VISION CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 228K | $61.96M |
 | UHAL-B | 157K | $7.34M |
 | SLB | 122K | $4.70M |
 | GOOGL | 121K | $37.72M |
 | NVDA | 107K | $20.01M |
 | BAC | 105K | $5.77M |
 | AMZN | 98K | $22.68M |
 | TFSL | 90K | $1.21M |
 | SBUX | 89K | $7.49M |
 | PINS | 77K | $2.00M |
 | MSFT | 61K | $29.29M |
 | DIS | 58K | $6.58M |
 | NEE | 58K | $4.62M |
 | JNJ | 57K | $11.71M |
 | V | 48K | $16.96M |
 | CVS | 48K | $3.79M |
 | QCOM | 45K | $7.76M |
 | UPS | 39K | $3.90M |
 | BR | 38K | $8.42M |
 | HON | 37K | $7.30M |
Apple Inc.
AAPL
Shares Held
228K
Value
$61.96M
U-Haul Holding Company
UHAL-B
Shares Held
157K
Value
$7.34M
SLB N.V.
SLB
Shares Held
122K
Value
$4.70M
Alphabet Inc.
GOOGL
Shares Held
121K
Value
$37.72M
NVIDIA Corporation
NVDA
Shares Held
107K
Value
$20.01M
Bank of America Corporation
BAC
Shares Held
105K
Value
$5.77M
Amazon.com, Inc.
AMZN
Shares Held
98K
Value
$22.68M
TFS Financial Corporation
TFSL
Shares Held
90K
Value
$1.21M
Starbucks Corporation
SBUX
Shares Held
89K
Value
$7.49M
Pinterest, Inc.
PINS
Shares Held
77K
Value
$2.00M
Microsoft Corporation
MSFT
Shares Held
61K
Value
$29.29M
The Walt Disney Company
DIS
Shares Held
58K
Value
$6.58M
NextEra Energy, Inc.
NEE
Shares Held
58K
Value
$4.62M
Johnson & Johnson
JNJ
Shares Held
57K
Value
$11.71M
Visa Inc.
V
Shares Held
48K
Value
$16.96M
CVS Health Corporation
CVS
Shares Held
48K
Value
$3.79M
QUALCOMM Incorporated
QCOM
Shares Held
45K
Value
$7.76M
United Parcel Service, Inc.
UPS
Shares Held
39K
Value
$3.90M
Broadridge Financial Solutions, Inc.
BR
Shares Held
38K
Value
$8.42M
Honeywell International Inc.
HON
Shares Held
37K
Value
$7.30M