VISTA INVESTMENT PARTNERS II, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$207.3B
Holdings
135
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
MIGAMICROSTRATEGY INC | $15.7B |
LLYELI LILLY & CO | $8.9B |
NVDANVIDIA CORPORATION | $6.9B |
VOOVANGUARD INDEX FDS | $5.8B |
KLACKLA CORP | $5.1B |
ORCLORACLE CORP | $4.6B |
SFMSPROUTS FMRS MKT INC | $4.5B |
AAPLAPPLE INC | $4.4B |
ORLYOREILLY AUTOMOTIVE INC | $4.4B |
PHPARKER-HANNIFIN CORP | $4.0B |
FBTCFIDELITY WISE ORIGIN BITCOIN | $3.8B |
AVGOBROADCOM INC | $3.6B |
SYFSYNCHRONY FINANCIAL | $3.5B |
TRITHOMSON REUTERS CORP | $3.4B |
USBUS BANCORP DEL | $3.3B |
MAMASTERCARD INCORPORATED | $3.3B |
AGGISHARES TR | $3.3B |
KRKROGER CO | $3.3B |
ADPAUTOMATIC DATA PROCESSING IN | $3.2B |
ABGCENCORA INC | $3.1B |
TJXTJX COS INC NEW | $3.1B |
TNLTRAVEL PLUS LEISURE CO | $3.1B |
FITBFIFTH THIRD BANCORP | $3.0B |
HDHOME DEPOT INC | $3.0B |
ACNACCENTURE PLC IRELAND | $2.9B |
HONHONEYWELL INTL INC | $2.9B |
BJBJS WHSL CLUB HLDGS INC | $2.9B |
DRIDARDEN RESTAURANTS INC | $2.8B |
THCTENET HEALTHCARE CORP | $2.7B |
TPDSOMNIGROUP INTERNATIONAL INC | $2.6B |
CBCHUBB LIMITED | $2.6B |
PAYXPAYCHEX INC | $2.6B |
JPMJPMORGAN CHASE & CO. | $2.5B |
MSFTMICROSOFT CORP | $2.5B |
PNCPNC FINL SVCS GROUP INC | $2.4B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.4B |
ZTSZOETIS INC | $2.2B |
GWWGRAINGER W W INC | $2.2B |
MARMARRIOTT INTL INC NEW | $2.1B |
HCAHCA HEALTHCARE INC | $2.1B |
MSIMOTOROLA SOLUTIONS INC | $2.0B |
HBANHUNTINGTON BANCSHARES INC | $2.0B |
JHGJANUS HENDERSON GROUP PLC | $1.9B |
IWYISHARES TR | $1.9B |
EQWLINVESCO EXCHANGE TRADED FD T | $1.9B |
GQ9SPDR GOLD TR | $1.6B |
AMZNAMAZON COM INC | $1.6B |
PHMPULTE GROUP INC | $1.4B |
METAMETA PLATFORMS INC | $1.3B |
IBITISHARES BITCOIN TRUST ETF | $1.3B |
IPKWINVESCO EXCH TRADED FD TR II | $1.3B |
FFORD MTR CO | $1.2B |
IBMINTERNATIONAL BUSINESS MACHS | $1.0B |
ETNEATON CORP PLC | $1.0B |
XOMEXXON MOBIL CORP | $1.0B |
PGPROCTER AND GAMBLE CO | $1.0B |
GOOGLALPHABET INC | $982.1M |
NDQINVESCO QQQ TR | $981.4M |
VXUSVANGUARD STAR FDS | $965.7M |
FYCFIRST TR EXCHANGE-TRADED ALP | $884.5M |
VTIVANGUARD INDEX FDS | $795.5M |
WMTWALMART INC | $780.0M |
DISDISNEY WALT CO | $749.3M |
SPYSPDR S&P 500 ETF TR | $714.8M |
NEARISHARES U S ETF TR | $708.5M |
DUKDUKE ENERGY CORP NEW | $681.3M |
IEIISHARES TR | $664.8M |
MCDMCDONALDS CORP | $661.2M |
VOVANGUARD INDEX FDS | $645.3M |
VVISA INC | $629.9M |
JNKSPDR SERIES TRUST | $612.0M |
IMCGISHARES TR | $607.0M |
VOEVANGUARD INDEX FDS | $603.2M |
AMGNAMGEN INC | $593.3M |
JNJJOHNSON & JOHNSON | $572.6M |
CVXCHEVRON CORP NEW | $550.8M |
BACVERIZON COMMUNICATIONS INC | $549.9M |
MCKMCKESSON CORP | $541.6M |
PEPPEPSICO INC | $536.5M |
SOSOUTHERN CO | $523.5M |
SKORFLEXSHARES TR | $516.6M |
AQLTISHARES TR | $503.2M |
BNDXVANGUARD CHARLOTTE FDS | $479.4M |
VBVANGUARD INDEX FDS | $473.5M |
WMWASTE MGMT INC DEL | $456.6M |
ABBVABBVIE INC | $453.7M |
CATCATERPILLAR INC | $453.7M |
RMBIRICHMOND MUT BANCORPORATION | $445.0M |
IJHISHARES TR | $442.3M |
CSXCSX CORP | $440.9M |
ERIEERIE INDTY CO | $433.5M |
TTTRANE TECHNOLOGIES PLC | $431.3M |
BMYBRISTOL-MYERS SQUIBB CO | $427.2M |
TAT&T INC | $421.7M |
BFIXBUILD FUNDS TRUST | $414.2M |
CIIBLACKROCK ENHANCED LARGE CAP | $410.3M |
ABTABBOTT LABS | $387.8M |
TSLATESLA INC | $386.0M |
KOCOCA COLA CO | $364.9M |
AEPAMERICAN ELEC PWR CO INC | $360.4M |
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