VISTA INVESTMENT PARTNERS II, LLC
RIA/Wealth
VISTA INVESTMENT PARTNERS II, LLC is a RIA/Wealth based in Richmond, IN led by Brett Douglas Guiley, reporting $321.8M in AUM as of Q3 2025 with MSTR as the largest holding (6% allocation).
Managing PartnerBrett Douglas Guiley
- Portfolio Value
- $217.6M
- Positions
- 144
- Top Holding
- MSTR at 5.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VISTA INVESTMENT PARTNERS II, LLC's portfolio (30.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $12.7M | 5.85% | +$212.3K Bought | 0.01% 39.5K shares | |
Drug Manufacturers - General Healthcare | $8.8M | 4.03% | +$15.3K Bought | 0.00% 11.5K shares | |
Semiconductors Technology | $8.1M | 3.72% | -$17.9K Sold | 0.00% 43.3K shares | |
Semiconductors Technology | $6.1M | 2.79% | -$58.2K Sold | 0.00% 5.6K shares | |
ETF ETF | $5.9M | 2.69% | -$357.0K Sold | — 9.6K shares | |
Specialty Retail Consumer Cyclical | $5.3M | 2.42% | +$17.5K Bought | 0.01% 48.8K shares | |
Consumer Electronics Technology | $5.2M | 2.38% | -$264.3K Sold | 0.00% 20.4K shares | |
Software - Infrastructure Technology | $5.0M | 2.28% | -$966.1K Sold | 0.00% 17.7K shares | |
Industrial - Machinery Industrials | $4.4M | 2.01% | +$758.1 Bought | 0.00% 5.8K shares | |
Semiconductors Technology | $4.3M | 1.98% | -$16.8K Sold | 0.00% 13.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VISTA INVESTMENT PARTNERS II, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for VISTA INVESTMENT PARTNERS II, LLC
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