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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TGT Target Corp Consumer Defensive 2,381.0 $311K 0.03% +243.0 +11.4% $130.61 +21.8%
62 J Jacobs Engineering Group Inc Industrials 2,370.0 $299K 0.03% +163.0 +7.4% $125.98 +17.0%
63 RTX Raytheon Technologies Ord Industrials 1,451.0 $275K 0.02% +133.0 +10.1% $189.76 +16.1%
64 BX Blackstone Inc Financial Services 2,336.0 $275K 0.02% +39.0 +1.7% $117.67 +23.3%
65 KMI Kinder Morgan Inc Energy 8,044.0 $257K 0.02% +651.0 +8.8% $31.97 +0.3%
66 DKS Dicks Sporting Goods Inc Consumer Cyclical 1,079.0 $245K 0.02% +40.0 +3.9% $226.81 -15.7%
67 NOC Northrop Grumman Industrials 479.0 $244K 0.02% +23.0 +5.0% $509.31 +14.4%
68 PEP Pepsico Inc Consumer Defensive 1,673.0 $227K 0.02% +255.0 +18.0% $135.41 +5.3%
Page 4 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%