Stock Taper 
VISTA INVESTMENT PARTNERS II, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Howmet Aerospace Inc. | HWM | 1.58K | $424.6K |
 McDonald's Corporation | MCD | 1.44K | $389.37K |
 Oracle Corporation | ORCL | 1.39K | $203.46K |
 Texas Pacific Land Corporation | TPL | 1.37K | $600K |
 Cincinnati Financial Corporation | CINF | 1.37K | $253.09K |
 Lam Research Corporation | LRCX | 1.25K | $541.66K |
 RTX Corporation | RTX | 1.25K | $237.01K |
 Broadcom Inc. | AVGO | 1.18K | $445.75K |
 HCA Healthcare, Inc. | HCA | 1.13K | $441.75K |
 Trane Technologies plc | TT | 1.05K | $516.7K |
 Caterpillar Inc. | CAT | 1.03K | $1.1M |
 Vertiv Holdings Co | VRT | 878 | $294K |
 GE Aerospace | GE | 757 | $283.02K |
 McKesson Corporation | MCK | 718 | $542.65K |
 Seagate Technology Holdings plc | STX | 678 | $654.27K |
 Deere & Company | DE | 649 | $411.43K |
 Arm Holdings plc American Depositary Shares | ARM | 594 | $210.62K |
 Micron Technology, Inc. | MU | 488 | $563.29K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 482 | $230.07K |
 Advanced Micro Devices, Inc. | AMD | 376 | $218.42K |