Vista Capital Partners as of Sept. 30, 2011
Portfolio Holdings for Vista Capital Partners
Vista Capital Partners holds 12 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
McDonald's Corporation (MCD) | 14.0 | $635k | 7.00 | 90714.29 | |
Pepsi (PEP) | 12.3 | $558k | 9.00 | 62000.00 | |
International Business Machines (IBM) | 10.6 | $482k | 3.00 | 160666.67 | |
iShares Lehman Aggregate Bond (AGG) | 9.6 | $436k | 4.00 | 109000.00 | |
iShares Russell Microcap Index (IWC) | 7.8 | $357k | 9.00 | 39666.67 | |
iShares Russell 1000 Growth Index (IWF) | 7.6 | $347k | 7.00 | 49571.43 | |
iShares Russell 1000 Value Index (IWD) | 7.2 | $326k | 6.00 | 54333.33 | |
Exxon Mobil Corporation (XOM) | 6.9 | $314k | 4.00 | 78500.00 | |
Northwest Natural Gas | 6.9 | $314k | 7.00 | 44857.14 | |
Berkshire Hathaway (BRK.A) | 6.7 | $305k | 4.00 | 76250.00 | |
Energizer Holdings | 5.6 | $255k | 4.00 | 63750.00 | |
Vanguard Emerging Markets ETF (VWO) | 4.8 | $219k | 6.00 | 36500.00 |