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 101–150 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 999 | $100K–$500K | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 24K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 420 | $100K–$500K | SH |
| IJH | ISHARES TR | 6K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 1K | $100K–$500K | SH |
| XYZ | BLOCK INC | 5K | $100K–$500K | SH |
| SHEL | SHELL PLC | 5K | $100K–$500K | SH |
| RFV | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| IVV | ISHARES TR | 482 | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| GDV | GABELLI DIVID & INCOME TR | 12K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 640 | $100K–$500K | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 7K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| HQH | ABRDN HEALTHCARE INVESTORS | 13K | $100K–$500K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 10K | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 757 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 24K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 1K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| ERIE | ERIE INDTY CO | 750 | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 8K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 16K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| CET | CENTRAL SECS CORP | 4K | $100K–$500K | SH |
| SCD | LMP CAP & INCOME FD INC | 12K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 19K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 11K | $100K–$500K | SH |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | 11K | $100K–$500K | SH |
| EOD | ALLSPRING GLOBAL DIVIDEND OP | 24K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 20K | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 11K | $50K–$100K | SH |
| OIA | INVESCO MUNI INCOME OPP TRST | 14K | $50K–$100K | SH |
| MHF | WESTERN ASSET MUN HIGH INCOM | 12K | $50K–$100K | SH |