SEC 13F Intelligence

Managers / Q1 2026

Vision Capital Management, Inc.

CIK 0001417889 · 4380 SW MACADAM AVE #350, PORTLAND, OR, 97239 · 503-221-5656

Reported Value
$792M
Q1 2026
Positions
167
Filings on Record
30
2019–present window
Filed
Apr 24, 2026
original filing

Summary

Vision Capital Management, Inc. reported $792M in U.S.-listed holdings across 167 positions for Q1 2026.

Its largest position, IVV, represents 9.4% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $317MQ4 ’18Q1 ’19: $360MQ2 ’19: $381MQ3 ’19: $385MQ4 ’19: $427MQ4 ’19Q1 ’20: $377MQ2 ’20: $436MQ3 ’20: $476MQ4 ’20: $538MQ4 ’20Q1 ’21: $562MQ2 ’21: $606MQ3 ’21: $613MQ4 ’21: $670MQ4 ’21Q1 ’22: $608MQ2 ’22: $530MQ3 ’22: $484MQ4 ’22: $523.3BQ4 ’22Q1 ’23: $552MQ2 ’23: $586MQ3 ’23: $543MQ4 ’23: $641MQ4 ’23Q1 ’24: $670MQ2 ’24: $672MQ3 ’24: $709MQ4 ’24: $681MQ4 ’24Q1 ’25: $694MQ2 ’25: $761MQ3 ’25: $811MQ4 ’25: $830MQ4 ’25Q1 ’26: $792Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$792M167Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$830M163Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$811M162Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$761M140Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$694M151Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$681M131Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$709M127Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$672M136Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$670M134May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$641M130Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$543M75Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$586M116Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$552M109May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$523.3B94Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$484M91Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$530M95Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$608M103Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$670M111Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$613M105Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$606M106Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$562M105Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$538M106Jan 20, 202113F-HRchanges · EDGAR ↗
Q3 2020$476M102Oct 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$436M98Jul 24, 202013F-HRchanges · EDGAR ↗
Q1 2020$377M93Apr 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$427M93Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$385M84Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$381M84Jul 29, 201913F-HRchanges · EDGAR ↗
Q1 2019$360M80May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$317M76Jan 10, 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 ↗.