Vista Investment Partners II, LLC

13F filer · CIK 0002035219

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$255MU.S. long equity reported on 13F

Positions12912 new · 13 closed

Net flow last quarter+$306KBuys minus sells

Top 10 positions weight26.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026129 positions
LLYELI LILLY & Co	$13.7M	5.37%	0.00%	+0.9%	Q4 2024
NVDANvidia Corp	$8.56M	3.36%	0.00%	+1.7%	Q4 2024
KLACKla Corp	$8.02M	3.15%	0.00%	-34.5%	Q4 2024
MSTRStrategy Inc	$7.4M	2.90%	Not reported	+55.5%	Q4 2024
AAPLApple Inc.	$5.82M	2.28%	0.00%	+1.2%	Q4 2024
DELLDell Technologies Inc.	$5.42M	2.13%	0.00%	-5.6%	Q1 2026
PHParker-Hannifin Corp	$5.15M	2.02%	0.00%	-0.5%	Q4 2024
JBLJabil Inc	$4.72M	1.85%	0.01%	+2.1%	Q4 2025
ORLYO Reilly Automotive Inc	$4.52M	1.77%	0.01%	+1.5%	Q4 2024
TNLTravel & Leisure Co.	$4.44M	1.74%	0.09%	-0.9%	Q1 2025
USBUS Bancorp \de\	$4.32M	1.69%	0.00%	-1.0%	Q4 2024
FTNTFortinet, Inc.	$4.27M	1.68%	0.00%	+80.3%	Q1 2026
FITBFifth Third Bancorp	$4.08M	1.60%	0.01%	-0.7%	Q4 2024
TJXTJX Companies Inc	$3.75M	1.47%	0.00%	-1.1%	Q4 2024
JCIJohnson Controls International plc	$3.44M	1.35%	0.00%	-1.1%	Q4 2025
CBChubb Ltd	$3.23M	1.27%	0.00%	-0.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$3.2M	1.25%	0.00%	-0.4%	Q4 2024
CFGCitizens Financial Group Inc	$3.2M	1.25%	0.01%	-0.4%	Q4 2025
GWWW.W. Grainger, Inc.	$3.2M	1.25%	0.01%	+3.3%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$3.16M	1.24%	0.03%	+11.6%	Q4 2024
IVZInvesco Ltd.	$3.11M	1.22%	0.03%	-0.7%	Q1 2026
MAMastercard Inc	$3.11M	1.22%	0.00%	+2.2%	Q4 2024
FHIFederated Hermes, Inc.	$3.01M	1.18%	Not reported	-0.6%	Q1 2026
CORCencora, Inc.	$2.99M	1.17%	0.01%	+2.2%	Q4 2024
SGISomnigroup International Inc.	$2.97M	1.17%	0.02%	+2.2%	Q4 2024
MARMarriott International Inc	$2.97M	1.16%	0.00%	+2.9%	Q4 2024
VVisa Inc.	$2.96M	1.16%	0.00%	+491.4%	Q4 2024
JPMJPMorgan Chase & Co	$2.94M	1.15%	0.00%	-0.7%	Q4 2024
TPRTapestry, Inc.	$2.85M	1.12%	0.01%	New	Q2 2026
CVSCVS HEALTH Corp	$2.61M	1.02%	0.00%	-1.4%	Q1 2026
PRIPrimerica, Inc.	$2.56M	1.00%	0.03%	+38.2%	Q4 2025
NDAQNasdaq, Inc.	$2.55M	1.00%	0.01%	-0.4%	Q4 2025
DRIDarden Restaurants Inc	$2.54M	1.00%	0.01%	+0.6%	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.36M	0.92%	Not reported	-0.2%	Q4 2024
IBITiShares Bitcoin Trust ETF	$2.36M	0.92%	0.00%	+9.3%	Q4 2024
CPAYCorpay, Inc.	$2.35M	0.92%	0.01%	Not reported	Q4 2024
HBANHuntington Bancshares Inc	$2.23M	0.87%	0.01%	+0.1%	Q4 2024
MCOMoodys Corp	$2.22M	0.87%	0.00%	+3.9%	Q1 2026
AISAntares Pharma, Inc.	$2.2M	0.86%	Not reported	New	Q2 2026
GLDSPDR Gold Trust	$2.13M	0.84%	0.00%	+11.8%	Q4 2024
AMZNAmazon Com Inc	$1.83M	0.72%	0.00%	+3.1%	Q4 2024
GOOGLAlphabet Inc.	$1.7M	0.67%	0.00%	+6.0%	Q4 2024
MSFTMicrosoft Corp	$1.67M	0.65%	0.00%	-6.8%	Q4 2024
HNGEHinge Health, Inc.	$1.63M	0.64%	0.12%	New	Q2 2026
FFord Motor Co	$1.62M	0.63%	0.00%	+0.8%	Q4 2024
HONHoneywell International Inc	$1.42M	0.56%	0.00%	+0.5%	Q4 2024
HONAHoneywell Aerospace Inc.	$1.33M	0.52%	Not reported	-1.0%	Q2 2026
ETNEaton Corp plc	$1.21M	0.48%	0.00%	-2.9%	Q4 2024
AAAUGoldman Sachs Physical Gold ETF	$1.18M	0.46%	0.05%	-11.8%	Q3 2025
XOMExxonMobil Holdings Corp	$1.1M	0.43%	0.00%	-3.6%	Q4 2024

Q1 2026Reported Apr 23, 2026129 positions
LLYELI LILLY & Co	$10.4M	4.67%	0.00%	-0.7%	Q4 2024
NVDANvidia Corp	$7.33M	3.29%	0.00%	-0.1%	Q4 2024
MSTRStrategy Inc	$6.83M	3.07%	Not reported	+14.7%	Q4 2024
KLACKla Corp	$5.98M	2.68%	0.00%	-12.6%	Q4 2024
AAPLApple Inc.	$5.04M	2.26%	0.00%	-0.1%	Q4 2024
PHParker-Hannifin Corp	$4.74M	2.13%	0.00%	-5.6%	Q4 2024
ORLYO Reilly Automotive Inc	$4.46M	2.00%	0.01%	-0.4%	Q4 2024
TNLTravel & Leisure Co.	$4.05M	1.82%	0.09%	+0.8%	Q1 2025
TJXTJX Companies Inc	$4M	1.79%	0.00%	+0.6%	Q4 2024
USBUS Bancorp \de\	$3.75M	1.68%	0.00%	-0.2%	Q4 2024
FITBFifth Third Bancorp	$3.39M	1.52%	0.01%	+1.0%	Q4 2024
KRKroger Co	$3.3M	1.48%	0.01%	+1.3%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$3.27M	1.47%	0.03%	+16.4%	Q4 2024
CORCencora, Inc.	$3.25M	1.46%	0.01%	-0.6%	Q4 2024
JBLJabil Inc	$3.18M	1.43%	0.01%	-0.6%	Q4 2025
JCIJohnson Controls International plc	$3.12M	1.40%	0.00%	+2.1%	Q4 2025
FHIFederated Hermes, Inc.	$3.11M	1.40%	Not reported	New	Q1 2026
CBChubb Ltd	$3.09M	1.39%	0.00%	+1.7%	Q4 2024
MAMastercard Inc	$2.96M	1.33%	0.00%	-0.1%	Q4 2024
IVZInvesco Ltd.	$2.89M	1.30%	0.03%	New	Q1 2026
THCTenet Healthcare Corp	$2.78M	1.25%	0.02%	-1.0%	Q4 2024
BJBJ's Wholesale Club Holdings, Inc.	$2.76M	1.24%	0.02%	-0.4%	Q4 2024
NDAQNasdaq, Inc.	$2.76M	1.24%	0.01%	+2.2%	Q4 2025
HONHoneywell International Inc	$2.76M	1.24%	0.00%	+2.5%	Q4 2024
CFGCitizens Financial Group Inc	$2.75M	1.23%	0.01%	+3.4%	Q4 2025
SGISomnigroup International Inc.	$2.74M	1.23%	0.02%	-1.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$2.71M	1.22%	0.00%	+0.5%	Q4 2024
JPMJPMorgan Chase & Co	$2.66M	1.19%	0.00%	-0.9%	Q4 2024
MARMarriott International Inc	$2.55M	1.14%	0.00%	-0.6%	Q4 2024
HCAHCA Healthcare, Inc.	$2.54M	1.14%	0.00%	-0.5%	Q4 2024
IBITiShares Bitcoin Trust ETF	$2.49M	1.12%	0.00%	+65.3%	Q4 2024
GWWW.W. Grainger, Inc.	$2.48M	1.11%	0.00%	-0.8%	Q4 2024
DRIDarden Restaurants Inc	$2.4M	1.08%	0.01%	+2.3%	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.26M	1.02%	Not reported	+0.2%	Q4 2024
GLDSPDR Gold Trust	$2.23M	1.00%	0.00%	+2.5%	Q4 2024
SBHSally Beauty Holdings, Inc.	$2.2M	0.99%	0.17%	New	Q1 2026
DELLDell Technologies Inc.	$2.18M	0.98%	0.00%	New	Q1 2026
UHSUniversal Health Services Inc	$2.16M	0.97%	Not reported	+100.9%	Q4 2025
MCOMoodys Corp	$2.05M	0.92%	0.00%	New	Q1 2026
HBANHuntington Bancshares Inc	$1.96M	0.88%	0.01%	+3.6%	Q4 2024
CVSCVS HEALTH Corp	$1.84M	0.83%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$1.77M	0.80%	0.00%	-0.3%	Q4 2024
PRIPrimerica, Inc.	$1.63M	0.73%	0.02%	-0.1%	Q4 2025
AAAUGoldman Sachs Physical Gold ETF	$1.56M	0.70%	0.05%	+38.3%	Q3 2025
AMZNAmazon Com Inc	$1.55M	0.70%	0.00%	+4.4%	Q4 2024
XOMExxonMobil Holdings Corp	$1.42M	0.64%	0.00%	-12.1%	Q4 2024
FFord Motor Co	$1.33M	0.60%	0.00%	+1.8%	Q4 2024
GOOGLAlphabet Inc.	$1.29M	0.58%	0.00%	-1.8%	Q4 2024
FTNTFortinet, Inc.	$1.26M	0.57%	0.00%	New	Q1 2026
ETNEaton Corp plc	$1.05M	0.47%	0.00%	+0.8%	Q4 2024

Q4 2025Reported Jan 22, 2026122 positions
LLYELI LILLY & Co	$12.2M	5.28%	0.00%	-0.9%	Q4 2024
NVDANvidia Corp	$7.85M	3.38%	0.00%	-2.9%	Q4 2024
MSTRStrategy Inc	$7.25M	3.13%	Not reported	+20.8%	Q4 2024
KLACKla Corp	$5.64M	2.43%	0.00%	-17.6%	Q4 2024
AAPLApple Inc.	$5.41M	2.33%	0.00%	-2.3%	Q4 2024
PHParker-Hannifin Corp	$4.93M	2.12%	0.00%	-2.9%	Q4 2024
AVGOBroadcom Inc.	$4.45M	1.92%	0.00%	-1.4%	Q4 2024
ORLYO Reilly Automotive Inc	$4.43M	1.91%	0.01%	-0.5%	Q4 2024
SYFSynchrony Financial	$4.27M	1.84%	0.01%	-2.3%	Q4 2024
TNLTravel & Leisure Co.	$4.1M	1.76%	0.09%	-2.0%	Q1 2025
USBUS Bancorp \de\	$3.86M	1.66%	0.00%	-0.6%	Q4 2024
TJXTJX Companies Inc	$3.82M	1.65%	0.00%	-2.0%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$3.63M	1.56%	0.02%	+14.5%	Q4 2024
CORCencora, Inc.	$3.52M	1.52%	0.01%	-1.6%	Q4 2024
MAMastercard Inc	$3.39M	1.46%	0.00%	+0.8%	Q4 2024
FITBFifth Third Bancorp	$3.38M	1.46%	0.01%	-2.1%	Q4 2024
SGISomnigroup International Inc.	$3.35M	1.44%	0.02%	-4.2%	Q4 2024
ORCLOracle Corp	$3.28M	1.41%	0.00%	-4.8%	Q4 2024
NDAQNasdaq, Inc.	$3.09M	1.33%	0.01%	New	Q4 2025
THCTenet Healthcare Corp	$2.96M	1.27%	0.02%	-4.6%	Q4 2024
JPMJPMorgan Chase & Co	$2.94M	1.27%	0.00%	+7.0%	Q4 2024
CBChubb Ltd	$2.91M	1.25%	0.00%	+2.3%	Q4 2024
HDHome Depot, Inc.	$2.88M	1.24%	0.00%	+1.6%	Q4 2024
KRKroger Co	$2.81M	1.21%	0.01%	-1.6%	Q4 2024
JCIJohnson Controls International plc	$2.8M	1.20%	0.00%	New	Q4 2025
JBLJabil Inc	$2.75M	1.19%	0.01%	New	Q4 2025
PNCPNC Financial Services Group, Inc.	$2.71M	1.17%	0.00%	-0.1%	Q4 2024
ADPAutomatic Data Processing Inc	$2.59M	1.12%	0.00%	-3.9%	Q4 2024
CFGCitizens Financial Group Inc	$2.59M	1.12%	0.01%	New	Q4 2025
BJBJ's Wholesale Club Holdings, Inc.	$2.54M	1.09%	0.02%	+4.4%	Q4 2024
HCAHCA Healthcare, Inc.	$2.52M	1.08%	0.00%	-3.5%	Q4 2024
MARMarriott International Inc	$2.43M	1.05%	0.00%	-1.8%	Q4 2024
LYFTLyft, Inc.	$2.38M	1.03%	0.03%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$2.37M	1.02%	Not reported	-3.2%	Q4 2024
MSFTMicrosoft Corp	$2.32M	1.00%	0.00%	-4.6%	Q4 2024
HONHoneywell International Inc	$2.32M	1.00%	0.00%	-3.9%	Q4 2024
GWWW.W. Grainger, Inc.	$2.32M	1.00%	0.00%	+5.3%	Q4 2024
DRIDarden Restaurants Inc	$2.2M	0.95%	0.01%	-6.6%	Q1 2025
TRIThomson Reuters Corp	$2.19M	0.95%	0.00%	-0.8%	Q4 2024
HBANHuntington Bancshares Inc	$2.1M	0.91%	0.01%	+0.8%	Q4 2024
GLDSPDR Gold Trust	$2M	0.86%	0.00%	-11.0%	Q4 2024
IBITiShares Bitcoin Trust ETF	$1.94M	0.84%	0.00%	+59.3%	Q4 2024
PAYXPaychex Inc	$1.87M	0.81%	0.00%	-6.5%	Q4 2024
PRIPrimerica, Inc.	$1.69M	0.73%	0.02%	New	Q4 2025
AMZNAmazon Com Inc	$1.64M	0.71%	0.00%	-2.1%	Q4 2024
FFord Motor Co	$1.49M	0.64%	0.00%	+1.6%	Q4 2024
GOOGLAlphabet Inc.	$1.43M	0.62%	0.00%	-16.6%	Q4 2024
SIVRabrdn Silver ETF Trust	$1.38M	0.59%	0.03%	+18.9%	Q3 2025
UHSUniversal Health Services Inc	$1.31M	0.56%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$1.17M	0.50%	Not reported	-0.2%	Q4 2024

Q3 2025Reported Oct 29, 2025114 positions
MSTRStrategy Inc	$12.7M	5.94%	Not reported	+1.7%	Q4 2024
LLYELI LILLY & Co	$8.77M	4.09%	0.00%	+0.2%	Q4 2024
NVDANvidia Corp	$8.09M	3.77%	0.00%	-0.2%	Q4 2024
KLACKla Corp	$6.08M	2.84%	0.00%	-1.0%	Q4 2024
ORLYO Reilly Automotive Inc	$5.26M	2.45%	0.01%	+0.3%	Q4 2024
AAPLApple Inc.	$5.18M	2.42%	0.00%	-4.9%	Q4 2024
ORCLOracle Corp	$4.97M	2.32%	0.00%	-16.3%	Q4 2024
PHParker-Hannifin Corp	$4.38M	2.04%	0.00%	0.0%	Q4 2024
AVGOBroadcom Inc.	$4.3M	2.01%	0.00%	-0.4%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$4.15M	1.94%	0.02%	+3.0%	Q4 2024
SYFSynchrony Financial	$3.72M	1.74%	0.01%	Not reported	Q4 2024
TJXTJX Companies Inc	$3.67M	1.71%	0.00%	+0.9%	Q4 2024
TNLTravel & Leisure Co.	$3.53M	1.65%	0.09%	+0.2%	Q1 2025
USBUS Bancorp \de\	$3.51M	1.64%	0.00%	0.0%	Q4 2024
MAMastercard Inc	$3.35M	1.56%	0.00%	+1.0%	Q4 2024
HDHome Depot, Inc.	$3.34M	1.56%	0.00%	+1.9%	Q4 2024
CORCencora, Inc.	$3.31M	1.54%	0.01%	+1.2%	Q4 2024
SGISomnigroup International Inc.	$3.3M	1.54%	0.02%	+0.8%	Q4 2024
FITBFifth Third Bancorp	$3.28M	1.53%	0.01%	+0.8%	Q4 2024
THCTenet Healthcare Corp	$3.17M	1.48%	0.02%	+1.4%	Q4 2024
KRKroger Co	$3.09M	1.44%	0.01%	+0.5%	Q4 2024
ADPAutomatic Data Processing Inc	$3.08M	1.44%	0.00%	+0.9%	Q4 2024
JPMJPMorgan Chase & Co	$2.69M	1.25%	0.00%	-0.8%	Q4 2024
PNCPNC Financial Services Group, Inc.	$2.61M	1.22%	0.00%	+1.3%	Q4 2024
MSFTMicrosoft Corp	$2.61M	1.22%	0.00%	+0.7%	Q4 2024
TRIThomson Reuters Corp	$2.61M	1.22%	0.00%	+0.6%	Q4 2024
HONHoneywell International Inc	$2.61M	1.22%	0.00%	+0.8%	Q4 2024
CBChubb Ltd	$2.57M	1.20%	0.00%	+1.2%	Q4 2024
BJBJ's Wholesale Club Holdings, Inc.	$2.52M	1.17%	0.02%	+1.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.45M	1.14%	Not reported	+0.4%	Q4 2024
DRIDarden Restaurants Inc	$2.44M	1.14%	0.01%	+1.5%	Q1 2025
HCAHCA Healthcare, Inc.	$2.38M	1.11%	0.00%	+1.6%	Q4 2024
PAYXPaychex Inc	$2.26M	1.06%	0.01%	+1.6%	Q4 2024
MSIMotorola Solutions, Inc.	$2.26M	1.06%	0.00%	+2.2%	Q4 2024
ZTSZoetis Inc.	$2.16M	1.01%	0.00%	+2.6%	Q4 2024
MARMarriott International Inc	$2.08M	0.97%	0.00%	+2.3%	Q4 2024
HBANHuntington Bancshares Inc	$2.08M	0.97%	0.01%	+0.5%	Q4 2024
GWWW.W. Grainger, Inc.	$2.08M	0.97%	0.00%	+2.4%	Q4 2024
GLDSPDR Gold Trust	$2.02M	0.94%	0.00%	+5.0%	Q4 2024
AMZNAmazon Com Inc	$1.6M	0.75%	0.00%	+0.2%	Q4 2024
IBITiShares Bitcoin Trust ETF	$1.6M	0.75%	0.00%	+13.9%	Q4 2024
FFord Motor Co	$1.34M	0.62%	0.00%	+1.3%	Q4 2024
GOOGLAlphabet Inc.	$1.33M	0.62%	0.00%	-1.7%	Q4 2024
METAMeta Platforms, Inc.	$1.3M	0.61%	Not reported	-2.4%	Q4 2024
XOMExxonMobil Holdings Corp	$1.08M	0.50%	0.00%	+0.3%	Q4 2024
ETNEaton Corp plc	$1.07M	0.50%	0.00%	-0.5%	Q4 2024
IBMInternational Business Machines Corp	$977K	0.46%	0.00%	-1.4%	Q4 2024
PGPROCTER & GAMBLE Co	$956K	0.45%	0.00%	-1.5%	Q4 2024
WMTWalmart Inc.	$821K	0.38%	0.00%	-0.2%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$774K	0.36%	Not reported	+0.4%	Q4 2024

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