Back to Violich Capital Management, Inc.

Violich Capital Management, Inc.

Q3 2026 13F filing

Updated 31 days ago

113 disclosed positions worth $926.7M

Portfolio value
$926.7M
Total holdings
113
New positions
3
Closed positions
12
Increased
20
Decreased
49
Turnover
13.3%
Filed
2026-10-05

Full holdings

Every line item disclosed in Q3 2026

G

Alphabet Inc Cl C

-2.4%
Value
$110.7M
Shares
325.0K
% Port
11.95%
G

Alphabet Inc Cl A

-2.0%
Value
$108.1M
Shares
314.2K
% Port
11.67%
M

Microsoft Corp

-2.1%
Value
$88.9M
Shares
173.4K
% Port
9.60%
A

Apple Inc

-3.3%
Value
$67.5M
Shares
202.8K
% Port
7.29%
V
5.V

Visa Inc Cl A

-1.9%
Value
$47.4M
Shares
131.9K
% Port
5.11%
C

Costco Wholesale Corp

-3.5%
Value
$41.1M
Shares
45.1K
% Port
4.43%
L

Lam Research Corp

Unchanged
Value
$30.3M
Shares
92.3K
% Port
3.27%
A

Abbvie Inc

-1.8%
Value
$28.1M
Shares
107.3K
% Port
3.03%
B

Berkshire Hathaway Inc Cl B

-1.3%
Value
$27.4M
Shares
55.1K
% Port
2.96%
A
10.AMZN

Amazon Inc

+4.0%
Value
$24.3M
Shares
97.5K
% Port
2.62%
J
11.JNJ

Johnson & Johnson

-5.0%
Value
$22.1M
Shares
83.6K
% Port
2.39%
O

Oracle Corp

-10.8%
Value
$21.7M
Shares
158.2K
% Port
2.34%
A
13.AMZN

Alerian MLP ETF

+6.0%
Value
$18.4M
Shares
353.9K
% Port
1.98%
G
14.GLD

SPDR Gold Shares

-2.0%
Value
$17M
Shares
44.6K
% Port
1.83%
P
15.PM

Philip Morris Intl Inc

+2.2%
Value
$16.8M
Shares
88.3K
% Port
1.82%
B

BHP Billiton Ltd Spon Ads

-4.1%
Value
$14.6M
Shares
171.9K
% Port
1.57%
C
17.CVX

Chevron Corp

-4.0%
Value
$14M
Shares
68.8K
% Port
1.52%
U
18.UNH

UnitedHealth Group Inc

+15.6%
Value
$13.3M
Shares
36.1K
% Port
1.43%
J

JPMorgan Chase & Co

+3.1%
Value
$11.4M
Shares
34.3K
% Port
1.23%
V
20.VGES

Vanguard S&P 500 ETF

+4.2%
Value
$9.6M
Shares
13.7K
% Port
1.03%
A
21.AEM

Agnico Eagle Mines Ltd

-2.3%
Value
$9.1M
Shares
49.5K
% Port
0.98%
P
22.PEP

Pepsico Inc

-2.5%
Value
$8.8M
Shares
69.2K
% Port
0.95%
X
23.XOM

ExxonMobil Holdings Corp

+0.9%
Value
$8.6M
Shares
52.9K
% Port
0.93%
U
24.UNP

Union Pacific Corp

-1.6%
Value
$8.2M
Shares
30.0K
% Port
0.88%
A
25.AMD

Advanced Micro Devices Inc

Unchanged
Value
$8M
Shares
13.1K
% Port
0.86%
C
26.CSCO

Cisco Sys Inc

+0.7%
Value
$8M
Shares
73.9K
% Port
0.86%
M
27.MRK

Merck & Co Inc

-3.9%
Value
$7M
Shares
48.3K
% Port
0.76%
V
28.VGES

Vanguard S&P Mid-Cap 400 Index Fund ETF

Unchanged
Value
$6.7M
Shares
55.3K
% Port
0.73%
A
29.AVGO

Broadcom Inc

+0.6%
Value
$6.1M
Shares
17.4K
% Port
0.66%
H
30.HON

Honeywell Intl Inc

-3.9%
Value
$5.8M
Shares
27.7K
% Port
0.63%
A
31.AON

AON Plc Cl A

-2.6%
Value
$5.8M
Shares
20.8K
% Port
0.62%
V
32.VZ

Verizon Communications Inc

-2.8%
Value
$4.9M
Shares
106.9K
% Port
0.53%
D
33.DHR

Danaher Corp

-15.6%
Value
$4.7M
Shares
21.1K
% Port
0.51%
G

Goldman Sachs Group Inc

Unchanged
Value
$4.5M
Shares
5.0K
% Port
0.49%
H
35.HONA

Honeywell Aerospace Inc

-2.2%
Value
$4.4M
Shares
28.2K
% Port
0.47%
M
36.META

Meta Platforms Inc Cl A

+4.1%
Value
$4.2M
Shares
5.8K
% Port
0.46%
N
37.NVDA

Nvidia Corp

+54.8%
Value
$3.9M
Shares
17.2K
% Port
0.42%
N

Nextera Energy Inc

-4.1%
Value
$3.8M
Shares
49.9K
% Port
0.41%
L
39.LLY

Eli Lilly & Co

+151.1%
Value
$3.8M
Shares
3.2K
% Port
0.40%
C
40.CVS

CVS Health Corp

-3.5%
Value
$3.7M
Shares
42.7K
% Port
0.40%
D
41.DELL

Dell Technologies Inc Cl C

-6.9%
Value
$3.6M
Shares
6.7K
% Port
0.39%
C
42.COP

ConocoPhillips

-3.5%
Value
$3.5M
Shares
28.1K
% Port
0.38%
A
43.AMGN

Amgen Inc

-12.8%
Value
$3.4M
Shares
8.2K
% Port
0.37%
A
44.ADP

Automatic Data Processing Inc

-9.5%
Value
$3.1M
Shares
12.1K
% Port
0.34%
D
45.DE

Deere & Co

-0.3%
Value
$3.1M
Shares
4.6K
% Port
0.34%
B
46.BDX

Becton Dickinson & Co

-1.2%
Value
$3M
Shares
16.5K
% Port
0.32%
K
47.KO

Coca Cola Co

-24.5%
Value
$2.8M
Shares
32.9K
% Port
0.31%
A
48.ACN

Accenture Plc Ireland Cl A

-1.3%
Value
$2.8M
Shares
15.3K
% Port
0.30%
S
49.SPY

SPDR S&P 500 ETF

+1.9%
Value
$2.6M
Shares
3.4K
% Port
0.28%
P
50.PG

Procter & Gamble Co

-7.7%
Value
$2.6M
Shares
18.1K
% Port
0.28%