VISION CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 235K | $59.74M |
 | UHAL-B | 162K | $8.27M |
 | GOOGL | 125K | $30.39M |
 | SLB | 115K | $3.95M |
 | NVDA | 109K | $20.30M |
 | BAC | 105K | $5.40M |
 | AMZN | 99K | $21.80M |
 | TFSL | 92K | $1.22M |
 | SBUX | 91K | $7.69M |
 | PINS | 80K | $2.56M |
 | MSFT | 61K | $31.61M |
 | DIS | 59K | $6.72M |
 | NEE | 58K | $4.40M |
 | JNJ | 58K | $10.76M |
 | V | 49K | $16.56M |
 | QCOM | 47K | $7.77M |
 | CVS | 46K | $3.46M |
 | HON | 38K | $8.00M |
 | BR | 38K | $9.03M |
 | ZTS | 37K | $5.35M |
Apple Inc.
AAPL
Shares Held
235K
Value
$59.74M
U-Haul Holding Company
UHAL-B
Shares Held
162K
Value
$8.27M
Alphabet Inc.
GOOGL
Shares Held
125K
Value
$30.39M
SLB N.V.
SLB
Shares Held
115K
Value
$3.95M
NVIDIA Corporation
NVDA
Shares Held
109K
Value
$20.30M
Bank of America Corporation
BAC
Shares Held
105K
Value
$5.40M
Amazon.com, Inc.
AMZN
Shares Held
99K
Value
$21.80M
TFS Financial Corporation
TFSL
Shares Held
92K
Value
$1.22M
Starbucks Corporation
SBUX
Shares Held
91K
Value
$7.69M
Pinterest, Inc.
PINS
Shares Held
80K
Value
$2.56M
Microsoft Corporation
MSFT
Shares Held
61K
Value
$31.61M
The Walt Disney Company
DIS
Shares Held
59K
Value
$6.72M
NextEra Energy, Inc.
NEE
Shares Held
58K
Value
$4.40M
Johnson & Johnson
JNJ
Shares Held
58K
Value
$10.76M
Visa Inc.
V
Shares Held
49K
Value
$16.56M
QUALCOMM Incorporated
QCOM
Shares Held
47K
Value
$7.77M
CVS Health Corporation
CVS
Shares Held
46K
Value
$3.46M
Honeywell International Inc.
HON
Shares Held
38K
Value
$8.00M
Broadridge Financial Solutions, Inc.
BR
Shares Held
38K
Value
$9.03M
Zoetis Inc.
ZTS
Shares Held
37K
Value
$5.35M