Violich Capital Management, Inc.
SEC Form 13F institutional filer · CIK 0001326766
13F-HR · 87 reported holdings · 2026-03-31
Asset manager.
Reported long-US-equity value
$0.78B
Top-10 concentration
65.1%
Violich Capital Management, Inc. — $775M AUM allocation strategy
Violich Capital Management, Inc. files SEC Form 13F and reports $775M of long US equity value across 87 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 24.7%, followed by Information Technology 22.0% and Financials 10.2%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Violich Capital Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$775M
total across 87 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +18.9K sh · +$2.15M+$EMR +4.28K sh · +$556K+$NKE +4.15K sh · −$435K
Biggest trims (shares)
−$ORCL −17.7K sh · −$12.8M−$COP −14.7K sh · −$233K−$ADP −3.52K sh · −$1.82M
Exited to nil (held last quarter, gone now)
$IVZ ($1.2M last qtr)$FANG ($436K last qtr)$WFC ($233K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services24.7%—
- Systems Software8.6%—
- Technology Hardware, Storage & Peripherals6.9%—
- Consumer Staples Merchandise Retail6.2%—
- Transaction & Payment Processing Services5.5%—
- Application Software3.7%—
- Multi-Sector Holdings3.5%—
- Integrated Oil & Gas3.1%—
- Other holdings37.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 339K | $97.4M | -1.36K | 12.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 325K | $93.5M | -435 | 12.1% |
| $MSFT | Microsoft Corporation | 180K | $66.5M | -1.64K | 8.6% |
| $AAPL | Apple Inc | 211K | $53.5M | -2.09K | 6.9% |
| $COST | Costco Wholesale Corporation | 48.4K | $48.2M | -729 | 6.2% |
| $V | Visa Inc | 142K | $42.8M | -1.7K | 5.5% |
| $ORCL | Oracle Corporation | 195K | $28.6M | -17.7K | 3.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 57.6K | $27.6M | -600 | 3.6% |
| $ABBV | AbbVie Inc | 110K | $24M | -915 | 3.1% |
| $JNJ | Johnson & Johnson | 91.5K | $22.4M | -2.5K | 2.9% |
…and 77 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.