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

CompanyClassValueShares% of portfolio
iShares Trโ€”$78.69M114,8939.5%
Vanguard Tax-Managed Fdsโ€”$72.58M1,161,7678.7%
Apple Inc.โ€”$61.96M227,9187.5%
iShares Trโ€”$49.24M409,6945.9%
Alphabet Inc.โ€”$37.72M120,5064.5%
Vanguard Intl Equity Index Fโ€”$33.14M616,4254.0%
iShares Gold Trโ€”$31.02M382,1983.7%
Microsoft Corpโ€”$29.29M60,5643.5%
Vanguard Index Fdsโ€”$28.02M92,7473.4%
Amazon.com Incโ€”$22.68M98,2562.7%
iShares MSCI UAE ETFโ€”$20.05M243,0332.4%
NVIDIA Corpโ€”$20.01M107,2942.4%
iShares MSCI UAE ETFโ€”$18.86M171,1162.3%
Visa Incโ€”$16.96M48,3602.0%
Johnson & Johnsonโ€”$11.71M56,5641.4%
Costco Wholesale Corp /Newโ€”$11.50M13,3371.4%
Sherwin Williams Coโ€”$10.82M33,4061.3%
iShares Trโ€”$10.72M162,4821.3%
Schwab Strategic Trโ€”$10.56M439,1091.3%
Amgen Incโ€”$9.42M28,7851.1%
Broadridge Financial Solutions Incโ€”$8.42M37,7311.0%
Qualcomm INC/DEโ€”$7.76M45,3760.9%
Starbucks Corpโ€”$7.49M88,9900.9%
U-Haul Holding Coโ€”$7.34M156,9390.9%
Honeywell International Incโ€”$7.30M37,4320.9%

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.