Vision Capital Management, Inc. - Portfolio overview

Vision Capital Management, Inc. has 155 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VEA - VANGUARD TAX-MANAGED FDS, 15.32%
  2. AAPL - APPLE INC, 11.81%
  3. AMZN - AMAZON COM INC, 4.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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