Portfolio (Quarterly)
Guide ↗
VISTA CAPITAL PARTNERS, INC.
· CIK 0001486946| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | Nakanishi Inc | — | 41,455 | $574K | 0.06% | SOLD |
| 2 | NFLX | Netflix Inc | Communication Services | 270 | $324K | 0.03% | SOLD |
| 3 | IAU | Ishares Tr Comex Gold | Financial Services | 3,983 | $290K | 0.03% | SOLD |
| 4 | DIS | Disney | Communication Services | 2,040 | $234K | 0.02% | SOLD |
| 5 | HON | Honeywell | Industrials | 1,094 | $230K | 0.02% | SOLD |
| 6 | BA | Boeing | Industrials | 1,042 | $225K | 0.02% | SOLD |
| 7 | TMUS | T-Mobile US Inc | Communication Services | 932 | $223K | 0.02% | SOLD |
| 8 | DES | Wisdomtree Smallcap Div | — | 6,365 | $214K | 0.02% | SOLD |
| 9 | ZS | Zscaler Inc | Technology | 693 | $208K | 0.02% | SOLD |
| 10 | RSP | Guggenheim S&P 500 Equalweight ETF | — | 1,080 | $205K | 0.02% | SOLD |
| 11 | GTLS | Chart Industries Inc | Industrials | 1,021 | $204K | 0.02% | SOLD |
| 12 | KVUE | KENVUE ORD | Consumer Defensive | 10,101 | $164K | 0.02% | SOLD |
| 13 | — | Tilray Brands Inc | — | 24,074 | $42K | 0.00% | SOLD |
| 14 | RIG | Transocean Sedco Forex | Energy | 13,156 | $41K | 0.00% | SOLD |
Sector Allocation
Technology
41.8%
Financial Services
15.9%
Healthcare
11.5%
Consumer Cyclical
10.8%
Communication Services
5.8%
Industrials
4.6%
Consumer Defensive
4.2%
Energy
2.4%
Utilities
2.1%
Basic Materials
1.0%