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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464287150

ITOT|464287150

Shares:3.5K

Value:$430.6K

% of Portfolio:0.1% ($430.6K/$823.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.0K

Value:$423.4K

% of Portfolio:0.1% ($423.4K/$823.7M)

464287879

Shares:4.3K

Value:$417.6K

% of Portfolio:0.1% ($417.6K/$823.7M)

464288661

Shares:3.3K

Value:$387.6K

% of Portfolio:0.0% ($387.6K/$823.7M)

CUMMINS INC

CMI|231021106

Shares:1.2K

Value:$382.1K

% of Portfolio:0.0% ($382.1K/$823.7M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$374.0K

% of Portfolio:0.0% ($374.0K/$823.7M)

464287648

IWO|464287648

Shares:1.5K

Value:$372.8K

% of Portfolio:0.0% ($372.8K/$823.7M)

808524805

SCHF|808524805

Shares:18.7K

Value:$369.3K

% of Portfolio:0.0% ($369.3K/$823.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:8.8K

Value:$365.3K

% of Portfolio:0.0% ($365.3K/$823.7M)

922908611

VBR|922908611

Shares:2.0K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$823.7M)

Enovix Corp

ENVX|293594107

Shares:49.2K

Value:$360.9K

% of Portfolio:0.0% ($360.9K/$823.7M)

808524607

SCHA|808524607

Shares:15.3K

Value:$357.7K

% of Portfolio:0.0% ($357.7K/$823.7M)

464287291

Shares:4.7K

Value:$355.8K

% of Portfolio:0.0% ($355.8K/$823.7M)

921908844

VIG|921908844

Shares:1.8K

Value:$352.9K

% of Portfolio:0.0% ($352.9K/$823.7M)

808524870

Shares:13.0K

Value:$350.1K

% of Portfolio:0.0% ($350.1K/$823.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:663

Value:$347.2K

% of Portfolio:0.0% ($347.2K/$823.7M)

92206C706

VGIT|92206C706

Shares:5.8K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$823.7M)

921946406

VYM|921946406

Shares:2.5K

Value:$327.5K

% of Portfolio:0.0% ($327.5K/$823.7M)

VISA INC.

V|92826C839

Shares:924

Value:$323.8K

% of Portfolio:0.0% ($323.8K/$823.7M)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$318.1K

% of Portfolio:0.0% ($318.1K/$823.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	3.5K	QoQ 0.00% (-0) YoY -21.92% (-991)	All Managers (Combined)	$430.6K	0.1% ($430.6K/$823.7M)	QoQ -5.13% (-$23.3K) YoY -17.38% (-$90.6K)
AbbVie Inc.(ABBVcusip00287Y109)	2.0K	QoQ +4.39% (+85) YoY +83.89% (+922)	All Managers (Combined)	$423.4K	0.1% ($423.4K/$823.7M)	QoQ +23.04% (+$79.3K) YoY +111.56% (+$223.3K)
(cusip464287879)✕	4.3K	QoQ 0.00% (-0) YoY +7.63% (+304)	All Managers (Combined)	$417.6K	0.1% ($417.6K/$823.7M)	QoQ -10.24% (-$47.7K) YoY +2.10% (+$8.6K)
(cusip464288661)✕	3.3K	QoQ -1.47% (-49) YoY -2.03% (-68)	All Managers (Combined)	$387.6K	0.0% ($387.6K/$823.7M)	QoQ +0.73% (-$2.8K) YoY -0.06% (-$247)
CUMMINS INC(CMIcusip231021106)	1.2K	QoQ -1.85% (-23) YoY NEW(+1.2K)	All Managers (Combined)	$382.1K	0.0% ($382.1K/$823.7M)	QoQ -11.75% (-$50.9K) YoY NEW(+$382.1K)
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ -26.71% (-526) YoY -35.37% (-790)	All Managers (Combined)	$374.0K	0.0% ($374.0K/$823.7M)	QoQ -52.96% (-$421.2K) YoY -4.73% (-$18.6K)
(IWOcusip464287648)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$372.8K	0.0% ($372.8K/$823.7M)	QoQ -11.21% (-$47.1K) YoY NEW(+$372.8K)
(SCHFcusip808524805)	18.7K	QoQ -44.08% (-14.7K) YoY +136.67% (+10.8K)	All Managers (Combined)	$369.3K	0.0% ($369.3K/$823.7M)	QoQ -40.21% (-$248.4K) YoY +19.98% (+$61.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	8.8K	QoQ +4.47% (-375) YoY +11.00% (+868)	All Managers (Combined)	$365.3K	0.0% ($365.3K/$823.7M)	QoQ -0.80% (-$3.0K) YoY +22.16% (+$66.3K)
(VBRcusip922908611)	2.0K	QoQ -3.50% (-71) YoY -19.16% (-464)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$823.7M)	QoQ -9.31% (-$37.5K) YoY -21.53% (-$100.0K)
Enovix Corp(ENVXcusip293594107)	49.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$360.9K	0.0% ($360.9K/$823.7M)	QoQ -32.47% (-$173.6K) YoY -8.36% (-$32.9K)
(SCHAcusip808524607)	15.3K	QoQ -6.32% (-1.0K) YoY +69.27% (-6.2K)	All Managers (Combined)	$357.7K	0.0% ($357.7K/$823.7M)	QoQ -15.12% (-$63.7K) YoY -19.45% (-$86.4K)
(cusip464287291)✕	4.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$355.8K	0.0% ($355.8K/$823.7M)	QoQ -10.63% (-$42.3K) YoY +1.24% (+$4.4K)
(VIGcusip921908844)	1.8K	QoQ -9.41% (-189) YoY -28.66% (-731)	All Managers (Combined)	$352.9K	0.0% ($352.9K/$823.7M)	QoQ -10.26% (-$40.4K) YoY -24.21% (-$112.8K)
(cusip808524870)✕	13.0K	QoQ -2.85% (-383) YoY +160.00% (+8.0K)	All Managers (Combined)	$350.1K	0.0% ($350.1K/$823.7M)	QoQ +1.13% (-$3.9K) YoY +34.04% (+$88.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	663	QoQ -10.04% (-74) YoY +9.22% (+56)	All Managers (Combined)	$347.2K	0.0% ($347.2K/$823.7M)	QoQ -6.82% (-$25.4K) YoY +15.63% (+$47.0K)
(VGITcusip92206C706)	5.8K	QoQ +0.88% (+51) YoY NEW(+5.8K)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$823.7M)	QoQ +3.32% (+$11.2K) YoY NEW(+$347.1K)
(VYMcusip921946406)	2.5K	QoQ 0.00% (+0) YoY -8.10% (-224)	All Managers (Combined)	$327.5K	0.0% ($327.5K/$823.7M)	QoQ +1.07% (+$3.5K) YoY -2.05% (-$6.9K)
VISA INC.(Vcusip92826C839)	924	QoQ -7.04% (-70) YoY NEW(+924)	All Managers (Combined)	$323.8K	0.0% ($323.8K/$823.7M)	QoQ +3.08% (-$9.7K) YoY NEW(+$323.8K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ +1.18% (+18) YoY +2.40% (+36)	All Managers (Combined)	$318.1K	0.0% ($318.1K/$823.7M)	QoQ +8.68% (+$25.4K) YoY +22.55% (+$58.5K)