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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 $641,433,041
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 122,520 $58,519,426 9.12%
2.
Vanguard Tax-Managed Fds
 1,039,956 $49,813,883 7.76%
3.
Apple Inc.
 AAPL 234,923 $45,229,754 7.05%
4.
Microsoft Corp
 MSFT 70,480 $26,503,304 4.13%
5.
Ishares Trust
 IEF 224,948 $24,350,570 3.79%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)