Vision Capital Management, Inc. Purchases in Q2 2025

Vision Capital Management, Inc.

  • $750 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.58K
+ 5.6%
$498.8 - $620.9 $3.28M - $4.09M
124K $77.1M
VEA
Vanguard Ftse Developed Market

ETFs
60.6K
+ 5.57%
$45.65 - $57.01 $2.77M - $3.46M
1.15M $65.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57.4K
+ 17.64%
$90.56 - $109.49 $5.2M - $6.28M
383K $41.8M
NVDA
Nvidia Corp

Technology
1.16K
+ 1.11%
$94.31 - $157.99 $109K - $182K
105K $16.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.3K
+ 7.82%
$39.89 - $49.46 $1.69M - $2.09M
583K $28.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
30.3K
New
$116.93 - $119.39 $3.55M - $3.62M
30.3K $3.61M
AMZN
Amazon Com Inc

Consumer Cyclical
998
+ 0.97%
$167.32 - $223.3 $167K - $223K
103K $22.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.35K
+ 1.32%
$219.76 - $276.94 $296K - $374K
104K $28.7M
COF
Capital One Financial Corp

Financial Services
12.1K
New
$150.57 - $212.76 $1.83M - $2.58M
12.1K $2.58M
PANW
Palo Alto Networks Inc

Technology
5.7K
+ 25.4%
$152.44 - $204.64 $868K - $1.17M
28.1K $5.75M
COST
Costco Wholesale Corp

Consumer Defensive
1.22K
+ 12.18%
$908.13 - $1056.85 $1.11M - $1.29M
11.2K $11.1M
META
Meta Platforms, Inc.

Communication Services
1.52K
+ 97.74%
$484.66 - $738.09 $734K - $1.12M
3.07K $2.26M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.13K
+ 0.9%
$17.76 - $22.1 $73.3K - $91.2K
463K $10.2M
HON
Honeywell International Inc

Industrials
1.21K
+ 3.25%
$182.86 - $232.88 $222K - $282K
38.5K $8.98M
BAC
Bank Of America Corp

Financial Services
8.51K
+ 8.68%
$34.39 - $47.46 $292K - $404K
107K $5.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
309
+ 2.76%
$456.74 - $568.03 $141K - $176K
11.5K $6.55M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.17K
+ 3.28%
$105.23 - $109.61 $544K - $567K
163K $17.9M
AMAT
Applied Materials Inc

Technology
1.18K
+ 10.38%
$126.95 - $183.52 $150K - $217K
12.6K $2.3M
QCOM
Qualcomm Inc

Technology
2.45K
+ 5.39%
$124.66 - $159.48 $306K - $391K
48K $7.64M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.66K
+ 12.57%
$33.46 - $41.33 $290K - $358K
77.6K $3.21M
CVLT
Commvault Systems Inc

Technology
3.2K
New
$139.35 - $190.99 $446K - $611K
3.2K $557K
PINS
Pinterest, Inc.

Communication Services
3.71K
+ 4.81%
$24.21 - $35.95 $89.8K - $133K
80.9K $2.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2K
+ 6.24%
$73.02 - $90.22 $146K - $180K
34K $3.03M
CRM
Salesforce, Inc.

Technology
1.09K
+ 4.5%
$236.26 - $291.15 $258K - $317K
25.3K $6.9M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.99K
+ 7.09%
$96.79 - $123.55 $192K - $245K
30K $3.44M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.27K
+ 7.47%
$108.06 - $135.3 $137K - $172K
18.3K $2.47M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.15K
+ 30.05%
$30.87 - $39.17 $221K - $280K
30.9K $1.21M
V
Visa Inc.

Financial Services
414
+ 0.87%
$308.27 - $373.31 $128K - $155K
48.1K $17.1M
DINO
Hf Sinclair Corp

Energy
1.94K
+ 5.58%
$25.91 - $41.85 $50.2K - $81K
36.6K $1.5M
SHW
Sherwin Williams CO

Basic Materials
1.47K
+ 4.47%
$313.51 - $363.51 $461K - $535K
34.4K $11.8M
UNP
Union Pacific Corp

Industrials
1.14K
New
$208.27 - $238.46 $238K - $273K
1.14K $262K
BR
Broadridge Financial Solutions, Inc.

Technology
986
+ 2.62%
$217.22 - $246.25 $214K - $243K
38.6K $9.39M
AFL
Aflac Inc

Financial Services
2.47K
New
$99.77 - $112.45 $246K - $277K
2.47K $260K
VTI
Vanguard Total Stock Market Et

ETFs
583
+ 21.39%
$243.75 - $303.93 $142K - $177K
3.31K $1.01M
FSLR
First Solar, Inc.

Technology
1.4K
New
$120.38 - $192.98 $169K - $271K
1.4K $232K
SHOP
Shopify Inc.

Technology
2K
New
$76.89 - $115.35 $154K - $231K
2K $230K
CVS
Cvs Health Corp

Healthcare
2.54K
+ 5.78%
$60.04 - $70.18 $152K - $178K
46.5K $3.2M
HDV
Ishares Core High Dividend ETF

ETFs
1.79K
New
$108.41 - $120.51 $194K - $216K
1.79K $209K
LMT
Lockheed Martin Corp

Industrials
444
New
$430.82 - $486.45 $191K - $216K
444 $205K
JCI
Johnson Controls International PLC

Industrials
1.94K
New
$71.14 - $105.62 $138K - $204K
1.94K $204K
VUG
Vanguard Growth ETF

ETFs
146
+ 8.16%
$329.49 - $438.4 $48.1K - $64K
1.94K $848K
GOOG
Alphabet Inc.

Communication Services
288
+ 5.93%
$146.58 - $180.01 $42.2K - $51.8K
5.14K $912K
USB
Us Bancorp \De\

Financial Services
628
+ 1.68%
$36.4 - $45.76 $22.9K - $28.7K
38.1K $1.72M
DFIV
Dimensional ETF Tr

ETFs
2.29K
+ 20.95%
$34.67 - $43.21 $79.4K - $99K
13.2K $566K
TFSL
Tfs Financial Corp

Financial Services
5.85K
+ 6.36%
$11.62 - $13.54 $68K - $79.2K
97.9K $1.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 14.92%
$496.48 - $617.85 $57.1K - $71.1K
886 $547K
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 21.47%
$416.06 - $551.64 $49.9K - $66.2K
679 $374K
CAT
Caterpillar Inc

Industrials
150
+ 18.29%
$273.94 - $388.21 $41.1K - $58.2K
970 $376K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.19K
+ 5.14%
$26.69 - $33.44 $31.8K - $39.8K
24.4K $801K
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vision Capital Management, Inc. Portfolio

Follow Vision Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vision Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email