Vision Capital Management, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $750 Million distributed in 140 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 $77.1M, Vanguard Ftse Developed Market with a value of $65.5M, Apple Inc. with a value of $48.1M, Ishares Core S&P Sm Cap ETF with a value of $41.8M, and Microsoft Corp with a value of $29.7M.
Examining the 13F form we can see an increase of $66.3M in the current position value, from $684M to 750M.
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
$750 Million
ETFs: $377 Million
Technology: $136 Million
Consumer Cyclical: $48.5 Million
Healthcare: $40.9 Million
Financial Services: $39.5 Million
Communication Services: $35.9 Million
Industrials: $33.3 Million
Consumer Defensive: $14.9 Million
Other: $24.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
