
$2.9M
CBCHUBB LIMITED
$2.9M
HDHOME DEPOT INC
$2.9M
KRKROGER CO
$2.8M
JCIJOHNSON CTLS INTL PLC
$2.8M
JBLJABIL INC
$2.8M
PNCPNC FINL SVCS GROUP INC
$2.7M
ADPAUTOMATIC DATA PROCESSING IN
$2.6M
CFGCITIZENS FINL GROUP INC
$2.6M
BJBJS WHSL CLUB HLDGS INC
$2.5M
HCAHCA HEALTHCARE INC
$2.5M
FYCFIRST TR EXCHANGE-TRADED ALP
$2.5M
MARMARRIOTT INTL INC NEW
$2.4M
LYFTLYFT INC
$2.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.4M
JHGJANUS HENDERSON GROUP PLC
$2.4M
MSFTMICROSOFT CORP
$2.3M
HONHONEYWELL INTL INC
$2.3M
GWWWW GRAINGER INC
$2.3M
DRIDARDEN RESTAURANTS INC
$2.2M
TRITHOMSON REUTERS CORP
$2.2M
IPKWINVESCO EXCH TRADED FD TR II
$2.1M
HBANHUNTINGTON BANCSHARES INC
$2.1M
PIZINVESCO EXCH TRADED FD TR II
$2.0M
GQ9SPDR GOLD TR
$2.0M
IBITISHARES BITCOIN TRUST ETF
$1.9M
PAYXPAYCHEX INC
$1.9M
PRIPRIMERICA INC
$1.7M
AMZNAMAZON COM INC
$1.6M
FFORD MTR CO
$1.5M
GOOGLALPHABET INC
$1.4M
SIVRABRDN SILVER ETF TRUST
$1.4M
NEARISHARES U S ETF TR
$1.4M
UHSUNIVERSAL HLTH SVCS INC
$1.3M
METAMETA PLATFORMS INC
$1.2M
XOMEXXON MOBIL CORP
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$1.0M
VXUSVANGUARD STAR FDS
$994K
IGIBISHARES TR
$957K
NDQINVESCO QQQ TR
$951K
ETNEATON CORP PLC
$927K
SPTISPDR SERIES TRUST
$893K
WMTWALMART INC
$879K
PGPROCTER AND GAMBLE CO
$864K
JPIBJ P MORGAN EXCHANGE TRADED F
$846K
VOVANGUARD INDEX FDS
$838K
TSLATESLA INC
$809K
JNJJOHNSON & JOHNSON
$788K
SPYSPDR S&P 500 ETF TR
$782K
BFIXBUILD FUNDS TRUST
$731K
AMGNAMGEN INC
$731K
MCDMCDONALDS CORP
$697K
VBVANGUARD INDEX FDS
$694K
DISDISNEY WALT CO
$685K
DUKDUKE ENERGY CORP NEW
$670K
CVXCHEVRON CORP NEW
$653K
CATCATERPILLAR INC
$633K
ABBVABBVIE INC
$628K
BACVERIZON COMMUNICATIONS INC
$622K
MCKMCKESSON CORP
$610K
FRDMEA SERIES TRUST
$610K
PEPPEPSICO INC
$597K
VTIVANGUARD INDEX FDS
$593K
PXHINVESCO EXCH TRADED FD TR II
$535K
VVISA INC
$529K
MSIMOTOROLA SOLUTIONS INC
$498K
TAT&T INC
$498K
AQLTISHARES TR
$497K
SOSOUTHERN CO
$493K
CSXCSX CORP
$489K
RMBIRICHMOND MUT BANCORPORATION
$485K
BMYBRISTOL-MYERS SQUIBB CO
$449K
CIIBLACKROCK ENHANCED LARGE CAP
$434K
WMWASTE MGMT INC DEL
$419K
RTXRTX CORPORATION
$407K
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