Violich Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Mill Valley, CA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$855,450
Net value change ($000)
-40,634 (-4.5%)
New positions
10
Sold out positions
6
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COST 5,862 13.8%
LRCX 4,258 24.8%
CVX 4,250 38.5%
XOM 2,993 49.4%
JNJ 2,915 15.0%
BHP 2,348 20.9%
IVOO 2,158 72.8%
AEM 2,100 23.3%
AMLP 1,981 12.5%
HON 1,836 15.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -21,173 -24.2%
ORCL -12,768 -30.8%
GOOGL -9,571 -9.0%
GOOGL -8,410 -8.3%
V -7,462 -14.8%
AAPL -4,379 -7.6%
ACN -2,481 -27.9%
AMZN -1,920 -9.7%
ADP -1,818 -34.7%
BRK-B -1,652 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type