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VCM
Vines Capital Management Portfolio holdings
AUM
$122M
This Fund
S&P 500
This Quarter
Est. Return
+1.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
99.84%
Top 10 Holdings %
Top 10 Hldgs %
61.5%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$14.7M |
| 2 |
NVIDIA
NVDA
|
+$12M |
| 3 |
Apple
AAPL
|
+$9.23M |
| 4 |
JPMorgan Chase
JPM
|
+$4.18M |
| 5 |
Microsoft
MSFT
|
+$4.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 35.03% |
| 2 | Technology | 28.43% |
| 3 | Financials | 20.67% |
| 4 | Communication Services | 4.69% |
| 5 | Consumer Discretionary | 4.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mastercard
MA
$518B
| $327K | 0.32% |
+572
| New | +$320K |
|
52
Vanguard Short-Term Bond ETF
BSV
$45.7B
| $323K | 0.31% |
+4,100
| New | +$323K |
|
53
Chevron
CVX
$392B
| $288K | 0.28% |
+1,887
| New | +$287K |
|
54
State Street Financial Select Sector SPDR ETF
XLF
$56.4B
| $284K | 0.28% |
+5,193
| New | +$277K |
|
55
Invesco NASDAQ 100 ETF
QQQM
$105B
| $263K | 0.26% |
+1,040
| New | +$263K |
|
56
iShares S&P Small-Cap 600 Value ETF
IJS
$8.31B
| $262K | 0.26% |
+2,308
| New | +$259K |
|
57
Arista Networks
ANET
$254B
| $257K | 0.25% |
+1,960
| New | +$270K |
|
58
Citigroup
C
$223B
| $247K | 0.24% |
+2,121
| New | +$220K |
|
59
Palantir
PLTR
$447B
| $238K | 0.23% |
+1,339
| New | +$242K |
|
60
Uber
UBER
$157B
| $237K | 0.23% |
+2,900
| New | +$261K |
|
61
TSMC
TSM
$2.22T
| $236K | 0.23% |
+777
| New | +$228K |
|
62
Merck
MRK
$369B
| $235K | 0.23% |
+2,229
| New | +$209K |
|
63
Johnson & Johnson
JNJ
$640B
| $227K | 0.22% |
+1,096
| New | +$217K |
|
64
Goldman Sachs
GS
$303B
| $226K | 0.22% |
+257
| New | +$210K |
|
65
Blackstone Secured Lending
BXSL
$5.76B
| $225K | 0.22% |
+8,534
| New | +$229K |
|
66
Netflix
NFLX
$332B
| $219K | 0.21% |
+2,340
| New | +$252K |
|
67
Eaton
ETN
$162B
| $218K | 0.21% |
+686
| New | +$243K |
|
68
CrowdStrike
CRWD
$233B
| $218K | 0.21% |
+1,856
| New | +$236K |
|
69
NextEra Energy
NEE
$174B
| $217K | 0.21% |
+2,708
| New | +$224K |
|
70
Texas Instruments
TXN
$243B
| $213K | 0.21% |
+1,230
| New | +$211K |
|
71
Southern Company
SO
$102B
| $206K | 0.2% |
+2,359
| New | +$215K |
|
72
Nuveen Preferred & Income Opportunities Fund
JPC
$2.8B
| $161K | 0.16% |
+19,913
| New | +$162K |
|
73
Altimmune
ALT
$630M
| $64.6K | 0.06% |
+17,884
| New | +$78K |
|
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Vines Capital Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Vines Capital Management, which disclosed 73 positions worth $103M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 29,619 shares worth $14.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 35% of assets, followed by Technology and Financials.
- Vines Capital Management's largest Q4 2025 buy was Berkshire Hathaway Class B: 29,619 shares worth $14.9M.
- Vines Capital Management's ten largest holdings make up 62% of its $103M portfolio in Q4 2025.
- Vines Capital Management disclosed 73 positions in Q4 2025, its first 13F filing on record.
Based on Vines Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.