VISTA INVESTMENT PARTNERS II, LLC: 13F holdings
CIK 20352192026Q2
| Positions | 160 |
|---|---|
| Reported value | $255.0m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & CO | 11,414 | $13.7m | 5.4% |
| NVDA NVIDIA CORPORATION | 42,765 | $8.6m | 3.4% |
| KLAC KLA CORP | 26,596 | $8.0m | 3.1% |
| MSTR STRATEGY INC | 85,122 | $7.4m | 2.9% |
| VOO VANGUARD INDEX FDS | 10,214 | $7.0m | 2.8% |
| AVLV AMERICAN CENTY ETF TR | 65,405 | $6.0m | 2.3% |
| AAPL APPLE INC | 20,119 | $5.8m | 2.3% |
| DELL DELL TECHNOLOGIES INC | 12,560 | $5.4m | 2.1% |
| PH PARKER-HANNIFIN CORP | 5,266 | $5.2m | 2.0% |
| JBL JABIL INC | 12,236 | $4.7m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035219")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.