StockDriftsStockDriftsTop 50 Violich Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc Cl C | 11.95% | 325.0K | $110.7M | -2.39%(-7.95K) | $52.25(+551.00%) | 2026-09-30 | |
| GOOGL | Alphabet Inc Cl A | 11.67% | 314.2K | $108.1M | -1.99%(-6.37K) | $52.56(+554.86%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 9.6% | 173.4K | $88.9M | -2.09%(-3.71K) | $89.71(+494.72%) | 2026-09-30 | |
| AAPL | Apple Inc | 7.29% | 202.8K | $67.5M | -3.31%(-6.94K) | $61.54(+457.30%) | 2026-09-30 | |
| V | Visa Inc Cl A | 5.11% | 131.9K | $47.4M | -1.92%(-2.58K) | $62.15(+548.28%) | 2026-09-30 | |
| COST | Costco Wholesale Corp | 4.43% | 45.1K | $41.1M | -3.45%(-1.61K) | $141.57(+603.19%) | 2026-09-30 | |
| LRCX | Lam Research Corp | 3.27% | 92.3K | $30.3M | +0.00%(+0) | $18.04(+1409.06%) | 2026-09-30 | |
| ABBV | Abbvie Inc | 3.03% | 107.3K | $28.1M | -1.83%(-2.00K) | $77.41(+265.19%) | 2026-09-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 2.96% | 55.1K | $27.4M | -1.34%(-750) | $203.91(+161.02%) | 2026-09-30 | |
| AMZN | Amazon Inc | 2.62% | 97.5K | $24.3M | +4.00%(+3.75K) | $190.29(+37.92%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.24% | +69.53% | +12.56% | +80.65% |
| Top 20 Holdings Unweighted | +15.66% | +54.72% | +10.52% | +64.91% |
Violich Capital Management INC reports $926.74M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (11.9%), GOOGL (11.7%) and MSFT (9.6%). The top 20 holdings account for 79.07% of reported assets. Its disclosed equity book has returned +69.53% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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