Investor
Violich Capital Management, Inc.
CIK 0001326766 · filed 2026-04-08 · SEC filing
13F book
$855.4M
Positions
118
10 new · 6 sold
Largest name
11.4%
Alphabet Inc
Est. mark
−$36.9M
Price effect on 108 names still held. Flow −$3.71M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 339.4K | $97.4M | 11.4% | −$9.14M | Cut−$9.57M |
| Alphabet Inc | — | 325.2K | $93.5M | 10.9% | −$8.27M | Cut−$8.41M |
| Microsoft Corp | MSFT | 179.6K | $66.5M | 7.8% | −$20.4M | Cut−$21.2M |
| Apple Inc. | AAPL | 210.9K | $53.5M | 6.3% | −$3.81M | Cut−$4.38M |
| Costco Whsl Corp New | — | 48.4K | $48.2M | 5.6% | $6.49M | Cut$5.86M |
| Visa Inc. | V | 141.7K | $42.8M | 5.0% | −$6.87M | Cut−$7.46M |
| Oracle Corp | — | 194.7K | $28.6M | 3.3% | −$9.31M | Cut−$12.8M |
| Berkshire Hathaway Inc Del | — | 57.6K | $27.6M | 3.2% | −$1.35M | Cut−$1.65M |
| AbbVie Inc. | ABBV | 110.5K | $24M | 2.8% | −$1.22M | Cut−$1.42M |
| Johnson & Johnson | JNJ | 91.5K | $22.4M | 2.6% | $3.43M | Cut$2.91M |
| Spdr Gold Tr | — | 51.9K | $22.3M | 2.6% | $1.76M | Added$1.78M |
| Lam Research Corp | LRCX | 100.3K | $21.4M | 2.5% | $4.26M | Held |
| Amazon Com Inc | AMZN | 85.7K | $17.9M | 2.1% | −$1.93M | Added−$1.92M |
| Alps Etf Tr | — | 337.6K | $17.8M | 2.1% | $1.89M | Added$1.98M |
| Chevron Corp New | CVX | 73.9K | $15.3M | 1.8% | $3.95M | Added$4.25M |
| Philip Morris Intl Inc | — | 86.4K | $14.3M | 1.7% | $422.6K | Added$569.8K |
| Honeywell Intl Inc | — | 61.2K | $13.8M | 1.6% | $1.89M | Cut$1.84M |
| Bhp Group Ltd | — | 186.9K | $13.6M | 1.6% | $2.3M | Added$2.35M |
| Pepsico Inc | PEP | 72.1K | $11.2M | 1.3% | $848.9K | Cut$722.3K |
| Agnico Eagle Mines Ltd | AEM | 54.8K | $11.1M | 1.3% | $1.78M | Added$2.1M |
| Exxon Mobil Corp | — | 53.4K | $9.05M | 1.1% | $2.48M | Added$2.99M |
| Unitedhealth Group Inc | UNH | 31K | $8.39M | 1.0% | −$1.8M | Added−$1.62M |
| Jpmorgan Chase & Co. | — | 28.2K | $8.29M | 1.0% | −$790.8K | Cut−$817.5K |
| Vanguard Index Fds | — | 13.1K | $7.84M | 0.9% | −$370.3K | Added−$7K |
| Union Pac Corp | — | 31.5K | $7.64M | 0.9% | $355.4K | Added$360.3K |
| Aon plc | AON | 21.4K | $6.9M | 0.8% | −$643.1K | Cut−$728.8K |
| Danaher Corporation | — | 34K | $6.44M | 0.8% | −$1.34M | Cut−$1.6M |
| Accenture Plc Ireland | — | 32.4K | $6.42M | 0.8% | −$2.27M | Cut−$2.48M |
| Merck & Co., Inc. | MRK | 50.3K | $6.05M | 0.7% | $754.6K | Added$760.6K |
| Cisco Sys Inc | — | 74.1K | $5.75M | 0.7% | $40.1K | Added$237.9K |
| Verizon Communications Inc | VZ | 113.1K | $5.68M | 0.7% | $1.07M | Cut$1.05M |
| Broadcom Inc. | AVGO | 18.1K | $5.59M | 0.7% | −$661.4K | Cut−$704.6K |
| Vanguard Admiral Fds Inc | — | 44.8K | $5.12M | 0.6% | $66.8K | Added$2.16M |
| Mastercard Inc | MA | 10.2K | $5.09M | 0.6% | −$725.6K | Cut−$774.1K |
| Nextera Energy Inc | — | 52.4K | $4.87M | 0.6% | $660.2K | Held |
| Goldman Sachs Group Inc | — | 5.05K | $4.27M | 0.5% | −$166.7K | Cut−$210.7K |
| Conocophillips | COP | 29.7K | $3.92M | 0.5% | $1.14M | Cut−$232.6K |
| Coca Cola Co | KO | 46.1K | $3.51M | 0.4% | $283K | Held |
| Amgen Inc | AMGN | 9.75K | $3.43M | 0.4% | $239.3K | Cut$75.6K |
| Cvs Health Corp | CVS | 47.7K | $3.43M | 0.4% | −$359.6K | Cut−$542.2K |
| Automatic Data Processing In | — | 16.9K | $3.42M | 0.4% | −$910.9K | Cut−$1.82M |
| NIKE, Inc. | NKE | 64.2K | $3.39M | 0.4% | −$654.1K | Added−$434.9K |
| Meta Platforms, Inc. | META | 5.58K | $3.19M | 0.4% | −$490.4K | Cut−$589.4K |
| Becton Dickinson & Co | BDX | 18.6K | $2.92M | 0.3% | −$684.1K | Cut−$1.02M |
| Ishares Silver Tr | — | 42.3K | $2.88M | 0.3% | $157.4K | Cut$125.2K |
| Procter And Gamble Co | PG | 19.6K | $2.83M | 0.3% | $22.1K | Held |
| Advanced Micro Devices Inc | AMD | 13.1K | $2.66M | 0.3% | −$140.6K | Held |
| Deere & Co | DE | 4.67K | $2.63M | 0.3% | $456.9K | Held |
| Spdr S&P 500 Etf Tr | — | 3.41K | $2.22M | 0.3% | −$107.6K | Cut−$217.4K |
| Corpay, Inc. | CPAY | 7.2K | $2.1M | 0.2% | −$71.6K | Cut−$101.7K |
| Lockheed Martin Corp | LMT | 3.41K | $2.06M | 0.2% | $363.4K | Added$605.1K |
| Vanguard Scottsdale Fds | — | 17K | $1.7M | 0.2% | $11.1K | Held |
| Ishares Tr | — | 2.48K | $1.62M | 0.2% | −$72K | Added$65.2K |
| Walmart Inc. | WMT | 12.6K | $1.57M | 0.2% | $162.5K | Held |
| Rio Tinto Plc | — | 16.4K | $1.53M | 0.2% | $217.5K | Held |
| Nvidia Corp | NVDA | 8.76K | $1.53M | 0.2% | −$72.7K | Added$406K |
| Eli Lilly & Co | LLY | 1.65K | $1.51M | 0.2% | −$224K | Added−$40K |
| Stryker Corp | SYK | 4.6K | $1.51M | 0.2% | −$105.2K | Cut−$281K |
| Mcdonalds Corp | MCD | 4.67K | $1.45M | 0.2% | $23.6K | Added$54.7K |
| Disney Walt Co | — | 15K | $1.44M | 0.2% | −$260.5K | Cut−$283.3K |
| Vanguard 500 Index Admir | — | 2.33K | $1.41M | 0.2% | — | New |
| Dell Technologies Inc. | DELL | 8.49K | $1.39M | 0.2% | $324.7K | Held |
| Caterpillar Inc | CAT | 1.8K | $1.28M | 0.1% | $244.1K | Held |
| Duke Energy Corp New | — | 8.71K | $1.14M | 0.1% | $119.6K | Held |
| Ishares Tr | — | 5.5K | $1.05M | 0.1% | −$37.5K | Cut−$45.4K |
| Solstice Advanced Matls Inc | — | 13.5K | $1.03M | 0.1% | $371.6K | Cut$345.8K |
| Adobe Inc. | ADBE | 3.98K | $966.5K | 0.1% | −$425.1K | Held |
| Huntington Ingalls Inds Inc | — | 2.46K | $934.6K | 0.1% | $81.1K | Added$242.5K |
| Invesco Qqq Tr | — | 1.59K | $918.3K | 0.1% | −$59.1K | Cut−$67.7K |
| Waters Corp | — | 2.89K | $859.5K | 0.1% | — | New |
| Emerson Elec Co | — | 6.53K | $854.9K | 0.1% | −$3.82K | Added$556.3K |
| Pfizer Inc | PFE | 27.6K | $776.4K | 0.1% | $87.9K | Cut$63K |
| Fedex Corp | FDX | 2.1K | $748K | 0.1% | $141.4K | Held |
| Linde Plc | LIN | 1.42K | $701.5K | 0.1% | $98.2K | Held |
| Royal Gold Inc | RGLD | 2.5K | $636.2K | 0.1% | $80.5K | Cut$58.3K |
| Novartis Ag | — | 4.05K | $618.2K | 0.1% | $60.2K | Cut$18.9K |
| Slb Limited/Nv | SLB | 11.4K | $588.4K | 0.1% | $149K | Held |
| Kenvue Inc. | KVUE | 32.7K | $563.5K | 0.1% | −$327 | Cut−$19.6K |
| Dynatrace, Inc. | DT | 15K | $554.7K | 0.1% | −$95.4K | Held |
| Wesdome Gold Mines Ltd F | — | 30.4K | $542.5K | 0.1% | $37.5K | Added$41.1K |
| Thermo Fisher Scientific Inc. | TMO | 1.1K | $540.7K | 0.1% | −$96.7K | Held |
| 3M CO | MMM | 3.54K | $513.5K | 0.1% | −$52.6K | Held |
| Veralto Corp | VLTO | 5.55K | $490.4K | 0.1% | −$63K | Held |
| Vanguard Extended Market Index Admiral | — | 3.1K | $483.2K | 0.1% | — | New |
| Nestle Sa Adr | — | 4.84K | $479.6K | 0.1% | $1.55K | Cut−$8.33K |
| NexGen Energy Ltd. | NXE | 41K | $475.6K | 0.1% | $98.4K | Cut$85.5K |
| Paccar Inc | PCAR | 3.9K | $450.4K | 0.1% | $23.4K | Held |
| Southern Co | — | 4.63K | $446.8K | 0.1% | $43.1K | Held |
| Colgate Palmolive Co | CL | 5.12K | $436.4K | 0.1% | $31.8K | Held |
| Home Depot, Inc. | HD | 1.25K | $411.1K | 0.0% | −$19K | Held |
| Ross Stores, Inc. | ROST | 1.85K | $400.8K | 0.0% | — | New |
| Palo Alto Networks Inc | PANW | 2.4K | $384.8K | 0.0% | −$57.3K | Cut−$140.2K |
| BlackRock, Inc. | BLK | 400 | $384.7K | 0.0% | −$43.5K | Held |
| Hewlett Packard Enterprise C | — | 15.8K | $376.2K | 0.0% | −$3.32K | Held |
| Enterprise Prods Partners L | — | 9.55K | $361.4K | 0.0% | $55.2K | Cut$47.2K |
| American Funds Growth Fund Of Amer A | — | 4.85K | $358.7K | 0.0% | — | New |
| Cameco Corp | CCJ | 3.2K | $347.6K | 0.0% | $54.8K | Held |
| Astera Labs, Inc. | ALAB | 3K | $328.8K | 0.0% | −$170.3K | Held |
| S&P Global Inc. | SPGI | 750 | $319K | 0.0% | −$72.9K | Held |
| Purecycle Technologies Inc | — | 61K | $316.6K | 0.0% | −$165.6K | Added−$101.7K |
| Vanguard Total Stock Mkt | — | 2K | $312.5K | 0.0% | — | New |
| Alamos Gold Inc New | AGI | 7K | $311K | 0.0% | $41K | Held |
| Ovintiv Inc. | OVV | 5K | $296.8K | 0.0% | — | New |
| Fifth Third Bancorp | — | 6.22K | $289.1K | 0.0% | — | New |
| American Tower Corp New | — | 1.65K | $284.8K | 0.0% | −$4.93K | Held |
| General Dynamics Corp | GD | 745 | $255.7K | 0.0% | $4.89K | Held |
| Dominion Energy, Inc | D | 4.05K | $250.7K | 0.0% | $13.1K | Cut−$22.1K |
| RTX Corp | RTX | 1.25K | $241.1K | 0.0% | $11.9K | Held |
| Microchip Technology Inc. | — | 3.5K | $226.1K | 0.0% | $3.12K | Held |
| Schwab Charles Corp | — | 2.4K | $225.6K | 0.0% | −$14.2K | Held |
| Viemed Healthcare, Inc. | VMD | 24.4K | $225.2K | 0.0% | — | New |
| Kimberly Clark Corp | KMB | 2.3K | $221.5K | 0.0% | −$10.1K | Cut−$35.4K |
| Boeing Co | — | 1.1K | $218.9K | 0.0% | −$19.9K | Held |
| Vanguard Index Fds | — | 604 | $214.9K | 0.0% | — | New |
| Abrdn Silver Etf Trust | SIVR | 3K | $214.8K | 0.0% | $11.9K | Held |
| Acm Resh Inc | — | 5.35K | $210.5K | 0.0% | −$535 | Cut−$22.2K |
| Vanguard Index Fds | — | 730 | $209.6K | 0.0% | −$2.22K | Held |
| Acadia Pharmaceuticals Inc | ACAD | 9.03K | $200.9K | 0.0% | −$40.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.