Vista Capital Partners, Inc. Portfolio Holdings

Vista Capital Partners, Inc.

  • $5.49 Billion
  • Q3 2024

Vista Capital Partners, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.49 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $4.63B, Vanguard Total Stock Market Et with a value of $326M, Vanguard Value ETF with a value of $142M, Vanguard Specialized Funds Van with a value of $118M, and Vanguard Growth ETF with a value of $85.8M.

Examining the 13F form we can see an increase of $561M in the current position value, from $4.93B to 5.49B.

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

Portfolio value $5.49 Billion
Financial Services: $4.63 Billion
ETFs: $803 Million
Technology: $24 Million
Healthcare: $10.4 Million
Consumer Cyclical: $9.45 Million
Consumer Defensive: $2.66 Million
Communication Services: $1.82 Million
Utilities: $1.82 Million
Other: $2.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$354,000 0.01% of portfolio
4,415
Q3 2024 Reduced 17.34%
$0
$356,000 0.01% of portfolio
3,420
Q3 2024 Added 35.77%
$0
$385,000 0.01% of portfolio
2,114
Q3 2024 Reduced 8.88%
$0
$402,000 0.01% of portfolio
10,440
Q3 2024 Reduced 11.1%
$0
$674,000 0.01% of portfolio
16,402
Q3 2024 Added 5.03%
$378B
$808,000 0.01% of portfolio
4,987
Q3 2024 Reduced 6.61%
$354B
$311,000 0.01% of portfolio
7,859
Q3 2024 Reduced 4.1%
$280B
$386,000 0.01% of portfolio
2,628
Q3 2024 Reduced 2.45%
$0
$387,000 0.01% of portfolio
4,698
Q4 2022 New
$0
$290,000 0.01% of portfolio
2,956
Q4 2023 Reduced 0.71%
$0
$640,000 0.01% of portfolio
22,766
Q3 2024 New
$0
$380,000 0.01% of portfolio
3,029
Q3 2024 Reduced 22.98%
$0
$643,000 0.01% of portfolio
5,506
Q3 2024 Reduced 5.59%
$0
$370,000 0.01% of portfolio
6,900
Q3 2024 Added 43.12%
$0
$636,000 0.01% of portfolio
15,277
Q3 2022 Reduced 4.68%
$0
$398,000 0.01% of portfolio
3,330
Q3 2024 Reduced 0.57%
$80.1B
$485,000 0.01% of portfolio
20,697
Q3 2024 Reduced 5.36%
$1.53B
$459,000 0.01% of portfolio
49,172
Q1 2022 New
$441B
$344,000 0.01% of portfolio
2,935
Q3 2024 Reduced 3.01%
$79.5B
$501,000 0.01% of portfolio
4,005
Q3 2024 Reduced 1.65%
$0
$589,000 0.01% of portfolio
7,052
Q3 2024 Added 32.16%
$0
$673,000 0.01% of portfolio
7,377
Q2 2023 Added 0.3%
$697B
$674,000 0.01% of portfolio
3,201
Q3 2024 Reduced 3.99%
$0
$428,000 0.01% of portfolio
3,980
Q4 2020 Added 100.0%
$0
$276,000 0.01% of portfolio
4,279
Q3 2024 Reduced 5.5%
$0
$285,000 0.01% of portfolio
2,434
Q4 2023 Added 5.28%
$65.4B
$771,000 0.01% of portfolio
2,592
Q3 2024 Added 0.04%
$52.3B
$285,000 0.01% of portfolio
1,504
Q3 2024 Added 0.07%
$0
$621,000 0.01% of portfolio
5,038
Q2 2021 Reduced 1.37%
$0
$319,000 0.01% of portfolio
1,126
Q3 2024 New
$0
$531,000 0.01% of portfolio
7,934
Q3 2024 Reduced 9.01%
$0
$768,000 0.01% of portfolio
2,445
Q3 2024 Added 106.85%
$1.14T
$644,000 0.01% of portfolio
3,889
Q3 2024 Added 42.77%
$12.2B
$209,000 0.0% of portfolio
1,003
Q3 2024 Reduced 5.11%
$965K
$14,000 0.0% of portfolio
700,000
Q3 2023 New
$141B
$238,000 0.0% of portfolio
740
Q3 2024 New
$208B
$245,000 0.0% of portfolio
474
Q3 2024 New
$13.9B
$214,000 0.0% of portfolio
4,099
Q3 2024 Added 0.96%
$278M
$222,000 0.0% of portfolio
58,317
Q2 2024 Reduced 10.03%
$267B
$239,000 0.0% of portfolio
4,234
Q3 2024 New
$310B
$231,000 0.0% of portfolio
1,174
Q3 2024 Reduced 3.29%
Jacobs Engineering Group Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.12%
Nakanishi Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
$72.3B
$222,000 0.0% of portfolio
422
Q3 2024 New
$30B
$241,000 0.0% of portfolio
1,605
Q3 2024 Added 0.06%
Pacific West Bancorp Ord
-
$0 0.0% of portfolio
-
Q2 2024 Added 3.38%
$83.1B
$237,000 0.0% of portfolio
376
Q3 2024 Reduced 11.74%
$0
$206,000 0.0% of portfolio
2,000
Q3 2024 New
$0
$248,000 0.0% of portfolio
2,077
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $5.49 Billion
  • Prior Value $4.93 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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