Vision Capital Management, Inc.

CIK: 0001417889Latest portfolio: $829.5M · Q4 2025

Holdings

147

Total Value

$829.5M

New Positions

146

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
114,893$78.7M9.49%NEW
2
VEAVANGUARD TAX-MANAGED FDS
1,161,767$72.6M8.75%NEW
3
AAPLAPPLE INC
227,918$62.0M7.47%NEW
4
IJRISHARES TR
409,694$49.2M5.94%NEW
5
GOOGLALPHABET INC
120,506$37.7M4.55%NEW
6
VWOVANGUARD INTL EQUITY INDEX F
616,425$33.1M3.99%NEW
7
IAU*ISHARES GOLD TR
382,198$31.0M3.74%NEW
8
MSFTMICROSOFT CORP
60,564$29.3M3.53%NEW
9
VBKVANGUARD INDEX FDS
92,747$28.0M3.38%NEW
10
AMZNAMAZON COM INC
98,256$22.7M2.73%NEW
11
IDEVISHARES TR
243,033$20.0M2.42%NEW
12
NVDANVIDIA CORPORATION
107,294$20.0M2.41%NEW
13
LQDISHARES TR
171,116$18.9M2.27%NEW
14
VVISA INC
48,360$17.0M2.04%NEW
15
JNJJOHNSON & JOHNSON
56,564$11.7M1.41%NEW
16
COSTCOSTCO WHSL CORP NEW
13,337$11.5M1.39%NEW
17
SHWSHERWIN WILLIAMS CO
33,406$10.8M1.30%NEW
18
IJHISHARES TR
162,482$10.7M1.29%NEW
19
SCHFSCHWAB STRATEGIC TR
439,109$10.6M1.27%NEW
20
AMGNAMGEN INC
28,785$9.4M1.14%NEW
21
BRBROADRIDGE FINL SOLUTIONS IN
37,731$8.4M1.02%NEW
22
QCOMQUALCOMM INC
45,376$7.8M0.94%NEW
23
SBUXSTARBUCKS CORP
88,990$7.5M0.90%NEW
24
UHAL/BU HAUL HOLDING COMPANY
156,939$7.3M0.88%NEW
25
HONHONEYWELL INTL INC
37,432$7.3M0.88%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($7.869472575492364e+209T)
Technology0.0% ($6.196129289200107e+64T)
Industrials0.0% ($7.302598158844204e+35T)
Consumer Cyclical0.0% ($2.267974932797246e+31T)
Healthcare0.0% ($1.1704942163666308e+31T)
Consumer Defensive0.0% ($11501838832434399232.0T)
Communication Services0.0% ($377176577264.5T)
Unknown0.0% ($310227335781.4T)
Energy0.0% ($46981557.9T)
Utilities0.0% ($4623400.2T)
Basic Materials0.0% ($10.8T)
Real Estate0.0% ($227K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$829.5M163
Q3 2025Oct 23, 2025$810.6B0
Q2 2025Jul 16, 2025$761.0B140
Q1 2025Apr 30, 2025$693.8B151

Fund Information

CIK0001417889
Most Recent FilingJan 27, 2026
Number of Filings4

Vision Capital Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $829.5M across 147 holdings. The largest position is ISHARES TR (IVV), representing 9.5% of the portfolio. Compared to the previous quarter, the fund opened 147 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.