Violich Capital Management, Inc. — Q2 2025 13F Holdings

Name: Violich Capital Management, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001326766

Total reported value

$919.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	11.64%	-0.59%	-10.19%
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	8.23%	+1.41%	-8.86%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	7.75%	+1.53%	-6.69%
4	V	Visa Inc-class A Shares	Stock-Financials	6.71%	+0.02%	-9.22%
5	COST	Costco Wholesale CORP	Stock-Consumer Staples	6.54%	-0.88%	-10.71%
6	ORCL	Oracle CORP	Stock-Tech	6.44%	-0.52%	-4.36%
7	AAPL	Apple INC	Stock-Tech	6.42%	+0.34%	-8.94%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.72%	—	-7.16%
9	ABBV	Abbvie INC	Stock-Healthcare	2.72%	+0.18%	-10.92%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	1.98%	+0.34%	-9.69%
11	GLD	Spdr Gold Shares	ETF-Commodities	1.95%	-0.78%	-4.98%
12	JNJ	Johnson & Johnson	Stock-Healthcare	1.90%	—	-12.31%
13	HON	Honeywell International INC	Stock-Industrials	1.87%	-1.62%	EXIT
14	AMLP	Alerian Mlp ETF	ETF-Other	1.74%	-0.20%	-11.60%
15	PM	Philip Morris International	Stock-Consumer Staples	1.59%	+0.03%	-14.84%
16	PEP	Pepsico INC	Stock-Consumer Staples	1.44%	-0.27%	-11.57%
17	CVX	Chevron CORP	Stock-Energy	1.40%	-0.50%	-8.64%
18	LRCX	Lam Research CORP	Stock-Tech	1.37%	+1.85%	—
19	ACN	Accenture plc	Stock-Tech	1.33%	-0.54%	-13.36%
20	UNH	Unitedhealth Group INC	Stock-Healthcare	1.30%	+0.43%	-16.83%
21	BHP	Bhp Group Ltd-spon Adr	Stock-Materials	1.24%	+0.03%	-12.70%
22	UNP	Union Pacific CORP	Stock-Industrials	1.11%	+0.01%	-14.36%
23	AON	Aon plc	Stock-Financials	1.07%	—	—
24	ADP	Automatic Data Processing	Stock-Tech	1.00%	—	-11.36%
25	VZ	Verizon Communications INC	Stock-Comm Services	0.94%	-0.15%	-13.70%
26	DHR	Danaher CORP	Stock-Healthcare	0.91%	-0.23%	-11.17%
27	MRK	Merck & Co. INC.	Stock-Healthcare	0.85%	—	-9.38%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.78%	+0.22%	-5.36%
29	MA	Mastercard INC - A	Stock-Financials	0.72%	-0.49%	-1.87%
30	AVGO	Broadcom INC	Stock-Tech	0.70%	+0.06%	—
31	COP	Conocophillips	Stock-Energy	0.69%	-0.13%	-17.12%
32	AEM	Agnico Eagle Mines LTD	Stock-Materials	0.61%	-0.44%	-0.03%
33	XOM	Exxon Mobil CORP	Stock-Energy	0.57%	-1.06%	EXIT
34	NKE	Nike INC -cl B	Stock-Consumer Disc	0.57%	-0.29%	-19.56%
35	CVS	Cvs Health CORP	Stock-Healthcare	0.53%	+0.10%	-11.13%
36	NEE	Nextera Energy INC	Stock-Utilities	0.52%	—	—
37	META	Meta Platforms Inc-class A	Stock-Comm Services	0.47%	—	+1.11%
38	KO	Coca-cola Co/the	Stock-Consumer Staples	0.46%	—	+2.76%
39	GS	Goldman Sachs Group INC	Stock-Financials	0.46%	+0.06%	-8.82%
40	AMGN	Amgen INC	Stock-Healthcare	0.46%	—	—
41	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.44%	—	+134.84%
42	BDX	Becton Dickinson And Co	Stock-Healthcare	0.42%	—	-19.99%
43	DE	Deere & Co	Stock-Industrials	0.36%	—	—
44	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.34%	-0.20%	EXIT
45	KMB	Kimberly-clark CORP	Stock-Consumer Staples	0.33%	—	-9.30%
46	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.31%	+0.06%	-30.27%
47	CPAY	Corpay INC	Stock-Tech	0.30%	—	-10.96%
48	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.28%	—	+0.03%
49	DIS	Walt Disney Co/the	Stock-Comm Services	0.27%	-0.17%	EXIT
50	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.24%	—	-16.77%

1–50 of 98

Holding changes this quarter

Position changes disclosed by Violich Capital Management, Inc. for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ORCL	Oracle CORP	+2.3%	-4.36%	Trim
2	MSFT	Microsoft CORP	+2.3%	-10.19%	Trim
3	GOOGL	Alphabet Inc-cl A	+0.8%	-6.69%	Trim
4	GOOG	Alphabet Inc-cl C	+0.6%	-8.86%	Trim
5	LRCX	Lam Research CORP	+0.4%	—	Unchanged
6	AVGO	Broadcom INC	+0.3%	—	Trim
7	PG	Procter & Gamble Co/the	+0.3%	+134.84%	Add
8	AMZN	Amazon.com INC	+0.2%	-9.69%	Trim
9	DUK	Duke Energy CORP	+0.2%	NEW	New buy
10	META	Meta Platforms Inc-class A	+0.1%	+1.11%	Add
11	JPM	Jpmorgan Chase & Co	+0.1%	-5.36%	Trim
12	CAT	Caterpillar INC	+0.1%	NEW	New buy
13	LIN	Linde plc	+0.1%	NEW	New buy
14	GS	Goldman Sachs Group INC	+0.1%	-8.82%	Trim
15	BLK	Blackrock INC	+0.1%	NEW	New buy
16	HON	Honeywell International INC	0%	-12.66%	Trim
17	NKE	Nike INC -cl B	0%	-19.56%	Trim
18	VTWO	Vanguard Russell 2000 ETF	0%	-21.88%	Trim
19	KMB	Kimberly-clark CORP	-0.1%	-9.30%	Trim
20	FDX	Fedex CORP	-0.1%	-20.03%	Trim
21	CMCSA	Comcast Corp-class A	-0.1%	-16.77%	Trim
22	VEXAX	Vanguard Ext Mkt Indx-adm	-0.1%	EXIT	Sold out
23	ADP	Automatic Data Processing	-0.1%	-11.36%	Trim
24	VOO	Vanguard S&p 500 ETF	-0.1%	-30.27%	Trim
25	AON	Aon plc	-0.1%	—	Trim
26	LIN	Linde plc	-0.1%	EXIT	Sold out
27	QQQ	Invesco Qqq Trust Series 1	-0.1%	EXIT	Sold out
28	DHR	Danaher CORP	-0.1%	-11.17%	Trim
29	XOM	Exxon Mobil CORP	-0.1%	-9.67%	Trim
30	PANW	Palo Alto Networks INC	-0.1%	EXIT	Sold out
31	BHP	Bhp Group Ltd-spon Adr	-0.1%	-12.70%	Trim
32	VZ	Verizon Communications INC	-0.2%	-13.70%	Trim
33	UNP	Union Pacific CORP	-0.2%	-14.36%	Trim
34	✓	Duke Energy Corp New	-0.2%	EXIT	Sold out
35	COST	Costco Wholesale CORP	-0.2%	-10.71%	Trim
36	MRK	Merck & Co. INC.	-0.2%	-9.38%	Trim
37	VFIAX	Vanguard 500 Index-adm	-0.2%	EXIT	Sold out
38	ACN	Accenture plc	-0.2%	-13.36%	Trim
39	BDX	Becton Dickinson And Co	-0.2%	-19.99%	Trim
40	COP	Conocophillips	-0.3%	-17.12%	Trim
41	AMLP	Alerian Mlp ETF	-0.3%	-11.60%	Trim
42	V	Visa Inc-class A Shares	-0.3%	-9.22%	Trim
43	CVX	Chevron CORP	-0.3%	-8.64%	Trim
44	SYK	Stryker CORP	-0.3%	EXIT	Sold out
45	PEP	Pepsico INC	-0.3%	-11.57%	Trim
46	JNJ	Johnson & Johnson	-0.4%	-12.31%	Trim
47	BRK-B	Berkshire Hathaway Inc-cl B	-0.5%	-7.16%	Trim
48	ABBV	Abbvie INC	-0.6%	-10.92%	Trim
49	AAPL	Apple INC	-0.9%	-8.94%	Trim
50	UNH	Unitedhealth Group INC	-1.2%	-16.83%	Trim