VISTA INVESTMENT PARTNERS II, LLC Diversified Active

Location: Richmond, IN

CIK: 0002035219 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 22, 2026

Total Value: $232M (100.0% shares, 0.0% debt)

Holdings (150)

LLY ELI LILLY & CO 5.3%
Value $12.25M Shares 11,398 Est. Cost $821.14 Unrealized +16.4%
NVDA NVIDIA CORPORATION 3.4%
Value $7.85M Shares 42,089 Est. Cost $137.24 Unrealized +35.6%
MSTR STRATEGY INC 3.1%
Value $7.254M Shares 47,742 Est. Cost $297.62 Unrealized -22.6%
VOO VANGUARD INDEX FDS 2.7%
Value $6.251M Shares 9,968 Est. Cost $542.47 Unrealized
KLAC KLA CORP 2.4%
Value $5.643M Shares 4,644 Est. Cost $669.07 Unrealized +75.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 2.4%
Value $5.489M Shares 125,778 Est. Cost $43.64 Unrealized
AAPL APPLE INC 2.3%
Value $5.407M Shares 19,888 Est. Cost $233.75 Unrealized +14.8%
PH PARKER-HANNIFIN CORP 2.1%
Value $4.93M Shares 5,609 Est. Cost $655.15 Unrealized +24.8%
AVGO BROADCOM INC 1.9%
Value $4.452M Shares 12,862 Est. Cost $207.54 Unrealized +72.0%
ORLY OREILLY AUTOMOTIVE INC 1.9%
Value $4.43M Shares 48,565 Est. Cost $90.53 Unrealized +7.9%
SYF SYNCHRONY FINANCIAL 1.8%
Value $4.266M Shares 51,131 Est. Cost $60.07 Unrealized +27.0%
TNL TRAVEL PLUS LEISURE CO 1.8%
Value $4.096M Shares 58,081 Est. Cost $48.20 Unrealized +35.1%
USB US BANCORP DEL 1.7%
Value $3.856M Shares 72,271 Est. Cost $46.63 Unrealized +4.5%
TJX TJX COS INC NEW 1.6%
Value $3.823M Shares 24,888 Est. Cost $118.06 Unrealized +25.1%
FBTC FIDELITY WISE ORIGIN BITCOIN 1.6%
Value $3.628M Shares 47,590 Est. Cost $81.52 Unrealized
AGG ISHARES TR 1.5%
Value $3.556M Shares 35,604 Est. Cost $97.24 Unrealized
COR CENCORA INC 1.5%
Value $3.518M Shares 10,415 Est. Cost $238.01 Unrealized +43.1%
MA MASTERCARD INCORPORATED 1.5%
Value $3.39M Shares 5,938 Est. Cost $517.12 Unrealized +8.1%
FITB FIFTH THIRD BANCORP 1.5%
Value $3.38M Shares 72,217 Est. Cost $42.88 Unrealized +1.8%
ATFV THE ALGER ETF TRUST 1.4%
Value $3.36M Shares 96,369 Est. Cost $34.87 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 1.4%
Value $3.35M Shares 37,528 Est. Cost $54.94 Unrealized +59.0%
ORCL ORACLE CORP 1.4%
Value $3.279M Shares 16,821 Est. Cost $173.95 Unrealized +36.8%
NDAQ NASDAQ INC 1.3%
Value $3.089M Shares 31,805 Est. Cost $89.74 Unrealized 0.0%
THC TENET HEALTHCARE CORP 1.3%
Value $2.957M Shares 14,880 Est. Cost $143.41 Unrealized +40.9%
JPM JPMORGAN CHASE & CO. 1.3%
Value $2.939M Shares 9,120 Est. Cost $233.36 Unrealized +32.6%
CB CHUBB LIMITED 1.3%
Value $2.912M Shares 9,328 Est. Cost $281.45 Unrealized +3.9%
HD HOME DEPOT INC 1.2%
Value $2.882M Shares 8,375 Est. Cost $393.02 Unrealized -7.2%
KR KROGER CO 1.2%
Value $2.815M Shares 45,054 Est. Cost $57.40 Unrealized +13.6%
JCI JOHNSON CTLS INTL PLC 1.2%
Value $2.795M Shares 23,341 Est. Cost $114.81 Unrealized 0.0%
JBL JABIL INC 1.2%
Value $2.751M Shares 12,065 Est. Cost $213.29 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 1.2%
Value $2.708M Shares 12,975 Est. Cost $189.09 Unrealized +1.9%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value $2.591M Shares 10,073 Est. Cost $287.99 Unrealized -8.0%
CFG CITIZENS FINL GROUP INC 1.1%
Value $2.59M Shares 44,338 Est. Cost $53.58 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 1.1%
Value $2.537M Shares 28,178 Est. Cost $92.85 Unrealized -1.1%
HCA HCA HEALTHCARE INC 1.1%
Value $2.516M Shares 5,389 Est. Cost $342.98 Unrealized +35.2%
FYC FIRST TR EXCHANGE-TRADED ALP 1.1%
Value $2.495M Shares 25,961 Est. Cost $84.58 Unrealized
MAR MARRIOTT INTL INC NEW 1.0%
Value $2.429M Shares 7,829 Est. Cost $269.44 Unrealized +5.9%
LYFT LYFT INC 1.0%
Value $2.382M Shares 122,972 Est. Cost $20.79 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $2.369M Shares 4,713 Est. Cost $461.73 Unrealized +7.8%
JHG JANUS HENDERSON GROUP PLC 1.0%
Value $2.366M Shares 49,745 Est. Cost $42.34 Unrealized +4.5%
MSFT MICROSOFT CORP 1.0%
Value $2.323M Shares 4,804 Est. Cost $421.37 Unrealized +18.8%
HON HONEYWELL INTL INC 1.0%
Value $2.32M Shares 11,892 Est. Cost $203.59 Unrealized -4.2%
GWW WW GRAINGER INC 1.0%
Value $2.316M Shares 2,295 Est. Cost $1087.98 Unrealized -10.9%
DRI DARDEN RESTAURANTS INC 0.9%
Value $2.204M Shares 11,978 Est. Cost $194.29 Unrealized -6.3%
TRI THOMSON REUTERS CORP 0.9%
Value $2.194M Shares 16,638 Est. Cost $161.97 Unrealized -12.9%
IPKW INVESCO EXCH TRADED FD TR II 0.9%
Value $2.112M Shares 37,996 Est. Cost $49.08 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.9%
Value $2.103M Shares 121,194 Est. Cost $15.64 Unrealized +4.1%
PIZ INVESCO EXCH TRADED FD TR II 0.9%
Value $2.003M Shares 40,898 Est. Cost $47.73 Unrealized
GLD SPDR GOLD TR 0.9%
Value $2.001M Shares 5,048 Est. Cost $286.75 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.8%
Value $1.944M Shares 39,154 Est. Cost $52.11 Unrealized
PAYX PAYCHEX INC 0.8%
Value $1.872M Shares 16,689 Est. Cost $137.39 Unrealized -15.2%
PRI PRIMERICA INC 0.7%
Value $1.685M Shares 6,522 Est. Cost $260.86 Unrealized 0.0%
AMZN AMAZON COM INC 0.7%
Value $1.645M Shares 7,125 Est. Cost $205.10 Unrealized +11.6%
F FORD MTR CO 0.6%
Value $1.49M Shares 113,532 Est. Cost $9.92 Unrealized +29.4%
GOOGL ALPHABET INC 0.6%
Value $1.429M Shares 4,567 Est. Cost $174.00 Unrealized +64.1%
SIVR ABRDN SILVER ETF TRUST 0.6%
Value $1.38M Shares 20,405 Est. Cost $48.16 Unrealized
NEAR ISHARES U S ETF TR 0.6%
Value $1.376M Shares 26,925 Est. Cost $51.17 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.6%
Value $1.308M Shares 6,001 Est. Cost $220.94 Unrealized 0.0%
META META PLATFORMS INC 0.5%
Value $1.17M Shares 1,772 Est. Cost $585.67 Unrealized +13.9%
XOM EXXON MOBIL CORP 0.5%
Value $1.146M Shares 9,521 Est. Cost $112.29 Unrealized +2.8%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $1.119M Shares 3,777 Est. Cost $223.19 Unrealized +33.9%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.4%
Value $1.04M Shares 24,452 Est. Cost $39.14 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value $995K Shares 13,184 Est. Cost $61.08 Unrealized
IGIB ISHARES TR 0.4%
Value $958K Shares 17,777 Est. Cost $54.08 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value $952K Shares 1,549 Est. Cost $614.31 Unrealized
ETN EATON CORP PLC 0.4%
Value $928K Shares 2,912 Est. Cost $345.87 Unrealized +2.5%
SPTI SPDR SERIES TRUST 0.4%
Value $893K Shares 30,970 Est. Cost $28.90 Unrealized
WMT WALMART INC 0.4%
Value $879K Shares 7,893 Est. Cost $85.99 Unrealized +24.7%
PG PROCTER AND GAMBLE CO 0.4%
Value $864K Shares 6,032 Est. Cost $165.73 Unrealized -11.2%
JPIB J P MORGAN EXCHANGE TRADED F 0.4%
Value $847K Shares 17,390 Est. Cost $48.97 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value $838K Shares 2,889 Est. Cost $268.78 Unrealized
TSLA TESLA INC 0.3%
Value $810K Shares 1,801 Est. Cost $402.68 Unrealized +10.1%
JNJ JOHNSON & JOHNSON 0.3%
Value $789K Shares 3,811 Est. Cost $150.22 Unrealized +31.1%
SPY SPDR S&P 500 ETF TR 0.3%
Value $782K Shares 1,147 Est. Cost $584.90 Unrealized
AMGN AMGEN INC 0.3%
Value $732K Shares 2,236 Est. Cost $285.92 Unrealized +10.5%
BFIX BUILD FUNDS TRUST 0.3%
Value $731K Shares 28,926 Est. Cost $25.12 Unrealized
MCD MCDONALDS CORP 0.3%
Value $698K Shares 2,283 Est. Cost $290.54 Unrealized +5.0%
VB VANGUARD INDEX FDS 0.3%
Value $694K Shares 2,691 Est. Cost $238.52 Unrealized
DIS DISNEY WALT CO 0.3%
Value $686K Shares 6,027 Est. Cost $103.58 Unrealized +5.7%
DUK DUKE ENERGY CORP NEW 0.3%
Value $670K Shares 5,717 Est. Cost $109.40 Unrealized +11.1%
CVX CHEVRON CORP NEW 0.3%
Value $654K Shares 4,288 Est. Cost $146.11 Unrealized +3.6%
CAT CATERPILLAR INC 0.3%
Value $634K Shares 1,106 Est. Cost $381.01 Unrealized +45.8%
ABBV ABBVIE INC 0.3%
Value $628K Shares 2,749 Est. Cost $184.12 Unrealized +23.6%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $623K Shares 15,289 Est. Cost $39.58 Unrealized +2.3%
MCK MCKESSON CORP 0.3%
Value $610K Shares 744 Est. Cost $557.26 Unrealized +46.4%
FRDM EA SERIES TRUST 0.3%
Value $610K Shares 11,902 Est. Cost $51.27 Unrealized
PEP PEPSICO INC 0.3%
Value $598K Shares 4,166 Est. Cost $155.81 Unrealized -6.4%
VTI VANGUARD INDEX FDS 0.3%
Value $594K Shares 1,771 Est. Cost $289.67 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.2%
Value $535K Shares 20,741 Est. Cost $25.81 Unrealized
V VISA INC 0.2%
Value $530K Shares 1,510 Est. Cost $298.33 Unrealized +14.1%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $499K Shares 1,301 Est. Cost $453.53 Unrealized -11.6%
T AT&T INC 0.2%
Value $498K Shares 20,052 Est. Cost $22.78 Unrealized +11.0%
IEFA ISHARES TR 0.2%
Value $498K Shares 5,564 Est. Cost $70.69 Unrealized
SO SOUTHERN CO 0.2%
Value $494K Shares 5,664 Est. Cost $84.58 Unrealized +7.5%
CSX CSX CORP 0.2%
Value $490K Shares 13,515 Est. Cost $33.68 Unrealized +6.0%
RMBI RICHMOND MUT BANCORPORATION 0.2%
Value $486K Shares 34,605 Est. Cost $13.63 Unrealized +0.7%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $450K Shares 8,341 Est. Cost $52.36 Unrealized -9.2%
BLACKROCK ENHANCED LARGE CAP 0.2%
Value $435K Shares 18,606 Est. Cost $20.15 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value $419K Shares 1,908 Est. Cost $211.11 Unrealized +0.7%
RTX RTX CORPORATION 0.2%
Value $407K Shares 2,221 Est. Cost $125.83 Unrealized +37.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $400K Shares 3,469 Est. Cost $93.11 Unrealized +26.4%
TLT ISHARES TR 0.2%
Value $394K Shares 4,519 Est. Cost $87.16 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value $389K Shares 999 Est. Cost $392.99 Unrealized +5.2%
ROYCE SMALL CAP TRUST INC 0.2%
Value $382K Shares 23,736 Est. Cost $15.81 Unrealized
ABT ABBOTT LABS 0.2%
Value $382K Shares 3,050 Est. Cost $114.35 Unrealized +11.3%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $370K Shares 420 Est. Cost $544.86 Unrealized +49.3%
IJH ISHARES TR 0.2%
Value $366K Shares 5,543 Est. Cost $62.31 Unrealized
KO COCA COLA CO 0.2%
Value $360K Shares 5,156 Est. Cost $65.72 Unrealized +5.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value $356K Shares 1,241 Est. Cost $328.33 Unrealized -7.1%
XYZ BLOCK INC 0.1%
Value $348K Shares 5,345 Est. Cost $74.60 Unrealized -7.5%
SHEL SHELL PLC 0.1%
Value $334K Shares 4,550 Est. Cost $62.65 Unrealized
RFV INVESCO EXCHANGE TRADED FD T 0.1%
Value $334K Shares 2,613 Est. Cost $128.27 Unrealized
IVV ISHARES TR 0.1%
Value $330K Shares 482 Est. Cost $684.94 Unrealized
GLW CORNING INC 0.1%
Value $326K Shares 3,728 Est. Cost $64.97 Unrealized +32.3%
HWM HOWMET AEROSPACE INC 0.1%
Value $324K Shares 1,579 Est. Cost $131.02 Unrealized +51.9%
MRK MERCK & CO INC 0.1%
Value $323K Shares 3,072 Est. Cost $82.33 Unrealized +13.2%
GABELLI DIVID & INCOME TR 0.1%
Value $322K Shares 11,585 Est. Cost $24.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $304K Shares 1,587 Est. Cost $191.56 Unrealized
DE DEERE & CO 0.1%
Value $298K Shares 640 Est. Cost $422.05 Unrealized +10.8%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value $273K Shares 6,743 Est. Cost $36.56 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $271K Shares 1,524 Est. Cost $117.28 Unrealized +54.4%
MO ALTRIA GROUP INC 0.1%
Value $255K Shares 4,423 Est. Cost $49.29 Unrealized +20.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $254K Shares 2,561 Est. Cost $92.75 Unrealized 0.0%
ABRDN HEALTHCARE INVESTORS 0.1%
Value $249K Shares 13,154 Est. Cost $16.00 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value $242K Shares 10,394 Est. Cost $21.71 Unrealized
USMV ISHARES TR 0.1%
Value $239K Shares 2,539 Est. Cost $88.88 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $239K Shares 2,973 Est. Cost $75.36 Unrealized +9.5%
GE GE AEROSPACE 0.1%
Value $233K Shares 757 Est. Cost $272.69 Unrealized +10.3%
EMR EMERSON ELEC CO 0.1%
Value $231K Shares 1,741 Est. Cost $113.54 Unrealized +16.6%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value $225K Shares 23,698 Est. Cost $8.45 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value $223K Shares 1,367 Est. Cost $137.66 Unrealized +17.1%
LRCX LAM RESEARCH CORP 0.1%
Value $223K Shares 1,300 Est. Cost $155.36 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value $218K Shares 3,955 Est. Cost $41.45 Unrealized +27.1%
QUAL ISHARES TR 0.1%
Value $217K Shares 1,092 Est. Cost $198.62 Unrealized
ERIE ERIE INDTY CO 0.1%
Value $215K Shares 750 Est. Cost $425.80 Unrealized -29.9%
ESGV VANGUARD WORLD FD 0.1%
Value $215K Shares 1,774 Est. Cost $109.64 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value $214K Shares 8,496 Est. Cost $24.10 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value $210K Shares 2,696 Est. Cost $78.09 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.1%
Value $209K Shares 16,242 Est. Cost $15.03 Unrealized
INTC INTEL CORP 0.1%
Value $208K Shares 5,650 Est. Cost $37.76 Unrealized 0.0%
CENTRAL SECS CORP 0.1%
Value $201K Shares 3,954 Est. Cost $51.37 Unrealized
LMP CAP & INCOME FD INC 0.1%
Value $178K Shares 12,053 Est. Cost $17.20 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value $176K Shares 19,103 Est. Cost $8.42 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.1%
Value $165K Shares 10,800 Est. Cost $15.06 Unrealized
NYLI CBRE GBL INFR MEGTRNDS 0.1%
Value $150K Shares 10,924 Est. Cost $12.17 Unrealized
ALLSPRING GLOBAL DIVIDEND OP 0.1%
Value $138K Shares 23,632 Est. Cost $5.02 Unrealized
LIBERTY ALL STAR EQUITY FD 0.1%
Value $125K Shares 19,875 Est. Cost $6.34 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value $97,338 Shares 11,036 Est. Cost $9.31 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value $83,821 Shares 13,947 Est. Cost $6.03 Unrealized
WESTERN ASSET MUN HIGH INCOM 0.0%
Value $81,659 Shares 11,869 Est. Cost $6.80 Unrealized