VISTA INVESTMENT PARTNERS II, LLC
All 13F Filings
- Location
- Richmond, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 248,436
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 158 | 248,436 | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC |
| Q2 2026 | 7/21/2026 | 160 | 254,975 | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC |
| 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 | 186.6 K | 75.1% | 0 | 9.532 K | -9.532 K |
| ETFs | 60.89 K | 24.5% | 3.017 K | 0 | 3.017 K |
| Debt | 903 | 0.4% | 0 | 26 | -26 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
248,436
Holdings
158
QoQ value change ($000)
-6,539
(-2.6%)
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.