Violich Capital Management, Inc.

Portfolio Overview

Violich Capital Management, Inc. disclosed 122 positions worth $919.3M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 12.8% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 7 new positions and exited 3 — including a new stake in $HONA. The portfolio is most concentrated in Technology (46.8% of disclosed assets). All figures are sourced directly from Violich Capital Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1326766.

• 

  Alphabet Inc.

  $GOOGL

  78.1#58

  Quality

  $117.6M332,898 sh
• 

  Alphabet Inc.

  $GOOG

  78.1#58

  Quality

  $114.6M320,578 sh
• 

  MICROSOFT CORP

  $MSFT

  79.7#31

  Quality

  $66.1M177,079 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $60.7M209,756 sh
• 

  VISA INC.

  $V

  82.7

  Quality

  $46.1M134,460 sh
• 

  COSTCO WHOLESALE CORP /NEW

  $COST

  65.9

  Quality

  $43.7M46,734 sh
• 

  LAM RESEARCH CORP

  $LRCX

  79.3

  Quality

  $40.0M92,250 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.B

  73.6

  Quality

  $27.9M55,826 sh
• 

  AbbVie Inc.

  $ABBV

  72.5

  Quality

  $27.5M109,254 sh
• 

  ORACLE CORP

  $ORCL

  68.2

  Quality

  $26.0M177,303 sh

Company	Quality	Value	Shares
Alphabet Inc.$GOOGL	78.1#58	$117.6M	332,898
Alphabet Inc.$GOOG	78.1#58	$114.6M	320,578
MICROSOFT CORP$MSFT	79.7#31	$66.1M	177,079
Apple Inc.$AAPL	76.3	$60.7M	209,756
VISA INC.$V	82.7	$46.1M	134,460
COSTCO WHOLESALE CORP /NEW$COST	65.9	$43.7M	46,734
LAM RESEARCH CORP$LRCX	79.3	$40.0M	92,250
BERKSHIRE HATHAWAY INC$BRK.B	73.6	$27.9M	55,826
AbbVie Inc.$ABBV	72.5	$27.5M	109,254
ORACLE CORP$ORCL	68.2	$26.0M	177,303

Showing top 10 of 122 holdings.

Full Holdings — Violich Capital Management, Inc. (Q2 2026)

All 122 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$GOOGL	Alphabet Inc.	$117.6M	12.8%	-2%	78.1
2	$GOOG	Alphabet Inc.	$114.6M	12.5%	-1%	78.1
3	$MSFT	MICROSOFT CORP	$66.1M	7.2%	-1%	79.7
4	$AAPL	Apple Inc.	$60.7M	6.6%	-1%	76.3
5	$V	VISA INC.	$46.1M	5.0%	-5%	82.7
6	$COST	COSTCO WHOLESALE CORP /NEW	$43.7M	4.8%	-3%	65.9
7	$LRCX	LAM RESEARCH CORP	$40.0M	4.3%	-8%	79.3
8	$BRK.B	BERKSHIRE HATHAWAY INC	$27.9M	3.0%	-3%	73.6
9	$ABBV	AbbVie Inc.	$27.5M	3.0%	-1%	72.5
10	$ORCL	ORACLE CORP	$26.0M	2.8%	-9%	68.2
11	$JNJ	JOHNSON & JOHNSON	$22.3M	2.4%	-4%	68.8
12	$AMZN	AMAZON COM INC	$22.3M	2.4%	+9%	68.4
13	—	Alerian MLP ETF - COM	$17.3M	1.9%	-1%	—
14	$GLD	SPDR GOLD TRUST	$16.8M	1.8%	-12%	—
15	$PM	Philip Morris International Inc.	$15.6M	1.7%	-0%	75.7
16	$BHP	BHP Group Ltd	$14.9M	1.6%	-4%	—
17	$UNH	UNITEDHEALTH GROUP INC	$13.0M	1.4%	+1%	62.5
18	$CVX	CHEVRON CORP	$11.9M	1.3%	-3%	62.6
19	$JPM	JPMORGAN CHASE & CO	$10.9M	1.2%	+18%	70.3
20	$PEP	PEPSICO INC	$9.6M	1.0%	-2%	63.2
21	—	Vanguard S&P 500 ETF - COM	$9.0M	1.0%	-0%	—
22	$CSCO	CISCO SYSTEMS, INC.	$8.6M	0.9%	-1%	70.1
23	$UNP	UNION PACIFIC CORP	$8.3M	0.9%	-3%	69.5
24	$AEM	AGNICO EAGLE MINES LTD	$7.9M	0.9%	-8%	—
25	$AMD	ADVANCED MICRO DEVICES INC	$7.6M	0.8%	+0%	79.7
26	—	Vanguard S&P Mid-Cap 400 Index Fund ETF - COM	$7.2M	0.8%	+23%	—
27	$XOM.R34088	EXXON MOBIL CORP	$7.2M	0.8%	-2%	57.7
28	$AON	Aon plc	$7.1M	0.8%	+0%	—
29	$AVGO	Broadcom Inc.	$6.5M	0.7%	-4%	84.4
30	$HON	HONEYWELL INTERNATIONAL INC	$6.5M	0.7%	-53%	66.5
31	$MRK	Merck & Co., Inc.	$6.5M	0.7%	+0%	59.7
32	$HONA	Honeywell Aerospace Inc.	$6.4M	0.7%	NEW	—
33	$GS	GOLDMAN SACHS GROUP INC	$5.1M	0.6%	+0%	73.3
34	$DHR	DANAHER CORP /DE/	$4.8M	0.5%	-26%	64.6
35	$VZ	VERIZON COMMUNICATIONS INC	$4.7M	0.5%	-3%	65.5
36	$CVS	CVS HEALTH Corp	$4.6M	0.5%	-7%	59.2
37	$NEE	NEXTERA ENERGY INC	$4.6M	0.5%	-1%	64.4
38	$KO	COCA COLA CO	$3.5M	0.4%	-5%	69.3
39	$AMGN	AMGEN INC	$3.4M	0.4%	-4%	79
40	$META	Meta Platforms, Inc.	$3.2M	0.3%	+1%	79.6
41	$DELL	Dell Technologies Inc.	$3.1M	0.3%	-15%	71.1
42	$COP	CONOCOPHILLIPS	$3.0M	0.3%	-2%	70
43	$ADP	AUTOMATIC DATA PROCESSING INC	$3.0M	0.3%	-20%	69.6
44	$DE	DEERE & CO	$2.9M	0.3%	-1%	55.3
45	$PG	PROCTER & GAMBLE Co	$2.9M	0.3%	+0%	64.4
46	$BDX	BECTON DICKINSON & CO	$2.5M	0.3%	-10%	58.8
47	$SPY	SPDR S&P 500 ETF TRUST	$2.5M	0.3%	-1%	—
48	$CPAY	CORPAY, INC.	$2.4M	0.3%	+0%	70.6
49	$NVDA	NVIDIA CORP	$2.2M	0.2%	+27%	85.9
50	$ACN	Accenture plc	$1.9M	0.2%	-52%	—
51	$CAT	CATERPILLAR INC	$1.9M	0.2%	+0%	66.3
52	$SLV	iShares Silver Trust	$1.9M	0.2%	-16%	—
53	—	iShares Core S&P 500 ETF - COM	$1.8M	0.2%	-1%	—
54	—	Vanguard 500 Index Fund Admiral - COM	$1.6M	0.2%	-2%	—
55	$LLY	ELI LILLY & Co	$1.5M	0.2%	-22%	87.5
56	$RIO	RIO TINTO PLC	$1.5M	0.2%	-1%	—
57	$WMT	Walmart Inc.	$1.4M	0.1%	-3%	59.9
58	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.3M	0.1%	+15%	—
59	$LMT	LOCKHEED MARTIN CORP	$1.3M	0.1%	-25%	65.4
60	$MCD	MCDONALDS CORP	$1.2M	0.1%	-1%	68.6
61	—	iShares MSCI USA Quality Factor ETF - COM	$1.2M	0.1%	+0%	—
62	$SYK	STRYKER CORP	$1.2M	0.1%	-20%	71.9
63	$NKE	NIKE, Inc.	$1.0M	0.1%	-60%	49
64	$DUK	Duke Energy CORP	$1.0M	0.1%	-6%	56
65	$EMR	EMERSON ELECTRIC CO	$1.0M	0.1%	+10%	65.1
66	$MA	Mastercard Inc	$975,840	0.1%	-81%	85
67	$HPE	Hewlett Packard Enterprise Co	$902,200	0.1%	+27%	70.3
68	$WAT	WATERS CORP /DE/	$831,839	0.1%	-23%	60.2
69	$PCAR	PACCAR INC	$756,756	0.1%	+62%	56.3
70	$LIN	LINDE PLC	$734,300	0.1%	+0%	—
71	$PANW	Palo Alto Networks Inc	$682,040	0.1%	-17%	65.4
72	$ACMR	ACM Research, Inc.	$678,862	0.1%	+0%	53.8
73	$DT	Dynatrace, Inc.	$658,650	0.1%	+0%	64.1
74	$FDX	FEDEX CORP	$657,573	0.1%	+0%	60.1
75	$PFE	PFIZER INC	$634,508	0.1%	-5%	61.8
76	$KVUE	Kenvue Inc.	$624,629	0.1%	+0%	60
77	$NVS	NOVARTIS AG	$618,574	0.1%	-2%	—
78	—	Vanguard Extended Market Index Fund - COM	$578,074	0.1%	+0%	—
79	$HII	HUNTINGTON INGALLS INDUSTRIES, INC.	$573,775	0.1%	-17%	51.9
80	$MMM	3M CO	$572,514	0.1%	+0%	64.7
81	$TMO	THERMO FISHER SCIENTIFIC INC.	$551,496	0.1%	+0%	64.9
82	$RGLD	ROYAL GOLD INC	$499,025	0.1%	+0%	79.4
83	$VLTO	Veralto Corp	$491,819	0.1%	+0%	65.3
84	$ALAB	Astera Labs, Inc.	$483,020	0.1%	-67%	74.9
85	$SLB	SLB LIMITED/NV	$464,900	0.1%	-13%	57.7
86	—	Wesdome Gold Mines Ltd - COM	$456,178	0.1%	-13%	—
87	$CL	COLGATE PALMOLIVE CO	$451,066	0.1%	-4%	61
88	$SO	SOUTHERN CO	$443,042	0.1%	+0%	61.7
89	$PCT	PureCycle Technologies, Inc.	$437,940	0.1%	-11%	15.7
90	$HD	HOME DEPOT, INC.	$437,323	0.1%	-1%	60.1
91	—	American Funds The Growth Fund of America A - COM	$422,530	0.1%	-1%	—
92	$SCHW	SCHWAB CHARLES CORP	$387,534	0.0%	+75%	79.3
93	$NXE	NexGen Energy Ltd.	$384,990	0.0%	+0%	—
94	$BLK	BlackRock, Inc.	$384,624	0.0%	+0%	69.8
95	$ADBE	ADOBE INC.	$363,911	0.0%	-55%	77.8
96	—	Vanguard Total Stock Market Index Admiral Shrs - COM	$360,360	0.0%	+0%	—
97	—	Nestle S A Spon ADR - COM	$359,415	0.0%	-28%	—
98	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$351,058	0.0%	+0%	61
99	$FITB	FIFTH THIRD BANCORP	$350,734	0.0%	+0%	63
100	$ROST	ROSS STORES, INC.	$319,275	0.0%	-19%	70
101	$MCHP	MICROCHIP TECHNOLOGY INC	$319,200	0.0%	+0%	52.7
102	$SPGI	S&P Global Inc.	$305,445	0.0%	+0%	75.8
103	$SOLS	Solstice Advanced Materials Inc.	$298,228	0.0%	-75%	61.3
104	$VMD	VIEMED HEALTHCARE, INC.	$278,730	0.0%	+0%	61.3
105	$D	DOMINION ENERGY, INC	$276,916	0.0%	+0%	69.6
106	$CCJ	CAMECO CORP	$275,022	0.0%	-16%	—
107	$OVV	Ovintiv Inc.	$263,250	0.0%	+0%	62.3
108	$GD	GENERAL DYNAMICS CORP	$258,595	0.0%	-2%	68.5
109	—	Vanguard Mid-Cap Index Fund Admiral Shares - COM	$241,152	0.0%	+0%	—
110	$AMAT	APPLIED MATERIALS INC /DE	$240,036	0.0%	NEW	72.1
111	$VEEV	VEEVA SYSTEMS INC	$239,585	0.0%	NEW	77.5
112	$BA	BOEING CO	$238,117	0.0%	+0%	61.4
113	$RTX	RTX Corp	$237,163	0.0%	+0%	73.1
114	—	Vanguard Mid-Cap Index Fund - COM	$235,264	0.0%	+300%	—
115	$ACIW	ACI WORLDWIDE, INC.	$232,591	0.0%	NEW	66.1
116	$AMT	AMERICAN TOWER CORP /MA/	$228,998	0.0%	-15%	66.3
117	$ACAD	ACADIA PHARMACEUTICALS INC	$228,333	0.0%	+0%	67.4
118	$INTC	INTEL CORP	$223,408	0.0%	NEW	45.5
119	$KMB	KIMBERLY CLARK CORP	$217,345	0.0%	-14%	58.4
120	$AGI	ALAMOS GOLD INC	$212,380	0.0%	+0%	—
121	$WFC	WELLS FARGO & COMPANY/MN	$206,600	0.0%	NEW	61.5
122	$AXP	AMERICAN EXPRESS CO	$202,950	0.0%	NEW	69.1