Filed: 7/29/2025ACC: 0001326766-25-000003
📋 What this filing means
VIOLICH CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $710.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$710.62M
Total AUM (reported)
3.95M
Total Shares
Allocation by class
COM$673.16M94.7%
ETF$37.45M5.3%
Portfolio Concentration
Top 3$196.25M27.6%
4–10$245.41M34.5%
11–25$151.07M21.3%
Rest$117.88M16.6%
Top 3 weight
27.6%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 3.95M
Sole
Full voting authority
3.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings98
Rows:
Microsoft Corp
SOLEShares166.28K
TypeSH
Market value$82.71M
11.64%
Sole
166.28K
Shared
0.00
None
0.00
Alphabet Inc Cl C
SOLEShares329.55K
TypeSH
Market value$58.46M
8.23%
Sole
329.55K
Shared
0.00
None
0.00
Alphabet Inc Cl A
SOLEShares312.56K
TypeSH
Market value$55.08M
7.75%
Sole
312.56K
Shared
0.00
None
0.00
Visa Inc Cl A
SOLEShares134.38K
TypeSH
Market value$47.71M
6.71%
Sole
134.38K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares46.95K
TypeSH
Market value$46.48M
6.54%
Sole
46.95K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares209.22K
TypeSH
Market value$45.74M
6.44%
Sole
209.22K
Shared
0.00
None
0.00
Apple Inc
SOLEShares222.41K
TypeSH
Market value$45.63M
6.42%
Sole
222.41K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares54.43K
TypeSH
Market value$26.44M
3.72%
Sole
54.43K
Shared
0.00
None
0.00
Abbvie Inc
SOLEShares104.14K
TypeSH
Market value$19.33M
2.72%
Sole
104.14K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares64.17K
TypeSH
Market value$14.08M
1.98%
Sole
64.17K
Shared
0.00
None
0.00
SPDR Gold Shares
SOLEShares45.55K
TypeSH
Market value$13.88M
1.95%
Sole
45.55K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares88.34K
TypeSH
Market value$13.49M
1.90%
Sole
88.34K
Shared
0.00
None
0.00
Honeywell Intl Inc
SOLEShares56.93K
TypeSH
Market value$13.26M
1.87%
Sole
56.93K
Shared
0.00
None
0.00
Alerian MLP ETF
SOLEShares253.29K
TypeSH
Market value$12.38M
1.74%
Sole
253.29K
Shared
0.00
None
0.00
Philip Morris Intl Inc
SOLEShares62.16K
TypeSH
Market value$11.32M
1.59%
Sole
62.16K
Shared
0.00
None
0.00
Pepsico Inc
SOLEShares77.60K
TypeSH
Market value$10.25M
1.44%
Sole
77.60K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares69.40K
TypeSH
Market value$9.94M
1.40%
Sole
69.40K
Shared
0.00
None
0.00
Lam Research Corp
SOLEShares100.25K
TypeSH
Market value$9.76M
1.37%
Sole
100.25K
Shared
0.00
None
0.00
Accenture Plc Ireland Cl A
SOLEShares31.67K
TypeSH
Market value$9.47M
1.33%
Sole
31.67K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares29.60K
TypeSH
Market value$9.23M
1.30%
Sole
29.60K
Shared
0.00
None
0.00
BHP Billiton Ltd Spon Ads
SOLEShares183.76K
TypeSH
Market value$8.84M
1.24%
Sole
183.76K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares34.14K
TypeSH
Market value$7.85M
1.11%
Sole
34.14K
Shared
0.00
None
0.00
AON Plc Cl A
SOLEShares21.31K
TypeSH
Market value$7.60M
1.07%
Sole
21.31K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares23.11K
TypeSH
Market value$7.13M
1.00%
Sole
23.11K
Shared
0.00
None
0.00
Verizon Communications Inc
SOLEShares154.29K
TypeSH
Market value$6.68M
0.94%
Sole
154.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 166.28K | SH | $82.71M 11.64% | 166.28K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | COM | 329.55K | SH | $58.46M 8.23% | 329.55K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | COM | 312.56K | SH | $55.08M 7.75% | 312.56K | 0.00 | 0.00 |
Visa Inc Cl ASOLE | COM | 134.38K | SH | $47.71M 6.71% | 134.38K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 46.95K | SH | $46.48M 6.54% | 46.95K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 209.22K | SH | $45.74M 6.44% | 209.22K | 0.00 | 0.00 |
Apple IncSOLE | COM | 222.41K | SH | $45.63M 6.42% | 222.41K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 54.43K | SH | $26.44M 3.72% | 54.43K | 0.00 | 0.00 |
Abbvie IncSOLE | COM | 104.14K | SH | $19.33M 2.72% | 104.14K | 0.00 | 0.00 |
Amazon IncSOLE | COM | 64.17K | SH | $14.08M 1.98% | 64.17K | 0.00 | 0.00 |
SPDR Gold SharesSOLE | ETF | 45.55K | SH | $13.88M 1.95% | 45.55K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 88.34K | SH | $13.49M 1.90% | 88.34K | 0.00 | 0.00 |
Honeywell Intl IncSOLE | COM | 56.93K | SH | $13.26M 1.87% | 56.93K | 0.00 | 0.00 |
Alerian MLP ETFSOLE | ETF | 253.29K | SH | $12.38M 1.74% | 253.29K | 0.00 | 0.00 |
Philip Morris Intl IncSOLE | COM | 62.16K | SH | $11.32M 1.59% | 62.16K | 0.00 | 0.00 |
Pepsico IncSOLE | COM | 77.60K | SH | $10.25M 1.44% | 77.60K | 0.00 | 0.00 |
Chevron CorpSOLE | COM | 69.40K | SH | $9.94M 1.40% | 69.40K | 0.00 | 0.00 |
Lam Research CorpSOLE | COM | 100.25K | SH | $9.76M 1.37% | 100.25K | 0.00 | 0.00 |
Accenture Plc Ireland Cl ASOLE | COM | 31.67K | SH | $9.47M 1.33% | 31.67K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 29.60K | SH | $9.23M 1.30% | 29.60K | 0.00 | 0.00 |
BHP Billiton Ltd Spon AdsSOLE | COM | 183.76K | SH | $8.84M 1.24% | 183.76K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 34.14K | SH | $7.85M 1.11% | 34.14K | 0.00 | 0.00 |
AON Plc Cl ASOLE | COM | 21.31K | SH | $7.60M 1.07% | 21.31K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 23.11K | SH | $7.13M 1.00% | 23.11K | 0.00 | 0.00 |
Verizon Communications IncSOLE | COM | 154.29K | SH | $6.68M 0.94% | 154.29K | 0.00 | 0.00 |
Page 1 of 4