13F
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VISTA CAPITAL PARTNERS, INC.

13F equity value
$994M
Positions
156
Top 10 concentration
85.4%
Quarters / total new picks
28 / 135
13F equity value over time
$0M$507M$1B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +1.2% per quarter — versus +1.3% per quarter from simply owning every 13F stock. It beat that baseline in only 53.6% of quarters (excess t = 0.25, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.7%
t-stat
0.25
Quarterly win rate
54%
Annualized excess
-1.7%
$1 → follow vs universe
$1.16 vs $1.30
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200630: universe 1.00420200930: universe 1.23220201231: universe 1.28820210331: universe 1.29920210630: universe 1.40320210930: universe 1.26020211231: universe 1.07220220331: universe 1.15120220630: universe 1.06620221231: universe 0.99020230331: universe 1.04320230630: universe 1.00620231231: universe 1.05120240331: universe 1.07520240930: universe 1.06520241231: universe 0.99420250331: universe 1.08420250630: universe 1.11820250930: universe 1.25720251231: universe 1.301 20180331: follow 1.17920180630: follow 1.07620180930: follow 1.17620181231: follow 0.79020190331: follow 0.75520190630: follow 0.75020190930: follow 0.71920191231: follow 0.66120200630: follow 0.68120200930: follow 0.68420201231: follow 0.73620210331: follow 0.80720210630: follow 0.83220210930: follow 0.76220211231: follow 0.70420220331: follow 0.91720220630: follow 0.79820221231: follow 0.75820230331: follow 0.80920230630: follow 0.76820231231: follow 0.81920240331: follow 0.92320240930: follow 0.88620241231: follow 0.89220250331: follow 0.97820250630: follow 0.98820250930: follow 1.08320251231: follow 1.158 0.61 1.06 1.52 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 156 · 2026 Q1

Ticker Value Weight QoQ
VTI $359M
36.1%
HOLD
VTV $150M
15.1%
HOLD
VNQ $128M
12.9%
ADD
VUG $84M
8.4%
HOLD
VB $68M
6.9%
HOLD
SCHB $20M
2.0%
HOLD
AAPL $13M
1.3%
ADD
MSFT $12M
1.2%
ADD
VOO $8M
0.8%
ADD
SCHH $7M
0.8%
HOLD
DFIC $6M
0.7%
ADD
SYK $6M
0.6%
HOLD
NVDA $6M
0.6%
ADD
SPY $6M
0.6%
HOLD
IWF $5M
0.5%
HOLD
VNQI $4M
0.4%
HOLD
DFEM $4M
0.4%
HOLD
DFAC $4M
0.4%
ADD
AMZN $3M
0.4%
ADD
GOOGL $3M
0.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.