VISTA INVESTMENT PARTNERS II, LLC
All 13F Filings
- Location
- Richmond, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 222,789
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 157 | 222,789 | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC |
| Q4 2025 | 1/22/2026 | 150 | 232,097 | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC |
| Q3 2025 | 10/29/2025 | 143 | 214,302 | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC |
| Q2 2025 | 8/7/2025 | 135 | 207,324 | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 179.5 K | 80.6% | 0 | 38.58 K | -38.58 K |
| ETFs | 42.38 K | 19.0% | 29.08 K | 0 | 29.08 K |
| Debt | 924 | 0.4% | 193 | 0 | 193 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
222,789
Holdings
157
QoQ value change ($000)
-9,308
(-4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.