Stock Taper 
VISION CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Sherwin-Williams Company | SHW | 33.06K | $11.38M |
 CarMax, Inc. | KMX | 31.32K | $1.66M |
 HF Sinclair Corporation | DINO | 29.69K | $2.07M |
 U.S. Bancorp | USB | 29.19K | $1.76M |
 Advanced Drainage Systems, Inc. | WMS | 28.86K | $4.53M |
 Amgen Inc. | AMGN | 28.55K | $10.34M |
 IQVIA Holdings Inc. | IQV | 27.39K | $5.29M |
 Salesforce, Inc. | CRM | 27.25K | $4.27M |
 The Progressive Corporation | PGR | 25.74K | $5.62M |
 NIKE, Inc. | NKE | 24.63K | $1.01M |
 Palo Alto Networks, Inc. | PANW | 21.24K | $7.24M |
 Netflix, Inc. | NFLX | 20.84K | $1.49M |
 Honeywell International Inc. | HON | 18.57K | $4.16M |
 Commvault Systems, Inc. | CVLT | 18.05K | $2.56M |
 Watsco, Inc. | WSO | 17.41K | $7.25M |
 Snap-on Incorporated | SNA | 15.12K | $6.08M |
 Williams-Sonoma, Inc. | WSM | 14.58K | $3.4M |
 C.H. Robinson Worldwide, Inc. | CHRW | 13.78K | $2.6M |
 Costco Wholesale Corporation | COST | 13.09K | $12.24M |
 Intel Corp. | INTC | 13.03K | $1.82M |