Violich-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "NXE",
  "ACN",
  "MMM",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "AVGO",
  "D",
  "DT",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "META",
  null,
  "LRCX",
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  "NVS",
  "PCAR",
  "ORCL",
  "OKE",
  null,
  null,
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "SPGI",
  null,
  null,
  null,
  "SLB",
  "RIO",
  "GLD",
  "SYK",
  "CI",
  "TMO",
  "PCT",
  "TTE",
  "RGLD",
  "AON",
  "THC",
  "CPAY",
  null,
  "DORM",
  "AMZN",
  "ACIW",
  "VTWO",
  "VOO",
  "VLTO",
  "V",
  "VMD",
  "WMT",
  "AEM",
  "SO",
  "FDX",
  "KMB",
  "ADP",
  "BRK-B",
  "BDX",
  "BHP",
  "BLK",
  "CVX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  "RSP",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 103
Total Value: 741226
Accession Number: 0001326766-25-000002
Form Type: 13F-HR
CIK: violich-capital-management
Manager Name: Violich-Capital-Management

Data Enrichment

86% identified

89 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $741.2K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C664

VTWO|92206C664

Shares:35.2K

Value:$2.8M

% of Portfolio:383.0% ($2.8M/$741.2K)

KIMBERLY CLARK CORP

KMB|494368103

Shares:19.9K

Value:$2.8M

% of Portfolio:381.7% ($2.8M/$741.2K)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.1K

Value:$2.8M

% of Portfolio:375.9% ($2.8M/$741.2K)

Meta Platforms, Inc.

META|30303M102

Shares:4.5K

Value:$2.6M

% of Portfolio:350.6% ($2.6M/$741.2K)

CORPAY, INC.

CPAY|219948106

Shares:7.3K

Value:$2.5M

% of Portfolio:343.5% ($2.5M/$741.2K)

STRYKER CORP

SYK|863667101

Shares:6.5K

Value:$2.4M

% of Portfolio:328.9% ($2.4M/$741.2K)

DEERE & CO

DE|244199105

Shares:5.0K

Value:$2.3M

% of Portfolio:316.6% ($2.3M/$741.2K)

COMCAST CORP

CMCSA|20030N101

Shares:57.8K

Value:$2.1M

% of Portfolio:287.9% ($2.1M/$741.2K)

ADOBE INC.

ADBE|00724F101

Shares:5.3K

Value:$2.0M

% of Portfolio:274.8% ($2.0M/$741.2K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.2K

Value:$1.8M

% of Portfolio:243.1% ($1.8M/$741.2K)

FEDEX CORP

FDX|31428X106

Shares:7.0K

Value:$1.7M

% of Portfolio:229.9% ($1.7M/$741.2K)

Walt Disney Co

DIS|254687106

Shares:16.6K

Value:$1.6M

% of Portfolio:221.0% ($1.6M/$741.2K)

MCDONALDS CORP

MCD|580135101

Shares:4.7K

Value:$1.5M

% of Portfolio:199.5% ($1.5M/$741.2K)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.4K

Value:$1.4M

% of Portfolio:192.2% ($1.4M/$741.2K)

464287200

IVV|464287200

Shares:2.4K

Value:$1.3M

% of Portfolio:180.2% ($1.3M/$741.2K)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:31.1K

Value:$1.3M

% of Portfolio:175.7% ($1.3M/$741.2K)

922908710

Shares:2.5K

Value:$1.3M

% of Portfolio:172.3% ($1.3M/$741.2K)

26441C105

Shares:9.8K

Value:$1.2M

% of Portfolio:161.9% ($1.2M/$741.2K)

RIO TINTO PLC

RIO|767204100

Shares:19.3K

Value:$1.2M

% of Portfolio:156.6% ($1.2M/$741.2K)

Walmart Inc.

WMT|931142103

Shares:12.6K

Value:$1.1M

% of Portfolio:149.5% ($1.1M/$741.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTWOcusip92206C664)	35.2K	QoQ 0.00% (-0) YoY +56.44% (+12.7K)	All Managers (Combined)	$2.8M	383.0% ($2.8M/$741.2K)	QoQ -9.70% (-$0) YoY +48.32% (+$1)
KIMBERLY CLARK CORP(KMBcusip494368103)	19.9K	QoQ +0.75% (+150) YoY +9.68% (+1.8K)	All Managers (Combined)	$2.8M	381.7% ($2.8M/$741.2K)	QoQ +9.35% (+$0) YoY +20.58% (+$0)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.1K	QoQ 0.00% (-0) YoY NEW(+5.1K)	All Managers (Combined)	$2.8M	375.9% ($2.8M/$741.2K)	QoQ -4.58% (-$0) YoY NEW(+$3)
Meta Platforms, Inc.(METAcusip30303M102)	4.5K	QoQ +3.67% (+160) YoY NEW(+4.5K)	All Managers (Combined)	$2.6M	350.6% ($2.6M/$741.2K)	QoQ +2.04% (+$0) YoY NEW(+$3)
CORPAY, INC.(CPAYcusip219948106)	7.3K	QoQ 0.00% (+0) YoY +52.08% (+2.5K)	All Managers (Combined)	$2.5M	343.5% ($2.5M/$741.2K)	QoQ +3.07% (+$0) YoY +71.91% (+$1)
STRYKER CORP(SYKcusip863667101)	6.5K	QoQ 0.00% (+0) YoY -9.02% (-650)	All Managers (Combined)	$2.4M	328.9% ($2.4M/$741.2K)	QoQ +3.39% (+$0) YoY -5.39% (-$0)
DEERE & CO(DEcusip244199105)	5.0K	QoQ 0.00% (+0) YoY -1.96% (-100)	All Managers (Combined)	$2.3M	316.6% ($2.3M/$741.2K)	QoQ +10.75% (+$0) YoY +12.02% (-$0)
COMCAST CORP(CMCSAcusip20030N101)	57.8K	QoQ -7.81% (-4.9K) YoY -10.76% (-7.0K)	All Managers (Combined)	$2.1M	287.9% ($2.1M/$741.2K)	QoQ -9.34% (-$0) YoY -24.02% (-$1)
ADOBE INC.(ADBEcusip00724F101)	5.3K	QoQ +1.02% (-54) YoY +12.90% (-607)	All Managers (Combined)	$2.0M	274.8% ($2.0M/$741.2K)	QoQ -12.87% (-$0) YoY -14.19% (-$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.2K	QoQ 0.00% (-0) YoY +6.79% (+205)	All Managers (Combined)	$1.8M	243.1% ($1.8M/$741.2K)	QoQ -4.50% (-$0) YoY +14.26% (+$0)
FEDEX CORP(FDXcusip31428X106)	7.0K	QoQ +1.39% (-96) YoY -22.92% (-2.1K)	All Managers (Combined)	$1.7M	229.9% ($1.7M/$741.2K)	QoQ -12.16% (-$0) YoY -35.15% (-$1)
Walt Disney Co(DIScusip254687106)	16.6K	QoQ -1.04% (-175) YoY -13.94% (-2.7K)	All Managers (Combined)	$1.6M	221.0% ($1.6M/$741.2K)	QoQ -12.31% (-$0) YoY -30.59% (-$1)
MCDONALDS CORP(MCDcusip580135101)	4.7K	QoQ 0.00% (+0) YoY -0.62% (-30)	All Managers (Combined)	$1.5M	199.5% ($1.5M/$741.2K)	QoQ +7.72% (+$0) YoY +10.12% (-$0)
PROCTER & GAMBLE Co(PGcusip742718109)	8.4K	QoQ -0.11% (-10) YoY -0.86% (-73)	All Managers (Combined)	$1.4M	192.2% ($1.4M/$741.2K)	QoQ +1.49% (-$0) YoY +4.09% (-$0)
(IVVcusip464287200)	2.4K	QoQ +4.98% (+113) YoY +84.05% (+1.1K)	All Managers (Combined)	$1.3M	180.2% ($1.3M/$741.2K)	QoQ +0.22% (+$0) YoY +96.75% (+$1)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	31.1K	QoQ -42.58% (-23.1K) YoY -55.23% (-38.4K)	All Managers (Combined)	$1.3M	175.7% ($1.3M/$741.2K)	QoQ -37.40% (-$1) YoY -65.86% (-$3)
(cusip922908710)✕	2.5K	QoQ +0.48% (-12) YoY +19.88% (+409)	All Managers (Combined)	$1.3M	172.3% ($1.3M/$741.2K)	QoQ -4.12% (-$0) YoY +28.08% (+$0)
(cusip26441C105)✕	9.8K	QoQ 0.00% (+0) YoY -1.82% (-183)	All Managers (Combined)	$1.2M	161.9% ($1.2M/$741.2K)	QoQ +13.20% (+$0) YoY +23.83% (-$0)
RIO TINTO PLC(RIOcusip767204100)	19.3K	QoQ -0.51% (-100) YoY -66.03% (-37.6K)	All Managers (Combined)	$1.2M	156.6% ($1.2M/$741.2K)	QoQ +1.57% (-$0) YoY -67.99% (-$2)
Walmart Inc.(WMTcusip931142103)	12.6K	QoQ 0.00% (-0) YoY -2.69% (-350)	All Managers (Combined)	$1.1M	149.5% ($1.1M/$741.2K)	QoQ -2.89% (-$0) YoY +41.86% (-$0)