Violich Capital Management, Inc. Top Holdings and 13F Report (2025) About Violich Capital Management, Inc.Investment ActivityViolich 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 $82,711,822Alphabet $58,459,407Alphabet $55,082,977Visa $47,711,619Costco Wholesale $46,478,673 Largest New Holdings this Quarter G0403H108 - AON $7,601,842 Holding11135F101 - Broadcom $4,985,130 Holding65339F101 - NextEra Energy $3,685,994 Holding26441C204 - Duke Energy $1,042,884 Holding149123101 - 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 TimeMap of 500 Largest Holdings ofViolich Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$82,711,822$9,386,127 ▼-10.2%166,28511.6%Computer and TechnologyGOOGAlphabet$58,459,407$5,680,028 ▼-8.9%329,5538.2%Computer and TechnologyGOOGLAlphabet$55,082,977$3,951,077 ▼-6.7%312,5637.8%Computer and TechnologyVVisa$47,711,619$4,848,208 ▼-9.2%134,3806.7%Business ServicesCOSTCostco Wholesale$46,478,673$5,572,372 ▼-10.7%46,9516.5%Retail/WholesaleORCLOracle$45,741,987$2,086,823 ▼-4.4%209,2216.4%Computer and TechnologyAAPLApple$45,632,680$4,481,528 ▼-8.9%222,4146.4%Computer and TechnologyBRK.BBerkshire Hathaway$26,439,004$2,040,234 ▼-7.2%54,4273.7%FinanceABBVAbbVie$19,331,395$2,370,367 ▼-10.9%104,1452.7%MedicalAMZNAmazon.com$14,078,256$1,510,500 ▼-9.7%64,1702.0%Retail/WholesaleGLDSPDR Gold Shares$13,884,092$727,020 ▼-5.0%45,5472.0%FinanceJNJJohnson & Johnson$13,493,324$1,894,711 ▼-12.3%88,3361.9%MedicalHONHoneywell International$13,258,091$1,922,424 ▼-12.7%56,9311.9%Multi-Sector ConglomeratesAMLPAlerian MLP ETF$12,375,749$1,624,595 ▼-11.6%253,2901.7%ETFPMPhilip Morris International$11,322,111$1,972,468 ▼-14.8%62,1651.6%Consumer StaplesPEPPepsiCo$10,246,568$1,340,206 ▼-11.6%77,6021.4%Consumer StaplesCVXChevron$9,937,100$939,326 ▼-8.6%69,3981.4%EnergyLam Research Corp$9,758,3350.0%100,2501.4%COMACNAccenture$9,465,846$1,459,181 ▼-13.4%31,6701.3%Computer and TechnologyUNHUnitedHealth Group$9,234,312$1,868,700 ▼-16.8%29,6001.3%MedicalBHPBHP Group$8,837,163$1,285,446 ▼-12.7%183,7631.2%Basic MaterialsUNPUnion Pacific$7,854,931$1,317,208 ▼-14.4%34,1401.1%TransportationAONAON$7,601,842$7,601,842 ▲New Holding21,3081.1%FinanceADPAutomatic Data Processing$7,125,582$913,172 ▼-11.4%23,1051.0%Computer and TechnologyVZVerizon Communications$6,675,998$1,060,115 ▼-13.7%154,2870.9%Computer and TechnologyDHRDanaher$6,439,606$809,914 ▼-11.2%32,5990.9%MedicalMRKMerck & Co., Inc.$6,039,253$625,362 ▼-9.4%76,2920.8%MedicalJPMJPMorgan Chase & Co.$5,559,024$314,552 ▼-5.4%19,1750.8%FinanceMAMastercard$5,112,530$97,216 ▼-1.9%9,0980.7%Business ServicesAVGOBroadcom$4,985,130$4,985,130 ▲New Holding18,0850.7%Computer and TechnologyCOPConocoPhillips$4,925,288$1,017,202 ▼-17.1%54,8840.7%EnergyAEMAgnico Eagle Mines$4,319,181$1,189 ▼0.0%36,3170.6%Basic MaterialsXOMExxon Mobil$4,058,670$434,434 ▼-9.7%37,6500.6%EnergyNKENIKE$4,051,411$985,325 ▼-19.6%57,0300.6%Consumer DiscretionaryCVSCVS Health$3,753,478$470,237 ▼-11.1%54,4140.5%MedicalNEENextEra Energy$3,685,994$3,685,994 ▲New Holding53,0970.5%UtilitiesMETAMeta Platforms$3,365,690$36,904 ▲1.1%4,5600.5%Computer and TechnologyKOCocaCola$3,296,738$88,438 ▲2.8%46,5970.5%Consumer StaplesGSThe Goldman Sachs Group$3,291,038$318,488 ▼-8.8%4,6500.5%FinanceAMGNAmgen$3,238,8360.0%11,6000.5%MedicalPGProcter & Gamble$3,129,363$1,796,811 ▲134.8%19,6420.4%Consumer StaplesBDXBecton, Dickinson and Company$2,965,112$740,675 ▼-20.0%17,2140.4%MedicalDEDeere & Company$2,542,4500.0%5,0000.4%IndustrialsVTWOVanguard Russell 2000 ETF$2,398,550$671,594 ▼-21.9%27,5000.3%ETFKMBKimberly-Clark$2,325,975$238,502 ▼-9.3%18,0420.3%Consumer StaplesVOOVanguard S&P 500 ETF$2,202,252$955,994 ▼-30.3%3,8770.3%ETFFleetcor Technologies Inc$2,156,830$265,456 ▼-11.0%6,5000.3%COMSPYSPDR S&P 500 ETF Trust$1,990,378$618 ▲0.0%3,2210.3%FinanceDISWalt Disney$1,922,031$136,411 ▼-6.6%15,4990.3%Consumer DiscretionaryCMCSAComcast$1,717,773$346,196 ▼-16.8%48,1300.2%Consumer DiscretionaryADBEAdobe$1,678,285$376,821 ▼-18.3%4,3380.2%Computer and TechnologyMCDMcDonald's$1,383,4250.0%4,7350.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,336,177$140,323 ▼-9.5%2,1520.2%ETFFDXFedEx$1,270,890$318,234 ▼-20.0%5,5910.2%TransportationWMTWalmart$1,234,4730.0%12,6250.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,135,8750.0%6,2500.2%ETFRIORio Tinto$1,096,604$30,915 ▼-2.7%18,8000.2%Basic MaterialsDUKDuke Energy$1,042,884$1,042,884 ▲New Holding8,8380.1%UtilitiesQUALiShares MSCI USA Quality Factor ETF$1,005,510$7,313 ▼-0.7%5,5000.1%ETFSLBSchlumberger$988,650$64,220 ▼-6.1%29,2500.1%EnergySLViShares Silver Trust$921,9610.0%28,1000.1%ETFDELLDell Technologies$878,7970.0%7,1680.1%Computer and TechnologyDTDynatrace$828,1500.0%15,0000.1%Computer and TechnologyPFEPfizer$752,337$247,248 ▼-24.7%31,0370.1%MedicalCATCaterpillar$698,778$698,778 ▲New Holding1,8000.1%IndustrialsLinde Plc$663,890$663,890 ▲New Holding1,4150.1%COMKVUEKenvue$633,174$122,692 ▼-16.2%30,2520.1%Consumer StaplesMMM3M$538,321$51,762 ▲10.6%3,5360.1%Multi-Sector ConglomeratesNVSNovartis$532,0810.0%4,3970.1%MedicalCLColgate-Palmolive$507,6770.0%5,5850.1%Consumer StaplesNSRGYNestle$490,6410.0%4,9400.1%Consumer StaplesVeralto Corp$485,771$485,771 ▲New Holding4,8120.1%COMEPDEnterprise Products Partners$474,453$77,525 ▼-14.0%15,3000.1%EnergyRGLDRoyal Gold$462,384$17,784 ▲4.0%2,6000.1%Basic MaterialsHDHome Depot$458,300$36,664 ▼-7.4%1,2500.1%Retail/WholesaleCICigna Group$447,275$33,058 ▼-6.9%1,3530.1%MedicalSOSouthern$425,0810.0%4,6290.1%UtilitiesBlackrock Inc$419,700$419,700 ▲New Holding4000.1%COMTMOThermo Fisher Scientific$409,920$57,170 ▼-12.2%1,0110.1%MedicalFANGDiamondback Energy$398,460$398,460 ▲New Holding2,9000.1%EnergySPGIS&P Global$395,468$395,468 ▲New Holding7500.1%FinanceNVDANVIDIA$393,395$78,995 ▲25.1%2,4900.1%Computer and TechnologyPCARPACCAR$370,7340.0%3,9000.1%Auto/Tires/TrucksTHCTenet Healthcare$335,280$22,000 ▲7.0%1,9050.0%MedicalPureCycle Technologies Inc$327,430$23,290 ▲7.7%23,9000.0%COMNXENexGen Energy$315,076$315,076 ▲New Holding45,4000.0%Basic MaterialsDDominion Energy$263,101$11,304 ▼-4.1%4,6550.0%UtilitiesMCHPMicrochip Technology$246,295$246,295 ▲New Holding3,5000.0%Computer and TechnologyHIIHuntington Ingalls Industries$246,289$246,289 ▲New Holding1,0200.0%AerospaceBABoeing$230,483$230,483 ▲New Holding1,1000.0%AerospaceCSCOCisco Systems$225,485$225,485 ▲New Holding3,2500.0%Computer and TechnologySCHWCharles Schwab$218,976$218,976 ▲New Holding2,4000.0%FinanceACIWACI Worldwide$212,334$9,182 ▼-4.1%4,6250.0%Computer and TechnologyOKEONEOK$210,6870.0%2,5810.0%EnergyWDOFFWesdome Gold Mines$210,230$9,746 ▲4.9%15,1000.0%Basic MaterialsVOVanguard Mid-Cap ETF$204,276$204,276 ▲New Holding7300.0%ETFWFCWells Fargo & Company$200,300$200,300 ▲New Holding2,5000.0%FinanceKDKyndryl$200,149$200,149 ▲New Holding4,7700.0%Business ServicesSYKStryker$0$2,438 ▼-100.0%00.0%MedicalVanguard 500 Index Admiral$0$1,277 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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