EdgeMarket › What Violich Capital Management, Inc. reported owning
What Violich Capital Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
855.4MPositions
118Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 97.4M | 11.4% | 339.4K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 93.5M | 10.9% | 325.2K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 66.5M | 7.8% | 179.6K | 483.24 | -4.4% |
| AAPL Apple Inc. | 53.5M | 6.3% | 210.9K | 309.35 | +36.9% |
| COST COSTCO WHOLESALE CORP /NEW | 48.2M | 5.6% | 48.4K | 947.74 | -4.7% |
| V VISA INC. | 42.8M | 5.0% | 141.7K | 371.04 | +7.9% |
| ORCL ORACLE CORP | 28.6M | 3.3% | 194.7K | 146.47 | -37.7% |
| unmapped CUSIP 084670702 | 27.6M | 3.2% | 57.6K | — | — |
| ABBV AbbVie Inc. | 24.0M | 2.8% | 110.5K | 264.96 | +26.7% |
| JNJ JOHNSON & JOHNSON | 22.4M | 2.6% | 91.5K | 270.24 | +51.1% |
| GLD SPDR GOLD TRUST | 22.3M | 2.6% | 51.9K | 423.36 | +37.3% |
| LRCX LAM RESEARCH CORP | 21.4M | 2.5% | 100.2K | 314.00 | +216.7% |
| AMZN AMAZON COM INC | 17.9M | 2.1% | 85.7K | 258.63 | +15.6% |
| AMLP Alerian MLP ETF | 17.8M | 2.1% | 337.6K | 54.75 | +13.9% |
| CVX CHEVRON CORP | 15.3M | 1.8% | 73.9K | 205.27 | +34.0% |
| PM Philip Morris International Inc. | 14.3M | 1.7% | 86.4K | 188.23 | +8.9% |
| HON HONEYWELL INTERNATIONAL INC | 13.8M | 1.6% | 61.2K | 215.90 | -50.3% |
| BHP BHP Group Ltd | 13.6M | 1.6% | 186.9K | 97.03 | +81.1% |
| PEP PEPSICO INC | 11.2M | 1.3% | 72.1K | 143.48 | -4.8% |
| AEM AGNICO EAGLE MINES LTD | 11.1M | 1.3% | 54.8K | 216.06 | +60.4% |
| XOM ExxonMobil Holdings Corp | 9.1M | 1.1% | 53.4K | 165.11 | +52.1% |
| UNH UNITEDHEALTH GROUP INC | 8.4M | 1.0% | 31.0K | 390.11 | +30.1% |
| JPM JPMORGAN CHASE & CO | 8.3M | 1.0% | 28.2K | 351.58 | +20.3% |
| VOO Vanguard S&P 500 ETF | 7.8M | 0.9% | 13.1K | 703.71 | +20.0% |
| UNP UNION PACIFIC CORP | 7.6M | 0.9% | 31.5K | 308.05 | +36.5% |
| AON Aon plc | 6.9M | 0.8% | 21.4K | 355.11 | -5.1% |
| DHR DANAHER CORP /DE/ | 6.4M | 0.8% | 34.0K | 218.85 | +3.5% |
| ACN Accenture plc | 6.4M | 0.8% | 32.4K | 185.28 | -27.4% |
| MRK Merck & Co., Inc. | 6.0M | 0.7% | 50.3K | 152.55 | +80.2% |
| CSCO CISCO SYSTEMS, INC. | 5.8M | 0.7% | 74.1K | 111.04 | +65.5% |
| VZ VERIZON COMMUNICATIONS INC | 5.7M | 0.7% | 113.1K | 49.45 | +9.7% |
| AVGO Broadcom Inc. | 5.6M | 0.7% | 18.1K | 368.45 | +26.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 5.1M | 0.6% | 44.8K | 129.93 | +20.8% |
| MA Mastercard Inc | 5.1M | 0.6% | 10.2K | 580.63 | -2.0% |
| NEE NEXTERA ENERGY INC | 4.9M | 0.6% | 52.4K | 83.65 | +9.8% |
| GS GOLDMAN SACHS GROUP INC | 4.3M | 0.5% | 5.0K | 1,039.28 | +44.2% |
| COP CONOCOPHILLIPS | 3.9M | 0.5% | 29.7K | 134.87 | +42.1% |
| KO COCA COLA CO | 3.5M | 0.4% | 46.1K | 91.10 | +28.9% |
| AMGN AMGEN INC | 3.4M | 0.4% | 9.8K | 439.33 | +48.2% |
| CVS CVS HEALTH Corp | 3.4M | 0.4% | 47.7K | 93.02 | +31.3% |
| ADP AUTOMATIC DATA PROCESSING INC | 3.4M | 0.4% | 16.9K | 280.81 | -9.1% |
| NKE NIKE, Inc. | 3.4M | 0.4% | 64.2K | 40.76 | -46.6% |
| META Meta Platforms, Inc. | 3.2M | 0.4% | 5.6K | 549.90 | -26.5% |
| BDX BECTON DICKINSON & CO | 2.9M | 0.3% | 18.6K | 192.00 | -3.6% |
| SLV iShares Silver Trust | 2.9M | 0.3% | 42.3K | 62.72 | +82.2% |
| PG PROCTER & GAMBLE Co | 2.8M | 0.3% | 19.6K | 144.68 | -9.3% |
| AMD ADVANCED MICRO DEVICES INC | 2.7M | 0.3% | 13.1K | 473.25 | +186.5% |
| DE DEERE & CO | 2.6M | 0.3% | 4.7K | 647.47 | +31.4% |
| SPY SPDR S&P 500 ETF TRUST | 2.2M | 0.3% | 3.4K | 765.72 | +20.0% |
| CPAY CORPAY, INC. | 2.1M | 0.2% | 7.2K | 417.13 | +31.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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