Vista Investment Partners Ii, LLC Portfolio Holdings

Vista Investment Partners Ii, LLC

  • $169 Billion
  • Q4 2024

Vista Investment Partners Ii, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $8.85B, Vanguard Index Fds S&P 500 ETF with a value of $5.92B, Nvidia Corp with a value of $5.55B, Apple Inc. with a value of $5.11B, and Microstrategy Inc with a value of $4.91B.

Examining the 13F form we can see an increase of $169B in the current position value.

Vista Investment Partners Ii, LLC is based out at Richmond, IN

Below you can find more details about Vista Investment Partners Ii, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
Financial Services: $31.5 Billion
Technology: $30.5 Billion
Industrials: $21.4 Billion
Consumer Cyclical: $18.9 Billion
Healthcare: $18.6 Billion
ETFs: $17.2 Billion
Consumer Defensive: $13.6 Billion
Communication Services: $3.49 Billion
Other: $4.67 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$372 Million 0.22% of portfolio
18,513
Q4 2024 New
$0
$367 Million 0.22% of portfolio
23,247
Q4 2024 New
$0
$284 Million 0.17% of portfolio
11,777
Q4 2024 New
$0
$251 Million 0.15% of portfolio
6,856
Q4 2024 New
$0
$218 Million 0.13% of portfolio
14,285
Q4 2024 New
$0
$213 Million 0.13% of portfolio
12,409
Q4 2024 New
$0
$169 Million 0.1% of portfolio
13,816
Q4 2024 New
$0
$167 Million 0.1% of portfolio
11,158
Q4 2024 New
$0
$165 Million 0.1% of portfolio
19,608
Q4 2024 New
$0
$163 Million 0.1% of portfolio
10,800
Q4 2024 New
$0
$145 Million 0.09% of portfolio
17,539
Q4 2024 New
$0
$136 Million 0.08% of portfolio
11,143
Q4 2024 New
$0
$121 Million 0.07% of portfolio
16,206
Q4 2024 New
$0
$106 Million 0.06% of portfolio
11,347
Q4 2024 New
$0
$80.7 Million 0.05% of portfolio
11,869
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $169 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 127 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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