# Violich Capital Management, Inc.

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1326766. Source: https://holderbook.com/funds/1326766-violich-capital-management-inc/

- Reported value: $926.7M
- Positions: 113
- Weight of the ten largest: 61.9%
- Filed: 2026-10-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $110.7M | 324,953 | 11.9% | 32 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $108.1M | 314,208 | 11.7% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $88.9M | 173,373 | 9.6% | 32 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $67.5M | 202,816 | 7.3% | 32 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $47.4M | 131,877 | 5.1% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $41.1M | 45,120 | 4.4% | 32 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $30.3M | 92,250 | 3.3% | 9 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $28.1M | 107,254 | 3.0% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $27.4M | 55,076 | 3.0% | 32 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $24.3M | 97,491 | 2.6% | 32 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $22.1M | 83,615 | 2.4% | 32 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $21.7M | 158,203 | 2.3% | 32 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $18.4M | 353,870 | 2.0% | 18 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $17.0M | 44,638 | 1.8% | 32 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $16.8M | 88,270 | 1.8% | 32 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $14.6M | 171,914 | 1.6% | 32 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $14.0M | 68,762 | 1.5% | 32 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $13.3M | 36,134 | 1.4% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $11.4M | 34,337 | 1.2% | 32 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $9.6M | 13,668 | 1.0% | 32 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $9.1M | 49,545 | 1.0% | 32 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $8.8M | 69,154 | 0.9% | 32 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $8.6M | 52,900 | 0.9% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $8.2M | 29,990 | 0.9% | 32 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $8.0M | 13,100 | 0.9% | 5 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $8.0M | 73,935 | 0.9% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $7.0M | 48,307 | 0.8% | 32 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $6.7M | 55,295 | 0.7% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.1M | 17,390 | 0.7% | 12 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $5.8M | 27,724 | 0.6% | 2 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $5.8M | 20,815 | 0.6% | 27 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $4.9M | 106,910 | 0.5% | 32 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $4.7M | 21,145 | 0.5% | 32 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.5M | 5,050 | 0.5% | 10 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $4.4M | 28,224 | 0.5% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.2M | 5,845 | 0.5% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.9M | 17,230 | 0.4% | 7 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $3.8M | 49,872 | 0.4% | 32 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.8M | 3,241 | 0.4% | 4 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $3.7M | 42,738 | 0.4% | 32 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $3.6M | 6,720 | 0.4% | 16 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $3.5M | 28,134 | 0.4% | 32 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.4M | 8,150 | 0.4% | 32 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $3.1M | 12,125 | 0.3% | 32 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $3.1M | 4,624 | 0.3% | 32 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $3.0M | 16,539 | 0.3% | 32 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $2.8M | 32,949 | 0.3% | 32 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $2.8M | 15,350 | 0.3% | 32 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.6M | 3,444 | 0.3% | 32 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.6M | 18,064 | 0.3% | 32 |
| VANGUARD INDEX FDS | - | $2.3M | 604 | 0.3% | 3 |
| CORPAY INC | [CPAY](https://holderbook.com/stocks/CPAY/) | $2.3M | 5,800 | 0.2% | 11 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $2.0M | 36,610 | 0.2% | 29 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.0M | 2,604 | 0.2% | 32 |
| VANGUARD 500 INDEX ADMIRAL | - | $1.8M | 2,523 | 0.2% | 3 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $1.5M | 16,200 | 0.2% | 32 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.5M | 1,800 | 0.2% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.4M | 1,837 | 0.1% | 5 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.3M | 8,550 | 0.1% | 4 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $1.3M | 20,000 | 0.1% | 4 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.2M | 2,360 | 0.1% | 4 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.0M | 1,900 | 0.1% | 27 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.0M | 10,025 | 0.1% | 32 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.0M | 4,503 | 0.1% | 32 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $1.0M | 3,700 | 0.1% | 5 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $962.7K | 2,191 | 0.1% | 3 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $901.2K | 1,335 | 0.1% | 24 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $866.1K | 15,000 | 0.1% | 10 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $841.7K | 7,383 | 0.1% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $794.6K | 2,000 | 0.1% | 5 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $731.5K | 25,650 | 0.1% | 32 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $691.8K | 6,300 | 0.1% | 25 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $671.6K | 1,415 | 0.1% | 6 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $598.7K | 2,100 | 0.1% | 32 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $580.4K | 3,536 | 0.1% | 32 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $548.5K | 3,847 | 0.1% | 32 |
| VANGUARD EXTENDED MARKET INDEX | - | $543.6K | 3,095 | 0.1% | 3 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $531.4K | 15,010 | 0.1% | 32 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $504.9K | 28,591 | 0.1% | 13 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $487.2K | 10,000 | 0.1% | 32 |
| Wesdome Gold Mines Ltd | [WDOFF](https://holderbook.com/stocks/WDOFF/) | $458.2K | 18,550 | 0.0% | 19 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $425.9K | 1,775 | 0.0% | 32 |
| AMERICAN FUNDS GROWTH FUND OF AMER A | - | $423.8K | 4,799 | 0.0% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $423.3K | 400 | 0.0% | 6 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $415.1K | 4,401 | 0.0% | 12 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $410.5K | 4,200 | 0.0% | 6 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $402.7K | 4,720 | 0.0% | 32 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $385.4K | 1,350 | 0.0% | 2 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $383.7K | 4,629 | 0.0% | 32 |
| VANGUARD TOTAL STOCK MKT IDX ADM | - | $364.3K | 2,000 | 0.0% | 3 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $356.0K | 1,000 | 0.0% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $353.5K | 775 | 0.0% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $352.8K | 1,240 | 0.0% | 11 |
| ACM RESH INC | [ACMR](https://holderbook.com/stocks/ACMR/) | $352.0K | 4,350 | 0.0% | 5 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $350.1K | 1,500 | 0.0% | 3 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $340.1K | 9,550 | 0.0% | 19 |
| PURECYCLE TECHNOLOGIES INC | [PCT](https://holderbook.com/stocks/PCT/) | $325.5K | 73,800 | 0.0% | 9 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $314.7K | 6,222 | 0.0% | 3 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $295.9K | 750 | 0.0% | 30 |
| OVINTIV INC | [OVV](https://holderbook.com/stocks/OVV/) | $289.1K | 5,000 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.8% | +14.8% | -3.1% | 100% |
| Q1 2026 | -4.2% | -4.6% | +0.4% | 100% |
| Q4 2025 | +4.4% | +2.4% | +2.0% | 100% |
| Q3 2025 | +12.0% | +7.8% | +4.2% | 100% |
| Q2 2025 | +6.0% | +10.5% | -4.4% | 100% |
| Q1 2025 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2024 | +0.4% | +2.1% | -1.7% | 100% |
| Q3 2024 | +3.2% | +5.4% | -2.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $926.7M | 113 |
| Q2 2026 | $919.3M | 122 |
| Q1 2026 | $855.4M | 118 |
| Q4 2025 | $896.1M | 114 |
| Q3 2025 | $840.4M | 109 |
| Q2 2025 | $710.6M | 98 |
| Q1 2025 | $741.2M | 103 |
| Q4 2024 | $768.8M | 107 |
| Q3 2024 | $769.3M | 111 |
| Q2 2024 | $740.0M | 109 |
| Q1 2024 | $698.8M | 109 |
| Q4 2023 | $616.0M | 101 |