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Home > Institutional Investor > Vision Capital Management, Inc. > Profile

Instuitional Investor - Vision Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Vision Capital Management, Inc.
Portfolio Value $829,535,455
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 114,893 $78,694,772 9.49%
2.
Vanguard Tax-Managed Fds
 1,161,767 $72,575,611 8.75%
3.
Apple Inc.
 AAPL 227,918 $61,961,739 7.47%
4.
Ishares Trust
 IEF 409,694 $49,237,067 5.94%
5.
Alphabet Inc.
 GOOGL 120,506 $37,718,330 4.55%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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