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VCM

Violich Capital Management Portfolio holdings

AUM $919M
1-Year Est. Return 40.7%
This Fund
S&P 500
This Quarter Est. Return
+7.05%
1 Year Est. Return
+40.7%
3 Year Est. Return
+100.28%
5 Year Est. Return
+135.3%
10 Year Est. Return
+1,790.97%
AUM
$896M
AUM Growth
+$55.6M
Cap. Flow
+$17.3M
Cap. Flow %
1.93%
Top 10 Hldgs %
62.91%
Holding
119
New
10
Increased
34
Reduced
35
Closed
5

Top Buys

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$3.64M
2
AMLP icon
Alerian MLP ETF
AMLP
+$3.02M
3
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.93M
5
JPM icon
JPMorgan Chase
JPM
+$2.2M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.48M
2
MRK icon
Merck
MRK
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.69M
4
VZ icon
Verizon
VZ
+$1.61M
5
CMCSA icon
Comcast
CMCSA
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 26.94%
2 Communication Services 24.44%
3 Financials 12.07%
4 Healthcare 9.49%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVUE icon
76
Kenvue
KVUE
$36.7B
$583K 0.07%
33,802
-88
-0.3% -$1.44K
RGLD icon
77
Royal Gold
RGLD
$18.4B
$578K 0.06%
2,600
– –
MMM icon
78
3M
MMM
$92.6B
$566K 0.06%
3,536
– –
VLTO icon
79
Veralto
VLTO
$23.8B
$553K 0.06%
5,546
+66
+1% +$6.67K
PANW icon
80
Palo Alto Networks
PANW
$290B
$525K 0.06%
2,850
– –
ALAB icon
81
Astera Labs
ALAB
$57.6B
$499K 0.06%
+3,000
New +$502K
SLB icon
82
SLB Ltd
SLB
$77B
$439K 0.05%
11,450
-15,700
-58% -$569K
FANG icon
83
Diamondback Energy
FANG
$52.8B
$436K 0.05%
2,900
– –
HD icon
84
Home Depot
HD
$347B
$430K 0.05%
1,250
– –
BLK icon
85
Blackrock
BLK
$174B
$428K 0.05%
400
– –
PCAR icon
86
PACCAR
PCAR
$69.6B
$427K 0.05%
3,900
– –
PCT icon
87
PureCycle Technologies
PCT
$1.41B
$418K 0.05%
48,700
+22,600
+87% +$240K
CL icon
88
Colgate-Palmolive
CL
$73.6B
$405K 0.05%
5,120
-465
-8% -$36.5K
SO icon
89
Southern Company
SO
$106B
$404K 0.05%
4,629
– –
SPGI icon
90
S&P Global
SPGI
$119B
$392K 0.04%
750
– –
NXE icon
91
NexGen Energy
NXE
$6.86B
$390K 0.04%
42,400
-3,000
-7% -$26.5K
HPE icon
92
Hewlett Packard
HPE
$69.7B
$380K 0.04%
+15,800
New +$372K
EPD icon
93
Enterprise Products Partners
EPD
$82B
$314K 0.04%
9,800
-5,500
-36% -$174K
EMR icon
94
Emerson Electric
EMR
$87.2B
$299K 0.03%
+2,250
New +$298K
CCJ icon
95
Cameco
CCJ
$41.2B
$293K 0.03%
3,200
+500
+19% +$45K
CMA
96
DELISTED
Comerica
CMA
$290K 0.03%
3,334
– –
AMT icon
97
American Tower
AMT
$79.8B
$290K 0.03%
1,650
– –
D icon
98
Dominion Energy
D
$58.6B
$273K 0.03%
4,655
– –
AGI icon
99
Alamos Gold
AGI
$13B
$270K 0.03%
7,000
– –
KMB icon
100
Kimberly-Clark
KMB
$36.2B
$257K 0.03%
2,546
-15,426
-86% -$1.69M
1 2 3
4
5

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Violich Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Violich Capital Management held 119 positions worth $896M, up 6.6% from $840M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Violich Capital Management's Q4 2025 filing shows 10 new, 34 increased, 35 reduced and 5 closed positions. Its largest new stake was Vanguard S&P Mid-Cap 400 ETF: 26,500 shares worth $2.96M. The largest sale was Vanguard S&P 500 ETF, an estimated $2.48M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Communication Services and Financials.

  • Violich Capital Management's largest Q4 2025 buy was Vanguard S&P Mid-Cap 400 ETF: 26,500 shares worth $2.96M.
  • Violich Capital Management added most to Cisco in Q4 2025, an estimated $3.64M increase.
  • Violich Capital Management's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $2.48M.
  • Violich Capital Management fully exited Comcast in Q4 2025, selling an estimated $1.44M.
  • Violich Capital Management's ten largest holdings make up 63% of its $896M portfolio in Q4 2025.
  • Violich Capital Management opened 10 new positions and closed 5 in Q4 2025.
  • Violich Capital Management's portfolio value rose 6.6% quarter-over-quarter to $896M.

Based on Violich Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.