VISTA INVESTMENT PARTNERS II, LLC
All 13F Filings
- Location
- Richmond, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 254,975
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 196.2 K | 76.9% | 16.68 K | 0 | 16.68 K |
| ETFs | 57.88 K | 22.7% | 15.5 K | 0 | 15.5 K |
| Debt | 929 | 0.4% | 5 | 0 | 5 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
254,975
Holdings
160
QoQ value change ($000)
32,186
(14.4%)
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.