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CIK: 0001326766
Total reported value
$926.7M
$926.7M
103 檔
30.6%
In Q1 2025, Violich Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $926.7M, distributed across 103 disclosed stock positions.
In Q1 2025, Violich Capital Management, Inc. displayed an active expansion posture, initiating 103 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.38% | +2.42% | +0.27% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.62% | -0.84% | -0.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.32% | +0.69% | -1.09% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 7.00% | +0.09% | +0.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.99% | -0.79% | +0.14% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.71% | -0.33% | -6.96% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.21% | -0.08% | +0.62% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 4.13% | -0.49% | +0.31% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.30% | +0.04% | -0.16% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.51% | +0.02% | -0.46% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.25% | -0.04% | +0.52% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 2.01% | +0.10% | +1.33% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.86% | — | +1.72% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 1.86% | — | +1.09% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.19% | +1.81% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.78% | -0.09% | -1.12% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.71% | +0.23% | -0.24% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.56% | +0.12% | -3.45% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.54% | +0.09% | -0.88% | |
| 20 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.38% | -0.05% | -2.37% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.27% | -0.02% | +1.76% | |
| 22 | ✓ | Stock-Other | 1.16% | — | — | ||
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | +0.02% | +0.96% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.07% | +0.01% | -1.69% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | +0.06% | -2.43% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.01% | -0.01% | -1.08% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.98% | -1.08% | +0.25% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.94% | +0.05% | -5.53% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | — | +2.52% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.04% | +0.67% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | — | -0.24% | |
| 32 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.66% | +0.04% | +1.18% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.61% | -0.05% | -10.26% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.56% | -0.10% | -3.58% | |
| 35 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.53% | +0.12% | +3.15% | |
| 36 | ✓ | Stock-Other | 0.52% | — | — | ||
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | — | -1.53% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.08% | — | |
| 39 | ✓ | Stock-Other | 0.41% | — | -5.43% | ||
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.05% | +0.91% | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.38% | — | — | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.38% | -0.02% | EXIT | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.07% | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | +0.12% | +3.68% | |
| 45 | CPAY | Corpay Inc | Stock-Tech | 0.34% | -0.02% | — | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.02% | — | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.32% | +0.02% | — | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.29% | — | -7.81% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.27% | +0.01% | +1.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | ORCL | Oracle CORP | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 12 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 13 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 14 | HON | Honeywell International Inc | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | PEP | Pepsico Inc | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | PM | Philip Morris International | — | NEW | New buy |
| 19 | ACN | Accenture plc | — | NEW | New buy |
| 20 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 21 | UNP | Union Pacific CORP | — | NEW | New buy |
| 22 | ✓ | — | NEW | New buy | |
| 23 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 24 | ADP | Automatic Data Processing | — | NEW | New buy |
| 25 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 26 | DHR | Danaher CORP | — | NEW | New buy |
| 27 | LRCX | Lam Research CORP | — | NEW | New buy |
| 28 | COP | Conocophillips | — | NEW | New buy |
| 29 | MA | Mastercard Inc - A | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 32 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 33 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 34 | CVS | Cvs Health CORP | — | NEW | New buy |
| 35 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | AMGN | Amgen Inc | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 41 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 42 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 43 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 44 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 45 | CPAY | Corpay Inc | — | NEW | New buy |
| 46 | SYK | Stryker CORP | — | NEW | New buy |
| 47 | DE | Deere & Co | — | NEW | New buy |
| 48 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 49 | ADBE | Adobe Inc | — | NEW | New buy |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
According to official SEC Form 13F filings, Violich Capital Management, Inc. reported a total U.S. public equity portfolio value of $926.7M across 103 disclosed positions in Q1 2025.
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 30.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $69.5M
During Q1 2025, Violich Capital Management, Inc.'s top holdings by market value included MSFT (9.4%)、GOOG (7.6%)、AAPL (7.3%). The largest single position, MSFT, represented 9.4% of total portfolio value.
In Q1 2025, Violich Capital Management, Inc. made 103 total portfolio adjustments, initiating 103 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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