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Portfolio (Quarterly) Guide ↗

VISTA INVESTMENT PARTNERS II, LLC

· CIK 0002035219
13F Portfolio $255M AUM 160 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 160 New
Page 8 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ABT ABBOTT LABORATORIES Healthcare 2,574.0 $234K 0.09% NEW $90.74 +19.4%
142 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 482.0 $230K 0.09% NEW $477.33 -10.1%
143 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 12,339.0 $230K 0.09% NEW $18.64 +2.4%
144 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 23,698.0 $227K 0.09% NEW $9.57 +3.3%
145 AMD ADVANCED MICRO DEVICES INC Technology 376.0 $218K 0.09% NEW $580.91 -17.8%
146 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,359.0 $215K 0.08% NEW $91.21 -18.7%
147 STK COLUMBIA SELIGM PREM TECH GR Financial Services 3,992.0 $215K 0.08% NEW $53.87 -2.4%
148 ARM ARM HOLDINGS PLC Technology 594.0 $211K 0.08% NEW $354.57 -28.9%
149 ORCL ORACLE CORP Technology 1,388.0 $203K 0.08% NEW $146.58 +8.4%
150 PLTR PALANTIR TECHNOLOGIES INC Technology 1,742.0 $203K 0.08% NEW $116.67 +49.4%
151 SHY ISHARES TR 2,436.0 $200K 0.08% NEW $82.11 -0.5%
152 EATON VANCE TAX-MANAGED GLOB 19,103.0 $184K 0.07% NEW $9.64
153 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 10,924.0 $166K 0.07% NEW $15.20 -3.4%
154 AEF ABRDN EMERGING MARKETS EX CH Financial Services 16,924.0 $162K 0.06% NEW $9.60 +2.4%
155 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 23,632.0 $154K 0.06% NEW $6.53 +2.1%
156 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 10,711.0 $117K 0.05% NEW $10.92 -14.1%
157 USA LIBERTY ALL STAR EQUITY FD Financial Services 19,525.0 $113K 0.04% NEW $5.81 +2.8%
158 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 11,036.0 $91K 0.04% NEW $8.27 +1.7%
159 OIA INVESCO MUNI INCOME OPP TRST Financial Services 13,947.0 $87K 0.03% NEW $6.21 -3.5%
160 MHF WESTERN ASSET MUN HIGH INCOM Financial Services 11,869.0 $83K 0.03% NEW $7.00 -3.6%
Page 8 of 8  ·  160 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.7%
Technology 26.2%
Consumer Cyclical 14.8%
Healthcare 12.3%
Industrials 9.9%
Communication Services 2.3%
Energy 1.5%
Consumer Defensive 1.4%
Utilities 1.1%