Violich Capital Management, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Violich Capital Management, Inc. reported 122 stock positions worth $919.3 million. Its top holding was Alphabet Class C (GOOG) at 12.8% of the portfolio, followed by Alphabet Class A (GOOGL, 12.5%) and Microsoft (MSFT, 7.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 11 and reduced 70. The biggest buy was Unitedhealth (UNH, shares +1%) and the biggest sale Honeywell International (HON, shares −6%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001326766
Portfolio Value
$919.3M (Q2 2026)
SEC Filing
0001326766-26-000004 ↗ filed Jul 16, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $698.8M Q1 2024 Q2 2024: $740.0M Q2 2024 Q3 2024: $769.3M Q3 2024 Q4 2024: $768.8M Q4 2024 Q1 2025: $741.2M Q1 2025 Q2 2025: $710.6M Q2 2025 Q3 2025: $840.4M Q3 2025 Q4 2025: $896.1M Q4 2025 Q1 2026: $855.4M Q1 2026 Q2 2026: $919.3M $919.3M Q2 2026

Holdings 122 stocks · $919.3M
GOOG Alphabet Inc. Class C 12.79% 332,898 $117.6M Reduce -1.9%
GOOGL Alphabet Inc. Class A 12.46% 320,578 $114.6M Reduce -1.4%
MSFT Microsoft Corp. 7.18% 177,079 $66.1M Reduce -1.4%
AAPL Apple Inc. 6.60% 209,756 $60.7M Reduce -0.5%
V Visa Inc. Class A 5.02% 134,460 $46.1M Reduce -5.1%
COST Costco Wholesale Corp. 4.76% 46,734 $43.7M Reduce -3.5%
LRCX Lam Research Corp. 4.35% 92,250 $40.0M Reduce -8.0%
BRK.B Berkshire Hathaway Inc. Class B 3.04% 55,826 $27.9M Reduce -3.1%
ABBV Abbvie Inc. 2.99% 109,254 $27.5M Reduce -1.1%
ORCL Oracle Corp. 2.83% 177,303 $26.0M Reduce -8.9%
JNJ Johnson & Johnson 2.43% 87,990 $22.3M Reduce -3.9%
AMZN Amazon.com Inc. 2.43% 93,741 $22.3M Add +9.4%
AMLP Alerian MLP ETF 1.88% 333,845 $17.3M Reduce -1.1%
GLD SPDR Gold Shares 1.83% 45,558 $16.8M Reduce -12.3%
PM Philip Morris International 1.70% 86,345 $15.6M Reduce -0.1%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 1.62% 179,314 $14.9M Reduce -4.1%
UNH Unitedhealth Group Inc. 1.41% 31,254 $13.0M Add +0.8%
CVX Chevron Corp. 1.29% 71,642 $11.9M Reduce -3.0%
JPM JPMorgan Chase & Co. 1.19% 33,302 $10.9M Add +18.2%
PEP Pepsico Inc. 1.04% 70,909 $9.6M Reduce -1.7%
VOO Vanguard S&P 500 ETF 0.98% 13,113 $9.0M Reduce -0.1%
CSCO Cisco Systems Inc. 0.94% 73,435 $8.6M Reduce -0.9%
UNP Union Pacific Corp. 0.90% 30,490 $8.3M Reduce -3.1%
AEM Agnico Eagle Mines Ltd. 0.86% 50,720 $7.9M Reduce -7.5%
AMD Advanced Micro Devices 0.83% 13,100 $7.6M No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.78% 55,295 $7.2M Add +23.4%
XOM Exxonmobil Holdings Corp. 0.78% 52,425 $7.2M Reduce -1.8%
AON Aon PLC Class A 0.77% 21,365 $7.1M No change
AVGO Broadcom Inc. 0.71% 17,280 $6.5M Reduce -4.4%
HON Honeywell International Inc. 0.70% 28,862 $6.5M Reduce -5.7%
MRK Merck & Co. Inc. 0.70% 50,257 $6.5M No change
HONA Honeywell Aerospace Inc. 0.69% 28,862 $6.4M Reduce -5.7%
GS Goldman Sachs Group Inc. 0.56% 5,050 $5.1M No change
DHR Danaher Corp. 0.52% 25,060 $4.8M Reduce -26.3%
VZ Verizon Communications Inc. 0.51% 110,010 $4.7M Reduce -2.7%
CVS CVS Health Corp. 0.50% 44,263 $4.6M Reduce -7.2%
NEE Nextera Energy Inc. 0.50% 52,022 $4.6M Reduce -0.7%
KO The Coca-Cola Co. 0.39% 43,649 $3.5M Reduce -5.3%
AMGN Amgen Inc. 0.37% 9,350 $3.4M Reduce -4.1%
META Meta Platforms Inc. Class A 0.34% 5,615 $3.2M Add +0.7%
DELL Dell Technologies -C 0.34% 7,220 $3.1M Reduce -14.9%
COP Conocophillips 0.33% 29,149 $3.0M Reduce -1.8%
ADP Automatic Data Processing 0.33% 13,400 $3.0M Reduce -20.5%
DE Deere & Co. 0.32% 4,640 $2.9M Reduce -0.8%
PG The Procter & Gamble Co. 0.31% 19,564 $2.9M No change
BDX Becton Dickinson and Co. 0.28% 16,739 $2.5M Reduce -9.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 3,381 $2.5M Reduce -0.8%
CPAY Corpay Inc. 0.26% 7,200 $2.4M No change
NVDA Nvidia Corp. 0.24% 11,130 $2.2M Add +27.1%
ACN Accenture PLC Class A 0.21% 15,550 $1.9M Reduce -52.0%
CAT Caterpillar Inc. 0.21% 1,800 $1.9M No change
SLV iShares Silver Trust 0.21% 35,510 $1.9M Reduce -16.1%
IVV iShares Core S&P 500 ETF 0.20% 2,444 $1.8M Reduce -1.4%
VFIAX Vanguard 500 Index-Adm 0.17% 2,288 $1.6M Reduce -1.9%
LLY Eli Lilly & Co. 0.17% 1,291 $1.5M Reduce -21.6%
RIO Rio Tinto PLC-Spon ADR 0.17% 16,200 $1.5M Reduce -1.2%
WMT Walmart Inc. 0.15% 12,225 $1.4M Reduce -3.2%
QQQ Invesco QQQ Trust Series 1 0.15% 1,831 $1.3M Add +15.1%
LMT Lockheed Martin Corp. 0.14% 2,560 $1.3M Reduce -24.9%
MCD McDonald's Corp. 0.14% 4,603 $1.2M Reduce -1.5%
QUAL iShares MSCI USA Quality Fac 0.13% 5,500 $1.2M No change
SYK Stryker Corp. 0.13% 3,700 $1.2M Reduce -19.6%
NKE Nike Inc. Class B 0.11% 25,410 $1.0M Reduce -60.4%
DUK Duke Energy Corp. 0.11% 8,208 $1.0M Reduce -5.7%
EMR Emerson Electric Co. 0.11% 7,150 $1.0M Add +9.6%
MA Mastercard Inc. Class A 0.11% 1,900 $976K Reduce -81.3%
HPE Hewlett Packard Enterprise 0.10% 20,000 $902K Add +26.6%
WAT Waters Corp. 0.09% 2,218 $832K Reduce -23.1%
PCAR Paccar Inc. 0.08% 6,300 $757K Add +61.5%
LIN Linde PLC 0.08% 1,415 $734K No change
PANW Palo Alto Networks Inc. 0.07% 2,000 $682K Reduce -16.7%
ACMR Acm Research Inc. Class A 0.07% 5,350 $679K No change
DT Dynatrace Inc. 0.07% 15,000 $659K No change
FDX FedEx Corp. 0.07% 2,100 $658K No change
PFE Pfizer Inc. 0.07% 26,350 $635K Reduce -4.7%
KVUE Kenvue Inc. 0.07% 32,686 $625K No change
NVS Novartis AG-Sponsored ADR 0.07% 3,947 $619K Reduce -2.5%
VEXAX Vanguard Ext MKT Indx-Adm 0.06% 3,095 $578K No change
HII Huntington Ingalls Industrie 0.06% 2,050 $574K Reduce -16.7%
MMM 3M Co. 0.06% 3,536 $573K No change
TMO Thermo Fisher Scientific Inc. 0.06% 1,100 $551K No change
RGLD Royal Gold Inc. 0.05% 2,500 $499K No change
VLTO Veralto Corp. 0.05% 5,546 $492K No change
ALAB Astera Labs Inc. 0.05% 1,000 $483K Reduce -66.7%
SLB SLB Ltd. filed as SLB LIMITED 0.05% 10,000 $465K Reduce -12.7%
WDOFF Wesdome Gold Mines Ltd. 0.05% 26,550 $456K Reduce -12.8%
CL Colgate-Palmolive Co. 0.05% 4,920 $451K Reduce -3.9%
SO The Southern Co. 0.05% 4,629 $443K No change
PCT Purecycle Technologies Inc. 0.05% 54,000 $438K Reduce -11.5%
HD Home Depot Inc. 0.05% 1,240 $437K Reduce -0.8%
AGTHX Amer FND GRW FD of Am-A 0.05% 4,799 $423K Reduce -1.0%
SCHW Schwab (charles) Corp. 0.04% 4,200 $388K Add +75.0%
NXE Nexgen Energy Ltd. 0.04% 41,000 $385K No change
BLK BlackRock Inc. 0.04% 400 $385K No change
ADBE Adobe Inc. 0.04% 1,775 $364K Reduce -55.4%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM 0.04% 2,000 $360K No change
NSRGY Nestle SA-Spons ADR 0.04% 3,500 $359K Reduce -27.7%
EPD Enterprise Products Partners 0.04% 9,550 $351K No change
FITB Fifth Third Bancorp 0.04% 6,222 $351K No change
ROST Ross Stores Inc. 0.03% 1,500 $319K Reduce -18.9%
MCHP Microchip Technology Inc. 0.03% 3,500 $319K No change
SPGI S&P Global Inc. 0.03% 750 $305K No change
SOLS Solstice Adv Materials Inc. 0.03% 3,366 $298K Reduce -75.0%
VMD Viemed Healthcare Inc. 0.03% 24,450 $279K No change
D Dominion Energy Inc. 0.03% 4,055 $277K No change
CCJ Cameco Corp. 0.03% 2,700 $275K Reduce -15.6%
OVV Ovintiv Inc. 0.03% 5,000 $263K No change
GD General Dynamics Corp. 0.03% 730 $259K Reduce -2.0%
VIMAX VNGD Mrngst MD-CP Idx FD-Adm 0.03% 604 $241K No change
AMAT Applied Materials Inc. 0.03% 332 $240K New
VEEV Veeva Systems Inc. Class A 0.03% 1,350 $240K New
BA The Boeing Co. 0.03% 1,100 $238K No change
RTX RTX Corp. 0.03% 1,250 $237K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 2,920 $235K No change
ACIW Aci Worldwide Inc. 0.03% 4,625 $233K New
AMT American Tower Corp. 0.02% 1,400 $229K Reduce -15.2%
ACAD Acadia Pharmaceuticals Inc. 0.02% 9,025 $228K No change
INTC Intel Corp. 0.02% 1,600 $223K New
KMB Kimberly-Clark Corp. 0.02% 1,980 $217K Reduce -13.8%
AGI Alamos Gold Inc. Class A 0.02% 7,000 $212K No change
WFC Wells Fargo & Co. 0.02% 2,500 $207K New
AXP American Express Co. 0.02% 600 $203K New

Portfolio Sells Q1 2026 → Q2 2026
HON Honeywell International Inc. Reduce -5.7% 0.70% −0.92
COST Costco Wholesale Corp. Reduce -3.5% 4.76% −0.88
GLD SPDR Gold Shares Reduce -12.3% 1.83% −0.79
MSFT Microsoft Corp. Reduce -1.4% 7.18% −0.59
ACN Accenture PLC Class A Reduce -52.0% 0.21% −0.54
ORCL Oracle Corp. Reduce -8.9% 2.83% −0.52
CVX Chevron Corp. Reduce -3.0% 1.29% −0.50
MA Mastercard Inc. Class A Reduce -81.3% 0.11% −0.49
AEM Agnico Eagle Mines Ltd. Reduce -7.5% 0.86% −0.45
NKE Nike Inc. Class B Reduce -60.4% 0.11% −0.28
XOM Exxonmobil Holdings Corp. Reduce -1.8% 0.78% −0.28
PEP Pepsico Inc. Reduce -1.7% 1.04% −0.26
DHR Danaher Corp. Reduce -26.3% 0.52% −0.23
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.20
AMLP Alerian MLP ETF Reduce -1.1% 1.88% −0.19
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.1% 3.04% −0.19
JNJ Johnson & Johnson Reduce -3.9% 2.43% −0.18
DIS The Walt Disney Co. Sold out 0.00% −0.17
VZ Verizon Communications Inc. Reduce -2.7% 0.51% −0.16
SLV iShares Silver Trust Reduce -16.1% 0.21% −0.13
COP Conocophillips Reduce -1.8% 0.33% −0.13
LMT Lockheed Martin Corp. Reduce -24.9% 0.14% −0.10
HONA Honeywell Aerospace Inc. Reduce -5.7% 0.69% −0.10
SOLS Solstice Adv Materials Inc. Reduce -75.0% 0.03% −0.09
ADP Automatic Data Processing Reduce -20.5% 0.33% −0.07
ADBE Adobe Inc. Reduce -55.4% 0.04% −0.07
NEE Nextera Energy Inc. Reduce -0.7% 0.50% −0.07
BDX Becton Dickinson and Co. Reduce -9.9% 0.28% −0.07
SYK Stryker Corp. Reduce -19.6% 0.13% −0.05
HII Huntington Ingalls Industrie Reduce -16.7% 0.06% −0.05
MCD McDonald's Corp. Reduce -1.5% 0.14% −0.03
WMT Walmart Inc. Reduce -3.2% 0.15% −0.03
AMGN Amgen Inc. Reduce -4.1% 0.37% −0.03
SIVR Abrdn Physical Silver Shares Sold out 0.00% −0.03
KO The Coca-Cola Co. Reduce -5.3% 0.39% −0.02
PFE Pfizer Inc. Reduce -4.7% 0.07% −0.02
DUK Duke Energy Corp. Reduce -5.7% 0.11% −0.02
SLB SLB Ltd. Reduce -12.7% 0.05% −0.02
NSRGY Nestle SA-Spons ADR Reduce -27.7% 0.04% −0.02
WDOFF Wesdome Gold Mines Ltd. Reduce -12.8% 0.05% −0.01
ROST Ross Stores Inc. Reduce -18.9% 0.03% −0.01
RIO Rio Tinto PLC-Spon ADR Reduce -1.2% 0.17% −0.01
CCJ Cameco Corp. Reduce -15.6% 0.03% −0.01
WAT Waters Corp. Reduce -23.1% 0.09% −0.01
LLY Eli Lilly & Co. Reduce -21.6% 0.17% −0.01
AMT American Tower Corp. Reduce -15.2% 0.02% −0.01
NVS Novartis AG-Sponsored ADR Reduce -2.5% 0.07% −0.01
KMB Kimberly-Clark Corp. Reduce -13.8% 0.02% −0.00
CL Colgate-Palmolive Co. Reduce -3.9% 0.05% −0.00
GD General Dynamics Corp. Reduce -2.0% 0.03% −0.00

Portfolio Buys Q1 2026 → Q2 2026
UNH Unitedhealth Group Inc. Add +0.8% 1.41% +0.43
AMZN Amazon.com Inc. Add +9.4% 2.43% +0.34
JPM JPMorgan Chase & Co. Add +18.2% 1.19% +0.22
IVOO Vanguard S&P Mid-Cap 400 ETF Add +23.4% 0.78% +0.19
NVDA Nvidia Corp. Add +27.1% 0.24% +0.06
HPE Hewlett Packard Enterprise Add +26.6% 0.10% +0.05
QQQ Invesco QQQ Trust Series 1 Add +15.1% 0.15% +0.04
PCAR Paccar Inc. Add +61.5% 0.08% +0.03
AMAT Applied Materials Inc. New 0.03% +0.03
VEEV Veeva Systems Inc. Class A New 0.03% +0.03
ACIW Aci Worldwide Inc. New 0.03% +0.03
INTC Intel Corp. New 0.02% +0.02
WFC Wells Fargo & Co. New 0.02% +0.02
AXP American Express Co. New 0.02% +0.02
SCHW Schwab (charles) Corp. Add +75.0% 0.04% +0.02
EMR Emerson Electric Co. Add +9.6% 0.11% +0.01
META Meta Platforms Inc. Class A Add +0.7% 0.34% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$919.3MGOOG, GOOGL, MSFT, AAPL, V
Q1 2026 118$855.4MGOOG, GOOGL, MSFT, AAPL, COST
Q4 2025 114$896.1MGOOG, GOOGL, MSFT, AAPL, V
Q3 2025 109$840.4MMSFT, GOOG, GOOGL, ORCL, AAPL
Q2 2025 98$710.6MMSFT, GOOG, GOOGL, V, COST
Q1 2025 103$741.2MMSFT, GOOG, AAPL, V, GOOGL
Q4 2024 107$768.8MMSFT, GOOG, GOOGL, AAPL, COST
Q3 2024 111$769.3MMSFT, GOOG, AAPL, GOOGL, COST
Q2 2024 109$740.0MMSFT, GOOG, GOOGL, AAPL, COST
Q1 2024 109$698.8MMSFT, GOOG, GOOGL, AAPL, COST