VISTA CAPITAL PARTNERS, INC.

CIK

1486946

Location

PORTLAND, OR

Portfolio Value

Mid $1,141,851,655

Diversification

Highly concentrated

Filing Date

Global Rank

#2,289 / 8,795 ▼ 6 · as of Jun 2026

Top Industry

Consumer Electronics 13.6%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

67.4%

+0.7 pts

Top 5

88.0%

−0.3 pts

Top 10

92.3%

−0.1 pts

HHI

4,737

Highly concentrated+58

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.7%	$1,035,154,741	26
Technology	4.2%	$48,367,074	19
Healthcare	1.1%	$11,993,194	11
Consumer Cyclical	0.9%	$10,810,033	8
Financial Services	0.9%	$10,342,531	12
Communication Services	0.7%	$7,649,739	3
Industrials	0.5%	$6,102,081	15
Consumer Defensive	0.4%	$5,049,903	7
Utilities	0.2%	$2,510,835	5
Energy	0.2%	$2,369,774	4
Basic Materials	0.1%	$1,501,750	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
VB	Vanguard Morningstar Small-Cap ETF	+933,391	3,285,397	$770,024,774
DCOR	Dimensional US Core Equity 1 ETF	+59,106	626,332	$25,901,467
VIG	Vanguard Dividend Appreciation ETF	+58,441	1,508,581	$145,697,470
ENVX	Enovix Corp	+48,873	98,045	$595,133
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+37,083	199,579	$26,637,058
FNDA	Schwab Fundamental U.S. Small Company ETF	+18,562	1,306,864	$36,829,142
MSFT	Microsoft Corp	+4,292	36,772	$13,716,691
VEU	Vanguard FTSE All-World Ex-US ETF	+2,331	119,315	$6,647,841
VXUS	Vanguard Total International Stock ETF	+1,847	5,582	$477,205
BRK-B	Berkshire Hathaway Inc	+1,462	7,138	$3,571,784
BNDW	Vanguard Total World Bond ETF	+984	14,882	$877,740
AMZN	Amazon Com Inc	+856	17,617	$4,198,835
AVGO	Broadcom Inc.	+637	4,471	$1,688,920
GOOGL	Alphabet Inc.	+616	18,124	$6,449,299
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
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
—		+99	1,586	$390,489
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
VEA	Vanguard FTSE Developed Markets ETF	−1,437	22,304	$1,589,160
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
EDV	Vanguard World Funds Extended Duration ETF	−624	21,634	$1,781,343
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
XOM	ExxonMobil Holdings Corp	−450	6,760	$924,227
AAPL	Apple Inc.	−400	50,214	$14,529,923
WMT	Walmart Inc.	−285	6,048	$684,996
VIGI	Vanguard International Dividend Appreciation ETF	−271	2,113	$333,917
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
—		−156	2,312	$338,499
V	Visa Inc.	−150	2,115	$725,635
IBM	International Business Machines Corp	−143	4,047	$1,138,056
ACSG	American Century Small Cap Growth Insights ETF	−135	49,409	$4,048,613
CAT	Caterpillar Inc	−113	712	$758,208
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 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
BNDX	Vanguard Total International Bond ETF	7,553	$365,791
BIV	Vanguard Intermediate-Term Bond ETF	4,951	$363,452
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

4 positions

Ticker	Company	Shares	Value
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

113 tracked positions · $1,141,851,655 total · filing declares 170 positions · $1,143,557,335 · 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 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	3,285,397	+933,391	$770,024,774	+28.3%	67.44%
VIG	Vanguard Dividend Appreciation ETF	Added	1,508,581	+58,441	$145,697,470	+13.1%	12.76%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,306,864	+18,562	$36,829,142	+16.4%	3.23%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	199,579	+37,083	$26,637,058	—	2.33%
DCOR	Dimensional US Core Equity 1 ETF	Added	626,332	+59,106	$25,901,467	+22.6%	2.27%
AAPL	Apple Inc. Technology	Reduced	50,214	-400	$14,529,923	+13.1%	1.27%
MSFT	Microsoft Corp Technology	Added	36,772	+4,292	$13,716,691	+14.1%	1.20%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,229	-25	$6,891,940	+14.5%	0.60%
NVDA	Nvidia Corp Technology	Reduced	33,656	-995	$6,734,229	+11.4%	0.59%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	119,315	+2,331	$6,647,841	+8.3%	0.58%
GOOGL	Alphabet Inc. Communication Services	Added	18,124	+616	$6,449,299	+28.2%	0.56%
SYK	Stryker Corp Healthcare	Reduced	19,400	-9	$6,107,896	−4.2%	0.53%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,617	+856	$4,198,835	+20.3%	0.37%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	49,409	-135	$4,048,613	+13.4%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,138	+1,462	$3,571,784	+31.3%	0.31%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	29,201	-3,926	$2,984,050	+0.5%	0.26%
MU	Micron Technology Inc Technology	Reduced	2,251	-1,239	$2,598,306	+120.4%	0.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,769	-196	$2,590,316	−12.3%	0.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,589	+52	$2,484,107	+12.0%	0.22%
INTC	Intel Corp Technology	Added	15,456	+322	$2,158,121	+223.1%	0.19%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,696	-186	$1,985,334	+19.4%	0.17%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	21,634	-624	$1,781,343	+11.6%	0.16%
AVGO	Broadcom Inc. Technology	Added	4,471	+637	$1,688,920	+42.3%	0.15%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	22,304	-1,437	$1,589,160	+4.5%	0.14%
JNJ	Johnson & Johnson Healthcare	Added	5,975	+11	$1,517,470	+4.1%	0.13%
APH	Amphenol Corp /De/ Technology	Added	3,358	+89	$1,184,165	+43.3%	0.10%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	28,123	-825	$1,154,449	−24.5%	0.10%
LLY	ELI LILLY & Co Healthcare	Added	956	+73	$1,146,655	+41.2%	0.10%
IBM	International Business Machines Corp Technology	Reduced	4,047	-143	$1,138,056	+12.1%	0.10%
BNDC	FlexShares Core Select Bond Fund	Held	11,762	0	$1,057,639	+13.7%	0.09%
META	Meta Platforms, Inc. Communication Services	Added	1,740	+36	$980,124	+0.5%	0.09%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Held	9,568	0	$966,080	+1.0%	0.08%
CMI	Cummins Inc Industrials	Added	1,320	+36	$941,437	+36.3%	0.08%
CVX	Chevron Corp Energy	Reduced	5,613	-1,501	$930,410	−36.8%	0.08%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,201	-28	$925,740	+11.7%	0.08%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,760	-450	$924,227	−24.4%	0.08%
GLW	Corning Inc /Ny Technology	Added	3,551	+184	$907,031	+98.1%	0.08%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	3,009	+36	$882,178	+2.1%	0.08%
BNDW	Vanguard Total World Bond ETF	Added	14,882	+984	$877,740	+6.1%	0.08%
SO	Southern Co Utilities	Added	8,865	+73	$848,469	−0.0%	0.07%
CAT	Caterpillar Inc Industrials	Reduced	712	-113	$758,208	+29.7%	0.07%
V	Visa Inc. Financial Services	Reduced	2,115	-150	$725,635	+6.0%	0.06%
ONON	On Holding AG Consumer Cyclical	Reduced	20,082	-227	$711,304	+3.0%	0.06%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,048	-285	$684,996	−13.0%	0.06%
PH	Parker-Hannifin Corp Industrials	Reduced	697	-21	$681,749	+6.1%	0.06%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,610	-514	$661,537	+11.9%	0.06%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,294	-41	$648,759	−1.1%	0.06%
POR	Portland General Electric Co /Or/ Utilities	Added	12,070	+1	$625,588	−1.8%	0.05%
ABBV	AbbVie Inc. Healthcare	Reduced	2,473	-512	$622,305	−4.1%	0.05%
ENVX	Enovix Corp Industrials	Added	98,045	+48,873	$595,133	+133.7%	0.05%

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.