Violich Capital Management, Inc.

Registered adviser

CIK

1326766

Location

MILL VALLEY, CA

Portfolio Value

Small $918,545,834

Diversification

Diversified

Filing Date

Global Rank

#2,591 / 8,807 ▼ 199 · as of Jun 2026

Top Industry

Internet Content & Information 25.9%

Period ended 20 days ago

Filed Oct 5, 2026 · 15d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 111410

Roster of Oct 1, 2026

Regulatory AUM

$1,039,042,028

Main clients

Individuals and high net worth (89% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,039,042,028	Individuals and high net worth (89%)
Apr 2025 to Mar 2026	$911,665,016	Individuals and high net worth (90%)
Apr 2024 to Mar 2025	$797,015,946	Individuals and high net worth (90%)
May 2023 to Mar 2024	$709,404,431	Individuals and high net worth (90%)
Apr 2023	$709,404,431	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$833,203,426	Individuals and high net worth (89%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.2% of the book (60%+)

Turnover

Low turnover

5.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.3 quarters (12+), a floor since 91.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.8%; sector active share 25.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

106 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.8%

−2.1 pts

Top 5

50.5%

+0.3 pts

Top 10

64.9%

−1.3 pts

HHI

841

Diversified−71

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$251,241,443	21
Communication Services	24.8%	$227,979,811	4
Financial Services	10.8%	$99,172,252	11
Healthcare	10.2%	$93,738,562	16
Consumer Defensive	8.1%	$74,091,426	8
Unclassified	6.3%	$57,877,295	9
Industrials	3.1%	$28,766,193	15
Energy	3.0%	$27,288,708	6
Consumer Cyclical	2.9%	$26,564,025	5
Basic Materials	2.9%	$26,348,808	6
Utilities	0.6%	$5,248,145	4
Real Estate	0.0%	$229,166	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
AMLP	Alerian MLP ETF	+20,025	353,870	$18,355,236
PCT	PureCycle Technologies, Inc.	+19,800	73,800	$325,458
NVDA	Nvidia Corp	+6,100	17,230	$3,934,987
UNH	Unitedhealth Group Inc	+4,880	36,134	$13,264,068
AMZN	Amazon Com Inc	+3,750	97,491	$24,289,882
LLY	ELI LILLY & Co	+1,950	3,241	$3,750,096
PM	Philip Morris International Inc.	+1,925	88,270	$16,843,681
EMR	Emerson Electric Co	+1,400	8,550	$1,326,105
SLV	iShares Silver Trust	+1,100	36,610	$1,995,611
JPM	Jpmorgan Chase & Co	+1,035	34,337	$11,359,709
VOO	VANGUARD 500 INDEX FUND	+555	13,668	$9,579,354
CSCO	Cisco Systems, Inc.	+500	73,935	$7,957,624
XOM	ExxonMobil Holdings Corp	+475	52,900	$8,609,475
TMO	Thermo Fisher Scientific Inc.	+235	1,335	$901,191
META	Meta Platforms, Inc.	+230	5,845	$4,238,677
IVV	iShares Core S&P 500 ETF	+160	2,604	$0
AVGO	Broadcom Inc.	+110	17,390	$6,107,194
SPY	Spdr S&P 500 ETF Trust	+63	3,444	$2,626,497
QQQ	Invesco Qqq Trust, Series 1	+6	1,837	$1,358,957
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−19,100	158,203	$21,721,271
KO	Coca Cola Co	−10,700	32,949	$2,836,249
NKE	NIKE, Inc.	−10,400	15,010	$531,354
GOOG	Alphabet Inc.	−7,945	324,953	$110,724,485
BHP	BHP Group Ltd	−7,400	171,914	$14,585,183
AAPL	Apple Inc.	−6,940	202,816	$67,541,784
GOOGL	Alphabet Inc.	−6,370	314,208	$108,112,688
JNJ	Johnson & Johnson	−4,375	83,615	$22,136,235
KVUE	Kenvue Inc.	−4,095	28,591	$504,917
DHR	Danaher Corp /De/	−3,915	21,145	$4,684,674
MSFT	Microsoft Corp	−3,706	173,373	$88,923,011
VZ	Verizon Communications Inc	−3,100	106,910	$4,903,961
CVX	Chevron Corp	−2,880	68,762	$14,041,888
V	Visa Inc.	−2,583	131,877	$47,387,362
WMT	Walmart Inc.	−2,200	10,025	$1,041,798
NEE	Nextera Energy Inc	−2,150	49,872	$3,777,305
ABBV	AbbVie Inc.	−2,000	107,254	$28,056,573
MRK	Merck & Co., Inc.	−1,950	48,307	$7,019,490
PEP	Pepsico Inc	−1,755	69,154	$8,763,194
COST	Costco Wholesale Corp /New	−1,614	45,120	$41,074,540
CVS	CVS HEALTH Corp	−1,525	42,738	$3,662,219
PG	PROCTER & GAMBLE Co	−1,500	18,064	$2,624,337
CPAY	Corpay, Inc.	−1,400	5,800	$2,253,880
RGLD	Royal Gold Inc	−1,400	1,100	$259,600
ADP	Automatic Data Processing Inc	−1,275	12,125	$3,128,977
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	775	$353,547
NET	Cloudflare, Inc.	650	$225,732
LH	Labcorp Holdings Inc.	718	$221,222
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
HII	Huntington Ingalls Industries, Inc.	2,050	$573,774
NXE	NexGen Energy Ltd.	41,000	$384,990
SOLS	Solstice Advanced Materials Inc.	3,366	$298,227
VMD	Viemed Healthcare, Inc.	24,450	$278,730
CCJ	Cameco Corp	2,700	$275,022
AMAT	Applied Materials Inc /De	332	$240,036
ACIW	Aci Worldwide, Inc.	4,625	$232,591
ACAD	Acadia Pharmaceuticals Inc	9,025	$228,332
INTC	Intel Corp	1,600	$223,408
KMB	Kimberly Clark Corp	1,980	$217,344
AXP	American Express Co	600	$202,950
QUAL	iShares MSCI USA Quality Factor ETF	5,500	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

106 tracked positions · $918,545,834 total · filing declares 113 positions · $926,739,547 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Reduced	324,953	-7,945	$110,724,485	−5.9%	12.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	314,208	-6,370	$108,112,688	−5.6%	11.77%
MSFT	Microsoft Corp Technology	Reduced	173,373	-3,706	$88,923,011	+34.6%	9.68%
AAPL	Apple Inc. Technology	Reduced	202,816	-6,940	$67,541,784	+11.3%	7.35%
V	Visa Inc. Financial Services	Reduced	131,877	-2,583	$47,387,362	+2.7%	5.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	45,120	-1,614	$41,074,540	−6.0%	4.47%
LRCX	Lam Research Corp Technology	Held	92,250	0	$30,305,047	−24.2%	3.30%
ABBV	AbbVie Inc. Healthcare	Reduced	107,254	-2,000	$28,056,573	+2.1%	3.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	55,076	-750	$27,425,094	−1.8%	2.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	97,491	+3,750	$24,289,882	+8.7%	2.64%
JNJ	Johnson & Johnson Healthcare	Reduced	83,615	-4,375	$22,136,235	−0.9%	2.41%
ORCL	Oracle Corp Technology	Reduced	158,203	-19,100	$21,721,271	−16.4%	2.36%
AMLP	Alerian MLP ETF	Added	353,870	+20,025	$18,355,236	—	2.00%
GLD	Spdr Gold Trust	Reduced	44,638	-920	$16,999,935	+1.3%	1.85%
PM	Philip Morris International Inc. Consumer Defensive	Added	88,270	+1,925	$16,843,681	+7.8%	1.83%
BHP	BHP Group Ltd Basic Materials	Reduced	171,914	-7,400	$14,585,183	−2.4%	1.59%
CVX	Chevron Corp Energy	Reduced	68,762	-2,880	$14,041,888	+18.2%	1.53%
UNH	Unitedhealth Group Inc Healthcare	Added	36,134	+4,880	$13,264,068	+2.1%	1.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	34,337	+1,035	$11,359,709	+4.2%	1.24%
VOO	VANGUARD 500 INDEX FUND	Added	13,668	+555	$9,579,354	+6.4%	1.04%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	49,545	-1,175	$9,080,112	+15.4%	0.99%
PEP	Pepsico Inc Consumer Defensive	Reduced	69,154	-1,755	$8,763,194	−8.7%	0.95%
XOM	ExxonMobil Holdings Corp Energy	Added	52,900	+475	$8,609,475	+20.1%	0.94%
UNP	Union Pacific Corp Industrials	Reduced	29,990	-500	$8,161,178	−1.6%	0.89%
AMD	Advanced Micro Devices Inc Technology	Held	13,100	0	$8,014,056	+5.3%	0.87%
CSCO	Cisco Systems, Inc. Technology	Added	73,935	+500	$7,957,624	−7.7%	0.87%
MRK	Merck & Co., Inc. Healthcare	Reduced	48,307	-1,950	$7,019,490	+8.7%	0.76%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Held	55,295	0	$6,732,719	−6.6%	0.73%
AVGO	Broadcom Inc. Technology	Added	17,390	+110	$6,107,194	−6.4%	0.66%
HON	Honeywell International Inc Industrials	Reduced	27,724	-1,138	$5,848,100	−9.5%	0.64%
AON	Aon plc Financial Services	Reduced	20,815	-550	$5,760,967	−18.7%	0.63%
VZ	Verizon Communications Inc Communication Services	Reduced	106,910	-3,100	$4,903,961	+5.3%	0.53%
DHR	Danaher Corp /De/ Healthcare	Reduced	21,145	-3,915	$4,684,674	−1.9%	0.51%
GS	Goldman Sachs Group Inc Financial Services	Held	5,050	0	$4,546,818	−11.0%	0.50%
HONA	Honeywell Aerospace Inc. Industrials	Reduced	28,224	-638	$4,373,873	−31.5%	0.48%
META	Meta Platforms, Inc. Communication Services	Added	5,845	+230	$4,238,677	+34.0%	0.46%
NVDA	Nvidia Corp Technology	Added	17,230	+6,100	$3,934,987	+76.7%	0.43%
NEE	Nextera Energy Inc Utilities	Reduced	49,872	-2,150	$3,777,305	−17.3%	0.41%
LLY	ELI LILLY & Co Healthcare	Added	3,241	+1,950	$3,750,096	+142.2%	0.41%
CVS	CVS HEALTH Corp Healthcare	Reduced	42,738	-1,525	$3,662,219	−20.0%	0.40%
DELL	Dell Technologies Inc. Technology	Reduced	6,720	-500	$3,615,024	+16.0%	0.39%
COP	Conocophillips Energy	Reduced	28,134	-1,015	$3,520,970	+16.2%	0.38%
AMGN	Amgen Inc Healthcare	Reduced	8,150	-1,200	$3,435,306	+1.5%	0.37%
ADP	Automatic Data Processing Inc Technology	Reduced	12,125	-1,275	$3,128,977	+4.3%	0.34%
DE	Deere & Co Industrials	Reduced	4,624	-16	$3,105,247	+5.5%	0.34%
BDX	Becton Dickinson & Co Healthcare	Reduced	16,539	-200	$2,960,481	+16.9%	0.32%
KO	Coca Cola Co Consumer Defensive	Reduced	32,949	-10,700	$2,836,249	−20.0%	0.31%
ACN	Accenture plc Technology	Reduced	15,350	-200	$2,814,729	+45.5%	0.31%
SPY	Spdr S&P 500 ETF Trust	Added	3,444	+63	$2,626,497	+4.0%	0.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,064	-1,500	$2,624,337	−8.5%	0.29%

Showing the top 50 of 106 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.