13F Filings History of VISTA INVESTMENT PARTNERS II, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$232,097,404
Signature - Title
Dennis R. Mason - DIRECTOR, COMPLIANCE SERVICES
Location
Richmond, IN
Summary
This page shows a list of all the recent 13F filings made by VISTA INVESTMENT PARTNERS II, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VISTA INVESTMENT PARTNERS II, LLC reported 150 stock holdings with total value $232,097,404 as of Q4 2025. Top holdings included LLY, NVDA, MSTR, VOO, and KLAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 150 $232,097,404 +$37,128,053 -$17,357,059 +$19,770,994 LLY, NVDA, MSTR, VOO, KLAC 13F-HR 22 Jan 2026, 15:36
Q3 2025 143 $214,302,277 +$16,692,352 -$17,793,549 -$1,101,197 MSTR, LLY, NVDA, KLAC, VOO 13F-HR 29 Oct 2025, 14:19
Q2 2025 135 $207,323,556 +$21,977,709 -$10,435,015 +$11,542,694 MSTR, LLY, NVDA, VOO, KLAC 13F-HR 07 Aug 2025, 14:48
Q1 2025 128 $180,806,270 +$25,655,845 -$14,069,113 +$11,586,732 MSTR, LLY, VOO, SFM, NVDA 13F-HR 24 Apr 2025, 14:40
Q4 2024 127 $169,341,617 $0 $0 $0 LLY, VOO, NVDA, AAPL, MSTR 13F-HR 07 Feb 2025, 15:54