Vista Capital Partners, Inc. Portfolio Holdings

Vista Capital Partners, Inc.

  • $5.37 Billion
  • Q4 2024

Vista Capital Partners, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.37 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $4.51B, Vanguard Total Stock Market Et with a value of $329M, Vanguard Value ETF with a value of $135M, Vanguard Specialized Funds Van with a value of $111M, and Vanguard Growth ETF with a value of $88.3M.

Examining the 13F form we can see an decrease of $121M in the current position value, from $5.49B to 5.37B.

Below you can find more details about Vista Capital Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.37 Billion
Financial Services: $4.52 Billion
ETFs: $794 Million
Technology: $26.9 Million
Healthcare: $9.81 Million
Consumer Cyclical: $9.66 Million
Consumer Defensive: $2.93 Million
Communication Services: $2.7 Million
Energy: $1.55 Million
Other: $3.46 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$4.51 Billion 84.1% of portfolio
6,628
Q4 2024 Reduced 1.16%
$3.04T
$12.2 Million 0.23% of portfolio
29,040
Q4 2024 Reduced 0.82%
$3.95T
$9.44 Million 0.18% of portfolio
37,689
Q4 2024 Added 1.48%
$145B
$6.96 Million 0.13% of portfolio
19,338
Q4 2024 Added 0.03%
$130B
$3.23 Million 0.06% of portfolio
35,445
Q4 2024 Reduced 1.71%
$458B
$2.64 Million 0.05% of portfolio
2,882
Q4 2024 Added 9.25%
$335B
$2.76 Million 0.05% of portfolio
20,568
Q4 2024 Added 116.71%
$2.21T
$2.41 Million 0.04% of portfolio
10,991
Q4 2024 Added 2.83%
$96.4B
$1.48 Million 0.03% of portfolio
19,522
Q4 2024 Added 3.77%
$775B
$816,000 0.02% of portfolio
3,406
Q4 2024 Added 6.4%
$830B
$1.22 Million 0.02% of portfolio
1,576
Q4 2024 Reduced 8.32%
$1.11T
$1.15 Million 0.02% of portfolio
6,016
Q4 2024 Added 20.73%
$13.6B
$1.01 Million 0.02% of portfolio
18,430
Q4 2024 Added 2.39%
$424B
$737,000 0.01% of portfolio
5,097
Q4 2024 Added 2.21%
$1.56T
$632,000 0.01% of portfolio
1,072
Q4 2024 Added 79.87%
$4.41B
$521,000 0.01% of portfolio
11,953
Q4 2024 Reduced 44.77%
$307B
$788,000 0.01% of portfolio
5,443
Q4 2024 Added 107.12%
$436B
$372,000 0.01% of portfolio
737
Q4 2024 Added 19.26%
$96.2B
$712,000 0.01% of portfolio
8,653
Q4 2024 Added 0.14%
$1.07T
$795,000 0.01% of portfolio
1,969
Q4 2024 Added 1.39%
$57.2B
$283,000 0.01% of portfolio
2,096
Q4 2024 Added 6.83%
$190B
$337,000 0.01% of portfolio
318
Q4 2024 New
$570B
$314,000 0.01% of portfolio
994
Q4 2024 New
$357B
$344,000 0.01% of portfolio
1,936
Q4 2024 Added 64.91%
$1.1T
$654,000 0.01% of portfolio
3,457
Q4 2024 Reduced 11.11%
$394B
$276,000 0.01% of portfolio
710
Q4 2024 Added 16.97%
$102B
$414,000 0.01% of portfolio
20,697
Q3 2024 Reduced 5.36%
$234B
$410,000 0.01% of portfolio
1,869
Q4 2024 Reduced 1.06%
$79.5B
$503,000 0.01% of portfolio
4,019
Q4 2024 Added 0.35%
$461B
$548,000 0.01% of portfolio
5,098
Q4 2024 Added 73.7%
$1.68B
$534,000 0.01% of portfolio
49,172
Q1 2022 New
$68.7B
$754,000 0.01% of portfolio
2,600
Q4 2024 Added 0.31%
$50.2B
$292,000 0.01% of portfolio
1,518
Q4 2024 Added 0.93%
$360B
$368,000 0.01% of portfolio
8,379
Q4 2024 Added 6.62%
$112B
$392,000 0.01% of portfolio
2,276
Q4 2024 Added 0.22%
$51.7B
$432,000 0.01% of portfolio
1,242
Q4 2024 New
$482M
$144,000 0.0% of portfolio
55,317
Q4 2024 Reduced 5.14%
$13.5B
$236,000 0.0% of portfolio
4,127
Q4 2024 Added 0.68%
$207B
$255,000 0.0% of portfolio
574
Q4 2024 Added 21.1%
$59.4B
$216,000 0.0% of portfolio
7,897
Q4 2024 New
$88.6B
$267,000 0.0% of portfolio
1,153
Q4 2024 New
$446B
$264,000 0.0% of portfolio
297
Q4 2024 New
$965K
$7,000 0.0% of portfolio
700,000
Q3 2023 New
$12.5B
$230,000 0.0% of portfolio
1,007
Q4 2024 Added 0.4%
$310B
$261,000 0.0% of portfolio
781
Q4 2024 New
$85.7B
$236,000 0.0% of portfolio
372
Q4 2024 Reduced 1.06%
$581M
$32,000 0.0% of portfolio
24,074
Q3 2024 New
$68.2B
$243,000 0.0% of portfolio
5,094
Q4 2024 Added 9.34%
$118B
$268,000 0.0% of portfolio
810
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $5.37 Billion
  • Prior Value $5.49 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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