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| Happy Holidays!! thanks for using AUM13F!! |
| Vision Capital Management Inc
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| CRD # | 107793 |
| SEC # | 801-56669 |
| CIK # | 0001417889, 0001764403 |
| AUM | $1.1 B (2025-02-18) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 503-221-5656 |
| Address | 4380 S Macadam Avenue Portland, OR 97239 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 48.1 | ||
| Microsoft Corp | 29.7 | ||
| iShares Comex Gold Trust | 23.5 | ||
| Amazon Com Inc | 22.7 | ||
| Alphabet Inc | 22.4 | ||
| VISA Inc | 17.1 | ||
| Nvidia Corp | 16.6 | ||
| Sherwin Williams Co | 11.8 | ||
| Costco Wholesale Corp /NEW | 11.1 | ||
| Broadridge Financial Solutions Inc | 9.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 774 | 123.1 |
| (b) Individuals (high net worth individuals) | 930 | 847.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 30.4 |
| (h) Charitable organizations | 21 | 25.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 46.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,743 | 1,073.3 |
| By Discretionary | ||
| Discretionary | 1,743 | 1,073.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,743 | 1,073.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,073.3 | |
| Total | 1,743 | 1,073.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001417889] | |
| 13F-HR | [0001764403] |
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