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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 $741.23 thousand in total holdings as of March 31, 2025.
  • Violich Capital Management, Inc. owns shares of 103 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 0.56% of the portfolio was purchased this quarter.
  • About 1.37% of the portfolio was sold this quarter.
  • This quarter, Violich Capital Management, Inc. has purchased 107 new stocks and bought additional shares in 25 stocks.
  • Violich Capital Management, Inc. sold shares of 35 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft
$69,505
Alphabet
$56,489
Apple
$54,257
Visa
$51,880
Alphabet
$51,802

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF
$1,083 Holding
922908694 - Vanguard Extended Market Index
$405 Holding
67066G104 - NVIDIA
$216 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF
6,250 shares (about $1.08K)
Vanguard Extended Market Index
3,095 shares (about $405.00)
Amazon.com
1,260 shares (about $239.73)
SPDR Gold Shares
810 shares (about $233.39)
NVIDIA
1,990 shares (about $216.00)

Largest Sales this Quarter

Costco Wholesale
3,932 shares (about $3.72K)
Schlumberger
23,100 shares (about $965.53)
Apple
2,690 shares (about $597.53)
NIKE
8,106 shares (about $514.60)
Philip Morris International
2,610 shares (about $414.27)

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 Co. stock logo
MSFT
Microsoft
$69,505$189 0.3%185,1559.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$56,489$32 -0.1%361,5737.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$54,257$598 -1.1%244,2577.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$51,880$110 0.2%148,0357.0%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$51,802$73 0.1%334,9837.0%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$49,729$3,719 -7.0%52,5806.7%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$31,224$192 0.6%58,6274.2%Finance
Oracle Co. stock logo
ORCL
Oracle
$30,586$94 0.3%218,7664.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$24,496$38 -0.2%116,9153.3%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$18,640$86 -0.5%35,5902.5%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,707$87 0.5%100,7402.3%Medical
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$14,883$195 1.3%286,5402.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$13,811$233 1.7%47,9321.9%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$13,803$149 1.1%65,1861.9%Multi-Sector Conglomerates
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,519$240 1.8%71,0551.8%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$13,158$149 -1.1%87,7521.8%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$12,707$31 -0.2%75,9581.7%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$11,586$414 -3.5%72,9951.6%Consumer Staples
Accenture plc stock logo
ACN
Accenture
$11,406$101 -0.9%36,5521.5%Computer and Technology
BHP Group Limited stock logo
BHP
BHP Group
$10,217$248 -2.4%210,4931.4%Basic Materials
Union Pacific Co. stock logo
UNP
Union Pacific
$9,418$163 1.8%39,8651.3%Transportation
Aon plc stock logo
AON
AON
$8,6240.0%21,6081.2%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$8,110$77 1.0%178,7871.1%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,964$137 -1.7%26,0661.1%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,557$188 -2.4%84,1921.0%Medical
Danaher Co. stock logo
DHR
Danaher
$7,523$82 -1.1%36,6991.0%Medical
LAM Research
$7,288$18 0.3%100,2501.0%COM
ConocoPhillips stock logo
COP
ConocoPhillips
$6,954$407 -5.5%66,2190.9%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$5,082$125 2.5%9,2710.7%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,970$33 0.7%20,2600.7%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,957$12 -0.2%41,6800.7%Energy
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$4,928$57 1.2%21,5140.7%Medical
NIKE, Inc. stock logo
NKE
NIKE
$4,501$515 -10.3%70,9000.6%Consumer Discretionary
CVS Health Co. stock logo
CVS
CVS Health
$4,148$154 -3.6%61,2310.6%Medical
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$3,938$120 3.2%36,3270.5%Basic Materials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,8350.0%54,0970.5%Utilities
Amgen Inc. stock logo
AMGN
Amgen
$3,614$56 -1.5%11,6000.5%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,2480.0%45,3470.4%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$3,060$176 -5.4%18,2750.4%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,857$26 0.9%5,5600.4%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$2,8390.0%35,2000.4%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,829$21 0.8%19,8920.4%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,7860.0%5,1000.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,599$92 3.7%4,5100.4%Computer and Technology
Corpay Inc
$2,5460.0%7,3000.3%COM
Stryker Co. stock logo
SYK
Stryker
$2,4380.0%6,5500.3%Medical
Deere & Company stock logo
DE
Deere & Company
$2,3470.0%5,0000.3%Industrials
Comcast Co. stock logo
CMCSA
Comcast
$2,134$181 -7.8%57,8300.3%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$2,037$21 1.0%5,3120.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,8020.0%3,2200.2%Finance
FedEx Co. stock logo
FDX
FedEx
$1,704$23 1.4%6,9910.2%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$1,638$17 -1.0%16,5990.2%Consumer Discretionary
McDonald's Co. stock logo
MCD
McDonald's
$1,4790.0%4,7350.2%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,425$2 -0.1%8,3640.2%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,336$63 5.0%2,3780.2%ETF
Schlumberger Limited stock logo
SLB
Schlumberger
$1,302$966 -42.6%31,1500.2%Energy
Vanguard 500 Index Admiral
$1,277$6 0.5%2,4660.2%COM
Duke Energy Corp
$1,2000.0%9,8380.2%COM
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$1,161$6 -0.5%19,3300.2%Basic Materials
Walmart Inc. stock logo
WMT
Walmart
$1,1080.0%12,6250.1%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,083$1,083 New Holding6,2500.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$1,0450.0%41,2370.1%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9730.0%5,7000.1%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$9470.0%5,5400.1%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$8710.0%28,1000.1%ETF
Kenvue Inc. stock logo
KVUE
Kenvue
$8660.0%36,1140.1%Consumer Staples
Dynatrace, Inc. stock logo
DT
Dynatrace
$7070.0%15,0000.1%Computer and Technology
Linde PLC
$6590.0%1,4150.1%COM
Invesco QQQ stock logo
QQQ
Invesco QQQ
$656$23 3.7%1,3990.1%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$6530.0%7,1680.1%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$6080.0%17,8000.1%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5730.0%1,1520.1%Medical
Veralto Corp
$562$5 -0.9%5,7620.1%COM
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$5230.0%5,5850.1%Consumer Staples
Nestlé S.A. stock logo
NSRGY
Nestlé
$500$16 -3.1%4,9400.1%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$4950.0%1,3500.1%Retail/Wholesale
Novartis AG stock logo
NVS
Novartis
$4900.0%4,3970.1%Medical
The Cigna Group stock logo
CI
The Cigna Group
$4780.0%1,4530.1%Medical
3M stock logo
MMM
3M
$4690.0%3,1960.1%Multi-Sector Conglomerates
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$4640.0%2,9000.1%Energy
The Southern Company stock logo
SO
Southern
$4260.0%4,6290.1%Utilities
NexGen Energy Ltd. stock logo
NXE
NexGen Energy
$409$6 -1.5%91,1000.1%Basic Materials
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$409$16 -3.8%2,5000.1%Basic Materials
Vanguard Extended Market Index
$405$405 New Holding3,0950.1%COM
S&P Global Inc. stock logo
SPGI
S&P Global
$3810.0%7500.1%Business Services
PACCAR Inc stock logo
PCAR
PACCAR
$3800.0%3,9000.1%Auto/Tires/Trucks
BlackRock, Inc. stock logo
BLK
BlackRock
$3790.0%4000.1%Finance
American Tower Corp
$3590.0%1,6500.0%COM
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$3580.0%7,0600.0%ETF
American Funds-Growth Fund of
$3480.0%4,9990.0%COM
Dominion Energy, Inc. stock logo
D
Dominion Energy
$272$17 -5.8%4,8550.0%Utilities
Vanguard Total Stock Mkt Idx A
$2680.0%2,0000.0%COM
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$2640.0%4,8250.0%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$2560.0%2,5810.0%Energy
TotalEnergies SE stock logo
TTE
TotalEnergies
$254$16 -6.0%3,9240.0%Energy
Tenet Healthcare Co. stock logo
THC
Tenet Healthcare
$239$17 -6.6%1,7800.0%Medical
Dorman Products, Inc. stock logo
DORM
Dorman Products
$2180.0%1,8100.0%Auto/Tires/Trucks
NVIDIA Co. stock logo
NVDA
NVIDIA
$216$216 New Holding1,9900.0%Computer and Technology
Vanguard Mid-Cap Index Fund Ad
$2120.0%6630.0%COM
Wesdome Gold Mines Ltd. stock logo
WDOFF
Wesdome Gold Mines
$172$8 -4.6%14,4000.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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