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CIK: 0001326766
Total reported value
$926.7M
$926.7M
111 檔
33.8%
During the Q3 2024 filing period, Violich Capital Management, Inc. (CIK: 0001326766) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $926.7M across 111 reported positions.
In Q3 2024, Violich Capital Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.51% | +2.42% | +1.50% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.96% | -0.84% | +1.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.88% | +0.69% | -1.69% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.18% | -0.79% | +1.27% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.15% | -0.33% | +0.49% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 5.28% | +0.09% | +1.55% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 4.68% | -0.49% | +1.20% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.02% | -0.08% | +2.10% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.01% | +0.04% | +0.67% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.84% | +0.02% | +0.84% | |
| 11 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 2.07% | -0.05% | -0.89% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.06% | -0.04% | +0.57% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.00% | -0.09% | +2.51% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.70% | +0.09% | +2.78% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.64% | -0.01% | +1.34% | |
| 16 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.58% | -0.05% | +0.01% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.48% | +0.23% | +0.91% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.43% | — | +0.32% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.38% | +0.10% | +1.75% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | +0.06% | +0.88% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.19% | +2.68% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.16% | — | +0.99% | |
| 23 | CVS | Cvs Health CORP | Stock-Healthcare | 1.12% | -0.10% | -13.20% | |
| 24 | COP | Conocophillips | Stock-Energy | 1.07% | +0.05% | +0.13% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.06% | +0.01% | — | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 1.06% | -1.08% | — | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | +0.02% | +2.07% | |
| 28 | ✓ | Stock-Other | 0.97% | — | — | ||
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | — | +5.44% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.69% | +0.12% | +0.52% | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.67% | +0.04% | — | |
| 32 | ✓ | Stock-Other | 0.60% | — | +2.05% | ||
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.04% | +0.51% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | — | — | |
| 35 | ✓ | Stock-Other | 0.47% | — | +908.61% | ||
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.43% | -0.02% | EXIT | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.08% | — | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.42% | — | +15.02% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.41% | -0.01% | -12.74% | |
| 40 | SLB | Slb LTD | Stock-Energy | 0.39% | — | -1.09% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.36% | — | +0.30% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.05% | — | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.35% | +0.12% | +5.81% | |
| 44 | DVN | Devon Energy CORP | Stock-Energy | 0.35% | — | +4.20% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.34% | -0.02% | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | -0.07% | +14.61% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.32% | +0.01% | +0.53% | |
| 48 | CPAY | Corpay Inc | Stock-Tech | 0.30% | -0.02% | +52.08% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | -0.13% | EXIT | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | +0.12% | +10.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.1% | NEW | New buy |
| 2 | ORCL | Oracle CORP | +0.7% | +1.20% | Add |
| 3 | AAPL | Apple Inc | +0.3% | -1.69% | Trim |
| 4 | ABBV | Abbvie Inc | +0.3% | +0.67% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.10% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +0.84% | Add |
| 7 | ACN | Accenture plc | +0.2% | +2.78% | Add |
| 8 | NKE | Nike Inc -cl B | +0.2% | +0.01% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | +0.57% | Add |
| 10 | CPAY | Corpay Inc | +0.1% | +52.08% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +1.55% | Add |
| 12 | DHR | Danaher CORP | +0.1% | +1.34% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | +0.32% | Add |
| 14 | AON | Aon plc | +0.1% | — | Unchanged |
| 15 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 16 | PM | Philip Morris International | +0.1% | +0.52% | Add |
| 17 | NEE | Nextera Energy Inc | +0.1% | — | Add |
| 18 | BHP | Bhp Group Ltd-spon Adr | +0.1% | -0.89% | Trim |
| 19 | AEM | Agnico Eagle Mines LTD | +0.1% | +5.81% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.49% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +2.07% | Add |
| 22 | CI | THE Cigna Group | +0.1% | +15.02% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +14.61% | Add |
| 24 | META | Meta Platforms Inc-class A | 0% | +10.12% | Add |
| 25 | KMB | Kimberly-clark CORP | 0% | +11.05% | Add |
| 26 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 27 | EIX | Edison International | 0% | NEW | New buy |
| 28 | PEP | Pepsico Inc | 0% | +2.51% | Add |
| 29 | ACIW | Aci Worldwide Inc | 0% | NEW | New buy |
| 30 | MA | Mastercard Inc - A | 0% | +3.67% | Add |
| 31 | MCD | Mcdonald's CORP | 0% | -0.63% | Trim |
| 32 | PCT | Purecycle Technologies Inc | 0% | NEW | New buy |
| 33 | VIMAX | Vanguard Mid Cap Index-adm | 0% | NEW | New buy |
| 34 | DORM | Dorman Products Inc | 0% | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | 0% | +5.44% | Add |
| 36 | AVGO | Broadcom Inc | 0% | — | Add |
| 37 | DE | Deere & Co | 0% | — | Unchanged |
| 38 | BA | Boeing Co/the | 0% | EXIT | Sold out |
| 39 | NE | Noble Corporation plc | 0% | EXIT | Sold out |
| 40 | DVN | Devon Energy CORP | -0.1% | +4.20% | Add |
| 41 | SLB | Slb LTD | -0.1% | -1.09% | Trim |
| 42 | COP | Conocophillips | -0.1% | +0.13% | Add |
| 43 | CVS | Cvs Health CORP | -0.1% | -13.20% | Trim |
| 44 | CVX | Chevron CORP | -0.1% | +0.91% | Add |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +0.88% | Add |
| 46 | ELV | Elevance Health Inc | -0.3% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -0.7% | +1.50% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.9% | +1.27% | Add |
| 49 | GOOG | Alphabet Inc-cl C | -1% | +1.33% | Add |
| 50 | LRCXEUR | Lam Research CORP | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Violich Capital Management, Inc. reported a total U.S. public equity portfolio value of $926.7M across 111 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOG, AAPL) accounted for 33.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
LRCX
市值: $8.2M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $10.6M
During Q3 2024, Violich Capital Management, Inc.'s top holdings by market value included MSFT (10.5%)、GOOG (8.0%)、AAPL (7.9%). The largest single position, MSFT, represented 10.5% of total portfolio value.
In Q3 2024, Violich Capital Management, Inc. made 46 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 5 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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