Q2 2026 13F · SEC CIK 1326766

Violich Capital Management, Inc.

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $919.3M
Reported positions: 122
Top holdings a year, 3 yrs: +18.3%
Assets under management: $1.0B

Violich Capital Management, Inc. is a wealth manager that reported 122 positions worth $919.3M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Alphabet Inc (GOOG, 12.8%), Alphabet Inc (GOOGL, 12.5%), Microsoft Corp (MSFT, 7.2%). A portfolio copying its top holdings returned 18.3% a year over the last 3 years, against 20.4% for the S&P 500.

Violich Capital Management, Inc. holdings largest 50 of 122 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Violich Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	12.8%	11.4%	332,898	-1.9%	$117.6M
GOOGLAlphabet Inc	12.5%	10.9%	320,578	-1.4%	$114.6M
MSFTMicrosoft Corp	7.2%	7.8%	177,079	-1.4%	$66.1M
AAPLApple Inc	6.6%	6.3%	209,756	-0.5%	$60.7M
VVisa Inc Com Cl A	5.0%	5.0%	134,460	-5.1%	$46.1M
COSTCostco Whsl Corp New	4.8%	5.6%	46,734	-3.5%	$43.7M
LRCXLam Research Corp	4.3%	2.5%	92,250	-8.0%	$40.0M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.2%	55,826	-3.1%	$27.9M
ABBVAbbvie Inc	3.0%	2.8%	109,254	-1.1%	$27.5M
ORCLOracle Corp	2.8%	3.3%	177,303	-9.0%	$26.0M
JNJJohnson & Johnson	2.4%	2.6%	87,990	-3.9%	$22.3M
AMZNAmazon Com Inc Com	2.4%	2.1%	93,741	+9.4%	$22.3M
AMLPAlps ETF Tr	1.9%	2.1%	333,845	-1.1%	$17.3M
GLDSpdr Gold Shares	1.8%	2.6%	45,558	-12.3%	$16.8M
PMPhilip Morris Intl Inc Com	1.7%	1.7%	86,345	-0.1%	$15.6M
BHPBhp Billiton Limited	1.6%	1.6%	179,314	-4.1%	$14.9M
UNHUnitedhealth Group Inc Com	1.4%	1.0%	31,254	+0.8%	$13.0M
CVXChevron Corp New	1.3%	1.8%	71,642	-3.1%	$11.9M
JPMJpmorgan Chase & Co	1.2%	1.0%	33,302	+18.2%	$10.9M
PEPPepsico Inc	1.0%	1.3%	70,909	-1.7%	$9.6M
VOOVanguard S&p 500 ETF	1.0%	0.9%	13,113	-0.1%	$9.0M
CSCOCisco Sys Inc	0.9%	0.7%	73,435	-0.9%	$8.6M
UNPUnion Pac Corp	0.9%	0.9%	30,490	-3.1%	$8.3M
AEMAgnico Eagle Mines Ltd	0.9%	1.3%	50,720	-7.5%	$7.9M
AMDAdvanced Micro Devices Inc	0.8%	0.3%	13,100	+0.0%	$7.6M
IVOOVanguard Admiral Fds Inc	0.8%	0.6%	55,295	+23.4%	$7.2M
XOMExxon Mobil Corp	0.8%	—	52,425	—	$7.2M
AONAon PLC	0.8%	0.8%	21,365	+0.0%	$7.1M
AVGOBroadcom Inc	0.7%	0.7%	17,280	-4.4%	$6.5M
HONHoneywell International Inc.	0.7%	—	28,862	—	$6.5M
MRKMerck & Co. Inc	0.7%	0.7%	50,257	+0.0%	$6.5M
HONAHoneywell Aerospace Inc.	0.7%	—	28,862	—	$6.4M
GSGoldman Sachs Group Inc	0.6%	0.5%	5,050	+0.0%	$5.1M
DHRDanaher Corporation	0.5%	0.8%	25,060	-26.3%	$4.8M
VZVerizon Communications Inc Com	0.5%	0.7%	110,010	-2.7%	$4.7M
CVSCvs Caremark Corporation	0.5%	0.4%	44,263	-7.2%	$4.6M
NEENextera Energy Inc Com	0.5%	0.6%	52,022	-0.7%	$4.6M
KOCoca Cola Co	0.4%	0.4%	43,649	-5.3%	$3.5M
AMGNAmgen Inc Com	0.4%	0.4%	9,350	-4.1%	$3.4M
METAMeta Platforms Inc Class A	0.3%	0.4%	5,615	+0.7%	$3.2M
DELLDell Technologies Inc	0.3%	—	7,220	—	$3.1M
COPConocophillips	0.3%	0.5%	29,149	-1.8%	$3.0M
ADPAutomatic Data Processing Inc Com	0.3%	0.4%	13,400	-20.5%	$3.0M
DEDeere & Co Com	0.3%	0.3%	4,640	-0.7%	$2.9M
PGProcter & Gamble Co Com	0.3%	0.3%	19,564	+0.0%	$2.9M
BDXBecton Dickinson & Co	0.3%	0.3%	16,739	-9.9%	$2.5M
SPYSpdr S&p 500 ETF Tr	0.3%	0.3%	3,381	-0.8%	$2.5M
CPAYCorpay Inc	0.3%	0.2%	7,200	+0.0%	$2.4M
NVDANvidia Corporation Com	0.2%	—	11,130	—	$2.2M
ACNAccenture PLC Ireland Shs Class A	0.2%	0.8%	15,550	-52.0%	$1.9M

What Violich Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IVOO Vanguard Admiral Fds Inc+23.4% shares
JPM Jpmorgan Chase & Co+18.2% shares
AMZN Amazon Com Inc Com+9.4% shares

Reduced

ACN Accenture PLC Ireland Shs Class A-52.0% shares
DHR Danaher Corporation-26.3% shares
ADP Automatic Data Processing Inc Com-20.5% shares
GLD Spdr Gold Shares-12.3% shares
BDX Becton Dickinson & Co-9.9% shares
ORCL Oracle Corp-9.0% shares
LRCX Lam Research Corp-8.0% shares
AEM Agnico Eagle Mines Ltd-7.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +18.3% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
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
Q3 2023	$586.1M	97

Questions about Violich Capital Management, Inc.'s portfolio

What stocks does Violich Capital Management, Inc. own?

Violich Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 122 positions worth $919.3M. The largest are Alphabet Inc (GOOG) at 12.8%, Alphabet Inc (GOOGL) at 12.5%, Microsoft Corp (MSFT) at 7.2%, Apple Inc (AAPL) at 6.6% and Visa Inc Com Cl A (V) at 5.0%.

What did Violich Capital Management, Inc. buy last quarter?

In Q2 2026, Violich Capital Management, Inc. added Vanguard Admiral Fds Inc (IVOO) (+23.4% shares), Jpmorgan Chase & Co (JPM) (+18.2% shares) and Amazon Com Inc Com (AMZN) (+9.4% shares), compared with its Q1 2026 filing.

What did Violich Capital Management, Inc. sell last quarter?

In Q2 2026, Violich Capital Management, Inc. cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Nike Inc Cl B (NKE), cut from its top 50 Ishares Silver Tr (SLV), Accenture PLC Ireland Shs Class A (ACN) (-52.0% shares), Danaher Corporation (DHR) (-26.3% shares) and Automatic Data Processing Inc Com (ADP) (-20.5% shares), compared with its Q1 2026 filing.

How has Violich Capital Management, Inc.'s portfolio performed?

A portfolio copying Violich Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Violich Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Violich Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Violich Capital Management, Inc. manage?

Violich Capital Management, Inc. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $919.3M.