VISION CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 224K | $56.96M |
 | UHAL-B | 157K | $7.02M |
 | BAC | 125K | $6.08M |
 | GOOGL | 121K | $34.75M |
 | SLB | 110K | $5.66M |
 | NVDA | 108K | $18.78M |
 | AMZN | 102K | $21.22M |
 | SBUX | 91K | $8.13M |
 | TFSL | 80K | $1.12M |
 | PINS | 75K | $1.38M |
 | DIS | 66K | $6.38M |
 | MSFT | 64K | $23.85M |
 | NEE | 57K | $5.32M |
 | JNJ | 51K | $12.43M |
 | CVS | 49K | $3.50M |
 | V | 48K | $14.64M |
 | QCOM | 48K | $6.16M |
 | UPS | 40K | $3.95M |
 | BR | 38K | $6.16M |
 | HON | 38K | $8.50M |
Apple Inc.
AAPL
Shares Held
224K
Value
$56.96M
U-Haul Holding Company
UHAL-B
Shares Held
157K
Value
$7.02M
Bank of America Corporation
BAC
Shares Held
125K
Value
$6.08M
Alphabet Inc.
GOOGL
Shares Held
121K
Value
$34.75M
Slb N.V.
SLB
Shares Held
110K
Value
$5.66M
NVIDIA Corporation
NVDA
Shares Held
108K
Value
$18.78M
Amazon.com, Inc.
AMZN
Shares Held
102K
Value
$21.22M
Starbucks Corporation
SBUX
Shares Held
91K
Value
$8.13M
TFS Financial Corporation
TFSL
Shares Held
80K
Value
$1.12M
Pinterest, Inc.
PINS
Shares Held
75K
Value
$1.38M
The Walt Disney Company
DIS
Shares Held
66K
Value
$6.38M
Microsoft Corporation
MSFT
Shares Held
64K
Value
$23.85M
NextEra Energy, Inc.
NEE
Shares Held
57K
Value
$5.32M
Johnson & Johnson
JNJ
Shares Held
51K
Value
$12.43M
CVS Health Corp.
CVS
Shares Held
49K
Value
$3.50M
Visa Inc.
V
Shares Held
48K
Value
$14.64M
QUALCOMM Incorporated
QCOM
Shares Held
48K
Value
$6.16M
United Parcel Service, Inc.
UPS
Shares Held
40K
Value
$3.95M
Broadridge Financial Solutions, Inc.
BR
Shares Held
38K
Value
$6.16M
Honeywell International Inc.
HON
Shares Held
38K
Value
$8.50M