Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: VISTA CAPITAL PARTNERS, INC.
  City: PORTLAND
  State: OR
  Zip: 97225
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $749,506,000
  Total Value Change : $80,805,000
  Securities Held Change : 8
   
All Securities Held : 88
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 35
  Unchanged Positions : 25
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 25     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SYK)1 Year Chart         SYK Stryker Corp 9 - $328.45 $5,786,000 19,320 0.77% 506,000 0 0.005    Medical Instruments &...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 10 - $31.01 $5,228,000 178,850 0.7% 542,000 0 0.02    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 21 - $0.00 $1,533,000 27,729 0.2% 134,000 0 0.104    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 24 - $173.12 $1,257,000 7,607 0.17% 102,000 0 0.002    Closed - End Fund - E...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 27 - $292.33 $1,102,000 4,026 0.15% 115,000 0 0.008    Closed - End Fund - E...
   (POR)1 Year Chart         POR Portland General Electric C... 29 - $43.77 $938,000 21,641 0.13% 62,000 0 0.02    Electric Utilities
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 33 - $245.87 $709,000 2,589 0.09% -25,000 0 0.001    Diversified Chemicals
   (PWBK)1 Year Chart         PWBK Pacific West Bank Ord Shs - $0.00 $668,000 71,778 0.09% -93,000 0 0.798    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 37 - $201.90 $626,000 3,121 0.08% 74,000 0 0    Closed - End Fund - E...
   (ENVX)1 Year Chart         ENVX Enovix Corp 38 - $10.09 $616,000 49,172 0.08% -1,000 0 0.034    N/A
   (IWC)1 Year Chart         IWC iShares Russell Microcap Index 40 - $116.72 $585,000 5,038 0.08% 81,000 0 0.063    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 42 - $0.00 $576,000 7,377 0.08% 42,000 0 0    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 43 - $39.21 $569,000 15,277 0.08% 49,000 0 0.002    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc 45 - $149.22 $531,000 4,000 0.07% 79,000 0 0.001    Business Software & S...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 54 - $98.72 $410,000 3,980 0.05% 55,000 0 0.005    Closed - End Fund - E...
   (J)1 Year Chart         J Jacobs Solutions Inc 59 - $148.10 $342,000 2,632 0.05% -17,000 0 0.002    Heavy Construction
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 60 - $117.13 $338,000 3,024 0.05% 26,000 0 0.001    Closed - End Fund - Debt
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 62 - $72.86 $320,000 4,698 0.04% 48,000 0 0.005    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 65 - $281.14 $310,000 1,182 0.04% 32,000 0 0.001    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 66 - $120.62 $298,000 2,278 0.04% 54,000 0 0    Asset Management
   (NUE)1 Year Chart         NUE Nucor Corp 70 - $173.92 $278,000 1,600 0.04% 28,000 0 0    Steel & Iron
   (TGT)1 Year Chart         TGT Target Corp 69 - $158.04 $278,000 1,955 0.04% 62,000 0 0.001    Discount, Variety Stores
   (BAC)1 Year Chart         BAC Bank of America Corp 74 - $37.25 $266,000 7,886 0.04% 50,000 0 0    Domestic Money Center...
   (FNA)1 Year Chart         FNA Paragon 28, Inc. 79 - $10.53 $230,000 18,514 0.03% -2,000 0 0.024    N/A
   (NGTF)1 Year Chart         NGTF Nightfood Holdings, Inc. 87 - $0.00 $12,000 700,000 0% -18,000 0 2.239    N/A

      25 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results