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Portfolio (Quarterly) Guide ↗

VISTA CAPITAL PARTNERS, INC.

· CIK 0001486946
13F Portfolio $1.1B AUM 170 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 29 New 68 Added 49 Reduced 11 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Exxon Mobil 6,760.0 $924K 0.08% NEW $136.71
2 SHV Ishares Tr Barclays Bd Fd 7,952.0 $878K 0.08% NEW $110.35 -0.1%
3 AMD Advanced Micro Devices Technology 852.0 $495K 0.04% NEW $580.91 -3.6%
4 STX Seagate Technology Technology 504.0 $486K 0.04% NEW $965.00 -11.0%
5 UNH United Healthcare Healthcare 1,003.0 $417K 0.04% NEW $415.63 -9.3%
6 MRK Merck Healthcare 2,968.0 $381K 0.03% NEW $128.50 +14.2%
7 BND Vanguard Bond Index Fund 4,951.0 $363K 0.03% NEW $73.41 -3.0%
8 VEU Vanguard FTSE All-World ex-US Fund 4,055.0 $340K 0.03% NEW $83.74 +0.1%
9 LRCX Lam Research Corp Technology 764.0 $331K 0.03% NEW $433.33 -33.5%
10 PG Procter & Gamble Consumer Defensive 2,109.0 $309K 0.03% NEW $146.64 -0.2%
11 RRX Regal Rexnord Corp Industrials 1,253.0 $298K 0.03% NEW $238.19 -37.8%
12 AMAT Applied Materials Technology 398.0 $288K 0.03% NEW $723.00 -38.5%
13 KLAC K L A Tencor Corp Technology 906.0 $273K 0.02% NEW $301.71 -41.3%
14 WDC Western Digital Corp Technology 420.0 $268K 0.02% NEW $638.72 -30.9%
15 Entergy Corp 2,270.0 $261K 0.02% NEW $114.86
16 MPC Marathon Pete Corp Energy 1,009.0 $258K 0.02% NEW $255.67 +66.2%
17 DFSI DFA International Sustainability ETF 5,704.0 $257K 0.02% NEW $45.10 +2.0%
18 QCOM Qualcomm Technology 1,284.0 $237K 0.02% NEW $184.79 -3.8%
19 GS Goldman Sachs Group Inc Financial Services 229.0 $232K 0.02% NEW $1011.37 -6.9%
20 MA Mastercard Inc Financial Services 444.0 $228K 0.02% NEW $513.60 +10.1%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.9%
Financial Services 15.3%
Healthcare 11.0%
Consumer Cyclical 9.9%
Industrials 5.6%
Communication Services 4.8%
Consumer Defensive 4.6%
Utilities 2.1%
Basic Materials 1.4%
Energy 1.3%