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Violich Capital Management, Inc. Top Holdings and 13F Report (2025)

About Violich Capital Management, Inc.

Investment Activity

  • Violich Capital Management, Inc. has $710.62 million in total holdings as of June 30, 2025.
  • Violich Capital Management, Inc. owns shares of 98 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 3.46% of the portfolio was purchased this quarter.
  • About 9.88% of the portfolio was sold this quarter.
  • This quarter, Violich Capital Management, Inc. has purchased 96 new stocks and bought additional shares in 10 stocks.
  • Violich Capital Management, Inc. sold shares of 54 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Microsoft
$82,711,822
Alphabet
$58,459,407
Alphabet
$55,082,977
Visa
$47,711,619
Costco Wholesale
$46,478,673

Largest New Holdings this Quarter

G0403H108 - AON
$7,601,842 Holding
11135F101 - Broadcom
$4,985,130 Holding
65339F101 - NextEra Energy
$3,685,994 Holding
26441C204 - Duke Energy
$1,042,884 Holding
149123101 - Caterpillar
$698,778 Holding

Largest Purchases this Quarter

AON
21,308 shares (about $7.60M)
Broadcom
18,085 shares (about $4.99M)
NextEra Energy
53,097 shares (about $3.69M)
Procter & Gamble
11,278 shares (about $1.80M)
Duke Energy
8,838 shares (about $1.04M)

Largest Sales this Quarter

Microsoft
18,870 shares (about $9.39M)
Alphabet
32,020 shares (about $5.68M)
Costco Wholesale
5,629 shares (about $5.57M)
Visa
13,655 shares (about $4.85M)
Apple
21,843 shares (about $4.48M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofViolich Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$82,711,822$9,386,127 -10.2%166,28511.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$58,459,407$5,680,028 -8.9%329,5538.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$55,082,977$3,951,077 -6.7%312,5637.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$47,711,619$4,848,208 -9.2%134,3806.7%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$46,478,673$5,572,372 -10.7%46,9516.5%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$45,741,987$2,086,823 -4.4%209,2216.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$45,632,680$4,481,528 -8.9%222,4146.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$26,439,004$2,040,234 -7.2%54,4273.7%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$19,331,395$2,370,367 -10.9%104,1452.7%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,078,256$1,510,500 -9.7%64,1702.0%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$13,884,092$727,020 -5.0%45,5472.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$13,493,324$1,894,711 -12.3%88,3361.9%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$13,258,091$1,922,424 -12.7%56,9311.9%Multi-Sector Conglomerates
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$12,375,749$1,624,595 -11.6%253,2901.7%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$11,322,111$1,972,468 -14.8%62,1651.6%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$10,246,568$1,340,206 -11.6%77,6021.4%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$9,937,100$939,326 -8.6%69,3981.4%Energy
Lam Research Corp
$9,758,3350.0%100,2501.4%COM
Accenture PLC stock logo
ACN
Accenture
$9,465,846$1,459,181 -13.4%31,6701.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,234,312$1,868,700 -16.8%29,6001.3%Medical
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$8,837,163$1,285,446 -12.7%183,7631.2%Basic Materials
Union Pacific Corporation stock logo
UNP
Union Pacific
$7,854,931$1,317,208 -14.4%34,1401.1%Transportation
Aon plc stock logo
AON
AON
$7,601,842$7,601,842 New Holding21,3081.1%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,125,582$913,172 -11.4%23,1051.0%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$6,675,998$1,060,115 -13.7%154,2870.9%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$6,439,606$809,914 -11.2%32,5990.9%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$6,039,253$625,362 -9.4%76,2920.8%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,559,024$314,552 -5.4%19,1750.8%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$5,112,530$97,216 -1.9%9,0980.7%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$4,985,130$4,985,130 New Holding18,0850.7%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$4,925,288$1,017,202 -17.1%54,8840.7%Energy
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$4,319,181$1,189 0.0%36,3170.6%Basic Materials
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,058,670$434,434 -9.7%37,6500.6%Energy
NIKE, Inc. stock logo
NKE
NIKE
$4,051,411$985,325 -19.6%57,0300.6%Consumer Discretionary
CVS Health Corporation stock logo
CVS
CVS Health
$3,753,478$470,237 -11.1%54,4140.5%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,685,994$3,685,994 New Holding53,0970.5%Utilities
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,365,690$36,904 1.1%4,5600.5%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$3,296,738$88,438 2.8%46,5970.5%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,291,038$318,488 -8.8%4,6500.5%Finance
Amgen Inc. stock logo
AMGN
Amgen
$3,238,8360.0%11,6000.5%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,129,363$1,796,811 134.8%19,6420.4%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,965,112$740,675 -20.0%17,2140.4%Medical
Deere & Company stock logo
DE
Deere & Company
$2,542,4500.0%5,0000.4%Industrials
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$2,398,550$671,594 -21.9%27,5000.3%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,325,975$238,502 -9.3%18,0420.3%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,202,252$955,994 -30.3%3,8770.3%ETF
Fleetcor Technologies Inc
$2,156,830$265,456 -11.0%6,5000.3%COM
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,990,378$618 0.0%3,2210.3%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,922,031$136,411 -6.6%15,4990.3%Consumer Discretionary
Comcast Corporation stock logo
CMCSA
Comcast
$1,717,773$346,196 -16.8%48,1300.2%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$1,678,285$376,821 -18.3%4,3380.2%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$1,383,4250.0%4,7350.2%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,336,177$140,323 -9.5%2,1520.2%ETF
FedEx Corporation stock logo
FDX
FedEx
$1,270,890$318,234 -20.0%5,5910.2%Transportation
Walmart Inc. stock logo
WMT
Walmart
$1,234,4730.0%12,6250.2%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,135,8750.0%6,2500.2%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$1,096,604$30,915 -2.7%18,8000.2%Basic Materials
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,042,884$1,042,884 New Holding8,8380.1%Utilities
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,005,510$7,313 -0.7%5,5000.1%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$988,650$64,220 -6.1%29,2500.1%Energy
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$921,9610.0%28,1000.1%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$878,7970.0%7,1680.1%Computer and Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$828,1500.0%15,0000.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$752,337$247,248 -24.7%31,0370.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$698,778$698,778 New Holding1,8000.1%Industrials
Linde Plc
$663,890$663,890 New Holding1,4150.1%COM
Kenvue Inc. stock logo
KVUE
Kenvue
$633,174$122,692 -16.2%30,2520.1%Consumer Staples
3M Company stock logo
MMM
3M
$538,321$51,762 10.6%3,5360.1%Multi-Sector Conglomerates
Novartis AG stock logo
NVS
Novartis
$532,0810.0%4,3970.1%Medical
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$507,6770.0%5,5850.1%Consumer Staples
Nestle SA stock logo
NSRGY
Nestle
$490,6410.0%4,9400.1%Consumer Staples
Veralto Corp
$485,771$485,771 New Holding4,8120.1%COM
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$474,453$77,525 -14.0%15,3000.1%Energy
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$462,384$17,784 4.0%2,6000.1%Basic Materials
The Home Depot, Inc. stock logo
HD
Home Depot
$458,300$36,664 -7.4%1,2500.1%Retail/Wholesale
Cigna Group stock logo
CI
Cigna Group
$447,275$33,058 -6.9%1,3530.1%Medical
Southern Company (The) stock logo
SO
Southern
$425,0810.0%4,6290.1%Utilities
Blackrock Inc
$419,700$419,700 New Holding4000.1%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$409,920$57,170 -12.2%1,0110.1%Medical
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$398,460$398,460 New Holding2,9000.1%Energy
S&P Global Inc. stock logo
SPGI
S&P Global
$395,468$395,468 New Holding7500.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$393,395$78,995 25.1%2,4900.1%Computer and Technology
PACCAR Inc. stock logo
PCAR
PACCAR
$370,7340.0%3,9000.1%Auto/Tires/Trucks
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$335,280$22,000 7.0%1,9050.0%Medical
PureCycle Technologies Inc
$327,430$23,290 7.7%23,9000.0%COM
NexGen Energy stock logo
NXE
NexGen Energy
$315,076$315,076 New Holding45,4000.0%Basic Materials
Dominion Energy Inc. stock logo
D
Dominion Energy
$263,101$11,304 -4.1%4,6550.0%Utilities
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$246,295$246,295 New Holding3,5000.0%Computer and Technology
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$246,289$246,289 New Holding1,0200.0%Aerospace
The Boeing Company stock logo
BA
Boeing
$230,483$230,483 New Holding1,1000.0%Aerospace
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$225,485$225,485 New Holding3,2500.0%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$218,976$218,976 New Holding2,4000.0%Finance
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$212,334$9,182 -4.1%4,6250.0%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$210,6870.0%2,5810.0%Energy
Wesdome Gold Mines Ltd. stock logo
WDOFF
Wesdome Gold Mines
$210,230$9,746 4.9%15,1000.0%Basic Materials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$204,276$204,276 New Holding7300.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$200,300$200,300 New Holding2,5000.0%Finance
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$200,149$200,149 New Holding4,7700.0%Business Services
Stryker Corporation stock logo
SYK
Stryker
$0$2,438 -100.0%00.0%Medical
Vanguard 500 Index Admiral
$0$1,277 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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