Violich Capital Management, Inc. — 13F Holdings & Portfolio
CIK 1326766 · latest 13F-HR filed 2026-07-16
Violich Capital Management, Inc. manages $919.3M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (12.79%), GOOGL (12.46%), MSFT (7.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 5, added to 53, and trimmed 36.
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.
SUITE 310
MILL VALLEY, CA 94941
$919.3M
Long-equity book
122
Distinct positions
2026-06-30
Filed 2026-07-16
+9 / −5 / ↑53 / ↓36
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Alphabet Inc Cl A$21.1M +22.5%
- Alphabet Inc Cl C$20.3M +20.8%
- Lam Research Corp$18.6M +86.6%
- Apple Inc$7.2M +13.4%
- Advanced Micro Devices Inc$4.9M +185.6%
Top Trims
- SPDR Gold Shares-$5.6M -24.9%
- Costco Wholesale Corp-$4.5M -9.4%
- Accenture Plc Ireland Cl A-$4.5M -69.9%
- Mastercard Inc Cl A-$4.1M -80.8%
- Chevron Corp-$3.4M -22.3%
New Positions
- ExxonMobil Holdings Corp$7.2M
- Honeywell Intl Inc$6.5M
- Honeywell Aerospace Inc$6.4M
- Applied Matls Inc$240.0K
- Veeva Systems Inc$239.6K
Exited Positions
- Honeywell Intl Inc$13.8M
- Exxon Mobil Corp$9.1M
- Vanguard Russell 2000 Index Fund$1.7M
- Walt Disney Co$1.4M
- Aberdeen Standard Physical Silver Shares ETF$214.8K
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 | $117.6M | 12.79% | 332,898 | SH |
| 2 | Alphabet Inc Cl A | GOOGL | 02079K305 | $114.6M | 12.46% | 320,578 | SH |
| 3 | Microsoft Corp | MSFT | 594918104 | $66.1M | 7.18% | 177,079 | SH |
| 4 | Apple Inc | AAPL | 037833100 | $60.7M | 6.60% | 209,756 | SH |
| 5 | Visa Inc Cl A | V | 92826C839 | $46.1M | 5.02% | 134,460 | SH |
| 6 | Costco Wholesale Corp | COST | 22160K105 | $43.7M | 4.76% | 46,734 | SH |
| 7 | Lam Research Corp | LRCX | 512807306 | $40.0M | 4.35% | 92,250 | SH |
| 8 | Berkshire Hathaway Inc Cl B | BRK.B | 084670702 | $27.9M | 3.04% | 55,826 | SH |
| 9 | Abbvie Inc | ABBV | 00287Y109 | $27.5M | 2.99% | 109,254 | SH |
| 10 | Oracle Corp | ORCL | 68389X105 | $26.0M | 2.83% | 177,303 | SH |
| 11 | Johnson & Johnson | JNJ | 478160104 | $22.3M | 2.43% | 87,990 | SH |
| 12 | Amazon Inc | AMZN | 023135106 | $22.3M | 2.43% | 93,741 | SH |
| 13 | Alerian MLP ETF | AMLP | 00162Q452 | $17.3M | 1.88% | 333,845 | SH |
| 14 | SPDR Gold Shares | GLD | 78463V107 | $16.8M | 1.83% | 45,558 | SH |
| 15 | Philip Morris Intl Inc | PM | 718172109 | $15.6M | 1.70% | 86,345 | SH |
| 16 | BHP Billiton Ltd Spon Ads | BHP | 088606108 | $14.9M | 1.62% | 179,314 | SH |
| 17 | UnitedHealth Group Inc | UNH | 91324P102 | $13.0M | 1.41% | 31,254 | SH |
| 18 | Chevron Corp | CVX | 166764100 | $11.9M | 1.29% | 71,642 | SH |
| 19 | JPMorgan Chase & Co | JPM | 46625H100 | $10.9M | 1.19% | 33,302 | SH |
| 20 | Pepsico Inc | PEP | 713448108 | $9.6M | 1.04% | 70,909 | SH |
| 21 | Vanguard S&P 500 ETF | VOO | 922908363 | $9.0M | 0.98% | 13,113 | SH |
| 22 | Cisco Sys Inc | CSCO | 17275R102 | $8.6M | 0.94% | 73,435 | SH |
| 23 | Union Pacific Corp | UNP | 907818108 | $8.3M | 0.90% | 30,490 | SH |
| 24 | Agnico Eagle Mines Ltd | AEM | 008474108 | $7.9M | 0.86% | 50,720 | SH |
| 25 | Advanced Micro Devices Inc | AMD | 007903107 | $7.6M | 0.83% | 13,100 | SH |
| 26 | Vanguard S&P Mid-Cap 400 Index Fund ETF | IVOO | 921932885 | $7.2M | 0.78% | 55,295 | SH |
| 27 | ExxonMobil Holdings Corp | XOM | 30233Q108 | $7.2M | 0.78% | 52,425 | SH |
| 28 | AON Plc Cl A | AON | G0403H108 | $7.1M | 0.77% | 21,365 | SH |
| 29 | Broadcom Inc | AVGO | 11135F101 | $6.5M | 0.71% | 17,280 | SH |
| 30 | Honeywell Intl Inc | HON | 438516205 | $6.5M | 0.70% | 28,862 | SH |
| 31 | Merck & Co Inc | MRK | 58933Y105 | $6.5M | 0.70% | 50,257 | SH |
| 32 | Honeywell Aerospace Inc | HONA | 43849R105 | $6.4M | 0.69% | 28,862 | SH |
| 33 | Goldman Sachs Group Inc | GS | 38141G104 | $5.1M | 0.56% | 5,050 | SH |
| 34 | Danaher Corp | DHR | 235851102 | $4.8M | 0.52% | 25,060 | SH |
| 35 | Verizon Communications Inc | VZ | 92343V104 | $4.7M | 0.51% | 110,010 | SH |
| 36 | CVS Health Corp | CVS | 126650100 | $4.6M | 0.50% | 44,263 | SH |
| 37 | Nextera Energy Inc | NEE | 65339F101 | $4.6M | 0.50% | 52,022 | SH |
| 38 | Coca Cola Co | KO | 191216100 | $3.5M | 0.39% | 43,649 | SH |
| 39 | Amgen Inc | AMGN | 031162100 | $3.4M | 0.37% | 9,350 | SH |
| 40 | Meta Platforms Inc Cl A | META | 30303M102 | $3.2M | 0.34% | 5,615 | SH |
| 41 | Dell Technologies Inc Cl C | DELL | 24703L202 | $3.1M | 0.34% | 7,220 | SH |
| 42 | ConocoPhillips | COP | 20825C104 | $3.0M | 0.33% | 29,149 | SH |
| 43 | Automatic Data Processing Inc | ADP | 053015103 | $3.0M | 0.33% | 13,400 | SH |
| 44 | Deere & Co | DE | 244199105 | $2.9M | 0.32% | 4,640 | SH |
| 45 | Procter & Gamble Co | PG | 742718109 | $2.9M | 0.31% | 19,564 | SH |
| 46 | Becton Dickinson & Co | BDX | 075887109 | $2.5M | 0.28% | 16,739 | SH |
| 47 | SPDR S&P 500 ETF | SPY | 78462F103 | $2.5M | 0.27% | 3,381 | SH |
| 48 | Fleetcor Technologies Inc | CPAY | 219948106 | $2.4M | 0.26% | 7,200 | SH |
| 49 | Nvidia Corp | NVDA | 67066G104 | $2.2M | 0.24% | 11,130 | SH |
| 50 | Accenture Plc Ireland Cl A | ACN | G1151C101 | $1.9M | 0.21% | 15,550 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-16 | $919.3M | 122 | 0001326766-26-000004 |
| 2026-03-31 | 2026-04-08 | $855.4M | 118 | 0001326766-26-000003 |
| 2025-12-31 | 2026-02-03 | $896.1M | 114 | 0001326766-26-000001 |