StockDriftsStockDriftsTop 50 Violich Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc Cl C | 12.79% | 332.9K | $117.6M | -1.92%(-6.52K) | $52.25(+555.76%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cl A | 12.46% | 320.6K | $114.6M | -1.42%(-4.62K) | $52.56(+555.88%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 7.18% | 177.1K | $66.1M | -1.42%(-2.55K) | $89.71(+441.83%) | 2026-06-30 | |
| AAPL | Apple Inc | 6.6% | 209.8K | $60.7M | -0.53%(-1.12K) | $61.54(+396.26%) | 2026-06-30 | |
| V | Visa Inc Cl A | 5.02% | 134.5K | $46.1M | -5.08%(-7.20K) | $62.15(+482.36%) | 2026-06-30 | |
| COST | Costco Wholesale Corp | 4.76% | 46.7K | $43.7M | -3.45%(-1.67K) | $141.57(+573.74%) | 2026-06-30 | |
| LRCX | Lam Research Corp | 4.35% | 92.3K | $40.0M | -7.98%(-8.00K) | $18.04(+1770.58%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 3.04% | 55.8K | $27.9M | -3.09%(-1.78K) | $203.91(+145.86%) | 2026-06-30 | |
| ABBV | Abbvie Inc | 2.99% | 109.3K | $27.5M | -1.11%(-1.23K) | $77.41(+222.22%) | 2026-06-30 | |
| ORCL | Oracle Corp | 2.83% | 177.3K | $26.0M | -8.95%(-17.43K) | $52.58(+178.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.77% | +67.55% | +12.45% | +79.83% |
| Top 20 Holdings Unweighted | +15.02% | +52.16% | +10.22% | +62.67% |
Violich Capital Management, Inc. reports $919.35M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (12.8%), GOOGL (12.5%) and MSFT (7.2%). The top 20 holdings account for 78.84% of reported assets. Its disclosed equity book has returned +67.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Violich Capital Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Violich Capital Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1326766). View Violich Capital Management, Inc.’s 13F filings on SEC