Vision Capital Management, Inc.

Est. AUM

$315.9M

13F long equity, this entity only

Positions

150

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$21.2M	101906	6.72%	SOLE
2	NVIDIA CORPORATION	COM	$18.8M	107704	5.95%	SOLE
3	SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.7M	433859	3.40%	SOLE
4	SHERWIN WILLIAMS CO	COM	$10.7M	33382	3.39%	SOLE
5	AMGEN INC	COM	$10.1M	28702	3.20%	SOLE
6	HONEYWELL INTL INC	COM	$8.5M	37590	2.69%	SOLE
7	STARBUCKS CORP	COM	$8.1M	90713	2.57%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$7.7M	113692	2.43%	SOLE
9	U HAUL HOLDING COMPANY	COM SER N	$7.0M	157141	2.22%	SOLE
10	DISNEY WALT CO	COM	$6.4M	66187	2.02%	SOLE
11	WATSCO INC	COM	$6.4M	17490	2.01%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$6.3M	112049	2.01%	SOLE
13	BROADRIDGE FINL SOLUTIONS IN	COM	$6.2M	37898	1.95%	SOLE
14	QUALCOMM INC	COM	$6.2M	47814	1.95%	SOLE
15	BANK AMERICA CORP	COM	$6.1M	124630	1.92%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$5.8M	123110	1.83%	SOLE
17	SLB LIMITED	COM STK	$5.7M	110182	1.79%	SOLE
18	SNAP ON INC	COM	$5.6M	15400	1.77%	SOLE
19	ELI LILLY & CO	COM	$5.4M	5924	1.72%	SOLE
20	NEXTERA ENERGY INC	COM	$5.3M	57315	1.68%	SOLE
21	SALESFORCE INC	COM	$5.2M	27995	1.65%	SOLE
22	PROGRESSIVE CORP	COM	$5.0M	25459	1.60%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.0M	8329	1.58%	SOLE
24	IQVIA HLDGS INC	COM	$4.8M	27970	1.51%	SOLE
25	ZOETIS INC	CL A	$4.1M	34861	1.30%	SOLE
26	ADVANCED DRAIN SYS INC DEL	COM	$4.1M	29639	1.29%	SOLE
27	UNITED PARCEL SVCS INC	CL B	$3.9M	40136	1.25%	SOLE
28	ISHARES TR	RUS MD CP GR ETF	$3.9M	30582	1.24%	SOLE
29	PALO ALTO NETWORKS INC	COM	$3.9M	24199	1.23%	SOLE
30	ISHARES TR	3 7 YR TREAS BD	$3.7M	31419	1.18%	SOLE
31	CVS HEALTH CORP	COM	$3.5M	48713	1.11%	SOLE
32	APPLIED MATLS INC	COM	$3.3M	9620	1.04%	SOLE
33	ISHARES TR	RUSSELL 2000 ETF	$3.3M	13157	1.03%	SOLE
34	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.2M	108954	1.00%	SOLE
35	VERTEX PHARMACEUTICALS INC	COM	$3.0M	6699	0.95%	SOLE
36	WILLIAMS SONOMA INC	COM	$2.8M	15597	0.90%	SOLE
37	C H ROBINSON WORLDWIDE IN	COM NEW	$2.5M	15109	0.79%	SOLE
38	JPMORGAN CHASE & CO	COM	$2.5M	8483	0.79%	SOLE
39	LOWES COS INC	COM	$2.4M	10076	0.75%	SOLE
40	META PLATFORMS INC	CL A	$2.4M	4155	0.75%	SOLE
41	ISHARES TR	RUS 1000 ETF	$2.2M	6146	0.69%	SOLE
42	CAPITAL ONE FINL CORP	COM	$2.1M	11760	0.68%	SOLE
43	HF SINCLAIR CORP	COM	$2.1M	33138	0.65%	SOLE
44	ISHARES TR	ESG AWR MSCI USA	$2.0M	14404	0.64%	SOLE
45	NVR INC	COM	$2.0M	303	0.63%	SOLE
46	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.0M	19914	0.63%	SOLE
47	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.8M	59514	0.58%	SOLE
48	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	66614	0.54%	SOLE
49	COMMVAULT SYS INC	COM	$1.6M	20367	0.50%	SOLE
50	US BANCORP	COM NEW	$1.6M	30325	0.50%	SOLE

1–50 of 150

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.