$394 Million is the total value of Violich Capital Management, Inc.'s 112 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UnitedHealth Group Inc | $445,000 | – | 1,800 | +100.0% | 0.11% | – |
| New | American Funds Growth Fund of | $373,000 | – | 7,675 | +100.0% | 0.10% | – | |
| VGSH | New | Vanguard Short-Term Treasury Eetf | $302,000 | – | 5,000 | +100.0% | 0.08% | – |
| ANIP | New | ANI Pharmaceuticals | $229,000 | – | 3,240 | +100.0% | 0.06% | – |
| ABT | New | Abbott Laboratories | $216,000 | – | 2,708 | +100.0% | 0.06% | – |
| ANTM | New | Anthem Inc | $201,000 | – | 700 | +100.0% | 0.05% | – |
| SDY | New | SPDR S&P Dividend ETFetf | $202,000 | – | 2,035 | +100.0% | 0.05% | – |
| PUMP | New | ProPetro Holding Corp | $203,000 | – | 9,000 | +100.0% | 0.05% | – |
| ESV | New | EnscoRowan | $141,000 | – | 36,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 42 | Q3 2023 | 10.3% |
| Apple Inc | 42 | Q3 2023 | 9.1% |
| Visa Inc CL A | 42 | Q3 2023 | 7.6% |
| Johnson & Johnson | 42 | Q3 2023 | 4.7% |
| Costco Wholesale Corp | 42 | Q3 2023 | 5.9% |
| CVS Health Corp | 42 | Q3 2023 | 4.7% |
| Oracle Corp | 42 | Q3 2023 | 3.9% |
| PepsiCo Inc | 42 | Q3 2023 | 3.1% |
| Berkshire Hathaway Cl B | 42 | Q3 2023 | 3.1% |
| Chevron Corp | 42 | Q3 2023 | 3.2% |
View Violich Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-26 |
View Violich Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.