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Latest VISTA CAPITAL PARTNERS, INC. Stock Portfolio

$1.14Billion | No. of Holdings #170

VISTA CAPITAL PARTNERS, INC. Performance

2026 Q2-9.38%
YTD-11.91%
2025+11.90%

About VISTA CAPITAL PARTNERS, INC. and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, VISTA CAPITAL PARTNERS, INC. reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of VISTA CAPITAL PARTNERS, INC. are VB, VB, VB. The fund has invested 36.9% of it's portfolio in VANGUARD TOTAL U.S. STOCK MARKET INDEX FUND and 14.3% of portfolio in VANGUARD VALUE INDEX FUND. <br><br> The fund managers got completely rid off EXXON MOBIL (XOM), GENERAL MOTORS (GM) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in ABSI CORP (ABSI), MICRON TECHNOLOGY INC (MU) and CHEVRON (CVX). VISTA CAPITAL PARTNERS, INC. opened new stock positions in EXXON MOBIL, ISHARES TR BARCLAYS BD FD (AAXJ) and ADVANCED MICRO DEVICES (AMD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD GROWTH INDEX FUND (VB), SCHWAB U.S. LARGE CAP GROWTH FUND (FNDA) and ISHARES RUSSELL 1000 GROWTH INDEX FUND (IJR).
VISTA CAPITAL PARTNERS, INC. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$1.14Billion
  as of Jul 24, 2026

VISTA CAPITAL PARTNERS, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that VISTA CAPITAL PARTNERS, INC. made a return of -9.38% in the last quarter. In trailing 12 months, it's portfolio return was -4.87%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil924,163
ishares tr barclays bd fd877,503
advanced micro devices494,935
seagate technology486,360
united healthcare416,877
vanguard total int'l bond index365,792
vanguard bond index fund363,453
lam research corp331,064
New stocks bought by VISTA CAPITAL PARTNERS, INC.

Additions

Ticker% Inc.
vanguard growth index fund484
schwab u.s. large cap growth fund399
ishares russell 1000 growth index fund297
enovix corp99.39
vanguard total intl etf49.45
schwab u.s. tips fund32.64
vanguard ftse all-world ex-us fund32.04
dfa u.s. vector equity etf26.84
Additions to existing portfolio by VISTA CAPITAL PARTNERS, INC.

Reductions

Ticker% Reduced
absi corp-46.81
micron technology inc-35.5
chevron-21.1
ishares msci usa min-21.04
abbvie inc-17.15
vanguard large cap-17.02
caterpillar-13.7
schwab international small cap fund-13.24
VISTA CAPITAL PARTNERS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil-1,223,260
fiserv inc-225,544
general motors-268,498
ishares core s&p mid-cap etf-207,838
state street-216,671
palantir technologies inc-229,806
VISTA CAPITAL PARTNERS, INC. got rid off the above stocks

Sector Distribution

VISTA CAPITAL PARTNERS, INC. has about 91.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others91.1
Technology4.2

Market Cap. Distribution

VISTA CAPITAL PARTNERS, INC. has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.1
MEGA-CAP6.4
LARGE-CAP2.3

Stocks belong to which Index?

About 8.6% of the stocks held by VISTA CAPITAL PARTNERS, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.2
S&P 5008.6
Top 5 Winners (%)%
ABSI
absi corp
219.3 %
INTC
intel corp
209.4 %
MU
micron technology inc
198.8 %
GLW
corning
83.7 %
CSCO
cisco systems
47.0 %
Top 5 Winners ($)$
VB
vanguard total u.s. stock market index fund
55.6 M
VB
vanguard value index fund
16.5 M
VB
vanguard reit index fund
11.4 M
VB
vanguard small cap index fund
10.6 M
FNDA
schwab u.s. broad market index fund
3.0 M
Top 5 Losers (%)%
VB
vanguard growth index fund
-70.4 %
IJR
ishares russell 1000 growth index fund
-60.4 %
NOC
northrop grumman
-25.3 %
NKE
nike
-22.0 %
SLV
ishares silver trust
-21.5 %
Top 5 Losers ($)$
VB
vanguard growth index fund
-229.7 M
IJR
ishares russell 1000 growth index fund
-8.7 M
NKE
nike
-0.3 M
SYK
stryker corp
-0.3 M
CVX
chevron
-0.3 M

VISTA CAPITAL PARTNERS, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VISTA CAPITAL PARTNERS, INC.

VISTA CAPITAL PARTNERS, INC. has 170 stocks in it's portfolio. About 85% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for VISTA CAPITAL PARTNERS, INC. last quarter.

$1.14BTotal Value
176Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of VISTA CAPITAL PARTNERS, INC., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Russell Microcap Index Fund

Ishares Russell Microcap Index Fund

AAXJ
VISTA CAPITAL PARTNERS, INC.'s holding in Ishares Russell Microcap Index Fund over time
0.09%4,993
$998.8K
0.09%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Barclays Bd Fd

Ishares Tr Barclays Bd Fd

AAXJ
VISTA CAPITAL PARTNERS, INC.'s holding in Ishares Tr Barclays Bd Fd over time
0.08%7,952
$877.5K
0.08%
new position
AAXJ
Ishares International Treasury Fund

Ishares International Treasury Fund

AAXJ
VISTA CAPITAL PARTNERS, INC.'s holding in Ishares International Treasury Fund over time
0.04%12,423
$509.7K
0.04%
increased 6.69 percentadded
AAXJ
Ishares Barclays 3-7 Yr Tsy Bond Fund

Ishares Barclays 3-7 Yr Tsy Bond Fund

AAXJ
VISTA CAPITAL PARTNERS, INC.'s holding in Ishares Barclays 3-7 Yr Tsy Bond Fund over time
0.03%2,666
$313.1K
0.03%
decreased 1.91 percentreduced
AAXJ
Ishares Msci Acwi Fund

Ishares Msci Acwi Fund

AAXJ
VISTA CAPITAL PARTNERS, INC.'s holding in Ishares Msci Acwi Fund over time
0.02%1,426
$223.9K
0.02%
decreased 6.92 percentreduced
ACWV
Ishares Emerging Markets Dividend Etf

Ishares Emerging Markets Dividend Etf

ACWV
VISTA CAPITAL PARTNERS, INC.'s holding in Ishares Emerging Markets Dividend Etf over time
0.08%26,957
$868.8K
0.08%
unchanged 0 percentunchanged
AEMB
Avantis U.S. Responsible Etf

Avantis U.S. Responsible Etf

AEMB
VISTA CAPITAL PARTNERS, INC.'s holding in Avantis U.S. Responsible Etf over time
0.14%18,191
$1.61M
0.14%
decreased 0.14 percentreduced
AEMB
Avantis Emerging Markets Small Cap Etf

Avantis Emerging Markets Small Cap Etf

AEMB
VISTA CAPITAL PARTNERS, INC.'s holding in Avantis Emerging Markets Small Cap Etf over time
0.12%19,926
$1.38M
0.12%
decreased 0.71 percentreduced
AEMB
Avantis International Equity Fund

Avantis International Equity Fund

AEMB
VISTA CAPITAL PARTNERS, INC.'s holding in Avantis International Equity Fund over time
0.04%5,432
$484.5K
0.04%
increased 0.07 percentadded
AEMB
Avantis Emerging Markets Fund

Avantis Emerging Markets Fund

AEMB
VISTA CAPITAL PARTNERS, INC.'s holding in Avantis Emerging Markets Fund over time
0.03%3,173
$306.2K
0.03%
increased 0.09 percentadded
AEMB
Avantis All Equity Markets Fund

Avantis All Equity Markets Fund

AEMB
VISTA CAPITAL PARTNERS, INC.'s holding in Avantis All Equity Markets Fund over time
0.02%2,687
$266.3K
0.02%
increased 0.94 percentadded