Vision Capital Management, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $695 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $64.2M, Vanguard Ftse Developed Market with a value of $54.6M, Apple Inc. with a value of $53.1M, Microsoft Corp with a value of $30.5M, and Vanguard Small Cap Growth ETF with a value of $27.1M.
Examining the 13F form we can see an increase of $34.7M in the current position value, from $660M to 695M.
Vision Capital Management, Inc. is based out at Portland, OR
Below you can find more details about Vision Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$695 Million
ETFs: $320 Million
Technology: $132 Million
Healthcare: $51.7 Million
Consumer Cyclical: $50.9 Million
Financial Services: $33.9 Million
Industrials: $32.8 Million
Communication Services: $29.5 Million
Basic Materials: $14.9 Million
Other: $29.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
