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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APH Amphenol Corp Cl A Technology 3,358.0 $592K 0.05% +166.0 +5.2% $176.32 -11.5%
42 PWR Quanta Services Inc Industrials 787.0 $567K 0.05% +45.0 +6.1% $720.04 -5.9%
43 COF Capital One Financial Cp Financial Services 2,790.0 $560K 0.05% +107.0 +4.0% $200.65 +10.0%
44 CL Colgate-Palmolive Consumer Defensive 5,875.0 $539K 0.05% +367.0 +6.7% $91.68 -0.9%
45 ALL Allstate Financial Services 2,247.0 $535K 0.05% +149.0 +7.1% $237.94 +9.2%
46 CSCO Cisco Systems Technology 4,473.0 $525K 0.05% +1K +39.5% $117.46 -5.9%
47 PEG Public Service Enterprise Group Inc Utilities 6,376.0 $517K 0.04% +130.0 +2.1% $81.16 -7.2%
48 WFC Wells Fargo Financial Services 6,182.0 $511K 0.04% +844.0 +15.8% $82.64 +4.0%
49 VXUS Vanguard Total Intl Etf 5,582.0 $477K 0.04% +2K +49.6% $85.48 +1.7%
50 ADBE Adobe Systems Inc Technology 2,249.0 $461K 0.04% +417.0 +22.8% $205.02 +32.9%
51 VBR Vanguard Small Cap Value Index Fund 1,743.0 $424K 0.04% +15.0 +0.9% $243.06 +2.9%
52 NUE Nucor Corp Basic Materials 1,820.0 $405K 0.04% +110.0 +6.4% $222.75 +11.7%
53 VXF Vanguard Extended Mkt 1,586.0 $390K 0.03% +214.0 +15.6% $246.21 +0.1%
54 HD Home Depot Consumer Cyclical 1,075.0 $379K 0.03% +351.0 +48.5% $352.68 -2.4%
55 AMGN Amgen Healthcare 1,022.0 $370K 0.03% +137.0 +15.5% $362.12 +22.2%
56 BNDX Vanguard Total Int'l Bond Index 7,553.0 $366K 0.03% +3K +77.5% $48.43 -1.4%
57 CI Cigna Corp Healthcare 1,212.0 $334K 0.03% +162.0 +15.4% $275.68 +0.6%
58 NSC Norfolk Southern Industrials 1,057.0 $333K 0.03% +70.0 +7.1% $314.59 +9.9%
59 ETN Eaton Corporation Industrials 773.0 $329K 0.03% +30.0 +4.0% $426.12 -0.3%
60 DE Deere & Co Industrials 511.0 $324K 0.03% +58.0 +12.8% $634.33 -8.5%
Page 3 of 4  ·  68 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 43.0%
Financial Services 14.9%
Healthcare 10.8%
Consumer Cyclical 9.7%
Communication Services 6.9%
Industrials 5.5%
Consumer Defensive 4.5%
Utilities 2.0%
Basic Materials 1.4%
Energy 1.3%