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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 $693,815,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 117,514 $66,031,025 9.52%
2.
Vanguard Tax-Managed Fds
 1,088,184 $55,312,404 7.97%
3.
Apple Inc.
 AAPL 237,157 $52,679,583 7.59%
4.
Ishares Trust
 IEF 325,236 $34,009,949 4.9%
5.
Vanguard Index Fds - SML CP GRW ETF
 102,390 $25,778,731 3.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)