Latest VISTA CAPITAL PARTNERS, INC. Stock Portfolio

VISTA CAPITAL PARTNERS, INC. Performance:

2025 Q4: 1.2%YTD: 11.86%2024: 14.36%

Performance for 2025 Q4 is 1.2%, and YTD is 11.86%, and 2024 is 14.36%.

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

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, VISTA CAPITAL PARTNERS, INC. reported an equity portfolio of $1 Billions as of 31 Dec, 2025.

The top stock holdings of VISTA CAPITAL PARTNERS, INC. are VB, VB, VB. The fund has invested 36.7% of it's portfolio in VANGUARD TOTAL U.S. STOCK MARKET INDEX FUND and 14.6% of portfolio in VANGUARD VALUE INDEX FUND.

The fund managers got completely rid off NAKANISHI INC, NETFLIX INC (NFLX) and ISHARES TR COMEX GOLD (IAU) stocks. They significantly reduced their stock positions in VANGUARD TOTAL INTL ETF (VXUS), FISERV INC and PARKER-HANNIFIN (PH). VISTA CAPITAL PARTNERS, INC. opened new stock positions in BROADCOM INC. (AVGO), MICRON TECHNOLOGY INC (MU) and THERMO FISHER SCIENTIFIC INC (TMO). The fund showed a lot of confidence in some stocks as they added substantially to TECHNOLOGY SELECT SECTOR SPDR ETF (XLB), CAPITAL ONE FINANCIAL CP (COF) and ADOBE SYSTEMS INC (ADBE).

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

Our best estimate is that VISTA CAPITAL PARTNERS, INC. made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 11.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
broadcom inc.	985,005
micron technology inc	942,424
thermo fisher scientific inc	809,492
ishares barclays agg. bond index fund	746,004
ishares silver trust	525,732
public service enterprise group inc	501,554
colgate-palmolive	435,242
coca-cola	379,897

New stocks bought by VISTA CAPITAL PARTNERS, INC.

Additions

Ticker	% Inc.
technology select sector spdr etf	186
capital one financial cp	183
adobe systems inc	160
ishares russell 1000 etf	149
nasdaq 100 shares	90.54
schwab international equity fund	86.47
vanguard developed markets etf	81.88
caterpillar	78.76

Additions to existing portfolio by VISTA CAPITAL PARTNERS, INC.

Reductions

Ticker	% Reduced
vanguard total intl etf	-74.13
fiserv inc	-22.22
parker-hannifin	-19.83
home depot	-15.12
pepsico inc	-14.63
jacobs engineering group inc	-13.45
chevron	-12.04
bank of america	-10.63

VISTA CAPITAL PARTNERS, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
nakanishi inc	-573,920
transocean sedco forex	-41,047
kenvue ord	-163,939
wisdomtree smallcap div	-214,373
ishares tr comex gold	-289,843
tilray brands inc	-41,648
disney	-233,624
honeywell	-230,287

VISTA CAPITAL PARTNERS, INC. got rid off the above stocks

Sector Distribution

VISTA CAPITAL PARTNERS, INC. has about 91.6% of it's holdings in Others sector.

Sector	%
Others	91.6
Technology	4
Healthcare	1.1

Market Cap. Distribution

VISTA CAPITAL PARTNERS, INC. has about 8.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	91.6
MEGA-CAP	5.7
LARGE-CAP	2.6

Stocks belong to which Index?

About 8.2% of the stocks held by VISTA CAPITAL PARTNERS, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91.6
S&P 500	8.2

Top 5 Winners (%)		%
LLY	lilly eli & company	36.8 %
NGTF	nightfood holdings inc	28.8 %
GOOG	google inc class c	27.2 %
GOOG	google inc class a	25.4 %
NUE	nucor corp	20.2 %

Top 5 Winners ($)		$
VB	vanguard total u.s. stock market index fund	7.9 M
VB	vanguard value index fund	3.5 M
VB	vanguard growth index fund	1.6 M
VB	vanguard small cap index fund	1.0 M
AAPL	apple inc	0.8 M

Top 5 Losers (%)		%
	fiserv inc	-42.6 %
XLB	technology select sector spdr etf	-39.3 %
ORCL	oracle	-28.4 %
ENVX	enovix corp	-26.7 %
ETN	eaton corporation	-14.3 %

Top 5 Losers ($)		$
VB	vanguard reit index fund	-4.0 M
MSFT	microsoft corp	-1.1 M
SYK	stryker corp	-0.4 M
XLB	technology select sector spdr etf	-0.3 M
	fiserv inc	-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 152 stocks in it's portfolio. About 85.8% 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.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.27	47,473	12,906,000	added	0.97

AAXJ	ishares russell microcap index fund	0.08	4,993	787,396	unchanged	0.00

AAXJ	ishares international treasury fund	0.05	12,370	515,334	reduced	-2.07

AAXJ	ishares barclays 3-7 yr tsy bond fund	0.04	2,984	356,140	reduced	-2.52

AAXJ	ishares msci acwi fund	0.02	1,597	226,005	reduced	-4.83

ABBV	abbvie inc	0.05	2,148	490,847	added	0.05

ABSI	absi corp	0.01	39,317	137,216	reduced	-9.23

ACWV	ishares emerging markets dividend etf	0.08	26,957	839,980	unchanged	0.00

ADBE	adobe systems inc	0.06	1,832	641,182	added	160

ADP	automatic data processing	0.02	924	237,693	new

AEMB	avantis emerging markets small cap etf	0.14	22,944	1,431,960	reduced	-7.3

AEMB	avantis u.s. responsible etf	0.14	18,216	1,389,880	unchanged	0.00

AEMB	avantis international equity fund	0.05	6,339	521,822	reduced	-0.56

AEMB	avantis emerging markets fund	0.03	3,750	288,845	reduced	-0.19

AEMB	avantis all equity markets fund	0.02	2,698	231,785	added	0.97

AEP	american electric power	0.02	1,893	218,282	added	2.55

AGZD	wisdomtree smallcap div	0.00	0.00	0.00	sold off	-100

ALL	allstate	0.04	2,098	436,699	reduced	-2.46

AMGN	amgen	0.03	885	289,669	reduced	-5.04

AMPS	ishares msci usa min	0.07	7,134	671,713	reduced	-3.29