account_balance
Investment manager · 13F filer · SEC CIK 2035219
Vista Investment Partners II, LLC
Reported value$248Mas of Sep 30, 2026
Positions158 12 new, 14 sold out
Top 10 weight28.8%LLY alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
5.4%
NVDANVIDIA Corp
3.9%
MSTRStrategy Inc
3.7%Trimmed −29%
VOOVanguard Index FDS
2.7%Trimmed −7%
AAPLApple Inc.
2.7%
VFLOVictory Portfolios II
2.3%New
DELLDell Technologies Inc.
2.2%Trimmed −20%
PHParker-Hannifin Corp
2.1%
FTNTFortinet, Inc.
2.0%
ETNEaton Corp PLC
1.9%Added +282%
FBTCFidelity Wise Origin Bitcoin Fund
1.8%
ORLYO'Reilly Automotive Inc
1.7%
LLYELI Lilly & Co
5.4%
NVDANVIDIA Corp
3.9%
MSTRStrategy Inc
3.7%−29%
VOOVanguard Index FDS
2.7%−7%
AAPLApple Inc.
2.7%
VFLOVictory Portfolios II
2.3%
DELLDell Technologies Inc.
2.2%
PHParker-Hannifin Corp
2.1%
FTNTFortinet, Inc.
2.0%
ETN1.9%FBTCORLYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 5.4% HeldNVDA NVIDIA Corp 3.9% HeldMSTR Strategy Inc 3.7% Trimmed −29%
VOO Vanguard Index FDS 2.7% Trimmed −7%
AAPL Apple Inc. 2.7% HeldVFLO Victory Portfolios II 2.3% New
DELL Dell Technologies Inc. 2.2% Trimmed −20%PH Parker-Hannifin Corp 2.1% HeldFTNT Fortinet, Inc. 2.0% HeldETN Eaton Corp PLC 1.9% Added +282%FBTC Fidelity Wise Origin Bitcoin Fund 1.8% HeldORLY O'Reilly Automotive Inc 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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