Violich Capital Management, Inc. holds a focused book of 122 stocks worth $919.3M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Violich Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 78 / 80 | $3.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 80 | $16.9B |
| MML INVESTORS SERVICES, LLC | 77 / 80 | $12.3B |
| NewEdge Advisors, LLC | 77 / 80 | $11.3B |
| Integrated Wealth Concepts LLC | 77 / 80 | $3.7B |
| Merit Financial Group, LLC | 77 / 80 | $3.1B |
| Global Retirement Partners, LLC | 77 / 80 | $1.6B |
| Blue Trust, Inc. | 77 / 80 | $1.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Violich Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Cl C COM | $117.6M | 332.9K | 12.8% | ▼−1.9% Reduced · −7K sh | |
| 2 | Alphabet Inc Cl A COM | $114.6M | 320.6K | 12.5% | ▼−1.4% Reduced · −5K sh | |
| 3 | Microsoft Corp COM | $66.1M | 177.1K | 7.2% | ▼−1.4% Reduced · −3K sh | |
| 4 | Apple Inc COM | $60.7M | 209.8K | 6.6% | ▼−0.5% Reduced · −1K sh | |
| 5 | Visa Inc Cl A COM | $46.1M | 134.5K | 5.0% | ▼−5.1% Reduced · −7K sh | |
| 6 | Costco Wholesale Corp COM | $43.7M | 46.7K | 4.8% | ▼−3.5% Reduced · −2K sh | |
| 7 | Lam Research Corp COM | $40.0M | 92.3K | 4.3% | ▼−8.0% Reduced · −8K sh | |
| 8 | Berkshire Hathaway Inc Cl B COM | $27.9M | 55.8K | 3.0% | ▼−3.1% Reduced · −2K sh | |
| 9 | Abbvie Inc COM | $27.5M | 109.3K | 3.0% | ▼−1.1% Reduced · −1K sh | |
| 10 | Oracle Corp COM | $26.0M | 177.3K | 2.8% | ▼−8.9% Reduced · −17K sh | |
| 11 | Johnson & Johnson COM | $22.3M | 88.0K | 2.4% | ▼−3.9% Reduced · −4K sh | |
| 12 | Amazon Inc COM | $22.3M | 93.7K | 2.4% | ▲+9.4% Added · +8K sh | |
| 13 | Alerian MLP ETF COM | $17.3M | 333.8K | 1.9% | ▼−1.1% Reduced · −4K sh | |
| 14 | SPDR Gold Shares COM | $16.8M | 45.6K | 1.8% | ▼−12% Reduced · −6K sh | |
| 15 | Philip Morris Intl Inc COM | $15.6M | 86.3K | 1.7% | ▼−0.1% Reduced · −100 sh | |
| 16 | BHP Billiton Ltd Spon Ads COM | $14.9M | 179.3K | 1.6% | ▼−4.1% Reduced · −8K sh | |
| 17 | UnitedHealth Group Inc COM | $13.0M | 31.3K | 1.4% | ▲+0.8% Added · +250 sh | |
| 18 | Chevron Corp COM | $11.9M | 71.6K | 1.3% | ▼−3.0% Reduced · −2K sh | |
| 19 | JPMorgan Chase & Co COM | $10.9M | 33.3K | 1.2% | ▲+18% Added · +5K sh | |
| 20 | Pepsico Inc COM | $9.6M | 70.9K | 1.0% | ▼−1.7% Reduced · −1K sh | |
| 21 | Vanguard S&P 500 ETF COM | $9.0M | 13.1K | 1.0% | ▼−0.1% Reduced · −14 sh | |
| 22 | Cisco Sys Inc COM | $8.6M | 73.4K | 0.9% | ▼−0.9% Reduced · −700 sh | |
| 23 | Union Pacific Corp COM | $8.3M | 30.5K | 0.9% | ▼−3.1% Reduced · −985 sh | |
| 24 | Agnico Eagle Mines Ltd COM | $7.9M | 50.7K | 0.9% | ▼−7.5% Reduced · −4K sh | |
| 25 | Advanced Micro Devices Inc COM | $7.6M | 13.1K | 0.8% | —Held | |
| 26 | Vanguard S&P Mid-Cap 400 Index Fund ETF COM | $7.2M | 55.3K | 0.8% | ▲+23% Added · +11K sh | |
| 27 | ExxonMobil Holdings Corp COM | $7.2M | 52.4K | 0.8% | ▲New New position | |
| 28 | AON Plc Cl A COM | $7.1M | 21.4K | 0.8% | —Held | |
| 29 | Broadcom Inc COM | $6.5M | 17.3K | 0.7% | ▼−4.4% Reduced · −795 sh | |
| 30 | Honeywell Intl Inc COM | $6.5M | 28.9K | 0.7% | ▲New New position | |
| 31 | Merck & Co Inc COM | $6.5M | 50.3K | 0.7% | —Held | |
| 32 | Honeywell Aerospace Inc COM | $6.4M | 28.9K | 0.7% | ▲New New position | |
| 33 | Goldman Sachs Group Inc COM | $5.1M | 5.0K | 0.6% | —Held | |
| 34 | Danaher Corp COM | $4.8M | 25.1K | 0.5% | ▼−26% Reduced · −9K sh | |
| 35 | Verizon Communications Inc COM | $4.7M | 110.0K | 0.5% | ▼−2.7% Reduced · −3K sh | |
| 36 | CVS Health Corp COM | $4.6M | 44.3K | 0.5% | ▼−7.2% Reduced · −3K sh | |
| 37 | Nextera Energy Inc COM | $4.6M | 52.0K | 0.5% | ▼−0.7% Reduced · −375 sh | |
| 38 | Coca Cola Co COM | $3.5M | 43.6K | 0.4% | ▼−5.3% Reduced · −2K sh | |
| 39 | Amgen Inc COM | $3.4M | 9.3K | 0.4% | ▼−4.1% Reduced · −400 sh | |
| 40 | Meta Platforms Inc Cl A COM | $3.2M | 5.6K | 0.3% | ▲+0.7% Added · +40 sh | |
| 41 | Dell Technologies Inc Cl C COM | $3.1M | 7.2K | 0.3% | ▼−15% Reduced · −1K sh | |
| 42 | ConocoPhillips COM | $3.0M | 29.1K | 0.3% | ▼−1.8% Reduced · −540 sh | |
| 43 | Automatic Data Processing Inc COM | $3.0M | 13.4K | 0.3% | ▼−20% Reduced · −3K sh | |
| 44 | Deere & Co COM | $2.9M | 4.6K | 0.3% | ▼−0.7% Reduced · −35 sh | |
| 45 | Procter & Gamble Co COM | $2.9M | 19.6K | 0.3% | —Held | |
| 46 | Becton Dickinson & Co COM | $2.5M | 16.7K | 0.3% | ▼−9.8% Reduced · −2K sh | |
| 47 | SPDR S&P 500 ETF COM | $2.5M | 3.4K | 0.3% | ▼−0.8% Reduced · −26 sh | |
| 48 | Fleetcor Technologies Inc COM | $2.4M | 7.2K | 0.3% | —Held | |
| 49 | Nvidia Corp COM | $2.2M | 11.1K | 0.2% | ▲+27% Added · +2K sh | |
| 50 | Accenture Plc Ireland Cl A COM | $1.9M | 15.6K | 0.2% | ▼−52% Reduced · −17K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1326766/holdings"
Use Arkolith to show Violich Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 122 | $919.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 118 | $855.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 114 | $896.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 109 | $840.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 98 | $710.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 103 | $741.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 107 | $768.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 111 | $769.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.