CIK: 0001326766
申告総資産額
$8.6億
報告対象四半期: 2026-03-31 · 銘柄数: 118
Violich Capital Management, Inc.は最新の13F報告書で118件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$8.6億、四半期回転率は15.4%です。
Violich Capital Management, Inc.が開示している保有銘柄のハーフィンダール集中度指数は 0.049 で、これは約 20 件の均等加重ポジションに相当し、実際の開示銘柄数 118 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 2.20）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
減少 MSFT
-0.9% -$2117.2万
減少 ORCL
-8.4% -$1276.8万
増加 COST
-1.5% $586.2万
減少 V
-1.2% -$746.2万
増加 LRCX
0.0% $425.9万
増加 CVX
+2.0% $425.1万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 11.38% | -0.55% | -0.40% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.93% | -0.44% | -0.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.77% | -2.01% | -0.90% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.26% | -0.20% | -0.98% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.64% | +0.91% | -1.48% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 5.00% | -0.61% | -1.19% | |
| 7 | ORCL | Oracle CORP | 株式-IT | 3.35% | -1.27% | -8.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.23% | -0.03% | -1.03% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.81% | -0.03% | -0.82% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.62% | +0.45% | -2.66% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.61% | +0.32% | +0.08% | |
| 12 | LRCX | Lam Research CORP | 株式-IT | 2.50% | +0.58% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | -0.12% | +0.06% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.08% | +0.32% | +0.53% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.79% | +0.56% | +2.03% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.67% | +0.14% | +1.04% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 1.62% | +0.28% | -0.49% | |
| 18 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.59% | +0.33% | +0.32% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | +0.14% | -1.21% | |
| 20 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.30% | +0.29% | +2.94% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.38% | +5.97% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | -0.14% | +2.28% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.05% | -0.29% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +4.86% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | +0.08% | +0.06% | |
| 26 | AON | Aon plc | 株式-金融 | 0.81% | -0.04% | -1.12% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | -0.15% | -3.32% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.75% | -0.24% | -2.41% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | +0.12% | +0.10% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +3.56% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | +0.14% | -0.40% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.65% | -0.05% | -0.69% | |
| 33 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.60% | +0.27% | +69.04% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.60% | -0.05% | -0.83% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.57% | +0.10% | — | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.50% | — | -0.98% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.46% | — | -33.06% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | — | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | -4.88% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.40% | -0.04% | -4.60% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.40% | -0.18% | -17.30% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.40% | -0.03% | +6.91% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.05% | -2.62% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.34% | -0.10% | -8.46% | |
| 45 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.34% | — | -1.17% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | — | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.31% | — | — | |
| 48 | DE | Deere & Co | 株式-資本財 | 0.31% | +0.07% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | -4.51% | |
| 50 | CPAY | Corpay INC | 株式-IT | 0.24% | — | -1.37% |
Q3 2026のパフォーマンス
-0.7%
直近4四半期のパフォーマンス
+30.9%
価格取得が可能な保有銘柄（報告価値の81%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 118 | $8.6億 | 15 | |
| 2025-12-31 | 114 | $9.0億 | 17 | |
| 2025-09-30 | 109 | $8.4億 | 31 | |
| 2025-06-30 | 98 | $7.1億 | 0 | |
| 2025-03-31 | 103 | $7.4億 | 100 | |
| 2024-12-31 | 107 | $7.7億 | 0 | |
| 2024-09-30 | 111 | $7.7億 | 0 | |
| 2024-06-30 | 109 | $7.4億 | 0 | |
| 2024-03-31 | 109 | $7.0億 | 0 | |
| 2023-12-31 | 101 | $6.2億 | 0 | |
| 2023-09-30 | 98 | $5.9億 | 0 | |
| 2023-06-30 | 107 | $6.2億 | 0 | |
| 2023-03-31 | 106 | $5.9億 | 0 | |
| 2022-12-31 | 106 | $5.6億 | 0 | |
| 2022-09-30 | 108 | $5.3億 | 0 | |
| 2022-06-30 | 112 | $5.7億 | 0 | |
| 2022-03-31 | 117 | $6.8億 | 0 | |
| 2021-12-31 | 117 | $7.0億 | 0 | |
| 2021-09-30 | 120 | $6.2億 | 0 | |
| 2021-06-30 | 123 | $6.0億 | 100 | |
| 2021-03-31 | 117 | $5.5億 | 16 | |
| 2020-12-31 | 115 | $5.2億 | 14 | |
| 2020-09-30 | 103 | $4.7億 | 13 | |
| 2020-06-30 | 104 | $4.6億 | 22 | |
| 2020-03-31 | 100 | $3.7億 | 23 | |
| 2019-12-31 | 113 | $4.6億 | 11 | |
| 2019-09-30 | 114 | $4.2億 | 9 | |
| 2019-06-30 | 117 | $4.1億 | 9 | |
| 2019-03-31 | 112 | $3.9億 | 15 | |
| 2018-12-31 | 109 | $3.5億 | 25 | |
| 2018-09-30 | 115 | $4.4億 | 14 | |
| 2018-06-30 | 123 | $4.0億 | 9 | |
| 2018-03-31 | 114 | $3.7億 | 8 | |
| 2017-12-31 | 114 | $3.9億 | 11 | |
| 2017-09-30 | 112 | $3.7億 | 10 | |
| 2017-06-30 | 108 | $3.4億 | 9 | |
| 2017-03-31 | 110 | $3.3億 | 5 | |
| 2016-12-31 | 113 | $3.3億 | 17 | |
| 2016-09-30 | 102 | $2.9億 | 28 | |
| 2016-06-30 | 99 | $3.2億 | 7 | |
| 2016-03-31 | 95 | $3.1億 | 7 | |
| 2015-12-31 | 94 | $3.0億 | 24 | |
| 2015-09-30 | 97 | $2.9億 | 12 | |
| 2015-06-30 | 101 | $3.1億 | 9 | |
| 2015-03-31 | 101 | $3.1億 | 12 | |
| 2014-12-31 | 101 | $3.1億 | 14 | |
| 2014-09-30 | 102 | $3.1億 | 12 | |
| 2014-06-30 | 107 | $3.0億 | 13 | |
| 2014-03-31 | 104 | $2.9億 | 20 | |
| 2013-12-31 | 102 | $2.8億 | 15 | |
| 2013-09-30 | 108 | $2.6億 | 9 | |
| 2013-06-30 | 105 | $2.5億 | — |
Violich Capital Management, Inc.の2026-03-31時点における主要なポジション変更： 新規購入: Vanguard 500 Index-adm (VFIAX); 全売却: Invesco S&p 500 Equal Weight (RSP); 新規購入: Waters CORP (WAT); 新規購入: Vanguard Ext Mkt Indx-adm (VEXAX); 全売却: Diamondback Energy INC (FANG).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.9% | -1.48% | 減少 |
| 2 | LRCX | Lam Research CORP | +0.6% | — | 変化なし |
| 3 | CVX | Chevron CORP | +0.6% | +2.03% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.5% | -2.66% | 減少 |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +5.97% | 増加 |
| 6 | BHP | Bhp Group Ltd-spon Adr | +0.3% | +0.32% | 増加 |
| 7 | AMLP | Alerian Mlp ETF | +0.3% | +0.53% | 増加 |
| 8 | GLD | Spdr Gold Shares | +0.3% | +0.08% | 増加 |
| 9 | AEM | Agnico Eagle Mines LTD | +0.3% | +2.94% | 増加 |
| 10 | HON | Honeywell International INC | +0.3% | -0.49% | 減少 |
| 11 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.3% | +69.04% | 増加 |
| 12 | VZ | Verizon Communications INC | +0.1% | -0.40% | 減少 |
| 13 | PEP | Pepsico INC | +0.1% | -1.21% | 減少 |
| 14 | PM | Philip Morris International | +0.1% | +1.04% | 増加 |
| 15 | MRK | Merck & Co. INC. | +0.1% | +0.10% | 増加 |
| 16 | NEE | Nextera Energy INC | +0.1% | — | 変化なし |
| 17 | LMT | Lockheed Martin CORP | +0.1% | +13.29% | 増加 |
| 18 | UNP | Union Pacific CORP | +0.1% | +0.06% | 増加 |
| 19 | EMR | Emerson Electric Co | +0.1% | +190.00% | 増加 |
| 20 | DE | Deere & Co | +0.1% | — | 変化なし |
| 21 | NVDA | Nvidia CORP | +0.1% | +45.67% | 増加 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.03% | 減少 |
| 23 | ABBV | Abbvie INC | 0% | -0.82% | 減少 |
| 24 | NKE | Nike INC -cl B | 0% | +6.91% | 増加 |
| 25 | AON | Aon plc | 0% | -1.12% | 減少 |
| 26 | CVS | Cvs Health CORP | 0% | -4.60% | 減少 |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -0.29% | 減少 |
| 28 | MA | Mastercard INC - A | -0.1% | -0.83% | 減少 |
| 29 | AVGO | Broadcom INC | -0.1% | -0.69% | 減少 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -2.62% | 減少 |
| 31 | ADBE | Adobe INC | -0.1% | — | 変化なし |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -8.46% | 減少 |
| 33 | AMZN | Amazon.com INC | -0.1% | +0.06% | 増加 |
| 34 | UNH | Unitedhealth Group INC | -0.1% | +2.28% | 増加 |
| 35 | DHR | Danaher CORP | -0.2% | -3.32% | 減少 |
| 36 | ADP | Automatic Data Processing | -0.2% | -17.30% | 減少 |
| 37 | AAPL | Apple INC | -0.2% | -0.98% | 減少 |
| 38 | ACN | Accenture plc | -0.2% | -2.41% | 減少 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.13% | 減少 |
| 40 | GOOG | Alphabet Inc-cl C | -0.6% | -0.40% | 減少 |
| 41 | V | Visa Inc-class A Shares | -0.6% | -1.19% | 減少 |
| 42 | ORCL | Oracle CORP | -1.3% | -8.35% | 減少 |
| 43 | MSFT | Microsoft CORP | -2% | -0.90% | 減少 |
| 44 | VFIAX | Vanguard 500 Index-adm | — | NEW | 新規購入 |
| 45 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 46 | WAT | Waters CORP | — | NEW | 新規購入 |
| 47 | VEXAX | Vanguard Ext Mkt Indx-adm | — | NEW | 新規購入 |
| 48 | FANG | Diamondback Energy INC | — | EXIT | 全売却 |
| 49 | ROST | Ross Stores INC | — | NEW | 新規購入 |
| 50 | AGTHX | Amer Fnd Grw Fd Of Am-a | — | NEW | 新規購入 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-08 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-03 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-10-29 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-29 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-05-02 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-01-29 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-10-18 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-07-25 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-04-30 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-01-26 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-10-12 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-25 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-04-18 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-01-24 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-10-17 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-07-25 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-04-25 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-01-26 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-10-12 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-07-29 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-04-30 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-01-29 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-10-19 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-08-03 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-04-30 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-01-16 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-11-06 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-07-22 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-05-07 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-02-12 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-11-08 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-08-03 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-05-11 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-03-01 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-11-14 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-08-14 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-05-11 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-02-10 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-11-08 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-08-15 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-05-13 | 修正 | EDGARで見る |
| 2016-03-31 | 2016-05-09 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-02-09 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-11-05 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-08-11 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-05-12 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-02-06 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-11-14 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-08-14 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-05-15 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-02-18 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-11-25 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-08-13 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
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申告総資産額
$8.6億
210 stks
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上位5銘柄のうち4銘柄が重複、Apple INCも共通保有
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上位5銘柄のうち4銘柄が重複、Apple INCも共通保有