Vision Capital Management, Inc.
Q3 2026 13F filing
Updated 16 days ago198 disclosed positions worth $881.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $77.4M | 101.0K | 8.78% | Added(+4380.8%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $75.4M | 1.07M | 8.56% | Added(+6337.3%) |
| 3 | A APPLE INC | $71.3M | 214.2K | 8.09% | Added(+9482.9%) |
| 4 | E ISHARES TR | $43.8M | 322.0K | 4.97% | Added(+6220.0%) |
| 5 | G ALPHABET INC | $38M | 110.4K | 4.31% | Added(+4225.5%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $37.4M | 629.9K | 4.24% | Added(+5357.2%) |
| 7 | M MICROSOFT CORP | $29.8M | 58.0K | 3.38% | Added(+5786.2%) |
| 8 | T VANGUARD INDEX FDS | $26.4M | 78.3K | 3.00% | Added(+3222.8%) |
| 9 | A AMAZON COM INC | $24M | 96.4K | 2.72% | Trimmed(-1.3%) |
| 10 | N NVIDIA CORPORATION | $23.8M | 104.3K | 2.70% | Trimmed(-2.2%) |
| 11 | I ISHARES GOLD TR | $23.6M | 301.7K | 2.67% | Added(+4644.2%) |
| 12 | E ISHARES TR | $20.9M | 233.3K | 2.37% | Added(+5919.5%) |
| 13 | B ISHARES TR | $17.5M | 171.1K | 1.98% | Added(+3616.8%) |
| 14 | V VISA INC | $16.1M | 44.7K | 1.82% | Added(+5133.4%) |
| 15 | J JOHNSON & JOHNSON | $12.6M | 47.5K | 1.43% | Added(+4041.8%) |
| 16 | S SPDR SERIES TRUST | $12.4M | 202.6K | 1.40% | Added(+74.7%) |
| 17 | A AMGEN INC | $11.6M | 27.6K | 1.32% | Trimmed(-3.4%) |
| 18 | C COSTCO WHOLESALE CORPORATION | $11.6M | 12.7K | 1.31% | Trimmed(-2.9%) |
| 19 | S SCHWAB STRATEGIC TR | $11.2M | 407.1K | 1.27% | Trimmed(-4.1%) |
| 20 | S SHERWIN WILLIAMS CO | $10.4M | 32.0K | 1.17% | Trimmed(-3.1%) |
| 21 | S STARBUCKS CORP | $8.1M | 85.7K | 0.91% | Trimmed(-4.2%) |
| 22 | Q QUALCOMM INC | $8M | 43.6K | 0.91% | Trimmed(-4.0%) |
| 23 | P PALO ALTO NETWORKS INC | $7.6M | 19.2K | 0.87% | Trimmed(-9.6%) |
| 24 | E ISHARES TR | $7.5M | 104.4K | 0.85% | Trimmed(-5.6%) |
| 25 | U U HAUL HOLDING COMPANY | $7.2M | 135.9K | 0.81% | Trimmed(-12.3%) |
| 26 | L ELI LILLY & CO | $6.6M | 5.7K | 0.75% | Trimmed(-2.4%) |
| 27 | D DISNEY WALT CO | $6.6M | 63.2K | 0.75% | Trimmed(-4.0%) |
| 28 | I IQVIA HLDGS INC | $6.4M | 23.6K | 0.72% | Trimmed(-13.7%) |
| 29 | S SPDR INDEX SHS FDS | $6.3M | 121.1K | 0.71% | Trimmed(-1.1%) |
| 30 | B BROADRIDGE FINL SOLUTIONS IN | $5.8M | 35.8K | 0.65% | Trimmed(-4.1%) |
| 31 | B BANK OF AMER CORP | $5.6M | 103.5K | 0.64% | Trimmed(-4.5%) |
| 32 | R SLB LIMITED | $5.4M | 110.6K | 0.61% | Trimmed(-4.0%) |
| 33 | S SNAP ON INC | $5.4M | 14.7K | 0.61% | Trimmed(-2.5%) |
| 34 | P PROGRESSIVE CORP | $5.2M | 25.2K | 0.59% | Trimmed(-2.0%) |
| 35 | V VANGUARD INDEX FDS | $5.2M | 7.4K | 0.59% | Trimmed(-11.1%) |
| 36 | C SALESFORCE INC | $5M | 21.9K | 0.57% | Trimmed(-19.5%) |
| 37 | W WATSCO INC | $5M | 16.4K | 0.56% | Trimmed(-6.0%) |
| 38 | E ISHARES TR | $4.7M | 6.2K | 0.54% | Added(+174.7%) |
| 39 | J JPMORGAN CHASE & CO | $4.5M | 13.7K | 0.51% | Added(+20.4%) |
| 40 | A APPLIED MATLS INC | $4.3M | 8.4K | 0.49% | Trimmed(-4.2%) |
| 41 | U UNITED PARCEL SVCS INC | $4.2M | 44.9K | 0.48% | Trimmed(-3.3%) |
| 42 | E ISHARES TR | $4.2M | 30.3K | 0.47% | Trimmed(-0.8%) |
| 43 | N NEXTERA ENERGY INC | $4.1M | 54.3K | 0.47% | Trimmed(-5.0%) |
| 44 | V VANGUARD TAX-MANAGED FDS | $4M | 56.0K | 0.45% | Added(+237.7%) |
| 45 | E ISHARES TR | $3.9M | 34.5K | 0.44% | Added(+1.3%) |
| 46 | H HONEYWELL INTL INC | $3.8M | 18.0K | 0.43% | Trimmed(-2.9%) |
| 47 | E ISHARES TR | $3.6M | 13.1K | 0.41% | Trimmed(-0.7%) |
| 48 | Z ZOETIS INC | $3.6M | 51.5K | 0.41% | Added(+9.0%) |
| 49 | W ADVANCED DRAIN SYS INC DEL | $3.6M | 28.3K | 0.41% | Trimmed(-1.9%) |
| 50 | V VERTEX PHARMACEUTICALS INC | $3.4M | 6.6K | 0.39% | Trimmed(-0.6%) |