Vision Capital Management, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $668 Million distributed in 131 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 $66.7M, Apple Inc. with a value of $56.5M, Vanguard Ftse Developed Market with a value of $50.5M, Vanguard Small Cap Growth ETF with a value of $28.9M, and Ishares Core S&P Sm Cap ETF with a value of $28.7M.
Examining the 13F form we can see an decrease of $26.8M in the current position value, from $695M to 668M.
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
$668 Million
ETFs: $319 Million
Technology: $129 Million
Consumer Cyclical: $47.7 Million
Healthcare: $39.4 Million
Financial Services: $34.4 Million
Communication Services: $33.5 Million
Industrials: $32.6 Million
Basic Materials: $11.2 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
