Vista Investment Partners II, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 158 distinct positions held by the firm.
The largest position disclosed in the portfolio is Eli Lilly & Co., for which the firm holds 13,419,772 shares. Other significant holdings include Jabil Inc. with 3,466,156 shares, and Fifth Third Bancorp with 3,736,096 shares.
The filing also details several exchange-traded funds (ETFs) held by the firm. Vanguard Index Funds S&P 500 ETF Shares is listed with 6,669,000 shares, and Vanguard Small-Cap Index Fund is listed with 871,108 shares. Additionally, the firm holds shares in several Bitcoin-related trusts, including Fidelity Wise Origin Bitcoin Shares and iShares Bitcoin Trust ETF Shares.
The report lists Dennis R. Mason as the Director of Compliance Services responsible for the filing.
