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Vista Investment Partners Ii - Q2 2026 13F Filings

VI

Vista Investment Partners Ii, LLC

CIK: 0002035219
Address: Indiana Richmond One Woodside Drive
$254.97 M
Portfolio Value
160
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AVLV Avantis Us Large Cap Value Etf
+$5.97 M
2. SGOV Ishares 0-3 Month Treasury Bond Etf
+$3.38 M
3. TPR Tapestry
+$2.85 M
4. MSTR Strategy
+$2.64 M
5. SOXX Ishares Semiconductor Etf
+$2.55 M

Top Sells

Q2 2026
1. NEAR Ishares Short Duration Bond Active Etf
−$4.67 M
2. KLAC Kla Corporation
−$4.22 M
3. CGDV Capital Group Dividend Value Etf
−$3.79 M
4. KR The Kroger Co
−$3.3 M
5. VTV Vanguard Value Etf
−$2.87 M

Asset Allocation

Stocks/ETFs
+14.44%
$254.57 M 99.84%
Options
$0 0.00%
Debt
$0 0.00%
Other
+17.58%
$402,565 0.16%

Sector Allocation (Stocks)

Vista Investment Partners Ii Q2 2026 Filing Summary

Vista Investment Partners Ii, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 254.97 M reflecting a +14.45% change from the prior quarter, spanning 160 assets. The top 10 holdings comprised 28.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 24 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Vista Investment Partners Ii’s Q2 2026 Filing

Vista Investment Partners Ii submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Vista Investment Partners Ii reported a managed portfolio value of 254.97 M, consisting of 160 individual positions.

This page displays the raw filing documents. To see which stocks Vista Investment Partners Ii bought or sold during Q2 2026, please visit Vista Investment Partners Ii's Portfolio Analysis page.