Violich Capital Management, Inc. — 13F Holdings & Portfolio
CIK 1326766 · latest 13F-HR filed 2026-04-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$855.4M
Long-equity book
Holdings
118
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+10 / −6 / ↑42 / ↓43
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Costco Wholesale Corp$5.9M +13.8%
- Lam Research Corp$4.3M +24.8%
- Chevron Corp$4.3M +38.5%
- Exxon Mobil Corp$3.0M +49.4%
- Johnson & Johnson$2.9M +15.0%
Top Trims
- Microsoft Corp-$21.2M -24.2%
- Oracle Corp-$12.8M -30.8%
- Alphabet Inc Cl C-$9.6M -8.9%
- Alphabet Inc Cl A-$8.4M -8.3%
- Visa Inc Cl A-$7.5M -14.8%
New Positions
- Vanguard 500 Index Fund Admiral$1.4M
- Waters Corp$859.5K
- Vanguard Extended Market Index Fund$483.2K
- Ross Stores Inc$400.8K
- American Funds The Growth Fund of America A$358.7K
Exited Positions
- Healthpeak Properties Inc$1.2M
- Diamondback Energy Inc$436.0K
- Comerica Inc$289.8K
- Wells Fargo Co$233.0K
- ACI Worldwide Inc$221.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Cl C | GOOG | 02079K107 | $97.4M | 11.38% | 339,416 | SH |
| 2 | Alphabet Inc Cl A | GOOGL | 02079K305 | $93.5M | 10.93% | 325,193 | SH |
| 3 | Microsoft Corp | MSFT | 594918104 | $66.5M | 7.77% | 179,632 | SH |
| 4 | Apple Inc | AAPL | 037833100 | $53.5M | 6.26% | 210,877 | SH |
| 5 | Costco Wholesale Corp | COST | 22160K105 | $48.2M | 5.64% | 48,404 | SH |
| 6 | Visa Inc Cl A | V | 92826C839 | $42.8M | 5.00% | 141,658 | SH |
| 7 | Oracle Corp | ORCL | 68389X105 | $28.6M | 3.35% | 194,735 | SH |
| 8 | Berkshire Hathaway Inc Cl B | BRK.B | 084670702 | $27.6M | 3.23% | 57,606 | SH |
| 9 | Abbvie Inc | ABBV | 00287Y109 | $24.0M | 2.81% | 110,479 | SH |
| 10 | Johnson & Johnson | JNJ | 478160104 | $22.4M | 2.62% | 91,538 | SH |
| 11 | SPDR Gold Shares | GLD | 78463V107 | $22.3M | 2.61% | 51,926 | SH |
| 12 | Lam Research Corp | LRCX | 512807306 | $21.4M | 2.50% | 100,250 | SH |
| 13 | Amazon Inc | AMZN | 023135106 | $17.9M | 2.09% | 85,714 | SH |
| 14 | Alerian MLP ETF | AMLP | 00162Q452 | $17.8M | 2.08% | 337,595 | SH |
| 15 | Chevron Corp | CVX | 166764100 | $15.3M | 1.79% | 73,898 | SH |
| 16 | Philip Morris Intl Inc | PM | 718172109 | $14.3M | 1.67% | 86,445 | SH |
| 17 | Honeywell Intl Inc | HON | 438516106 | $13.8M | 1.62% | 61,236 | SH |
| 18 | BHP Billiton Ltd Spon Ads | BHP | 088606108 | $13.6M | 1.59% | 186,929 | SH |
| 19 | Pepsico Inc | PEP | 713448108 | $11.2M | 1.31% | 72,124 | SH |
| 20 | Agnico Eagle Mines Ltd | AEM | 008474108 | $11.1M | 1.30% | 54,840 | SH |
| 21 | Exxon Mobil Corp | XOM | 30231G102 | $9.1M | 1.06% | 53,360 | SH |
| 22 | UnitedHealth Group Inc | UNH | 91324P102 | $8.4M | 0.98% | 31,004 | SH |
| 23 | JPMorgan Chase & Co | JPM | 46625H100 | $8.3M | 0.97% | 28,182 | SH |
| 24 | Vanguard S&P 500 ETF | VOO | 922908363 | $7.8M | 0.92% | 13,127 | SH |
| 25 | Union Pacific Corp | UNP | 907818108 | $7.6M | 0.89% | 31,475 | SH |
| 26 | AON Plc Cl A | AON | G0403H108 | $6.9M | 0.81% | 21,365 | SH |
| 27 | Danaher Corp | DHR | 235851102 | $6.4M | 0.75% | 33,984 | SH |
| 28 | Accenture Plc Ireland Cl A | ACN | G1151C101 | $6.4M | 0.75% | 32,381 | SH |
| 29 | Merck & Co Inc | MRK | 58933Y105 | $6.0M | 0.71% | 50,257 | SH |
| 30 | Cisco Sys Inc | CSCO | 17275R102 | $5.8M | 0.67% | 74,135 | SH |
| 31 | Verizon Communications Inc | VZ | 92343V104 | $5.7M | 0.66% | 113,060 | SH |
| 32 | Broadcom Inc | AVGO | 11135F101 | $5.6M | 0.65% | 18,075 | SH |
| 33 | Vanguard S&P Mid-Cap 400 Index Fund ETF | IVOO | 921932885 | $5.1M | 0.60% | 44,795 | SH |
| 34 | Mastercard Inc Cl A | MA | 57636Q104 | $5.1M | 0.60% | 10,188 | SH |
| 35 | Nextera Energy Inc | NEE | 65339F101 | $4.9M | 0.57% | 52,397 | SH |
| 36 | Goldman Sachs Group Inc | GS | 38141G104 | $4.3M | 0.50% | 5,050 | SH |
| 37 | ConocoPhillips | COP | 20825C104 | $3.9M | 0.46% | 29,689 | SH |
| 38 | Coca Cola Co | KO | 191216100 | $3.5M | 0.41% | 46,097 | SH |
| 39 | Amgen Inc | AMGN | 031162100 | $3.4M | 0.40% | 9,750 | SH |
| 40 | CVS Health Corp | CVS | 126650100 | $3.4M | 0.40% | 47,697 | SH |
| 41 | Automatic Data Processing Inc | ADP | 053015103 | $3.4M | 0.40% | 16,852 | SH |
| 42 | Nike Inc Cl B | NKE | 654106103 | $3.4M | 0.40% | 64,210 | SH |
| 43 | Meta Platforms Inc Cl A | META | 30303M102 | $3.2M | 0.37% | 5,575 | SH |
| 44 | Becton Dickinson & Co | BDX | 075887109 | $2.9M | 0.34% | 18,569 | SH |
| 45 | iShares Silver Tr | SLV | 46428Q109 | $2.9M | 0.34% | 42,310 | SH |
| 46 | Procter & Gamble Co | PG | 742718109 | $2.8M | 0.33% | 19,564 | SH |
| 47 | Advanced Micro Devices Inc | AMD | 007903107 | $2.7M | 0.31% | 13,100 | SH |
| 48 | Deere & Co | DE | 244199105 | $2.6M | 0.31% | 4,675 | SH |
| 49 | SPDR S&P 500 ETF | SPY | 78462F103 | $2.2M | 0.26% | 3,407 | SH |
| 50 | Fleetcor Technologies Inc | CPAY | 219948106 | $2.1M | 0.24% | 7,200 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $855.4M | 118 | 0001326766-26-000003 |
| 2025-12-31 | 2026-02-03 | $896.1M | 114 | 0001326766-26-000001 |