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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 $791,865,927
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 116,007 $75,776,916 9.57%
2.
Vanguard Tax-Managed Fds
 1,157,964 $74,202,316 9.37%
3.
Apple Inc.
 AAPL 224,435 $56,959,334 7.19%
4.
Ishares Trust
 IEF 363,977 $45,245,934 5.71%
5.
Alphabet Inc.
 GOOGL 120,855 $34,753,028 4.39%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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