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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 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMO Thermo Fisher Scientific Inc Healthcare 1,294.0 $649K 0.06% -103.0 -7.4% $501.36 +22.4%
82 VWO Vanguard Emerging Markets Fund 10,772.0 $643K 0.06% -2K -16.4% $59.69 +0.6%
83 POR Portland General Elec Utilities 12,070.0 $626K 0.06% $51.83 -3.3%
84 ABBV Abbvie Inc Healthcare 2,473.0 $622K 0.05% +325.0 +15.1% $251.68 +5.7%
85 ENVX Enovix Corp Industrials 98,045.0 $595K 0.05% +49K +99.4% $6.07 -44.0%
86 APH Amphenol Corp Cl A Technology 3,358.0 $592K 0.05% +166.0 +5.2% $176.32 -11.5%
87 PWR Quanta Services Inc Industrials 787.0 $567K 0.05% +45.0 +6.1% $720.04 -5.9%
88 COF Capital One Financial Cp Financial Services 2,790.0 $560K 0.05% +107.0 +4.0% $200.65 +10.0%
89 IXN iShares Global Tech Fund 3,839.0 $555K 0.05% $144.48 -3.8%
90 USMV iShares MSCI USA Min 5,633.0 $543K 0.05% -2K -21.0% $96.46 +5.0%
91 CL Colgate-Palmolive Consumer Defensive 5,875.0 $539K 0.05% +367.0 +6.7% $91.68 -0.9%
92 ALL Allstate Financial Services 2,247.0 $535K 0.05% +149.0 +7.1% $237.94 +9.2%
93 SCHV Schwab U.S. Large Cap Value Fund 15,327.0 $534K 0.05% -1K -7.4% $34.81 +0.7%
94 CSCO Cisco Systems Technology 4,473.0 $525K 0.05% +1K +39.5% $117.46 -5.9%
95 PEG Public Service Enterprise Group Inc Utilities 6,376.0 $517K 0.04% +130.0 +2.1% $81.16 -7.2%
96 WFC Wells Fargo Financial Services 6,182.0 $511K 0.04% +844.0 +15.8% $82.64 +4.0%
97 IGOV iShares International Treasury Fund 12,423.0 $510K 0.04% $41.03 +1.2%
98 AMD Advanced Micro Devices Technology 852.0 $495K 0.04% NEW $580.91 -19.7%
99 STX Seagate Technology Technology 504.0 $486K 0.04% NEW $965.00 -13.7%
100 AVDE Avantis International Equity Fund 5,432.0 $485K 0.04% -907.0 -14.3% $89.20 +5.0%
Page 5 of 9  ·  170 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%