Violich Capital Management, Inc. 13F Holdings · Q3 2026
Violich Capital Management, Inc. reported 113 securities worth $926.74M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: GOOG (11.95%), GOOGL (11.67%), MSFT (9.60%). Among its top 25 positions this quarter: 7 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc Cl C | $110.7M | 11.95% | 324,953 | Trimmed |
| 2 | GOOGL | Alphabet Inc Cl A | $108.1M | 11.67% | 314,208 | Trimmed |
| 3 | MSFT | Microsoft Corp | $88.9M | 9.60% | 173,373 | Trimmed |
| 4 | AAPL | Apple Inc | $67.5M | 7.29% | 202,816 | Trimmed |
| 5 | V | Visa Inc Cl A | $47.4M | 5.11% | 131,877 | Trimmed |
| 6 | COST | Costco Wholesale Corp | $41.1M | 4.43% | 45,120 | Trimmed |
| 7 | LRCX | Lam Research Corp | $30.3M | 3.27% | 92,250 | Hold |
| 8 | ABBV | Abbvie Inc | $28.1M | 3.03% | 107,254 | Trimmed |
| 9 | BRKB | Berkshire Hathaway Inc Cl B | $27.4M | 2.96% | 55,076 | Trimmed |
| 10 | AMZN | Amazon Inc | $24.3M | 2.62% | 97,491 | Added |
| 11 | JNJ | Johnson & Johnson | $22.1M | 2.39% | 83,615 | Trimmed |
| 12 | ORCL | Oracle Corp | $21.7M | 2.34% | 158,203 | Trimmed |
| 13 | AMLP | Alerian MLP ETF | $18.4M | 1.98% | 353,870 | Added |
| 14 | GLD | SPDR Gold Shares | $17.0M | 1.83% | 44,638 | Trimmed |
| 15 | PM | Philip Morris Intl Inc | $16.8M | 1.82% | 88,270 | Added |
| 16 | BHP | BHP Billiton Ltd Spon Ads | $14.6M | 1.57% | 171,914 | Trimmed |
| 17 | CVX | Chevron Corp | $14.0M | 1.52% | 68,762 | Trimmed |
| 18 | UNH | UnitedHealth Group Inc | $13.3M | 1.43% | 36,134 | Added |
| 19 | JPM | JPMorgan Chase & Co | $11.4M | 1.23% | 34,337 | Added |
| 20 | VOO | Vanguard S&P 500 ETF | $9.6M | 1.03% | 13,668 | Added |
| 21 | AEM | Agnico Eagle Mines Ltd | $9.1M | 0.98% | 49,545 | Trimmed |
| 22 | PEP | Pepsico Inc | $8.8M | 0.95% | 69,154 | Trimmed |
| 23 | XOM | ExxonMobil Holdings Corp | $8.6M | 0.93% | 52,900 | Added |
| 24 | UNP | Union Pacific Corp | $8.2M | 0.88% | 29,990 | Trimmed |
| 25 | AMD | Advanced Micro Devices Inc | $8.0M | 0.86% | 13,100 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR