CIK 2035219
VISTA INVESTMENT PARTNERS II, LLC
Institutional 13F holdings & portfolio
Holdings
150
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAYX | PAYCHEX INC | 17K | $1M+ | SH |
| PRI | PRIMERICA INC | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| F | FORD MTR CO | 114K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 20K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 27K | $1M+ | SH |
| UHS | UNIVERSAL HLTH SVCS INC | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 24K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 13K | $500K+ | SH |
| IGIB | ISHARES TR | 18K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| SPTI | SPDR SERIES TRUST | 31K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| BFIX | BUILD FUNDS TRUST | 29K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| MCK | MCKESSON CORP | 744 | $500K+ | SH |
| FRDM | EA SERIES TRUST | 12K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PXH | INVESCO EXCH TRADED FD TR II | 21K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 1K | $100K–$500K | SH |
| T | AT&T INC | 20K | $100K–$500K | SH |
| IEFA | ISHARES TR | 6K | $100K–$500K | SH |
| SO | SOUTHERN CO | 6K | $100K–$500K | SH |
| CSX | CSX CORP | 14K | $100K–$500K | SH |
| RMBI | RICHMOND MUT BANCORPORATION | 35K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 19K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |