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Violich Capital Management, Inc.

CIK 1326766 · latest 13F filed 5 October 2026 · Read the filing on EDGAR

Violich Capital Management, Inc. reported 113 US-listed holdings worth $926.7 million in its 13F for the quarter ended 30 September 2026, filed 5 October 2026. Its largest: Alphabet Inc. (11.9%), Alphabet Inc. (11.7%) and Microsoft Corp. (9.6%). Against the quarter before, it opened 3 positions, added to 20, trimmed 49 and sold out of 12.

Reported holdings$926.7M+0.8% on Q2 2026
Positions113-9 on Q2 2026
The largest ten61.9%of its reported holdings
Latest 13FQ3 2026filed 5 October 2026
Where the money is
Added toHeldTrimmed
GOOG11.9%GOOGL11.7%MSFT9.6%AAPL7.3%V5.1%COST4.4%LRCX3.3%ABBV3.0%BRKB3.0%AMZN2.6%JNJ2.4%ORCL2.3%AMLP2.0%99 more29.5%

The 14 largest of its 113 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $769.3 million in 111 positions$769MQ3 24Q4 2024: $768.8 million in 107 positions$769MQ4 24Q1 2025: $741.2 million in 103 positions$741MQ1 25Q2 2025: $710.6 million in 98 positions$711MQ2 25Q3 2025: $840.4 million in 109 positions$840MQ3 25Q4 2025: $896.1 million in 114 positions$896MQ4 25Q1 2026: $855.4 million in 118 positions$855MQ1 26Q2 2026: $919.3 million in 122 positions$919MQ2 26Q3 2026: $926.7 million in 113 positions$927MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +32.7% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +32.7%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Added 20Held 41Trimmed 49Sold out 12
Opened: 3Added: 20Held: 41Trimmed: 49Sold out: 12

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Taiwan Semiconductor Manufacturing Company Limited TSM$353,547
  2. Cloudflare, Inc. NET$225,732
  3. Labcorp Holdings Inc. LH$221,223

Added to 20

  1. Eli Lilly & Co. LLY+1,950 shares · +151%
  2. UnitedHealth Group Inc. UNH+4,880 shares · +16%
  3. NVIDIA Corp. NVDA+6,100 shares · +55%
  4. Alps ETF Trust AMLP+20,025 shares · +6%
  5. Amazon.com Inc. AMZN+3,750 shares · +4%
  6. Vanguard S&P 500 VOO+555 shares · +4%
  7. Philip Morris International Inc. PM+1,925 shares · +2%
  8. JPMorgan Chase & Co. JPM+1,035 shares · +3%

and 12 more in the table below

Trimmed 49

  1. Alphabet Inc. GOOG-7,945 shares · -2%
  2. Oracle Corp. ORCL-19,100 shares · -11%
  3. Apple Inc. AAPL-6,940 shares · -3%
  4. Alphabet Inc. GOOGL-6,370 shares · -2%
  5. Microsoft Corp. MSFT-3,706 shares · -2%
  6. Costco Wholesale Corp. COST-1,614 shares · -3%
  7. Johnson & Johnson JNJ-4,375 shares · -5%
  8. Visa Inc. V-2,583 shares · -2%

and 41 more in the table below

Sold out of 12

  1. iShares Edge MSCI USA Quality F QUAL$1.2 million last quarter
  2. Huntington Ingalls Industries, Inc. HII$573,775 last quarter
  3. Nexgen Energy Ltd NXE$384,990 last quarter
  4. Solstice Advanced Materials Inc. SOLS$298,228 last quarter
  5. Viemed Healthcare Inc. VMD$278,730 last quarter
  6. Cameco Corp. CCJ$275,022 last quarter
  7. Applied Materials Inc. AMAT$240,036 last quarter
  8. ACI Worldwide, Inc. ACIW$232,591 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOG325.0K$110.7 million11.95%-7.9K
Alphabet Inc. GOOGL314.2K$108.1 million11.67%-6.4K
Microsoft Corp. MSFT173.4K$88.9 million9.60%-3.7K
Apple Inc. AAPL202.8K$67.5 million7.29%-6.9K
Visa Inc. V131.9K$47.4 million5.11%-2.6K
Costco Wholesale Corp. COST45.1K$41.1 million4.43%-1.6K
Lam Research Corp. LRCX92.2K$30.3 million3.27%no change
AbbVie Inc. ABBV107.3K$28.1 million3.03%-2.0K
Berkshire Hathaway Inc. Class B BRKB55.1K$27.4 million2.96%-750
Amazon.com Inc. AMZN97.5K$24.3 million2.62%+3.8K
Johnson & Johnson JNJ83.6K$22.1 million2.39%-4.4K
Oracle Corp. ORCL158.2K$21.7 million2.34%-19.1K
Alps ETF Trust AMLP353.9K$18.4 million1.98%+20.0K
SPDR Gold Trust GLD44.6K$17.0 million1.83%-920
Philip Morris International Inc. PM88.3K$16.8 million1.82%+1.9K
BHP Group Limited BHP171.9K$14.6 million1.57%-7.4K
Chevron Corp. CVX68.8K$14.0 million1.52%-2.9K
UnitedHealth Group Inc. UNH36.1K$13.3 million1.43%+4.9K
JPMorgan Chase & Co. JPM34.3K$11.4 million1.23%+1.0K
Vanguard S&P 500 VOO13.7K$9.6 million1.03%+555
Agnico Eagle Mines Ltd AEM49.5K$9.1 million0.98%-1.2K
PepsiCo Inc. PEP69.2K$8.8 million0.95%-1.8K
ExxonMobil Holdings Corp. XOM52.9K$8.6 million0.93%+475
Union Pacific Corp. UNP30.0K$8.2 million0.88%-500
Advanced Micro Devices Inc. AMD13.1K$8.0 million0.86%no change
Cisco Systems, Inc. CSCO73.9K$8.0 million0.86%+500
Merck & Co., Inc. MRK48.3K$7.0 million0.76%-1.9K
Vanguard Admiral FDS Inc. IVOO55.3K$6.7 million0.73%no change
Broadcom Inc. AVGO17.4K$6.1 million0.66%+110
Honeywell International Inc. HON27.7K$5.8 million0.63%-1.1K
Aon plc AON20.8K$5.8 million0.62%-550
Verizon Communications Inc. VZ106.9K$4.9 million0.53%-3.1K
Danaher Corp. DHR21.1K$4.7 million0.51%-3.9K
Goldman Sachs Group Inc. GS5.0K$4.5 million0.49%no change
Honeywell Aerospace Inc. HONA28.2K$4.4 million0.47%-638
Meta Platforms, Inc. META5.8K$4.2 million0.46%+230
NVIDIA Corp. NVDA17.2K$3.9 million0.42%+6.1K
NextEra Energy Inc. NEE49.9K$3.8 million0.41%-2.1K
Eli Lilly & Co. LLY3.2K$3.8 million0.40%+1.9K
CVS Health Corp. CVS42.7K$3.7 million0.40%-1.5K
Dell Technologies Inc. DELL6.7K$3.6 million0.39%-500
ConocoPhillips COP28.1K$3.5 million0.38%-1.0K
Amgen Inc. AMGN8.2K$3.4 million0.37%-1.2K
Automatic Data Processing Inc. ADP12.1K$3.1 million0.34%-1.3K
Deere & Co. DE4.6K$3.1 million0.34%-16
Becton Dickinson & Co. BDX16.5K$3.0 million0.32%-200
Coca-Cola Co. KO32.9K$2.8 million0.31%-10.7K
Accenture plc ACN15.3K$2.8 million0.30%-200
SPDR S&P 500 SPY3.4K$2.6 million0.28%+63
Procter & Gamble Co. PG18.1K$2.6 million0.28%-1.5K
Vanguard Index FDS604$2.3 million0.25%no change
Corpay, Inc. CPAY5.8K$2.3 million0.24%-1.4K
iShares Silver Trust SLV36.6K$2.0 million0.22%+1.1K
iShares Core S&P 500 ETF IVV2.6K$2.0 million0.22%+160
Vanguard Index FDS2.5K$1.8 million0.19%+235
Rio Tinto plc RIO16.2K$1.5 million0.16%no change
Caterpillar Inc. CAT1.8K$1.5 million0.16%no change
Invesco QQQ Trust QQQ1.8K$1.4 million0.15%+6
Emerson Electric Co. EMR8.6K$1.3 million0.14%+1.4K
Hewlett Packard Enterprise Co. HPE20.0K$1.3 million0.14%no change
Lockheed Martin Corp. LMT2.4K$1.2 million0.13%-200
Mastercard Inc. MA1.9K$1.0 million0.11%no change
Walmart Inc. WMT10.0K$1.0 million0.11%-2.2K
McDonald's Corp. MCD4.5K$1.0 million0.11%-100
Stryker Corp. SYK3.7K$1.0 million0.11%no change
Waters Corp. WAT2.2K$962,7040.10%-27
Thermo Fisher Scientific Inc. TMO1.3K$901,1920.10%+235
Dynatrace, Inc. DT15.0K$866,1000.09%no change
Duke Energy Corp. DUK7.4K$841,7360.09%-825
Palo Alto Networks Inc. PANW2.0K$794,6200.09%no change
Pfizer Inc. PFE25.6K$731,5380.08%-700
Paccar Inc. PCAR6.3K$691,8030.07%no change
Linde plc LIN1.4K$671,6300.07%no change
FedEx Corp. FDX2.1K$598,6890.06%no change
3M Co. MMM3.5K$580,4340.06%no change
Novartis AG NVS3.8K$548,4670.06%-100
Vanguard Extended Market Index3.1K$543,6280.06%no change
Nike, Inc. NKE15.0K$531,3540.06%-10.4K
Kenvue Inc. KVUE28.6K$504,9170.05%-4.1K
SLB Limited SLB10.0K$487,2000.05%no change
Wesdome Gold Mines Ltd WDOFF18.6K$458,1850.05%-8.0K
Adobe Inc. ADBE1.8K$425,8940.05%no change
American Funds Growth Fund of Amer A4.8K$423,8250.05%no change
BlackRock, Inc. BLK400$423,3160.05%no change
Veralto Corp. VLTO4.4K$415,1020.04%-1.1K
Charles Schwab Corp. SCHW4.2K$410,5080.04%no change
Colgate-Palmolive Co. CL4.7K$402,7100.04%-200
Veeva Systems Inc. VEEV1.4K$385,3580.04%no change
Southern Co. SO4.6K$383,6980.04%no change
Vanguard Index FDS Tot Stkidx2.0K$364,3200.04%no change
Astera Labs, Inc. ALAB1.0K$355,9700.04%no change
Taiwan Semiconductor Manufacturing Company Limited TSM775$353,5470.04%new
Home Depot, Inc. HD1.2K$352,7680.04%no change
ACM Research, Inc. ACMR4.3K$352,0020.04%-1.0K
ROSS Stores, Inc. ROST1.5K$350,1000.04%no change
Enterprise Products Partners L.P. EPD9.6K$340,0760.04%no change
Purecycle Technologies Inc. PCT73.8K$325,4580.04%+19.8K
Fifth Third Bancorp FITB6.2K$314,7090.03%no change
S&P Global Inc. SPGI750$295,8530.03%no change
Ovintiv Inc. OVV5.0K$289,1000.03%no change
Nestle SA Sponsored ADR Repstg Reg SHS NSRGY3.1K$281,4180.03%-400
Microchip Technology Inc. MCHP3.5K$272,1950.03%no change
Royal Gold Inc. RGLD1.1K$259,6000.03%-1.4K
Dominion Energy, Inc. D4.1K$245,4090.03%no change
General Dynamics Corp. GD730$242,2360.03%no change
RTX Corp. RTX1.2K$232,0630.03%no change
American Tower Corp. AMT1.4K$229,1660.02%no change
Vanguard Mid Cap Index ETF VO2.9K$228,9860.02%no change
Alamos Gold Inc. New AGI7.0K$226,7300.02%no change
Cloudflare, Inc. NET650$225,7320.02%new
Labcorp Holdings Inc. LH718$221,2230.02%new
Boeing Co. BA1.1K$204,6550.02%no change
Wells Fargo & Company WFC2.5K$200,1250.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.