Vision Capital Management, Inc. Incresed Positions 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
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
PANW
Palo Alto Networks Inc

Technology
5.7K
+ 25.4%
$152.44 - $204.64 $868K - $1.17M
28.1K $5.75M
DIS
Walt Disney CO

Communication Services
1.78K
+ 3.07%
$81.72 - $124.01 $146K - $221K
59.8K $7.42M
COST
Costco Wholesale Corp

Consumer Defensive
1.22K
+ 12.18%
$908.13 - $1056.85 $1.11M - $1.29M
11.2K $11.1M
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
QCOM
Qualcomm Inc

Technology
2.45K
+ 5.39%
$124.66 - $159.48 $306K - $391K
48K $7.64M
AMAT
Applied Materials Inc

Technology
1.18K
+ 10.38%
$126.95 - $183.52 $150K - $217K
12.6K $2.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.66K
+ 12.57%
$33.46 - $41.33 $290K - $358K
77.6K $3.21M
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
WMS
Advanced Drainage Systems, Inc.

Industrials
1.99K
+ 7.09%
$96.79 - $123.55 $192K - $245K
30K $3.44M
CRM
Salesforce, Inc.

Technology
1.09K
+ 4.5%
$236.26 - $291.15 $258K - $317K
25.3K $6.9M
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
BR
Broadridge Financial Solutions, Inc.

Technology
986
+ 2.62%
$217.22 - $246.25 $214K - $243K
38.6K $9.39M
VTI
Vanguard Total Stock Market Et

ETFs
583
+ 21.39%
$243.75 - $303.93 $142K - $177K
3.31K $1.01M
CVS
Cvs Health Corp

Healthcare
2.54K
+ 5.78%
$60.04 - $70.18 $152K - $178K
46.5K $3.2M
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
ABBV
Abb Vie Inc.

Healthcare
627
+ 42.17%
$170.16 - $206.27 $107K - $129K
2.11K $392K
LOW
Lowes Companies Inc

Consumer Cyclical
827
+ 8.02%
$210.83 - $235.28 $174K - $195K
11.1K $2.47M
SYY
Sysco Corp

Consumer Defensive
766
+ 6.43%
$68.0 - $75.91 $52.1K - $58.1K
12.7K $960K
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 1.0%
$320.42 - $421.7 $3.2K - $4.22K
1.01K $425K
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 1.27%
$221.86 - $362.89 $2.88K - $4.72K
1.04K $328K
ACN
Accenture PLC

Technology
282
+ 8.07%
$279.23 - $323.21 $78.7K - $91.1K
3.78K $1.13M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.28K
+ 2.63%
$22.43 - $23.23 $28.8K - $29.8K
50K $1.16M
GILD
Gilead Sciences, Inc.

Healthcare
346
+ 6.11%
$96.91 - $113.0 $33.5K - $39.1K
6.01K $665K
PEP
Pepsico Inc

Consumer Defensive
459
+ 25.05%
$128.02 - $151.37 $58.8K - $69.5K
2.29K $302K
UHALB
Amerco Com Ser N
8.24K
+ 5.22%
N/A
166K $0
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
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