Vista-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "ENVX",
  "ABSI",
  null,
  "ONON",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "SCHH",
  "AVDE",
  "AVEM",
  null,
  "CMI",
  null,
  "HD",
  "META",
  null,
  "KMI",
  "TLRY",
  "MSFT",
  null,
  "BX",
  "IJR",
  null,
  "IWD",
  "NOC",
  "VGIT",
  null,
  "IWF",
  null,
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "AMGN",
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "VNQ",
  "VXF",
  "VV",
  "POR",
  null,
  "IWV",
  null,
  "VIG",
  null,
  "IWO",
  "VYM",
  "SDY",
  "FI",
  "IWP",
  "AEP",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "DKS",
  "VUG",
  "VEA",
  "VNQI",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "SCHG",
  "SCHF",
  "SCHA",
  "SO",
  "CRM",
  "DIA",
  "BAC",
  "BRK-A",
  "CVX",
  "CPRT",
  "COST",
  null,
  "DFAC",
  "EFA",
  "J",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 113
Total Value: 823676709
Accession Number: 0001486946-25-000002
Form Type: 13F-HR
CIK: vista-capital-partners
Manager Name: Vista-Capital-Partners

Data Enrichment

81% identified

91 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $823.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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69506J102

Shares:74.2K

Value:$745.8K

% of Portfolio:0.1% ($745.8K/$823.7M)

464287622

IWB|464287622

Shares:2.4K

Value:$742.3K

% of Portfolio:0.1% ($742.3K/$823.7M)

922042742

VT|922042742

Shares:6.3K

Value:$732.2K

% of Portfolio:0.1% ($732.2K/$823.7M)

25434V773

Shares:28.0K

Value:$723.2K

% of Portfolio:0.1% ($723.2K/$823.7M)

46429B697

USMV|46429B697

Shares:7.4K

Value:$690.9K

% of Portfolio:0.1% ($690.9K/$823.7M)

25434V724

Shares:16.5K

Value:$678.4K

% of Portfolio:0.1% ($678.4K/$823.7M)

464288117

Shares:16.0K

Value:$629.7K

% of Portfolio:0.1% ($629.7K/$823.7M)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$611.5K

% of Portfolio:0.1% ($611.5K/$823.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.1K

Value:$605.1K

% of Portfolio:0.1% ($605.1K/$823.7M)

J4800J102

Shares:41.5K

Value:$592.4K

% of Portfolio:0.1% ($592.4K/$823.7M)

464287465

EFA|464287465

Shares:7.1K

Value:$577.1K

% of Portfolio:0.1% ($577.1K/$823.7M)

464288869

Shares:5.0K

Value:$553.8K

% of Portfolio:0.1% ($553.8K/$823.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.5K

Value:$536.9K

% of Portfolio:0.1% ($536.9K/$823.7M)

PORTLAND GENERAL ELECTRIC CO /OR/

POR|736508847

Shares:12.0K

Value:$533.5K

% of Portfolio:0.1% ($533.5K/$823.7M)

464287804

IJR|464287804

Shares:5.0K

Value:$518.2K

% of Portfolio:0.1% ($518.2K/$823.7M)

46432F842

IEFA|46432F842

Shares:6.8K

Value:$512.0K

% of Portfolio:0.1% ($512.0K/$823.7M)

ELI LILLY & Co

LLY|532457108

Shares:617

Value:$509.6K

% of Portfolio:0.1% ($509.6K/$823.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.9K

Value:$466.0K

% of Portfolio:0.1% ($466.0K/$823.7M)

025072703

AVDE|025072703

Shares:7.0K

Value:$462.0K

% of Portfolio:0.1% ($462.0K/$823.7M)

INTEL CORP

INTC|458140100

Shares:19.8K

Value:$450.5K

% of Portfolio:0.1% ($450.5K/$823.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69506J102)✕	74.2K	QoQ 0.00% (-0) YoY +3.38% (+2.4K)	All Managers (Combined)	$745.8K	0.1% ($745.8K/$823.7M)	QoQ -19.60% (-$181.8K) YoY +38.53% (+$207.4K)
(IWBcusip464287622)	2.4K	QoQ 0.00% (-0) YoY +104.73% (+1.2K)	All Managers (Combined)	$742.3K	0.1% ($742.3K/$823.7M)	QoQ -4.78% (-$37.3K) YoY +118.03% (+$401.9K)
(VTcusip922042742)	6.3K	QoQ +3.93% (+239) YoY +34.61% (+1.6K)	All Managers (Combined)	$732.2K	0.1% ($732.2K/$823.7M)	QoQ +2.57% (+$18.4K) YoY +41.24% (+$213.8K)
(cusip25434V773)✕	28.0K	QoQ -23.07% (-8.4K) YoY NEW(+28.0K)	All Managers (Combined)	$723.2K	0.1% ($723.2K/$823.7M)	QoQ -19.04% (-$170.2K) YoY NEW(+$723.2K)
(USMVcusip46429B697)	7.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$690.9K	0.1% ($690.9K/$823.7M)	QoQ +5.48% (+$35.9K) YoY +12.06% (+$74.4K)
(cusip25434V724)✕	16.5K	QoQ 0.00% (+0) YoY +7.75% (+1.2K)	All Managers (Combined)	$678.4K	0.1% ($678.4K/$823.7M)	QoQ +0.70% (+$4.8K) YoY +8.56% (+$53.5K)
(cusip464288117)✕	16.0K	QoQ -5.68% (-963) YoY +202.97% (+10.7K)	All Managers (Combined)	$629.7K	0.1% ($629.7K/$823.7M)	QoQ -3.23% (-$21.0K) YoY +201.36% (+$420.7K)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ -1.02% (-11) YoY +141.68% (+622)	All Managers (Combined)	$611.5K	0.1% ($611.5K/$823.7M)	QoQ -2.55% (-$16.0K) YoY +186.71% (+$398.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.1K	QoQ -0.19% (-10) YoY +82.36% (+2.3K)	All Managers (Combined)	$605.1K	0.1% ($605.1K/$823.7M)	QoQ +10.33% (-$56.7K) YoY +86.58% (+$280.8K)
(cusipJ4800J102)✕	41.5K	QoQ 0.00% (+0) YoY NEW(+41.5K)	All Managers (Combined)	$592.4K	0.1% ($592.4K/$823.7M)	QoQ +5.84% (+$32.7K) YoY NEW(+$592.4K)
(EFAcusip464287465)	7.1K	QoQ +0.14% (+10) YoY +43.21% (+2.1K)	All Managers (Combined)	$577.1K	0.1% ($577.1K/$823.7M)	QoQ +8.23% (+$43.9K) YoY +46.55% (+$183.3K)
(cusip464288869)✕	5.0K	QoQ 0.00% (-0) YoY -0.89% (-45)	All Managers (Combined)	$553.8K	0.1% ($553.8K/$823.7M)	QoQ -14.93% (-$97.2K) YoY -9.29% (-$56.8K)
Alphabet Inc.(GOOGLcusip02079K305)	3.5K	QoQ +0.43% (-15) YoY +50.30% (+1.2K)	All Managers (Combined)	$536.9K	0.1% ($536.9K/$823.7M)	QoQ -17.95% (-$117.5K) YoY +54.00% (+$188.3K)
PORTLAND GENERAL ELECTRIC CO /OR/(PORcusip736508847)	12.0K	QoQ +0.06% (+8) YoY -44.72% (-9.7K)	All Managers (Combined)	$533.5K	0.1% ($533.5K/$823.7M)	QoQ +2.31% (+$12.1K) YoY -41.30% (-$375.5K)
(IJRcusip464287804)	5.0K	QoQ 0.00% (-0) YoY -3.82% (-197)	All Managers (Combined)	$518.2K	0.1% ($518.2K/$823.7M)	QoQ -9.24% (-$52.8K) YoY -9.00% (-$51.3K)
(IEFAcusip46432F842)	6.8K	QoQ 0.00% (+0) YoY NEW(+6.8K)	All Managers (Combined)	$512.0K	0.1% ($512.0K/$823.7M)	QoQ +7.64% (+$36.3K) YoY NEW(+$512.0K)
ELI LILLY & Co(LLYcusip532457108)	617	QoQ -60.85% (-959) YoY -38.97% (-394)	All Managers (Combined)	$509.6K	0.1% ($509.6K/$823.7M)	QoQ -58.11% (-$707.1K) YoY -35.20% (-$276.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.9K	QoQ +0.26% (+5) YoY -7.45% (-151)	All Managers (Combined)	$466.0K	0.1% ($466.0K/$823.7M)	QoQ +13.39% (+$55.0K) YoY +20.50% (-$79.3K)
(AVDEcusip025072703)	7.0K	QoQ -3.26% (-235) YoY -17.08% (-1.4K)	All Managers (Combined)	$462.0K	0.1% ($462.0K/$823.7M)	QoQ +4.45% (-$19.7K) YoY -13.80% (-$74.0K)
INTEL CORP(INTCcusip458140100)	19.8K	QoQ -4.16% (-861) YoY -9.20% (-2.0K)	All Managers (Combined)	$450.5K	0.1% ($450.5K/$823.7M)	QoQ +8.55% (-$35.5K) YoY -53.31% (-$514.5K)