VISTA CAPITAL PARTNERS, INC.

CIK

1486946

Location

PORTLAND, OR

Portfolio Value

Micro $94,101,835

Diversification

Diversified

Filing Date

Global Rank

#5,811 / 8,603 ▲ 190 · as of Mar 2026

Top Industry

Consumer Electronics 15.0%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+76.0%

Annualised alpha

-7.1%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.7%

−2.5 pts

Top 5

46.0%

−4.3 pts

Top 10

61.7%

−3.1 pts

HHI

559

Diversified−101

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$37,254,286	13
Healthcare	12.0%	$11,295,918	10
Consumer Cyclical	11.0%	$10,350,982	8
Unclassified	9.3%	$8,726,866	5
Financial Services	6.4%	$6,001,878	10
Consumer Defensive	5.7%	$5,410,282	7
Industrials	5.4%	$5,047,869	15
Communication Services	4.6%	$4,345,326	3
Utilities	2.7%	$2,557,975	5
Energy	2.1%	$1,949,719	3
Basic Materials	1.2%	$1,160,734	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,141	50,614	$12,845,327
AMZN	Amazon Com Inc	+2,981	16,761	$3,490,813
NVDA	Nvidia Corp	+2,509	34,651	$6,043,134
WMT	Walmart Inc.	+2,240	6,333	$787,065
GOOGL	Alphabet Inc.	+2,083	10,974	$3,155,683
CVX	Chevron Corp	+1,591	7,114	$1,471,886
WFC	Wells Fargo & Company/Mn	+1,362	6,700	$533,387
JPM	Jpmorgan Chase & Co	+1,183	7,537	$2,217,083
MSFT	Microsoft Corp	+1,171	32,480	$12,023,121
AVGO	Broadcom Inc.	+988	3,834	$1,186,661
V	Visa Inc.	+927	2,265	$684,573
ABBV	AbbVie Inc.	+837	2,985	$649,207
CSCO	Cisco Systems, Inc.	+750	3,957	$307,023
IBM	International Business Machines Corp	+704	4,190	$1,015,614
NKE	NIKE, Inc.	+517	28,948	$1,529,033
ADBE	Adobe Inc.	+508	2,340	$568,807
META	Meta Platforms, Inc.	+447	1,704	$974,909
ONON	On Holding AG	+422	20,309	$690,912
PLTR	Palantir Technologies Inc.	+416	1,571	$229,805
HD	Home Depot, Inc.	+389	1,113	$366,054
TSLA	Tesla, Inc.	+383	2,229	$828,630
INTC	Intel Corp	+352	15,134	$667,863
APD	Air Products & Chemicals, Inc.	+327	2,973	$863,626
CL	Colgate Palmolive Co	+289	5,797	$494,078
GM	General Motors Co	+246	3,604	$268,498
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
ABSI	Absci Corp	−3,000	36,317	$108,951
SBUX	Starbucks Corp	−1,371	33,127	$2,967,847
QQQ	Invesco Qqq Trust, Series 1	−1,066	2,882	$1,663,432
KO	Coca Cola Co	−834	4,600	$349,830
DIA	Spdr Dow Jones Industrial Average ETF Trust	−471	569	$263,555
ORCL	Oracle Corp	−401	2,155	$317,022
CAT	Caterpillar Inc	−126	825	$584,479
SPY	Spdr S&P 500 ETF Trust	−94	9,254	$6,018,246
LLY	ELI LILLY & Co	−75	883	$812,156
TMO	Thermo Fisher Scientific Inc.	−62	1,335	$656,192
POR	Portland General Electric Co /Or/	−57	12,069	$636,881
AXP	American Express Co	−12	1,140	$344,827
ETN	Eaton Corp plc	−2	741	$265,033
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	2,632	$316,603
PG	PROCTER & GAMBLE Co	2,165	$312,712
ETR	Entergy Corp /De/	2,516	$282,697
PFE	Pfizer Inc	9,318	$261,649
RRX	Regal Rexnord Corp	1,235	$231,266
MPC	Marathon Petroleum Corp	931	$227,331
STT	State Street Corp	1,712	$216,670
DIS	Walt Disney Co	2,228	$214,734
MA	Mastercard Inc	425	$212,355
BA	Boeing Co	1,066	$212,165
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CCJ	Cameco Corp	6,515	$596,057
ADP	Automatic Data Processing Inc	924	$237,680
CRM	Salesforce, Inc.	765	$202,656
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $94,101,835 total · as of Mar 31, 2026

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

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	50,614	+3,141	$12,845,327	−0.5%	13.65%
MSFT	Microsoft Corp Technology	Added	32,480	+1,171	$12,023,121	−20.6%	12.78%
SYK	Stryker Corp Healthcare	Added	19,409	+30	$6,377,603	−6.4%	6.78%
NVDA	Nvidia Corp Technology	Added	34,651	+2,509	$6,043,134	+0.8%	6.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,254	-94	$6,018,246	−5.6%	6.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,761	+2,981	$3,490,813	+9.7%	3.71%
GOOGL	Alphabet Inc. Communication Services	Added	10,974	+2,083	$3,155,683	+13.4%	3.35%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	33,127	-1,371	$2,967,847	+2.2%	3.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,965	+186	$2,954,414	+23.3%	3.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,537	+1,183	$2,217,083	+8.3%	2.36%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,882	-1,066	$1,663,432	−31.4%	1.77%
NKE	NIKE, Inc. Consumer Cyclical	Added	28,948	+517	$1,529,033	−15.6%	1.62%
CVX	Chevron Corp Energy	Added	7,114	+1,591	$1,471,886	+74.9%	1.56%
JNJ	Johnson & Johnson Healthcare	Added	5,964	+10	$1,457,840	+18.3%	1.55%
AVGO	Broadcom Inc. Technology	Added	3,834	+988	$1,186,661	+20.5%	1.26%
MU	Micron Technology Inc Technology	Added	3,490	+188	$1,179,061	+25.1%	1.25%
IBM	International Business Machines Corp Technology	Added	4,190	+704	$1,015,614	−1.6%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	1,704	+447	$974,909	+17.5%	1.04%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	2,973	+327	$863,626	+32.1%	0.92%
SO	Southern Co Utilities	Added	8,792	+61	$848,603	+11.5%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,229	+383	$828,630	−0.2%	0.88%
LLY	ELI LILLY & Co Healthcare	Reduced	883	-75	$812,156	−21.1%	0.86%
WMT	Walmart Inc. Consumer Defensive	Added	6,333	+2,240	$787,065	+72.6%	0.84%
ONON	On Holding AG Consumer Cyclical	Added	20,309	+422	$690,912	−25.3%	0.73%
CMI	Cummins Inc Industrials	Added	1,284	+30	$690,817	+7.9%	0.73%
V	Visa Inc. Financial Services	Added	2,265	+927	$684,573	+45.9%	0.73%
INTC	Intel Corp Technology	Added	15,134	+352	$667,863	+22.4%	0.71%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,335	-62	$656,192	−18.9%	0.70%
ABBV	AbbVie Inc. Healthcare	Added	2,985	+837	$649,207	+32.3%	0.69%
PH	Parker-Hannifin Corp Industrials	Added	718	+136	$642,782	+25.7%	0.68%
POR	Portland General Electric Co /Or/ Utilities	Reduced	12,069	-57	$636,881	+9.4%	0.68%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,124	+208	$591,045	−9.8%	0.63%
CAT	Caterpillar Inc Industrials	Reduced	825	-126	$584,479	+7.3%	0.62%
ADBE	Adobe Inc. Technology	Added	2,340	+508	$568,807	−11.3%	0.60%
SLV	iShares Silver Trust	Held	8,161	0	$556,090	+5.8%	0.59%
WFC	Wells Fargo & Company/Mn Financial Services	Added	6,700	+1,362	$533,387	+7.2%	0.57%
PEG	Public Service Enterprise Group Inc Utilities	Added	6,314	+68	$511,118	+1.9%	0.54%
CL	Colgate Palmolive Co Consumer Defensive	Added	5,797	+289	$494,078	+13.5%	0.53%
COF	Capital One Financial Corp Financial Services	Added	2,702	+19	$492,925	−24.2%	0.52%
GLW	Corning Inc /Ny Technology	Added	3,367	+152	$457,810	+62.6%	0.49%
ALL	Allstate Corp Financial Services	Added	2,144	+46	$444,536	+1.8%	0.47%
PWR	Quanta Services, Inc. Industrials	Added	763	+21	$418,902	+33.8%	0.45%
APH	Amphenol Corp /De/ Technology	Added	3,269	+77	$413,038	−4.2%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,113	+389	$366,054	+46.9%	0.39%
AMGN	Amgen Inc Healthcare	Added	1,013	+128	$356,424	+23.0%	0.38%
KO	Coca Cola Co Consumer Defensive	Reduced	4,600	-834	$349,830	−7.9%	0.37%
AXP	American Express Co Financial Services	Reduced	1,140	-12	$344,827	−19.1%	0.37%
NOC	Northrop Grumman Corp /De/ Industrials	Added	476	+20	$324,746	+24.9%	0.35%
ORCL	Oracle Corp Technology	Reduced	2,155	-401	$317,022	−36.4%	0.34%
MRK	Merck & Co., Inc. Healthcare	NEW	2,632	NEW	$316,603	NEW	0.34%