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CIK: 0001326766
Total reported value
$926.7M
$926.7M
109 檔
39.5%
At the close of Q3 2025, Violich Capital Management, Inc. disclosed equity holdings valued at approximately $926.7M, spread across 109 reported holdings.
In Q3 2025, Violich Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.92% | +2.42% | +6.59% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.78% | -0.84% | +2.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.26% | -0.79% | +2.42% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 7.15% | -0.49% | +2.11% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.47% | +0.69% | -3.93% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 5.76% | +0.09% | +5.43% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.41% | -0.33% | +4.56% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.46% | -0.08% | +6.13% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.04% | +0.04% | +5.98% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.11% | -0.04% | +8.38% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.03% | — | +5.16% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.19% | +13.53% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.60% | -1.08% | — | |
| 14 | AMLP | Alerian Mlp ETF | ETF-Other | 1.52% | +0.10% | +7.15% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.51% | — | +5.93% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.38% | +0.12% | +15.43% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.29% | +0.23% | +0.72% | |
| 18 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.28% | -0.05% | +4.90% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.28% | -0.09% | -1.56% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.22% | +0.02% | +0.68% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.05% | +325.84% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.01% | -0.02% | +5.64% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.01% | +0.09% | +8.26% | |
| 24 | AON | Aon plc | Stock-Financials | 0.89% | -0.15% | -1.41% | |
| 25 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.84% | +0.12% | +15.73% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | +0.01% | +3.83% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | -0.01% | +6.23% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.80% | +0.02% | -0.66% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.04% | +10.43% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | -0.05% | — | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | +0.06% | -8.39% | |
| 32 | COP | Conocophillips | Stock-Energy | 0.65% | +0.05% | +5.92% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | — | +3.30% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | — | +4.05% | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.50% | -0.10% | +3.40% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | -0.07% | +9.68% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.09% | — | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.44% | +0.04% | +15.17% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.43% | -0.05% | -8.29% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.12% | +6.25% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | — | -1.72% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.08% | -0.21% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.03% | — | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.27% | +0.02% | -2.00% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.27% | -0.02% | EXIT | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.01% | +1.18% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | +0.03% | — | |
| 48 | CPAY | Corpay Inc | Stock-Tech | 0.25% | -0.02% | +12.31% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.23% | -0.02% | — | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.22% | +0.01% | +19.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +3% | +2.11% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +2.3% | +2.42% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +2.2% | +2.38% | Trim |
| 4 | MSFT | Microsoft CORP | +1.5% | +6.59% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.8% | +325.84% | Add |
| 6 | LRCX | Lam Research CORP | +0.6% | — | Unchanged |
| 7 | AEM | Agnico Eagle Mines LTD | +0.3% | +15.73% | Add |
| 8 | GLD | Spdr Gold Shares | +0.2% | +5.16% | Trim |
| 9 | PG | Procter & Gamble Co/the | +0.2% | — | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +10.43% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +9.68% | Unchanged |
| 12 | AMZN | Amazon.com Inc | +0.1% | +13.53% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +6.25% | Add |
| 14 | SLV | Ishares Silver Trust | +0.1% | +33.10% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Add |
| 16 | DELL | Dell Technologies -c | 0% | +10.04% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +17.87% | Add |
| 18 | WDOFF | Wesdome Gold Mines LTD | 0% | +100.33% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.18% | Add |
| 20 | PCT | Purecycle Technologies Inc | 0% | +9.21% | Add |
| 21 | MMM | 3m Co | 0% | — | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | — | +6.41% | Trim |
| 23 | WMT | Walmart Inc | — | — | Unchanged |
| 24 | QUAL | Ishares Msci USA Quality Fac | — | +0.73% | Unchanged |
| 25 | RGLD | Royal Gold Inc | — | — | Add |
| 26 | NVS | Novartis Ag-sponsored Adr | — | -1.14% | Trim |
| 27 | DORM | Dorman Products Inc | — | — | Trim |
| 28 | PCAR | Paccar Inc | — | — | Unchanged |
| 29 | DIS | Walt Disney Co/the | 0% | -0.45% | Trim |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 31 | CI | THE Cigna Group | 0% | — | Trim |
| 32 | ACIW | Aci Worldwide Inc | 0% | — | Trim |
| 33 | DT | Dynatrace Inc | 0% | — | Unchanged |
| 34 | D | Dominion Energy Inc | 0% | — | Trim |
| 35 | SO | Southern Co/the | 0% | — | Unchanged |
| 36 | HD | Home Depot Inc | 0% | — | Trim |
| 37 | EPD | Enterprise Products Partners | 0% | — | Trim |
| 38 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +3.86% | Trim |
| 40 | NSRGY | Nestle Sa-spons Adr | 0% | — | Unchanged |
| 41 | RIO | Rio Tinto Plc-spon Adr | 0% | -5.32% | Trim |
| 42 | MCD | Mcdonald's CORP | 0% | +0.17% | Add |
| 43 | KVUE | Kenvue Inc | -0.1% | +12.03% | Trim |
| 44 | MA | Mastercard Inc - A | -0.1% | +3.30% | Add |
| 45 | PFE | Pfizer Inc | -0.1% | — | Trim |
| 46 | ADBE | Adobe Inc | -0.1% | +19.66% | Trim |
| 47 | DE | Deere & Co | -0.1% | -2.00% | Trim |
| 48 | PANW | Palo Alto Networks Inc | -0.1% | — | Trim |
| 49 | CVS | Cvs Health CORP | -0.1% | +3.40% | Trim |
| 50 | SLB | Slb LTD | -0.1% | -7.18% | Trim |
According to official SEC Form 13F filings, Violich Capital Management, Inc. reported a total U.S. public equity portfolio value of $926.7M across 109 disclosed positions in Q3 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, GOOGL) accounted for 39.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
AON
市值: $7.5M
Top Position Liquidated / Trimmed
前期市值: $8.6M
During Q3 2025, Violich Capital Management, Inc.'s top holdings by market value included MSFT (10.9%)、GOOG (9.8%)、GOOGL (9.3%). The largest single position, MSFT, represented 10.9% of total portfolio value.
In Q3 2025, Violich Capital Management, Inc. made 120 total portfolio adjustments, initiating 28 new buys, adding to 18 positions, trimming 52 holdings, and fully liquidating 22 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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