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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWP iShares Russell Midcap Growth 2,312.0 $338K 0.03% -264.0 -10.2% $146.41 -1.8%
122 CI Cigna Corp Healthcare 1,212.0 $334K 0.03% +162.0 +15.4% $275.68 +0.6%
123 VYM Vanguard Whitehall - High Div Yield ETF 2,113.0 $334K 0.03% -427.0 -16.8% $158.03 +4.6%
124 NSC Norfolk Southern Industrials 1,057.0 $333K 0.03% +70.0 +7.1% $314.59 +9.9%
125 LRCX Lam Research Corp Technology 764.0 $331K 0.03% NEW $433.33 -29.1%
126 ETN Eaton Corporation Industrials 773.0 $329K 0.03% +30.0 +4.0% $426.12 -0.3%
127 DE Deere & Co Industrials 511.0 $324K 0.03% +58.0 +12.8% $634.33 -8.5%
128 IEI iShares Barclays 3-7 Yr TSY Bond Fund 2,666.0 $313K 0.03% -318.0 -10.7% $117.45 -0.6%
129 TGT Target Corp Consumer Defensive 2,381.0 $311K 0.03% +243.0 +11.4% $130.61 +21.8%
130 PG Procter & Gamble Consumer Defensive 2,109.0 $309K 0.03% NEW $146.64 -1.5%
131 AVEM Avantis Emerging Markets Fund 3,173.0 $306K 0.03% -577.0 -15.4% $96.49 -3.6%
132 PDP Powershs Exch Trad Fd Tr 2,000.0 $303K 0.03% $151.73 -8.9%
133 J Jacobs Engineering Group Inc Industrials 2,370.0 $299K 0.03% +163.0 +7.4% $125.98 +17.0%
134 RRX Regal Rexnord Corp Industrials 1,253.0 $298K 0.03% NEW $238.19 -28.8%
135 DIA State Street SPDR Dow Jones Indust Avg ETF Trust Financial Services 569.0 $297K 0.03% -471.0 -45.3% $522.65 +2.2%
136 AMAT Applied Materials Technology 398.0 $288K 0.03% NEW $723.00 -31.4%
137 SDY SPDR S&P Dividend Fund 1,819.0 $277K 0.02% -182.0 -9.1% $152.14 +4.5%
138 RTX Raytheon Technologies Ord Industrials 1,451.0 $275K 0.02% +133.0 +10.1% $189.76 +16.1%
139 BX Blackstone Inc Financial Services 2,336.0 $275K 0.02% +39.0 +1.7% $117.67 +23.3%
140 KLAC K L A Tencor Corp Technology 906.0 $273K 0.02% NEW $301.71 -37.9%
Page 7 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%