Vision Capital Management, Inc. Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$829.5M

Holdings

147

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
101
MAMASTERCARD INCORPORATED
869$496K0.06%
102
INTCINTEL CORP
13,449$496K0.06%
103
MARMARRIOTT INTL INC NEW
1,592$493K0.06%
104
CSCOCISCO SYS INC
6,333$487K0.06%
105
VBVANGUARD INDEX FDS
1,847$476K0.06%
106
IWFISHARES TR
977$462K0.06%
107
ABBVABBVIE INC
1,965$448K0.05%
108
CATCATERPILLAR INC
773$442K0.05%
109
TXNTEXAS INSTRS INC
2,540$440K0.05%
110
AQLTISHARES TR
3,099$437K0.05%
111
KOCOCA COLA CO
6,217$434K0.05%
112
CEGCONSTELLATION ENERGY CORP
1,134$400K0.05%
113
PGPROCTER AND GAMBLE CO
2,783$398K0.05%
114
VEUVANGUARD INTL EQUITY INDEX F
5,105$375K0.05%
115
ELLAUDER ESTEE COS INC
3,383$354K0.04%
116
MCDMCDONALDS CORP
1,130$345K0.04%
117
DFATDIMENSIONAL ETF TRUST
5,699$339K0.04%
118
CRWDCROWDSTRIKE HLDGS INC
701$328K0.04%
119
ECLECOLAB INC
1,251$328K0.04%
120
PEPPEPSICO INC
2,204$316K0.04%
121
APDAIR PRODS & CHEMS INC
1,276$315K0.04%
122
NDQINVESCO QQQ TR
504$309K0.04%
123
FSLRFIRST SOLAR INC
1,168$305K0.04%
124
ORCLORACLE CORP
1,548$301K0.04%
125
TRVTRAVELERS COMPANIES INC
1,013$293K0.04%
126
USMVISHARES TR
2,908$273K0.03%
127
CLCOLGATE PALMOLIVE CO
3,438$271K0.03%
128
AQLTISHARES TR
3,015$269K0.03%
129
IYFISHARES TR
1,974$254K0.03%
130
IBBISHARES TR
1,500$253K0.03%
131
GILDGILEAD SCIENCES INC
2,027$248K0.03%
132
ISRGINTUITIVE SURGICAL INC
435$246K0.03%
133
SHOPSHOPIFY INC
1,500$241K0.03%
134
AXPAMERICAN EXPRESS CO
631$233K0.03%
135
LAMRLAMAR ADVERTISING CO NEW
1,800$227K0.03%
136
RTXRTX CORPORATION
1,240$227K0.03%
137
CLXCLOROX CO DEL
2,176$219K0.03%
138
JCIJOHNSON CTLS INTL PLC
1,822$218K0.03%
139
LMTLOCKHEED MARTIN CORP
445$215K0.03%
140
BLKBLACKROCK INC
198$211K0.03%
141
AWRAMER STATES WTR CO
2,921$211K0.03%
142
MASMASCO CORP
3,320$210K0.03%
143
SRESEMPRA
2,374$209K0.03%
144
AVAAVISTA CORP
5,357$206K0.02%
145
XOMEXXON MOBIL CORP
1,700$204K0.02%
146
IWDISHARES TR
958$201K0.02%
147
KNCTINVESCO EXCHANGE TRADED FD T
1,500$200K0.02%
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