You're signed outSign in or to get full access.
Vista Investment Partners II, LLC
Vista Investment Partners II, LLC is an investment advisory firm based in Richmond, Indiana. It is affiliated with Vista Investment Partners, which offers SEC-registered investment advisory services focused on financial planning, portfolio construction, and wealth management. Vista emphasizes personalized client relationships, integrity, and comprehensive solutions designed to protect and grow client assets. The firm serves individual investors and families, aiming to provide a holistic approach to financial well-being.
Investment Strategy
Vista Investment Partners focuses on holistic wealth management by providing comprehensive financial planning, tailored portfolio construction, and risk management services. The firm's investment philosophy prioritizes long-term relationships, transparency, and integrity. Investment strategies are customized for each client, seeking to align investment choices with clients’ life goals and risk tolerance, while emphasizing prudent asset management and disciplined financial guidance.
Latest 13F Filing Activity
Vista Investment Partners II, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 133 equity positions with a total 13F market value of $207M. The fund increased holdings in Microstrategy Inc., Broadcom Inc., Nvidia Corporation among other positions. Vista Investment Partners II, LLC reduced exposure to Caterpillar Inc., Ishares TR, Sprouts FMRS MKT Inc. among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSTR | MICROSTRATEGY INC | 7.58% | $15.7M | 38,873 | $288.83 | $404.23 | +$4.0M |
L LLY | ELI LILLY & CO | 4.32% | $8.9M | 11,480 | $772.38 | $779.53 | -$584.6K |
N NVDA | NVIDIA CORPORATION | 3.31% | $6.9M | 43,444 | $133.01 | $157.99 | +$2.2M |
V VOO | VANGUARD INDEX FDS | 2.78% | $5.8M | 10,140 | $538.81 | $568.03 | +$129.4K |
K KLAC | KLA CORP | 2.46% | $5.1M | 5,692 | $630.12 | $895.74 | +$1.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more