SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Violich Capital Management, Inc.

CIK 0001326766 · 2 BELVEDERE PLACE, SUITE 310, MILL VALLEY, CA, 94941 · (415)217-4444

Reported Value
Under review
reported total failed a data-quality check
Positions
106
Filings on Record
30
2019–present window
Filed
Jan 24, 2023
original filing

Summary

Compared with Q3 2022, the fund opened 5 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $352MQ4 ’18Q1 ’19: $394MQ2 ’19: $407MQ3 ’19: $416MQ4 ’19: $458MQ4 ’19Q1 ’20: $374MQ2 ’20: $457MQ3 ’20: $475MQ4 ’20: $517MQ4 ’20Q1 ’21: $555MQ2 ’21: $596MQ3 ’21: $622MQ4 ’21: $696MQ4 ’21Q1 ’22: $677MQ2 ’22: $571MQ3 ’22: $531MQ1 ’23: $586,762Q1 ’23Q2 ’23: $620,552Q3 ’23: $586,092Q4 ’23: $616,036Q1 ’24: $698,790Q1 ’24Q2 ’24: $740,018Q3 ’24: $769,316Q4 ’24: $768,793Q1 ’25: $741,226Q1 ’25Q3 ’25: $840MQ4 ’25: $896MQ1 ’26: $855Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 87.9%Other: 5.2%ADR: 4.2%ETP: 2.4%Open-End Fund: 0.2%Other: 0.1%
  • Common Stock · 87.9% · $495,289
  • Other · 5.2% · $29,351
  • ADR · 4.2% · $23,456
  • ETP · 2.4% · $13,414
  • Open-End Fund · 0.2% · $1,068
  • Other · 0.1% · $628

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BHFBrighthouse FinancialNEW+4.5K4.5K+$230$230
GILDGilead Sciences IncNEW+2.6K2.6K+$221$221
DELLDell TechnologiesNEW+5.3K5.3K+$211$211
WEPMagellan Midstream Partners LPNEW+4.1K4.1K+$205$205
ABMABM IndsNEW+4.6K4.6K+$204$204
Change Healthcare IncSOLD OUT16.9K0$466,000$0
METAMeta PlatformsSOLD OUT2.7K0$364,000$0
CSCOCisco Systems IncSOLD OUT8.0K0$321,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

49 positions
#IssuerClass% PortfolioValueShares
1GOOGAlphabet Inc Cl CCOM10.98%$61,868699.1K
2MSFTMicrosoft Corphistory →COM8.17%$46,004191.8K
3AAPLApple Inchistory →COM7.13%$40,139308.9K
4VVisa Inc Cl Ahistory →COM5.28%$29,717143.0K
5COSTCostco Wholesale Corphistory →COM5.21%$29,36964.3K
6CVSCVS Health Corphistory →COM4.30%$24,217259.9K
7ABBVAbbVie Inchistory →COM3.42%$19,284119.3K
8UNHUnitedHealth Group Inchistory →COM3.37%$18,96235.8K
9JNJJohnson & Johnsonhistory →COM3.34%$18,814106.5K
10ORCLOracle Corphistory →COM2.94%$16,554202.5K
11PEPPepsiCo Inchistory →COM2.73%$15,39085.2K
12BRK/BBerkshire Hathaway Cl Bhistory →COM2.68%$15,08348.8K
13BHP Billiton Ltd Spon ADRCOM2.61%$14,700236.9K
14CHVChevron Corphistory →COM2.23%$12,56670.0K
15DHRDanaher Corphistory →COM2.18%$12,27446.2K
16NKENike Inc Cl Bhistory →COM2.00%$11,25396.2K
17ADPAutomatic Data Processing Inchistory →COM1.80%$10,11342.3K
18Accenture PLCCOM1.76%$9,90937.1K
19MRKMerck & Co Inchistory →COM1.73%$9,75487.9K
20COPConocoPhillipshistory →COM1.61%$9,05976.8K
21HONGBPHoneywell Intl Inchistory →COM1.44%$8,11037.8K
22BACVerizon Communications Inchistory →COM1.25%$7,032178.5K
23GQ9SPDR Gold Trusthistory →ETF1.22%$6,86940.5K
24Aon PLCCOM1.21%$6,78922.6K
25RIORio Tinto Plc-Spon ADRCOM0.97%$5,45676.6K
26BDXBecton Dickinson & CoCOM0.93%$5,25520.7K
27AMZNAmazon.comCOM0.82%$4,63155.1K
28LRCXEURLAM ResearchCOM0.79%$4,46610.6K
29NextEra Energy IncCOM0.77%$4,34452.0K
30SLBSchlumberger LtdCOM0.76%$4,29680.4K
314I1Philip Morris Intl IncCOM0.74%$4,18841.4K
32AMGNAmgen IncCOM0.67%$3,75014.3K
33VMWEURVMware Inc Cl ACOM0.60%$3,37627.5K
34DISWalt Disney CoCOM0.58%$3,25937.5K
35KOCoca-Cola CoCOM0.55%$3,07048.3K
36EXMOCExxon Mobil CorpCOM0.53%$2,99327.1K
37CMCSAComcast Corp Cl ACOM0.52%$2,94084.1K
38INTCIntel CorpCOM0.51%$2,883109.1K
39KMBKimberly Clark CorpCOM0.46%$2,58019.0K
40Alerian MLPETF0.44%$2,47264.9K
41CICigna CorpCOM0.41%$2,3087.0K
42DEDeere & CoCOM0.39%$2,1875.1K
43FDXFedex CorpCOM0.36%$2,04811.8K
44ELVElevance Health IncCOM0.34%$1,9343.8K
45WOPWoodside Energy Group ADRCOM0.34%$1,93279.8K
46JPMJPMorgan Chase & CoCOM0.33%$1,87314.0K
47Perrigo Co PLCCOM0.31%$1,76351.7K
48PFEPfizer IncCOM0.31%$1,75534.3K
49MAMasterCard IncCOM0.26%$1,4434.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$855M118Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$896M114Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$840M109Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025Under review98Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$741,226103May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$768,793107Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$769,316111Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$740,018109Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$698,790109Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$616,036101Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$586,09298Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023$620,552107Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$586,762106Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review106Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$531M108Oct 17, 202213F-HRchanges · EDGAR ↗
Q2 2022$571M112Jul 25, 202213F-HRchanges · EDGAR ↗
Q1 2022$677M117Apr 25, 202213F-HRchanges · EDGAR ↗
Q4 2021$696M117Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$622M120Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$596M123Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$555M117Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$517M115Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$475M103Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$457M104Aug 3, 202013F-HRchanges · EDGAR ↗
Q1 2020$374M100Apr 30, 202013F-HRchanges · EDGAR ↗
Q4 2019$458M113Jan 16, 202013F-HRchanges · EDGAR ↗
Q3 2019$416M114Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$407M117Jul 22, 201913F-HRchanges · EDGAR ↗
Q1 2019$394M112May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$352M109Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.