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 $875.9M across 156 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($85.3M, 9.74%), VEA ($80.6M, 9.20%), AAPL ($64.6M, 7.38%), IJR ($50.4M, 5.75%), GOOGL ($41.9M, 4.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $85.3M | 9.74% | 113,897 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $80.6M | 9.20% | 1.1M | Trimmed |
| 3 | AAPL | APPLE INC | $64.6M | 7.38% | 223,377 | Trimmed |
| 4 | IJR | ISHARES TR | $50.4M | 5.75% | 339,793 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $41.9M | 4.79% | 117,364 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $38.6M | 4.41% | 646,823 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $30.7M | 3.51% | 84,065 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $23.8M | 2.72% | 63,925 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $23.3M | 2.66% | 97,611 | Trimmed |
| 10 | IAU | ISHARES GOLD TR | $23.2M | 2.65% | 307,858 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $21.3M | 2.43% | 106,584 | Trimmed |
| 12 | IDEV | ISHARES TR | $21.2M | 2.42% | 238,266 | Trimmed |
| 13 | LQD | ISHARES TR | $19.5M | 2.22% | 178,377 | Added |
| 14 | V | VISA INC | $16.0M | 1.83% | 46,628 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $12.9M | 1.47% | 50,692 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $12.2M | 1.40% | 13,087 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $11.8M | 1.34% | 424,434 | Trimmed |
| 18 | SHW | SHERWIN WILLIAMS CO | $11.4M | 1.30% | 33,060 | Trimmed |
| 19 | AMGN | AMGEN INC | $10.3M | 1.18% | 28,552 | Trimmed |
| 20 | SBUX | STARBUCKS CORP | $9.1M | 1.04% | 89,538 | Trimmed |
| 21 | UHALB | U HAUL HOLDING COMPANY | $8.9M | 1.02% | 154,986 | Trimmed |
| 22 | IJH | ISHARES TR | $8.5M | 0.97% | 110,494 | Trimmed |
| 23 | QCOM | QUALCOMM INC | $8.4M | 0.96% | 45,433 | Trimmed |
| 24 | PANW | PALO ALTO NETWORKS INC | $7.2M | 0.83% | 21,239 | Trimmed |
| 25 | WSO | WATSCO INC | $7.3M | 0.83% | 17,406 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30