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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$4.51 Billion 84.1% of portfolio
6,628
Q4 2024 Reduced 1.16%
$0
$329 Million 6.13% of portfolio
1,135,632
Q4 2024 Reduced 1.24%
$0
$135 Million 2.52% of portfolio
800,176
Q4 2024 Reduced 1.66%
$0
$111 Million 2.07% of portfolio
1,244,457
Q4 2024 Added 3.0%
$0
$88.3 Million 1.64% of portfolio
215,058
Q4 2024 Reduced 3.82%
$0
$65.7 Million 1.22% of portfolio
273,394
Q4 2024 Reduced 1.33%
$3.05T
$12.2 Million 0.23% of portfolio
29,040
Q4 2024 Reduced 0.82%
$0
$12 Million 0.22% of portfolio
530,657
Q4 2024 Added 183.69%
$3.81T
$9.44 Million 0.18% of portfolio
37,689
Q4 2024 Added 1.48%
$146B
$6.96 Million 0.13% of portfolio
19,338
Q4 2024 Added 0.03%
$0
$5.77 Million 0.11% of portfolio
9,839
Q4 2024 Reduced 1.02%
$0
$5.13 Million 0.1% of portfolio
9,527
Q4 2024 Added 2.76%
$0
$4.47 Million 0.08% of portfolio
129,190
Q4 2024 Reduced 26.49%
$0
$2.98 Million 0.06% of portfolio
7,426
Q4 2024 Reduced 3.67%
$127B
$3.23 Million 0.06% of portfolio
35,445
Q4 2024 Reduced 1.71%
$0
$3.31 Million 0.06% of portfolio
157,234
Q4 2024 Reduced 2.28%
$327B
$2.76 Million 0.05% of portfolio
20,568
Q4 2024 Added 116.71%
$0
$2.78 Million 0.05% of portfolio
70,322
Q4 2024 Added 37.57%
$2.33T
$2.41 Million 0.04% of portfolio
10,991
Q4 2024 Added 2.83%
$0
$1.52 Million 0.03% of portfolio
26,780
Q3 2024 Reduced 0.1%
$0
$1.41 Million 0.03% of portfolio
7,607
Q3 2023 Reduced 20.75%
$0
$1.42 Million 0.03% of portfolio
21,451
Q3 2024 Reduced 0.96%
$91B
$1.48 Million 0.03% of portfolio
19,522
Q4 2024 Added 3.77%
$0
$1.71 Million 0.03% of portfolio
2,901
Q4 2024 Reduced 2.19%
$0
$1.46 Million 0.03% of portfolio
5,426
Q4 2024 Reduced 6.24%
$808B
$816,000 0.02% of portfolio
3,406
Q4 2024 Added 6.4%
$829B
$1.22 Million 0.02% of portfolio
1,576
Q4 2024 Reduced 8.32%
$1.13T
$1.15 Million 0.02% of portfolio
6,016
Q4 2024 Added 20.73%
$0
$893,000 0.02% of portfolio
36,382
Q4 2024 Added 13.07%
$15.2B
$1.01 Million 0.02% of portfolio
18,430
Q4 2024 Added 2.39%
$0
$834,000 0.02% of portfolio
3,777
Q3 2024 Added 21.02%
$0
$1.28 Million 0.02% of portfolio
3,822
Q4 2024 Reduced 5.07%
$0
$874,000 0.02% of portfolio
1,710
Q4 2024 Added 2.52%
$0
$617,000 0.01% of portfolio
33,390
Q4 2024 Added 103.57%
$0
$381,000 0.01% of portfolio
13,680
Q4 2024 Added 300.0%
$405B
$737,000 0.01% of portfolio
5,097
Q4 2024 Added 2.21%
$0
$316,000 0.01% of portfolio
9,205
Q4 2024 Reduced 11.83%
$1.62T
$632,000 0.01% of portfolio
1,072
Q4 2024 Added 79.87%
$4.16B
$521,000 0.01% of portfolio
11,953
Q4 2024 Reduced 44.77%
$0
$317,000 0.01% of portfolio
12,161
Q4 2024 Added 175.45%
$0
$421,000 0.01% of portfolio
16,295
Q4 2024 Added 96.16%
$0
$324,000 0.01% of portfolio
2,540
Q2 2024 Reduced 8.1%
$0
$713,000 0.01% of portfolio
6,076
Q4 2024 Added 7.08%
$0
$401,000 0.01% of portfolio
2,028
Q4 2024 Reduced 2.12%
$301B
$301,000 0.01% of portfolio
4,299
Q4 2024 Added 1.54%
$0
$298,000 0.01% of portfolio
6,251
Q4 2024 Reduced 28.8%
$0
$335,000 0.01% of portfolio
5,792
Q4 2024 New
$303B
$788,000 0.01% of portfolio
5,443
Q4 2024 Added 107.12%
$0
$314,000 0.01% of portfolio
1,654
Q4 2024 Reduced 7.03%

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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