VISTA CAPITAL PARTNERS, INC.

CIK

1486946

Location

PORTLAND, OR

Portfolio Value

Small $109,007,579

Diversification

Diversified

Filing Date

Global Rank

#1,833 / 3,203 ▲ 3990

Top Industry

Consumer Electronics 14.6%

3Y Alpha vs SPY

-7.0%

Period ended 31 days ago

Filed Jul 24, 2026 · 7d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+41.5%

SPY

+65.0%

Annualised alpha

-5.9%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.3%

−0.1 pts

Top 5

44.0%

−1.4 pts

Top 10

59.1%

−1.9 pts

HHI

527

Diversified−19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.8%	$47,774,991	19
Healthcare	11.0%	$11,993,194	11
Consumer Cyclical	9.9%	$10,810,033	8
Unclassified	9.0%	$9,819,069	5
Financial Services	6.2%	$6,770,747	11
Industrials	5.6%	$6,102,081	15
Communication Services	4.8%	$5,229,429	3
Consumer Defensive	4.6%	$5,049,903	7
Utilities	2.3%	$2,510,835	5
Basic Materials	1.4%	$1,501,750	3
Energy	1.3%	$1,445,547	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ENVX	Enovix Corp	+48,873	98,045	$595,133
MSFT	Microsoft Corp	+4,292	36,772	$13,716,691
AMZN	Amazon Com Inc	+856	17,617	$4,198,835
AVGO	Broadcom Inc.	+637	4,471	$1,688,920
KMI	Kinder Morgan, Inc.	+573	8,044	$257,166
CSCO	Cisco Systems, Inc.	+516	4,473	$525,398
MRK	Merck & Co., Inc.	+336	2,968	$381,388
INTC	Intel Corp	+322	15,456	$2,158,121
GOOGL	Alphabet Inc.	+300	11,274	$4,028,989
ORCL	Oracle Corp	+207	2,362	$346,151
KO	Coca Cola Co	+189	4,789	$389,202
GLW	Corning Inc /Ny	+184	3,551	$907,031
TGT	Target Corp	+150	2,381	$310,982
PEP	Pepsico Inc	+116	1,673	$226,524
ALL	Allstate Corp	+103	2,247	$534,651
CI	Cigna Group	+90	1,212	$334,124
APH	Amphenol Corp /De/	+89	3,358	$592,082
COF	Capital One Financial Corp	+88	2,790	$559,729
MPC	Marathon Petroleum Corp	+78	1,009	$257,971
CL	Colgate Palmolive Co	+78	5,875	$538,620
LLY	ELI LILLY & Co	+73	956	$1,146,655
SO	Southern Co	+73	8,865	$848,469
NUE	Nucor Corp	+63	1,820	$405,405
PEG	Public Service Enterprise Group Inc	+62	6,376	$517,476
DIS	Walt Disney Co	+61	2,289	$220,316
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABSI	Absci Corp	−17,000	19,317	$223,884
SBUX	Starbucks Corp	−3,926	29,201	$2,984,050
CVX	Chevron Corp	−1,501	5,613	$930,410
MU	Micron Technology Inc	−1,239	2,251	$2,598,306
NVDA	Nvidia Corp	−995	33,656	$6,734,229
NKE	NIKE, Inc.	−825	28,123	$1,154,449
WFC	Wells Fargo & Company/Mn	−518	6,182	$510,880
BAC	Bank Of America Corp /De/	−514	11,610	$661,537
ABBV	AbbVie Inc.	−512	2,473	$622,305
AAPL	Apple Inc.	−400	50,214	$14,529,923
WMT	Walmart Inc.	−285	6,048	$684,996
ETR	Entergy Corp /De/	−246	2,270	$260,732
AEP	American Electric Power Co Inc	−236	1,890	$258,570
ONON	On Holding AG	−227	20,082	$711,304
COST	Costco Wholesale Corp /New	−196	2,769	$2,590,316
QQQ	Invesco Qqq Trust, Series 1	−186	2,696	$1,985,334
V	Visa Inc.	−150	2,115	$725,635
IBM	International Business Machines Corp	−143	4,047	$1,138,056
CAT	Caterpillar Inc	−113	712	$758,208
AXP	American Express Co	−94	1,046	$353,809
ADBE	Adobe Inc.	−91	2,249	$461,089
PG	PROCTER & GAMBLE Co	−56	2,109	$309,263
TMO	Thermo Fisher Scientific Inc.	−41	1,294	$648,759
J	Jacobs Solutions Inc.	−41	2,370	$298,620
HD	Home Depot, Inc.	−38	1,075	$379,131
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	852	$494,935
STX	Seagate Technology Holdings plc	504	$486,360
UNH	Unitedhealth Group Inc	1,003	$416,876
LRCX	Lam Research Corp	764	$331,064
AMAT	Applied Materials Inc /De	398	$287,754
KLAC	Kla Corp	906	$273,349
WDC	Western Digital Corp	420	$268,262
QCOM	Qualcomm Inc/De	1,284	$237,270
GS	Goldman Sachs Group Inc	229	$231,603
SHW	Sherwin Williams Co	622	$214,167
TJX	Tjx Companies Inc /De/	1,398	$211,797
MDY	Spdr S&P Midcap 400 ETF Trust	296	$208,188
C	Citigroup Inc	1,471	$205,881
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	7,210	$1,223,248
GM	General Motors Co	3,604	$268,498
PLTR	Palantir Technologies Inc.	1,571	$229,805
FISV	Fiserv Inc	4,042	$225,543
STT	State Street Corp	1,712	$216,670
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $109,007,579 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	50,214	-400	$14,529,923	+13.1%	13.33%
MSFT	Microsoft Corp Technology	Added	36,772	+4,292	$13,716,691	+14.1%	12.58%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,229	-25	$6,891,940	+14.5%	6.32%
NVDA	Nvidia Corp Technology	Reduced	33,656	-995	$6,734,229	+11.4%	6.18%
SYK	Stryker Corp Healthcare	Reduced	19,400	-9	$6,107,896	−4.2%	5.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,617	+856	$4,198,835	+20.3%	3.85%
GOOGL	Alphabet Inc. Communication Services	Added	11,274	+300	$4,028,989	+27.7%	3.70%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	29,201	-3,926	$2,984,050	+0.5%	2.74%
MU	Micron Technology Inc Technology	Reduced	2,251	-1,239	$2,598,306	+120.4%	2.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,769	-196	$2,590,316	−12.3%	2.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,589	+52	$2,484,107	+12.0%	2.28%
INTC	Intel Corp Technology	Added	15,456	+322	$2,158,121	+223.1%	1.98%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,696	-186	$1,985,334	+19.4%	1.82%
AVGO	Broadcom Inc. Technology	Added	4,471	+637	$1,688,920	+42.3%	1.55%
JNJ	Johnson & Johnson Healthcare	Added	5,975	+11	$1,517,470	+4.1%	1.39%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	28,123	-825	$1,154,449	−24.5%	1.06%
LLY	ELI LILLY & Co Healthcare	Added	956	+73	$1,146,655	+41.2%	1.05%
IBM	International Business Machines Corp Technology	Reduced	4,047	-143	$1,138,056	+12.1%	1.04%
META	Meta Platforms, Inc. Communication Services	Added	1,740	+36	$980,124	+0.5%	0.90%
CMI	Cummins Inc Industrials	Added	1,320	+36	$941,437	+36.3%	0.86%
CVX	Chevron Corp Energy	Reduced	5,613	-1,501	$930,410	−36.8%	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,201	-28	$925,740	+11.7%	0.85%
GLW	Corning Inc /Ny Technology	Added	3,551	+184	$907,031	+98.1%	0.83%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	3,009	+36	$882,178	+2.1%	0.81%
SO	Southern Co Utilities	Added	8,865	+73	$848,469	−0.0%	0.78%
CAT	Caterpillar Inc Industrials	Reduced	712	-113	$758,208	+29.7%	0.70%
V	Visa Inc. Financial Services	Reduced	2,115	-150	$725,635	+6.0%	0.67%
ONON	On Holding AG Consumer Cyclical	Reduced	20,082	-227	$711,304	+3.0%	0.65%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,048	-285	$684,996	−13.0%	0.63%
PH	Parker-Hannifin Corp Industrials	Reduced	697	-21	$681,749	+6.1%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,610	-514	$661,537	+11.9%	0.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,294	-41	$648,759	−1.1%	0.60%
POR	Portland General Electric Co /Or/ Utilities	Added	12,070	+1	$625,588	−1.8%	0.57%
ABBV	AbbVie Inc. Healthcare	Reduced	2,473	-512	$622,305	−4.1%	0.57%
ENVX	Enovix Corp Industrials	Added	98,045	+48,873	$595,133	+133.7%	0.55%
APH	Amphenol Corp /De/ Technology	Added	3,358	+89	$592,082	+43.3%	0.54%
PWR	Quanta Services, Inc. Industrials	Added	787	+24	$566,671	+35.3%	0.52%
COF	Capital One Financial Corp Financial Services	Added	2,790	+88	$559,729	+13.6%	0.51%
CL	Colgate Palmolive Co Consumer Defensive	Added	5,875	+78	$538,620	+9.0%	0.49%
ALL	Allstate Corp Financial Services	Added	2,247	+103	$534,651	+20.3%	0.49%
CSCO	Cisco Systems, Inc. Technology	Added	4,473	+516	$525,398	+71.1%	0.48%
PEG	Public Service Enterprise Group Inc Utilities	Added	6,376	+62	$517,476	+1.2%	0.47%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,182	-518	$510,880	−4.2%	0.47%
AMD	Advanced Micro Devices Inc Technology	NEW	852	NEW	$494,935	NEW	0.45%
STX	Seagate Technology Holdings plc Technology	NEW	504	NEW	$486,360	NEW	0.45%
ADBE	Adobe Inc. Technology	Reduced	2,249	-91	$461,089	−18.9%	0.42%
SLV	iShares Silver Trust	Held	8,161	0	$436,368	−21.5%	0.40%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,003	NEW	$416,876	NEW	0.38%
NUE	Nucor Corp Basic Materials	Added	1,820	+63	$405,405	+36.5%	0.37%
KO	Coca Cola Co Consumer Defensive	Added	4,789	+189	$389,202	+11.3%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.