Violich Capital Management, Inc. Top Holdings and 13F Report (2026) About Violich Capital Management, Inc.Investment ActivityViolich Capital Management, Inc. has $926.74 million in total holdings as of September 30, 2026.Violich Capital Management, Inc. owns shares of 113 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 3.18% of the portfolio was sold this quarter.This quarter, Violich Capital Management, Inc. has purchased 122 new stocks and bought additional shares in 20 stocks.Violich Capital Management, Inc. sold shares of 49 stocks and completely divested from 12 stocks this quarter.Largest Holdings Alphabet $110,724,485Alphabet $108,112,689Microsoft $88,923,012Apple $67,541,784Visa $47,387,362 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $353,547 Holding18915M107 - Cloudflare $225,732 Holding504922105 - Laboratory Corp Amer Hldgs $221,223 Holding Largest Purchases this Quarter Eli Lilly and Company 1,950 shares (about $2.26M)UnitedHealth Group 4,880 shares (about $1.79M)NVIDIA 6,100 shares (about $1.39M)Alerian MLP ETF 20,025 shares (about $1.04M)Amazon.com 3,750 shares (about $934.31K) Largest Sales this Quarter Alphabet 7,945 shares (about $2.71M)Oracle 19,100 shares (about $2.62M)Apple 6,940 shares (about $2.31M)Alphabet 6,370 shares (about $2.19M)Microsoft 3,706 shares (about $1.90M) 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 PortfolioSectorGOOGAlphabet$110,724,485$2,707,179 ▼-2.4%324,95311.9%Communication ServicesGOOGLAlphabet$108,112,689$2,191,790 ▼-2.0%314,20811.7%Communication ServicesMSFTMicrosoft$88,923,012$1,900,807 ▼-2.1%173,3739.6%TechnologyAAPLApple$67,541,784$2,311,159 ▼-3.3%202,8167.3%TechnologyVVisa$47,387,362$928,149 ▼-1.9%131,8775.1%FinanceCOSTCostco Wholesale$41,074,541$1,469,289 ▼-3.5%45,1204.4%Consumer StaplesLam Research Corp$30,305,0480.0%92,2503.3%COMABBVAbbVie$28,056,574$523,180 ▼-1.8%107,2543.0%HealthcareBRK.BBerkshire Hathaway$27,425,094$373,462 ▼-1.3%55,0763.0%FinanceAMZNAmazon.com$24,289,883$934,313 ▲4.0%97,4912.6%Consumer DiscretionaryJNJJohnson & Johnson$22,136,235$1,158,237 ▼-5.0%83,6152.4%HealthcareORCLOracle$21,721,272$2,622,430 ▼-10.8%158,2032.3%TechnologyAMLPAlerian MLP ETF$18,355,237$1,038,697 ▲6.0%353,8702.0%ETFGLDSPDR Gold Shares$16,999,936$350,373 ▼-2.0%44,6381.8%ETFPMPhilip Morris International$16,843,681$367,328 ▲2.2%88,2701.8%Consumer StaplesBHPBHP Group$14,585,184$627,816 ▼-4.1%171,9141.6%MaterialsCVXChevron$14,041,888$588,125 ▼-4.0%68,7621.5%EnergyUNHUnitedHealth Group$13,264,069$1,791,350 ▲15.6%36,1341.4%HealthcareJPMJPMorgan Chase & Co.$11,359,710$342,409 ▲3.1%34,3371.2%FinanceVOOVanguard S&P 500 ETF$9,579,355$388,977 ▲4.2%13,6681.0%ETFAEMAgnico Eagle Mines$9,080,112$215,342 ▼-2.3%49,5451.0%MaterialsPEPPepsiCo$8,763,195$222,394 ▼-2.5%69,1540.9%Consumer StaplesExxonMobil Holdings Corp$8,609,475$77,306 ▲0.9%52,9000.9%COMUNPUnion Pacific$8,161,179$136,065 ▼-1.6%29,9900.9%IndustrialsAMDAdvanced Micro Devices$8,014,0560.0%13,1000.9%TechnologyCSCOCisco Systems$7,957,624$53,815 ▲0.7%73,9350.9%TechnologyMRKMerck & Co., Inc.$7,019,450$283,353 ▼-3.9%48,3070.8%HealthcareIVOOVanguard S&P Mid-Cap 400 ETF$6,732,7190.0%55,2950.7%ETFAVGOBroadcom$6,107,194$38,631 ▲0.6%17,3900.7%TechnologyHoneywell Intl Inc$5,848,101$240,050 ▼-3.9%27,7240.6%COMAONAON$5,760,968$152,224 ▼-2.6%20,8150.6%FinanceVZVerizon Communications$4,903,962$142,197 ▼-2.8%106,9100.5%Communication ServicesDHRDanaher$4,684,675$867,368 ▼-15.6%21,1450.5%HealthcareGSThe Goldman Sachs Group$4,546,8180.0%5,0500.5%FinanceHoneywell Aerospace Inc$4,373,873$98,871 ▼-2.2%28,2240.5%COMMETAMeta Platforms$4,238,677$166,791 ▲4.1%5,8450.5%Communication ServicesNVDANVIDIA$3,934,987$1,393,118 ▲54.8%17,2300.4%TechnologyNEENextEra Energy$3,777,305$162,841 ▼-4.1%49,8720.4%UtilitiesLLYEli Lilly and Company$3,750,096$2,256,306 ▲151.0%3,2410.4%HealthcareCVSCVS Health$3,662,219$130,677 ▼-3.4%42,7380.4%HealthcareDELLDell Technologies$3,615,024$268,975 ▼-6.9%6,7200.4%TechnologyCOPConocoPhillips$3,520,970$127,027 ▼-3.5%28,1340.4%EnergyAMGNAmgen$3,435,307$505,812 ▼-12.8%8,1500.4%HealthcareADPAutomatic Data Processing$3,128,978$329,027 ▼-9.5%12,1250.3%IndustrialsDEDeere & Company$3,105,247$10,745 ▼-0.3%4,6240.3%IndustrialsBDXBecton, Dickinson and Company$2,960,481$35,800 ▼-1.2%16,5390.3%HealthcareKOCoca-Cola$2,836,250$921,056 ▼-24.5%32,9490.3%Consumer StaplesACNAccenture$2,814,730$36,674 ▼-1.3%15,3500.3%TechnologySPYSPDR S&P 500 ETF Trust$2,626,295$48,042 ▲1.9%3,4440.3%ETFPGProcter & Gamble$2,624,338$217,920 ▼-7.7%18,0640.3%Consumer StaplesVanguard Mid-Cap Index Fund Admiral Shares$2,346,7000.0%6040.3%COMFleetcor Technologies Inc$2,253,880$544,040 ▼-19.4%5,8000.2%COMSLViShares Silver Trust$1,995,611$59,961 ▲3.1%36,6100.2%ETFIVViShares Core S&P 500 ETF$1,994,273$122,536 ▲6.5%2,6040.2%ETFVanguard 500 Index Fund Admiral$1,781,564$165,940 ▲10.3%2,5230.2%COMRIORio Tinto$1,525,5540.0%16,2000.2%MaterialsCATCaterpillar$1,459,4220.0%1,8000.2%IndustrialsQQQInvesco QQQ$1,358,958$4,439 ▲0.3%1,8370.1%ETFEMREmerson Electric$1,326,105$217,140 ▲19.6%8,5500.1%IndustrialsHPEHewlett Packard Enterprise$1,277,8000.0%20,0000.1%TechnologyLMTLockheed Martin$1,201,830$101,850 ▼-7.8%2,3600.1%IndustrialsMAMastercard$1,047,7930.0%1,9000.1%FinanceWalmart Inc$1,041,798$228,624 ▼-18.0%10,0250.1%COMMCDMcDonald's$1,039,923$23,094 ▼-2.2%4,5030.1%Consumer DiscretionarySYKStryker$1,018,9430.0%3,7000.1%HealthcareWATWaters$962,704$11,864 ▼-1.2%2,1910.1%HealthcareTMOThermo Fisher Scientific$901,192$158,637 ▲21.4%1,3350.1%HealthcareDTDynatrace$866,1000.0%15,0000.1%TechnologyDUKDuke Energy$841,736$94,058 ▼-10.1%7,3830.1%UtilitiesPANWPalo Alto Networks$794,6200.0%2,0000.1%TechnologyPFEPfizer$731,538$19,964 ▼-2.7%25,6500.1%HealthcarePCARPACCAR$691,8030.0%6,3000.1%IndustrialsLinde Plc$671,6300.0%1,4150.1%COMFDXFedEx$598,6890.0%2,1000.1%IndustrialsMMM3M$580,4340.0%3,5360.1%IndustrialsNVSNovartis$548,467$14,257 ▼-2.5%3,8470.1%HealthcareVanguard Extended Market Index Fund$543,6280.0%3,0950.1%COMNKENIKE$531,354$368,160 ▼-40.9%15,0100.1%Consumer DiscretionaryKVUEKenvue$504,917$72,318 ▼-12.5%28,5910.1%Consumer StaplesSLBSLB$487,2000.0%10,0000.1%EnergyWDOFFWesdome Gold Mines$458,185$197,600 ▼-30.1%18,5500.0%MaterialsADBEAdobe$425,8940.0%1,7750.0%TechnologyAmerican Funds The Growth Fund of America A$423,8250.0%4,7990.0%COMBlackrock Inc$423,3160.0%4000.0%COMVeralto Corp$415,102$107,996 ▼-20.6%4,4010.0%COMSCHWCharles Schwab$410,5080.0%4,2000.0%FinanceCLColgate-Palmolive$402,710$17,064 ▼-4.1%4,7200.0%Consumer StaplesVEEVVeeva Systems$385,3580.0%1,3500.0%HealthcareSOSouthern$383,6980.0%4,6290.0%UtilitiesVanguard Total Stock Market Index Admiral Shrs$364,3200.0%2,0000.0%COMAstera Labs Inc$355,9700.0%1,0000.0%COMTSMTaiwan Semiconductor Manufacturing$353,547$353,547 ▲New Holding7750.0%TechnologyHDHome Depot$352,7680.0%1,2400.0%Consumer DiscretionaryACMRACM Research$352,002$80,920 ▼-18.7%4,3500.0%TechnologyROSTRoss Stores$350,1000.0%1,5000.0%Consumer DiscretionaryEPDEnterprise Products Partners$340,0760.0%9,5500.0%EnergyPureCycle Technologies Inc$325,458$87,318 ▲36.7%73,8000.0%COMFITBFifth Third Bancorp$314,7090.0%6,2220.0%FinanceSPGIS&P Global$295,8530.0%7500.0%FinanceOVVOvintiv$289,1000.0%5,0000.0%EnergyShowing largest 100 holdings. 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