Vision Capital Management, Inc.

Institutional manager (13F) · CIK 1417889

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $709M

#	Issuer	Value	Shares
1	ISHARES TR	$76M	116,007
2	VANGUARD TAX-MANAGED FDS	$74M	1,157,964
3	APPLE INC	$57M	224,435
4	ISHARES TR	$45M	363,977
5	ALPHABET INC	$35M	120,855
6	VANGUARD INTL EQUITY INDEX F	$35M	640,590
7	ISHARES GOLD TR	$27M	301,595
8	VANGUARD INDEX FDS	$26M	86,956
9	MICROSOFT CORP	$24M	64,429
10	AMAZON COM INC	$21M	101,906
11	ISHARES TR	$20M	241,135
12	ISHARES TR	$19M	174,720
13	NVIDIA CORPORATION	$19M	107,704
14	VISA INC	$15M	48,452
15	COSTCO WHOLESALE CORPORATION	$13M	13,318
16	JOHNSON & JOHNSON	$12M	50,861
17	SCHWAB STRATEGIC TR	$11M	433,859
18	SHERWIN WILLIAMS CO	$11M	33,382
19	AMGEN INC	$10M	28,702
20	HONEYWELL INTL INC	$8M	37,590
21	STARBUCKS CORP	$8M	90,713
22	ISHARES TR	$8M	113,692
23	U HAUL HOLDING COMPANY	$7M	157,141
24	DISNEY WALT CO	$6M	66,187
25	WATSCO INC	$6M	17,490
26	SPDR SERIES TRUST	$6M	112,049
27	BROADRIDGE FINL SOLUTIONS IN	$6M	37,898
28	QUALCOMM INC	$6M	47,814
29	BANK AMERICA CORP	$6M	124,630
30	SPDR INDEX SHS FDS	$6M	123,110
31	SLB LIMITED	$6M	110,182
32	SNAP ON INC	$6M	15,400
33	ELI LILLY & CO	$5M	5,924
34	NEXTERA ENERGY INC	$5M	57,315
35	SALESFORCE INC	$5M	27,995
36	PROGRESSIVE CORP	$5M	25,459
37	VANGUARD INDEX FDS	$5M	8,329
38	IQVIA HLDGS INC	$5M	27,970
39	ZOETIS INC	$4M	34,861
40	ADVANCED DRAIN SYS INC DEL	$4M	29,639
41	UNITED PARCEL SVCS INC	$4M	40,136
42	ISHARES TR	$4M	30,582
43	PALO ALTO NETWORKS INC	$4M	24,199
44	ISHARES TR	$4M	31,419
45	CVS HEALTH CORP	$3M	48,713
46	APPLIED MATLS INC	$3M	9,620
47	ISHARES TR	$3M	13,157
48	ISHARES TR	$3M	33,498
49	SCHWAB STRATEGIC TR	$3M	108,954
50	VERTEX PHARMACEUTICALS INC	$3M	6,699

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.