Violich Capital Management, Inc.
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | $117.6M | 332,898 | +1.41pp | 31q | -1.9%-$2.3M | |
| ALPHABET INC | GOOGL | $114.6M | 320,578 | +1.53pp | 31q | -1.4%-$1.6M | |
| MICROSOFT CORP | MSFT | $66.1M | 177,079 | -0.59pp | 31q | -1.4%-$952.3K | |
| APPLE INC | AAPL | $60.7M | 209,756 | +0.35pp | 31q | -0.5%-$324.4K | |
| VISA INC | V | $46.1M | 134,460 | +0.01pp | 31q | -5.1%-$2.5M | |
| COSTCO WHOLESALE CORPORATION | COST | $43.7M | 46,734 | -0.88pp | 31q | -3.5%-$1.6M | |
| LAM RESEARCH CORP | LRCX | $40.0M | 92,250 | +1.84pp | 8q | -8.0%-$3.5M | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $27.9M | 55,826 | -0.19pp | 31q | -3.1%-$890.7K | |
| ABBVIE INC | ABBV | $27.5M | 109,254 | +0.18pp | 31q | -1.1%-$308.3K | |
| ORACLE CORP | ORCL | $26.0M | 177,303 | -0.52pp | 31q | -9.0%-$2.6M | |
| JOHNSON & JOHNSON | JNJ | $22.3M | 87,990 | -0.18pp | 31q | -3.9%-$901.1K | |
| AMAZON COM INC | AMZN | $22.3M | 93,741 | +0.34pp | 31q | +9.4%+$1.9M | |
| ALPS ETF TR | AMLP | $17.3M | 333,845 | -0.19pp | 17q | -1.1%-$194.4K | |
| SPDR GOLD TR | GLD | $16.8M | 45,558 | -0.79pp | 31q | -12.3%-$2.3M | |
| PHILIP MORRIS INTL INC | PM | $15.6M | 86,345 | +0.03pp | 31q | HELD | |
| BHP BILLITON LIMITED | BHP | $14.9M | 179,314 | +0.04pp | 31q | -4.1%-$634.4K | |
| UNITEDHEALTH GROUP INC | UNH | $13.0M | 31,254 | +0.43pp | 30q | +0.8%+$103.9K | |
| CHEVRON CORPORATION | CVX | $11.9M | 71,642 | -0.50pp | 31q | -3.1%-$374.0K | |
| JPMORGAN CHASE & CO | JPM | $10.9M | 33,302 | +0.22pp | 31q | +18.2%+$1.7M | |
| PEPSICO INC | PEP | $9.6M | 70,909 | -0.26pp | 31q | -1.7%-$164.5K | |
| VANGUARD INDEX FDS | VOO | $9.0M | 13,113 | +0.06pp | 31q | HELD | |
| CISCO SYS INC | CSCO | $8.6M | 73,435 | +0.27pp | 5q | -0.9%-$82.2K | |
| UNION PAC CORP | UNP | $8.3M | 30,490 | +0.01pp | 31q | -3.1%-$267.9K | |
| AGNICO EAGLE MINES LTD | AEM | $7.9M | 50,720 | -0.45pp | 31q | -7.5%-$639.1K | |
| ADVANCED MICRO DEVICES INC | AMD | $7.6M | 13,100 | +0.52pp | 4q | HELD | |
| VANGUARD ADMIRAL FDS INC | IVOO | $7.2M | 55,295 | +0.19pp | 3q | +23.4%+$1.4M | |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | $7.2M | 52,425 | - | new | NEW | |
| AON PLC | AON | $7.1M | 21,365 | -0.04pp | 26q | HELD | |
| BROADCOM INC | AVGO | $6.5M | 17,280 | +0.06pp | 11q | -4.4%-$300.3K | |
| HONEYWELL INTL INC | HON | $6.5M | 28,862 | - | new | NEW | |
| MERCK & CO INC | MRK | $6.5M | 50,257 | flat | 31q | HELD | |
| HONEYWELL AEROSPACE INC | HONA | $6.4M | 28,862 | - | new | NEW | |
| GOLDMAN SACHS GROUP INC | GS | $5.1M | 5,050 | +0.06pp | 9q | HELD | |
| DANAHER CORP DEL | DHR | $4.8M | 25,060 | -0.23pp | 31q | -26.3%-$1.7M | |
| VERIZON COMMUNICATIONS INC | VZ | $4.7M | 110,010 | -0.16pp | 31q | -2.7%-$129.1K | |
| CVS HEALTH CORP | CVS | $4.6M | 44,263 | +0.10pp | 31q | -7.2%-$355.2K | |
| NEXTERA ENERGY INC | NEE | $4.6M | 52,022 | -0.07pp | 31q | -0.7%-$32.9K | |
| COCA COLA CO | KO | $3.5M | 43,649 | -0.02pp | 31q | -5.3%-$198.9K | |
| AMGEN INC | AMGN | $3.4M | 9,350 | -0.03pp | 31q | -4.1%-$144.8K | |
| META PLATFORMS INC | META | $3.2M | 5,615 | -0.03pp | 9q | +0.7%+$22.5K | |
| DELL TECHNOLOGIES INC | DELL | $3.1M | 7,220 | +0.18pp | 15q | -14.9%-$547.1K | |
| CONOCOPHILLIPS | COP | $3.0M | 29,149 | -0.13pp | 31q | -1.8%-$56.1K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $3.0M | 13,400 | -0.07pp | 31q | -20.5%-$773.1K | |
| DEERE & CO | DE | $2.9M | 4,640 | +0.01pp | 31q | -0.7%-$22.2K | |
| PROCTER & GAMBLE CO | PG | $2.9M | 19,564 | -0.02pp | 31q | HELD | |
| BECTON DICKINSON & CO | BDX | $2.5M | 16,739 | -0.07pp | 31q | -9.9%-$276.9K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.5M | 3,381 | +0.02pp | 31q | -0.8%-$19.4K | |
| CORPAY INC | CPAY | $2.4M | 7,200 | +0.02pp | 10q | HELD | |
| NVIDIA CORPORATION | NVDA | $2.2M | 11,130 | +0.06pp | 6q | +27.1%+$475.2K | |
| ACCENTURE PLC IRELAND | ACN | $1.9M | 15,550 | -0.54pp | 31q | -52.0%-$2.1M | |
| CATERPILLAR INC | CAT | $1.9M | 1,800 | +0.06pp | 5q | HELD | |
| ISHARES SILVER TR | SLV | $1.9M | 35,510 | -0.13pp | 28q | -16.1%-$363.6K | |
| ISHARES TR | IVV | $1.8M | 2,444 | +0.01pp | 31q | -1.4%-$26.2K | |
| VANGUARD 500 INDEX ADMIRAL | $1.6M | 2,288 | +0.01pp | 2q | -1.9%-$31.1K | ||
| ELI LILLY & CO | LLY | $1.5M | 1,291 | -0.01pp | 3q | -21.6%-$425.8K | |
| RIO TINTO PLC | RIO | $1.5M | 16,200 | -0.01pp | 31q | -1.2%-$19.0K | |
| WALMART INC | WMT | $1.4M | 12,225 | -0.03pp | 31q | -3.2%-$45.3K | |
| INVESCO QQQ TR | QQQ | $1.3M | 1,831 | +0.04pp | 4q | +15.1%+$176.7K | |
| LOCKHEED MARTIN CORP | LMT | $1.3M | 2,560 | -0.10pp | 3q | -24.9%-$433.0K | |
| MCDONALDS CORP | MCD | $1.2M | 4,603 | -0.03pp | 31q | -1.5%-$18.9K | |
| ISHARES TR | QUAL | $1.2M | 5,500 | +0.01pp | 10q | HELD | |
| STRYKER CORPORATION | SYK | $1.2M | 3,700 | -0.05pp | 4q | -19.6%-$283.4K | |
| NIKE INC | NKE | $1.0M | 25,410 | -0.28pp | 31q | -60.4%-$1.6M | |
| DUKE ENERGY CORP NEW | DUK | $1.0M | 8,208 | -0.02pp | 5q | -5.7%-$63.3K | |
| EMERSON ELEC CO | EMR | $1.0M | 7,150 | +0.01pp | 3q | +9.6%+$89.5K | |
| MASTERCARD INCORPORATED | MA | $975.8K | 1,900 | -0.49pp | 26q | -81.4%-$4.3M | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $902.2K | 20,000 | +0.05pp | 3q | +26.6%+$189.5K | |
| WATERS CORP | WAT | $831.8K | 2,218 | -0.01pp | 2q | -23.1%-$250.5K | |
| PACCAR INC | PCAR | $756.8K | 6,300 | +0.03pp | 24q | +61.5%+$288.3K | |
| LINDE PLC | LIN | $734.3K | 1,415 | flat | 5q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $682.0K | 2,000 | +0.03pp | 4q | -16.7%-$136.4K | |
| ACM RESH INC | ACMR | $678.9K | 5,350 | +0.05pp | 4q | HELD | |
| DYNATRACE INC | DT | $658.6K | 15,000 | +0.01pp | 9q | HELD | |
| FEDEX CORP | FDX | $657.6K | 2,100 | -0.02pp | 31q | HELD | |
| PFIZER INC | PFE | $634.5K | 26,350 | -0.02pp | 31q | -4.7%-$31.3K | |
| KENVUE INC | KVUE | $624.6K | 32,686 | flat | 12q | HELD | |
| NOVARTIS AG | NVS | $618.6K | 3,947 | flat | 31q | -2.5%-$15.7K | |
| VANGUARD EXTENDED MARKET INDEX | $578.1K | 3,095 | +0.01pp | 2q | HELD | ||
| HUNTINGTON INGALLS INDS INC | HII | $573.8K | 2,050 | -0.05pp | 5q | -16.7%-$114.8K | |
| 3M CO | MMM | $572.5K | 3,536 | flat | 31q | HELD | |
| THERMO FISHER SCIENTIFIC INC | TMO | $551.5K | 1,100 | flat | 23q | HELD | |
| ROYAL GOLD INC | RGLD | $499.0K | 2,500 | -0.02pp | 31q | HELD | |
| VERALTO CORP | VLTO | $491.8K | 5,546 | flat | 11q | HELD | |
| ASTERA LABS INC | ALAB | $483.0K | 1,000 | +0.01pp | 3q | -66.7%-$966.0K | |
| SLB LIMITED | SLB | $464.9K | 10,000 | -0.02pp | 31q | -12.7%-$67.4K | |
| Wesdome Gold Mines Ltd | WDOFF | $456.2K | 26,550 | -0.01pp | 18q | -12.8%-$67.0K | |
| COLGATE PALMOLIVE CO | CL | $451.1K | 4,920 | flat | 31q | -3.9%-$18.3K | |
| SOUTHERN CO | SO | $443.0K | 4,629 | flat | 31q | HELD | |
| PURECYCLE TECHNOLOGIES INC | PCT | $437.9K | 54,000 | +0.01pp | 8q | -11.5%-$56.8K | |
| HOME DEPOT INC | HD | $437.3K | 1,240 | flat | 10q | -0.8%-$3.5K | |
| AMERICAN FUNDS GROWTH FUND OF AMER A | $422.5K | 4,799 | flat | 2q | -1.0%-$4.4K | ||
| SCHWAB CHARLES CORP | SCHW | $387.5K | 4,200 | +0.02pp | 5q | +75.0%+$166.1K | |
| NEXGEN ENERGY LTD | NXE | $385.0K | 41,000 | -0.01pp | 24q | HELD | |
| BLACKROCK INC | BLK | $384.6K | 400 | flat | 5q | HELD | |
| ADOBE INC | ADBE | $363.9K | 1,775 | -0.07pp | 31q | -55.4%-$451.2K | |
| VANGUARD TOTAL STOCK MKT IDX ADM | $360.4K | 2,000 | flat | 2q | HELD | ||
| NESTLE SA ADR | NSRGY | $359.4K | 3,500 | -0.02pp | 31q | -27.7%-$137.6K | |
| ENTERPRISE PRODS PARTNERS L | EPD | $351.1K | 9,550 | flat | 18q | HELD | |
| FIFTH THIRD BANCORP | FITB | $350.7K | 6,222 | flat | 2q | HELD | |
| ROSS STORES INC | ROST | $319.3K | 1,500 | -0.01pp | 2q | -18.9%-$74.5K | |
| MICROCHIP TECHNOLOGY INC. | MCHP | $319.2K | 3,500 | +0.01pp | 5q | HELD | |
| S&P GLOBAL INC | SPGI | $305.4K | 750 | flat | 29q | HELD | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $298.2K | 3,366 | -0.09pp | 3q | -75.0%-$895.6K | |
| VIEMED HEALTHCARE INC | VMD | $278.7K | 24,450 | flat | 2q | HELD | |
| DOMINION ENERGY INC | D | $276.9K | 4,055 | flat | 31q | HELD | |
| CAMECO CORP | CCJ | $275.0K | 2,700 | -0.01pp | 4q | -15.6%-$50.9K | |
| OVINTIV INC | OVV | $263.2K | 5,000 | -0.01pp | 2q | HELD | |
| GENERAL DYNAMICS CORP | GD | $258.6K | 730 | flat | 4q | -2.0%-$5.3K | |
| VANGUARD INDEX FDS | $241.2K | 604 | flat | 2q | HELD | ||
| APPLIED MATLS INC | AMAT | $240.0K | 332 | - | new | NEW | |
| VEEVA SYS INC | VEEV | $239.6K | 1,350 | - | new | NEW | |
| BOEING CO | BA | $238.1K | 1,100 | flat | 5q | HELD | |
| RTX CORPORATION | RTX | $237.2K | 1,250 | flat | 4q | HELD | |
| VANGUARD INDEX FDS | VO | $235.3K | 2,920 | flat | 5q | +300.0%+$176.4K | |
| ACI WORLDWIDE INC | ACIW | $232.6K | 4,625 | - | new | NEW | |
| AMERICAN TOWER CORP | AMT | $229.0K | 1,400 | -0.01pp | 4q | -15.2%-$40.9K | |
| ACADIA PHARMACEUTICALS INC | ACAD | $228.3K | 9,025 | flat | 3q | HELD | |
| INTEL CORP | INTC | $223.4K | 1,600 | - | new | NEW | |
| KIMBERLY-CLARK CORP | KMB | $217.3K | 1,980 | flat | 31q | -13.8%-$34.7K | |
| ALAMOS GOLD INC | AGI | $212.4K | 7,000 | -0.01pp | 4q | HELD | |
| WELLS FARGO & CO | WFC | $206.6K | 2,500 | - | new | NEW | |
| AMERICAN EXPRESS CO | AXP | $202.9K | 600 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $331.9M | 36.1% |
| Computer Hardware | $74.0M | 8.1% |
| Retail & Consumer | $69.4M | 7.6% |
| Biotech & Pharma | $63.5M | 6.9% |
| Business Services | $51.7M | 5.6% |
| Insurance | $48.0M | 5.2% |
| Industrials | $45.7M | 5.0% |
| Food, Drink & Tobacco | $28.8M | 3.1% |
| Mining & Metals | $25.2M | 2.7% |
| Capital Markets | $24.6M | 2.7% |
| Energy | $23.2M | 2.5% |
| Semiconductors & Electronics | $18.7M | 2.0% |
| Other sectors | $61.0M | 6.6% |
| Not classified | $53.6M | 5.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $919.3M | 122 | 9 | 12 | 65 | 5 | 62.0% | 16 |
| Q1 2026 | $855.4M | 118 | 10 | 19 | 40 | 6 | 59.0% | 8 |
| Q4 2025 | $896.1M | 114 | 10 | 34 | 31 | 5 | 62.9% | 34 |
| Q3 2025 | $840.4M | 109 | 14 | 46 | 14 | 3 | 63.4% | 29 |
| Q2 2025 | $710.6M | 98 | 12 | 9 | 58 | 17 | 62.2% | 29 |
| Q1 2025 | $741.2K | 103 | 3 | 19 | 29 | 7 | 59.2% | 32 |
| Q4 2024 | $768.8K | 107 | 4 | 27 | 40 | 8 | 61.4% | 29 |
| Q3 2024 | $769.3K | 111 | 6 | 39 | 8 | 4 | 59.5% | 18 |
| Q2 2024 | $740.0K | 109 | 6 | 34 | 17 | 6 | 60.0% | 25 |
| Q1 2024 | $698.8K | 109 | 14 | 65 | 7 | 6 | 57.2% | 30 |
| Q4 2023 | $616.0K | 101 | 10 | 9 | 42 | 6 | 58.5% | 26 |
| Q3 2023 | $586.1K | 97 | 3 | 6 | 49 | 13 | 56.0% | 12 |
| Q2 2023 | $620.6K | 107 | 7 | 6 | 36 | 6 | 55.8% | 25 |
| Q1 2023 | $586.8K | 106 | 2 | 5 | 25 | 2 | 53.6% | 18 |
| Q4 2022 | $563.2K | 106 | 5 | 7 | 31 | 7 | 51.2% | 24 |
| Q3 2022 | $530.9M | 108 | 2 | 11 | 31 | 6 | 54.3% | 17 |
| Q2 2022 | $570.8M | 112 | 4 | 9 | 24 | 9 | 54.3% | 25 |
| Q1 2022 | $677.1M | 117 | 8 | 14 | 39 | 8 | 53.3% | 25 |
| Q4 2021 | $696.2M | 117 | 3 | 23 | 43 | 6 | 54.0% | 26 |
| Q3 2021 | $621.9M | 120 | 4 | 54 | 10 | 7 | 53.6% | 12 |
| Q2 2021 | $596.0M | 123 | 7 | 24 | 42 | 1 | 53.2% | 29 |
| Q1 2021 | $554.7M | 117 | 17 | 27 | 31 | 15 | 51.1% | 30 |
| Q4 2020 | $517.4M | 115 | 14 | 23 | 21 | 2 | 53.6% | 29 |
| Q3 2020 | $474.5M | 103 | 11 | 14 | 49 | 12 | 52.9% | 19 |
| Q2 2020 | $456.8M | 104 | 11 | 18 | 26 | 7 | 53.0% | 34 |
| Q1 2020 | $373.6M | 100 | 6 | 15 | 40 | 19 | 53.3% | 30 |
| Q4 2019 | $458.4M | 113 | 6 | 20 | 28 | 7 | 49.2% | 16 |
| Q3 2019 | $415.6M | 114 | 6 | 17 | 42 | 9 | 48.5% | 37 |
| Q2 2019 | $406.6M | 117 | 9 | 13 | 46 | 4 | 47.1% | 22 |
| Q1 2019 | $394.5M | 112 | 9 | 17 | 25 | 6 | 47.3% | 37 |
| Q4 2018 | $352.4M | 109 | 0 | 0 | 0 | 0 | 47.5% | 43 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.