Institutions / Vision Capital Management, Inc.
Vision Capital Management, Inc.
CIK 1417889 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$829.54M
Positions
147
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 147 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $78.69M | 9.5% |
| Vanguard Tax-Managed Fds | $72.58M | 8.7% |
| Apple Inc. | $61.96M | 7.5% |
| iShares Tr | $49.24M | 5.9% |
| Alphabet Inc. | $37.72M | 4.5% |
| Vanguard Intl Equity Index F | $33.14M | 4.0% |
| iShares Gold Tr | $31.02M | 3.7% |
| Microsoft Corp | $29.29M | 3.5% |
| Vanguard Index Fds | $28.02M | 3.4% |
| Amazon.com Inc | $22.68M | 2.7% |
| iShares MSCI UAE ETF | $20.05M | 2.4% |
| NVIDIA Corp | $20.01M | 2.4% |
| iShares MSCI UAE ETF | $18.86M | 2.3% |
| Visa Inc | $16.96M | 2.0% |
| Johnson & Johnson | $11.71M | 1.4% |
| Costco Wholesale Corp /New | $11.50M | 1.4% |
| Sherwin Williams Co | $10.82M | 1.3% |
| iShares Tr | $10.72M | 1.3% |
| Schwab Strategic Tr | $10.56M | 1.3% |
| Amgen Inc | $9.42M | 1.1% |
| Broadridge Financial Solutions Inc | $8.42M | 1.0% |
| Qualcomm INC/DE | $7.76M | 0.9% |
| Starbucks Corp | $7.49M | 0.9% |
| U-Haul Holding Co | $7.34M | 0.9% |
| Honeywell International Inc | $7.30M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.