Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vision Capital Management, Inc. (CIK 1417889) reported $791.9M across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($75.8M, 9.57%), VEA ($74.2M, 9.37%), AAPL ($57.0M, 7.19%), IJR ($45.2M, 5.71%), GOOGL ($34.8M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $75.8M | 9.57% | 116,007 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $74.2M | 9.37% | 1.2M | Trimmed |
| 3 | AAPL | APPLE INC | $57.0M | 7.19% | 224,435 | Trimmed |
| 4 | IJR | ISHARES TR | $45.2M | 5.71% | 363,977 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $34.8M | 4.39% | 120,855 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $34.6M | 4.37% | 640,590 | Added |
| 7 | IAU | ISHARES GOLD TR | $26.6M | 3.36% | 301,595 | Trimmed |
| 8 | VBK | VANGUARD INDEX FDS | $26.3M | 3.32% | 86,956 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $23.8M | 3.01% | 64,429 | Added |
| 10 | AMZN | AMAZON COM INC | $21.2M | 2.68% | 101,906 | Added |
| 11 | IDEV | ISHARES TR | $20.2M | 2.54% | 241,135 | Trimmed |
| 12 | LQD | ISHARES TR | $19.0M | 2.40% | 174,720 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $18.8M | 2.37% | 107,704 | Added |
| 14 | V | VISA INC | $14.6M | 1.85% | 48,452 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $13.3M | 1.68% | 13,318 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $12.4M | 1.57% | 50,861 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $10.7M | 1.36% | 433,859 | Trimmed |
| 18 | SHW | SHERWIN WILLIAMS CO | $10.7M | 1.35% | 33,382 | Trimmed |
| 19 | AMGN | AMGEN INC | $10.1M | 1.28% | 28,702 | Trimmed |
| 20 | HON | HONEYWELL INTL INC | $8.5M | 1.07% | 37,590 | Added |
| 21 | SBUX | STARBUCKS CORP | $8.1M | 1.03% | 90,713 | Added |
| 22 | IJH | ISHARES TR | $7.7M | 0.97% | 113,692 | Trimmed |
| 23 | UHAL/B | U HAUL HOLDING COMPANY | $7.0M | 0.89% | 157,141 | Added |
| 24 | DIS | DISNEY WALT CO | $6.4M | 0.81% | 66,187 | Added |
| 25 | SPYV | SPDR SERIES TRUST | $6.3M | 0.80% | 112,049 | Added |
Source: SEC Form 13F filings · as of 2026-03-31