VISTA CAPITAL PARTNERS, INC. Portfolio Holdings
Q3 2025•138 long positions•$977.2M portfolio value
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Holding146 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $364.5M 37.3% | -$1.1M Sold | — 1.1M shares | 1.1M → 1.1M −$1.1M | -0.31% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $145.5M 14.89% | -$206.6K Sold | — 780.3K shares | 781.4K → 780.3K −$206.6K | -0.14% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $119.2M 12.2% | +$3.3M Bought | — 1.3M shares | 1.3M → 1.3M +$3.3M | +2.89% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $97.2M 9.95% | -$2.0M Sold | — 202.8K shares | 207.0K → 202.8K −$2.0M | -2.03% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $67.4M 6.9% | -$107.3K Sold | — 265.2K shares | 265.6K → 265.2K −$107.3K | -0.16% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $21.1M 2.15% | -$1.8M Sold | — 819.0K shares | 888.5K → 819.0K −$1.8M | -7.82% | — — | Q4 2013 Held for 11y 11m | |
Software - Infrastructure Technology | $15.5M 1.58% | +$771.7K Bought | 0.0% 29.9K shares | 28.4K → 29.9K +$771.7K | +5.25% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $12.0M 1.23% | +$275.3K Bought | 0.0% 47.0K shares | 45.9K → 47.0K +$275.3K | +2.35% | $3.78T Mega Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $7.3M 0.744% | -$6.2K Sold | — 336.9K shares | 337.2K → 336.9K −$6.2K | -0.09% | — — | Q4 2014 Held for 10y 11m | |
Medical - Devices Healthcare | $7.2M 0.732% | +$7.4K Bought | 0.005% 19.4K shares | 19.3K → 19.4K +$7.4K | +0.1% | $141.33B Large Cap | Q3 2018 Held for 7y 2m | |
Semiconductors Technology | $6.5M 0.668% | -$130.8K Sold | 0.0% 35.0K shares | 35.7K → 35.0K −$130.8K | -1.96% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.0M 0.615% | +$230.9K Bought | — 9.8K shares | 9.4K → 9.8K +$230.9K | +3.99% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.9M 0.606% | -$145.9K Sold | — 8.9K shares | 9.1K → 8.9K −$145.9K | -2.41% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $5.3M 0.544% | +$49.1K Bought | — 162.1K shares | 160.6K → 162.1K +$49.1K | +0.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 0.474% | -$319.7K Sold | — 97.1K shares | 103.8K → 97.1K −$319.7K | -6.45% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $4.0M 0.411% | -$1.0M Sold | — 104.1K shares | 130.5K → 104.1K −$1.0M | -20.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.8M 0.393% | +$34.1K Bought | — 119.8K shares | 118.7K → 119.8K +$34.1K | +0.9% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.6M 0.366% | -$502.6K Sold | — 7.6K shares | 8.7K → 7.6K −$502.6K | -12.31% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $3.0M 0.306% | +$5.6K Bought | 0.003% 35.3K shares | 35.3K → 35.3K +$5.6K | +0.19% | $96.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $2.8M 0.29% | +$406.2K Bought | 0.0% 12.9K shares | 11.1K → 12.9K +$406.2K | +16.72% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
Discount Stores Consumer Defensive | $2.7M 0.277% | +$58.3K Bought | 0.001% 2.9K shares | 2.9K → 2.9K +$58.3K | +2.2% | $410.27B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.4M 0.243% | +$29.0K Bought | — 75.2K shares | 74.3K → 75.2K +$29.0K | +1.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.0M 0.207% | +$97.8K Bought | — 47.6K shares | 45.3K → 47.6K +$97.8K | +5.09% | — — | Q2 2025 Held for 5 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $1.9M 0.198% | -$9.8K Sold | 0.002% 27.7K shares | 27.8K → 27.7K −$9.8K | -0.5% | $102.98B Large Cap | Q3 2015 Held for 10y 2m | |
ETF ETF | $1.8M 0.184% | -$6.2K Sold | — 64.4K shares | 64.6K → 64.4K −$6.2K | -0.35% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $1.8M 0.18% | +$733.9K Bought | 0.0% 7.2K shares | 4.2K → 7.2K +$733.9K | +71.44% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.165% | -$130.8K Sold | — 23.2K shares | 25.1K → 23.2K −$130.8K | -7.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.164% | -$48.9K Sold | — 2.4K shares | 2.5K → 2.4K −$48.9K | -2.96% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $1.6M 0.163% | -$561.3K Sold | — 7.8K shares | 10.6K → 7.8K −$561.3K | -26.0% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.6M 0.162% | -$133.9K Sold | — 24.8K shares | 26.8K → 24.8K −$133.9K | -7.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.161% | -$97.9K Sold | — 5.1K shares | 5.4K → 5.1K −$97.9K | -5.86% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.5M 0.152% | +$631.0K Bought | — 17.0K shares | 9.8K → 17.0K +$631.0K | +73.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.148% | — | — 3.8K shares | — | — | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $1.4M 0.14% | +$39.2K Bought | 0.0% 5.6K shares | 5.5K → 5.6K +$39.2K | +2.94% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Banks - Diversified Financial Services | $1.4M 0.139% | +$88.6K Bought | 0.0% 4.3K shares | 4.0K → 4.3K +$88.6K | +6.97% | $867.35B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.3M 0.137% | -$97.4K Sold | — 18.2K shares | 19.5K → 18.2K −$97.4K | -6.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.127% | -$111.7K Sold | — 2.1K shares | 2.3K → 2.1K −$111.7K | -8.24% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.1M 0.117% | +$448.7K Bought | — 9.6K shares | 5.9K → 9.6K +$448.7K | +64.41% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $1.1M 0.108% | +$1.1M New | — 14.4K shares | 0 → 14.4K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.0M 0.105% | +$33.4K Bought | 0.0% 5.6K shares | 5.4K → 5.6K +$33.4K | +3.35% | $446.55B Mega Cap | Q3 2014 Held for 11y 2m | |
Oil & Gas Integrated Energy | $975.1K 0.1% | +$259.8K Bought | 0.0% 6.3K shares | 4.6K → 6.3K +$259.8K | +36.32% | $312.88B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $960.0K 0.098% | +$960.0K New | — 9.6K shares | 0 → 9.6K +$960.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $940.5K 0.096% | -$50.6K Sold | — 6.8K shares | 7.2K → 6.8K −$50.6K | -5.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $933.9K 0.096% | +$933.9K Bought | — 11.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $913.8K 0.094% | — | — 3.8K shares | — | — | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $884.5K 0.091% | — | — 2.4K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $849.9K 0.087% | +$60.2K Bought | 0.0% 1.2K shares | 1.1K → 1.2K +$60.2K | +7.63% | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
Regulated Electric Utilities | $826.8K 0.085% | +$1.3K Bought | 0.001% 8.7K shares | 8.7K → 8.7K +$1.3K | +0.16% | $104.25B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $800.4K 0.082% | +$800.4K New | — 27.0K shares | 0 → 27.0K +$800.4K | New | — — | Q3 2025 Held for 2 months | |
Apparel - Retail Consumer Cyclical | $775.4K 0.079% | — | 0.006% 18.3K shares | — | — | $13.8B Large Cap | Q3 2022 Held for 3y 2m |
