Vista Capital Partners, Inc. reported 88 positions worth $106.52M for the quarter ended Jun 30, 2026, up 15.8% on the prior quarter. It opened 12 new positions, added to 43, trimmed 32 and exited 4. Its largest holding is Apple Inc. at 13.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +4,292 | +13.2% | $1.60M | 12.88% |
| BRK-A Berkshire Hathaway Inc | +1,462 | +25.8% | $731.57K | 3.35% |
| AMD Advanced Micro Devices Inc | +852 | – | $494.94K | 0.465% |
| STX Seagate Technology Holdings plc | +504 | – | $486.36K | 0.457% |
| UNH Unitedhealth Group Inc | +1,003 | – | $416.88K | 0.391% |
| LRCX Lam Research Corp | +764 | – | $331.06K | 0.311% |
| ENVX Enovix Corp | +48.9K | +99.4% | $296.66K | 0.559% |
| AMAT Applied Materials Inc | +398 | – | $287.75K | 0.27% |
| KLAC Kla Corp | +906 | – | $273.35K | 0.257% |
| WDC Western Digital Corp | +420 | – | $268.26K | 0.252% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -1,239 | -35.5% | $1.43M | 2.44% |
| SBUX Starbucks Corp | -3,926 | -11.9% | $401.20K | 2.8% |
| GM General Motors Co | -3,604 | -100.0% | $268.50K | Exited |
| CVX Chevron Corp | -1,501 | -21.1% | $248.80K | 0.873% |
| PLTR Palantir Technologies Inc. | -1,571 | -100.0% | $229.81K | Exited |
| FISV Fiserv Inc | -4,042 | -100.0% | $225.54K | Exited |
| STT State Street Corp | -1,712 | -100.0% | $216.67K | Exited |
| NVDA Nvidia Corp | -995 | -2.9% | $199.09K | 6.32% |
| ABSI Absci Corp | -17.0K | -46.8% | $197.03K | 0.21% |
| COST Costco Wholesale Corp | -196 | -6.6% | $183.34K | 2.43% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +852 | $494.94K | 0.465% |
| STX Seagate Technology Holdings plc | +504 | $486.36K | 0.457% |
| UNH Unitedhealth Group Inc | +1,003 | $416.88K | 0.391% |
| LRCX Lam Research Corp | +764 | $331.06K | 0.311% |
| AMAT Applied Materials Inc | +398 | $287.75K | 0.27% |
| KLAC Kla Corp | +906 | $273.35K | 0.257% |
| WDC Western Digital Corp | +420 | $268.26K | 0.252% |
| QCOM Qualcomm Inc | +1,284 | $237.27K | 0.223% |
| GS Goldman Sachs Group Inc | +229 | $231.60K | 0.217% |
| SHW Sherwin Williams Co | +622 | $214.17K | 0.201% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 50.2K | $14.53M | 13.64% | -400 | -0.8% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 36.8K | $13.72M | 12.88% | +4,292 | +13.2% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 33.7K | $6.73M | 6.32% | -995 | -2.9% | Reduced | 0% |
| 4 | SYK Stryker Corp | Healthcare | 19.4K | $6.11M | 5.73% | -9 | 0.0% | Reduced | 0.01% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 17.6K | $4.20M | 3.94% | +856 | +5.1% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 11.3K | $4.03M | 3.78% | +300 | +2.7% | Added | 0% |
| 7 | BRK-A Berkshire Hathaway Inc | Financial Services | 7,138 | $3.57M | 3.35% | +1,462 | +25.8% | Added | 1.42% |
| 8 | SBUX Starbucks Corp | Consumer Discretionary | 29.2K | $2.98M | 2.8% | -3,926 | -11.9% | Reduced | 0% |
| 9 | MU Micron Technology Inc | Technology | 2,251 | $2.60M | 2.44% | -1,239 | -35.5% | Reduced | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 2,769 | $2.59M | 2.43% | -196 | -6.6% | Reduced | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 7,589 | $2.48M | 2.33% | +52 | +0.7% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 6,850 | $2.42M | 2.27% | +316 | +4.8% | Added | 0% |
| 13 | INTC Intel Corp | Technology | 15.5K | $2.16M | 2.03% | +322 | +2.1% | Added | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 4,471 | $1.69M | 1.59% | +637 | +16.6% | Added | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 5,975 | $1.52M | 1.42% | +11 | +0.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Vista Capital Partners.
As of its Q2 2026 13F filing, Vista Capital Partners, Inc.’s five largest positions were Apple Inc. (AAPL) at 13.6%, Microsoft Corp (MSFT) at 12.9%, Nvidia Corp (NVDA) at 6.3%, Stryker Corp (SYK) at 5.7%, Amazon Com Inc (AMZN) at 3.9% of the reported portfolio.
Vista Capital Partners, Inc. reported a 13F portfolio worth $106.52M across 88 positions for Q2 2026. That is up 15.8% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($1.60M), Berkshire Hathaway Inc ($731.57K), Advanced Micro Devices Inc ($494.94K). It opened 12 new positions.
Its largest sales by value were Micron Technology Inc ($1.43M), Starbucks Corp ($401.20K), General Motors Co ($268.50K). It exited 4 positions entirely.
From the Form 13F-HR reports Vista Capital Partners, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.