You're signed outSign in or to get full access.
Violich Capital Management, Inc.
Violich Capital Management, Inc. is a San Francisco-based investment adviser registered with the SEC. Founded in California, it manages approximately $912 million in assets as of March 2025 and primarily serves high net worth individuals, as well as some charitable organizations and businesses. The firm reported only one employee, indicating a boutique or highly specialized practice.
Investment Strategy
Violich Capital Management delivers discretionary investment management with a focus on US-listed equities and ETFs, building diversified portfolios for affluent individuals and select organizations. Its holdings are concentrated in high-quality large-cap stocks such as Microsoft, Alphabet, Visa, and Apple, suggesting a growth-oriented, blue-chip strategy that prioritizes capital appreciation. The firm invests almost exclusively on a discretionary basis, tailoring strategies to each client's goals and risk tolerance.
Latest 13F Filing Activity
Violich Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $711M. The fund increased holdings in Oracle Corp., Microsoft Corp., Alphabet Inc. CL A among other positions. Violich Capital Management, Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 11.64% | $82.7M | 166,285 | $62.30 | $497.41 | +$13.2M |
G GOOG | Alphabet Inc Cl C | 8.23% | $58.5M | 329,553 | $52.43 | $177.39 | +$2.0M |
| Alphabet Inc Cl A | 7.75% | $55.1M | 312,563 | $57.69 | $176.23 | +$3.3M | |
V V | Visa Inc Cl A | 6.71% | $47.7M | 134,380 | $67.28 | $355.05 | -$4.2M |
C COST | Costco Wholesale Corp | 6.54% | $46.5M | 46,951 | $173.68 | $989.94 | -$3.3M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | President | San Francisco, CA , United States | |
 | Portfolio Manager and Research Analyst | San Francisco, CA , United States | |
P Paul Violich | President | Kentfield, CA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more