Vision Capital Management, Inc.

CIK: 0001417889SEC EDGAR →

Portfolio Value

$830K

Holdings

147

As of

Q4 2025

New Positions

147

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD TAX-MANAGED FDS

1,161,767$72.6M
8748.88%
2

APPLE INC

227,918$62.0M
7469.37%
3

ISHARES TR

409,694$49.2M
5935.37%
4

ALPHABET INC

120,506$37.7M
4546.76%
5

VANGUARD INTL EQUITY INDEX F

616,425$33.1M
3994.77%
6

ISHARES GOLD TR

382,198$31.0M
3739.69%
7

MICROSOFT CORP

60,564$29.3M
3530.77%
8

VANGUARD INDEX FDS

92,747$28.0M
3377.55%
9

AMAZON COM INC

98,256$22.7M
2733.94%
10

ISHARES TR

243,033$20.0M
2416.41%

Quarterly Changes

Top Buys

VEANEW
$72.6M
AAPLNEW
$62.0M
IJRNEW
$49.2M
$37.7M
VWONEW
$33.1M

Top Sells

No sells this quarter

New Positions (147)

$72.6M · 1.2M shares
$62.0M · 228K shares
$49.2M · 410K shares
$37.7M · 121K shares
$33.1M · 616K shares
$31.0M · 382K shares
$29.3M · 61K shares
$28.0M · 93K shares
$22.7M · 98K shares
$20.0M · 243K shares
$20.0M · 107K shares
$18.9M · 171K shares
$17.0M · 48K shares
$11.7M · 57K shares
$10.8M · 33K shares
$10.7M · 162K shares
$10.6M · 439K shares
$9.4M · 29K shares
$8.4M · 38K shares
$7.8M · 45K shares
$7.5M · 89K shares
$7.3M · 157K shares
$7.3M · 37K shares
$6.6M · 58K shares
$6.4M · 24K shares
$6.3M · 28K shares
$6.2M · 109K shares
$6.0M · 17K shares
$5.9M · 17K shares
$5.8M · 124K shares
$5.8M · 105K shares
$5.8M · 25K shares
$5.1M · 28K shares
$4.7M · 122K shares
$4.6M · 58K shares
$4.2M · 34K shares
$4.2M · 31K shares
$4.2M · 29K shares
$3.9M · 39K shares
$3.8M · 48K shares
$3.5M · 30K shares
$3.3M · 72K shares
$3.3M · 13K shares
$3.3M · 34K shares
$3.1M · 110K shares
$3.0M · 7K shares
$2.9M · 12K shares
$2.8M · 16K shares
$2.7M · 8K shares
$2.5M · 20K shares
$2.5M · 25K shares
$2.5M · 15K shares
$2.5M · 10K shares
$2.5M · 10K shares
$2.3M · 6K shares
$2.2M · 15K shares
$2.0M · 77K shares
$2.0M · 6K shares
$1.8M · 67K shares
$1.8M · 60K shares
$1.8M · 28K shares
$1.7M · 9K shares
$1.7M · 32K shares
$1.7M · 5K shares
$1.6M · 34K shares
$1.4M · 4K shares
$1.2M · 32K shares
$1.2M · 90K shares
$1.2M · 9K shares
$1.2M · 8K shares
$1.2M · 26K shares
$1.1M · 46K shares
$965K · 2K shares
$920K · 3K shares
$913K · 3K shares
$888K · 6K shares
$887K · 3K shares
$886K · 23K shares
$838K · 11K shares
$832K · 7K shares
$790K · 14K shares
$790K · 10K shares
$701K · 7K shares
$657K · 8K shares
$656K · 3K shares
$649K · 1K shares
$616K · 3K shares
$574K · 12K shares
$570K · 3K shares
$570K · 2K shares
$564K · 5K shares
$560K · 2K shares
$496K · 13K shares
$493K · 2K shares
$487K · 6K shares
$476K · 2K shares
$462K · 977 shares
$448K · 2K shares
$440K · 3K shares
$437K · 3K shares
$434K · 6K shares
$400K · 1K shares
$398K · 3K shares
$375K · 5K shares
$354K · 3K shares
$345K · 1K shares
$339K · 6K shares
$328K · 701 shares
$328K · 1K shares
$316K · 2K shares
$315K · 1K shares
$305K · 1K shares
$301K · 2K shares
$293K · 1K shares
$273K · 3K shares
$271K · 3K shares
$269K · 3K shares
$254K · 2K shares
$253K · 2K shares
$248K · 2K shares
$241K · 2K shares
$233K · 631 shares
$227K · 2K shares
$227K · 1K shares
$219K · 2K shares
$218K · 2K shares
$215K · 445 shares
$211K · 3K shares
$210K · 3K shares
$209K · 2K shares
$206K · 5K shares
$204K · 2K shares
$201K · 958 shares
$200K · 2K shares
$79K · 115K shares
$12K · 13K shares
$6K · 6K shares
$5K · 8K shares
$3K · 4K shares
$2K · 308 shares
$781 · 2K shares
$510 · 749 shares
$496 · 869 shares
$442 · 773 shares
$309 · 504 shares
$246 · 435 shares
$211 · 198 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services58$340.0M47.2%
Technology20$152.0M21.1%
Communication Services5$47.7M6.6%
Consumer Cyclical11$40.8M5.7%
Healthcare11$39.7M5.5%
Unknown6$39.1M5.4%
Industrials13$31.9M4.4%
Basic Materials3$11.5M1.6%
Energy5$7.7M1.1%
Utilities5$5.6M0.8%
Consumer Defensive9$3.7M0.5%
Real Estate1$227K0.0%