Vision Capital Management, Inc. Diversified Active

Location: Portland, OR

CIK: 0001417889 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 11, 2015

Total Value: $868M (100.0% shares, 0.0% debt)

Holdings (59)

AAPL APPLE INC COM 3.4%
Value $29.95M Shares 271,338 Est. Cost $18.07 Unrealized +33.3%
BLACKROCK INC COM 3.3%
Value $28.77M Shares 80,457 Est. Cost $273.65 Unrealized
CELGENE CORP COM 3.2%
Value $27.52M Shares 246,024 Est. Cost $108.17 Unrealized
GILD GILEAD SCIENCES INC 3.0%
Value $26.29M Shares 278,922 Est. Cost $39.47 Unrealized +82.0%
V VISA INC COM CL A 2.9%
Value $24.97M Shares 95,241 Est. Cost $41.09 Unrealized +35.5%
ORCL ORACLE CORP COM 2.9%
Value $24.96M Shares 555,087 Est. Cost $28.35 Unrealized +21.7%
DU PONT E I DE NEMOURS & CO CO 2.9%
Value $24.88M Shares 336,438 Est. Cost $56.87 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 2.8%
Value $24.62M Shares 526,246 Est. Cost $26.85 Unrealized +3.0%
PH PARKER HANNIFIN CORP COM 2.8%
Value $24.38M Shares 189,095 Est. Cost $98.18 Unrealized +3.9%
SBUX STARBUCKS CORP COM 2.8%
Value $24.32M Shares 296,435 Est. Cost $29.33 Unrealized +6.6%
UNP UNION PAC CORP COM 2.7%
Value $23.64M Shares 198,464 Est. Cost $66.17 Unrealized +35.2%
LVS LAS VEGAS SANDS CORP COM 2.7%
Value $23.45M Shares 403,152 Est. Cost $41.19 Unrealized +6.0%
E M C CORP MASS COM 2.7%
Value $23.13M Shares 777,582 Est. Cost $24.32 Unrealized
AMZN AMAZON COM INC COM 2.7%
Value $23.06M Shares 74,310 Est. Cost $17.30 Unrealized -9.9%
SWKS SKYWORKS SOLUTIONS INC COM 2.6%
Value $23M Shares 316,355 Est. Cost $17.85 Unrealized +179.3%
EBAY EBAY INC COM 2.6%
Value $22.98M Shares 409,542 Est. Cost $20.01 Unrealized +1.0%
EL LAUDER ESTEE COS INC CL A 2.6%
Value $22.93M Shares 300,970 Est. Cost $59.13 Unrealized +8.4%
UNITED TECHNOLOGIES CORP COM 2.6%
Value $22.51M Shares 195,723 Est. Cost $97.43 Unrealized
ZTS ZOETIS INC CL A 2.6%
Value $22.3M Shares 518,130 Est. Cost $28.92 Unrealized +28.7%
PRGO PERRIGO CO PLC SHS 2.5%
Value $22.01M Shares 131,665 Est. Cost $155.27 Unrealized +0.7%
GOOGLE INC CL A 2.5%
Value $21.53M Shares 40,566 Est. Cost $706.42 Unrealized
STARWOOD HOTELS&RESORTS WRLDWD 2.4%
Value $21.18M Shares 261,295 Est. Cost $64.77 Unrealized
STERICYCLE INC COM 2.4%
Value $21.11M Shares 161,025 Est. Cost $112.40 Unrealized
ETN EATON CORP PLC SHS 2.4%
Value $20.7M Shares 304,578 Est. Cost $55.04 Unrealized -8.0%
CL COLGATE PALMOLIVE CO COM 2.3%
Value $20.38M Shares 294,579 Est. Cost $44.80 Unrealized +16.5%
DIRECTV COM 2.3%
Value $20.25M Shares 233,523 Est. Cost $61.01 Unrealized
CABELAS INC COM 2.2%
Value $19.05M Shares 361,399 Est. Cost $61.95 Unrealized
HON HONEYWELL INTL INC COM 2.1%
Value $18.47M Shares 184,807 Est. Cost $61.18 Unrealized +11.6%
QCOM QUALCOMM INC COM 2.1%
Value $18.46M Shares 248,347 Est. Cost $45.74 Unrealized +16.6%
MEAD JOHNSON NUTRITION CO COM 2.1%
Value $18M Shares 179,026 Est. Cost $77.92 Unrealized
CITRIX SYS INC COM 2.0%
Value $17.8M Shares 279,034 Est. Cost $62.54 Unrealized
PIONEER NAT RES CO COM 2.0%
Value $17.72M Shares 119,045 Est. Cost $177.94 Unrealized
SLB SCHLUMBERGER LTD COM 1.9%
Value $16.47M Shares 192,825 Est. Cost $55.84 Unrealized +20.6%
JAZZ JAZZ PHARMACEUTICALS PLC SHS U 1.8%
Value $15.91M Shares 97,160 Est. Cost $156.75 Unrealized +5.9%
IAC INTERACTIVE CORP 1.8%
Value $15.71M Shares 258,479 Est. Cost $69.16 Unrealized
DISCOVERY COMMUNICATIONS INC C 1.8%
Value $15.48M Shares 449,259 Est. Cost $56.19 Unrealized
CREE INC COM 1.8%
Value $15.35M Shares 476,443 Est. Cost $55.25 Unrealized
ALEXION PHARMACEUTICALS INC CO 1.8%
Value $15.24M Shares 82,360 Est. Cost $102.67 Unrealized
MTZ MASTEC INC COM 1.6%
Value $13.78M Shares 609,489 Est. Cost $35.02 Unrealized -29.4%
ABBV ABBVIE INC COM 1.3%
Value $11.43M Shares 174,660 Est. Cost $40.24 Unrealized 0.0%
GOOGLE INC CL C 1.2%
Value $9.997M Shares 18,991 Est. Cost $575.26 Unrealized
DISCOVERY COMMUNICATNS NEW COM 0.8%
Value $6.807M Shares 201,864 Est. Cost $37.28 Unrealized
CIVIX CAUSEWAY CAP MGMT TR INTL VAL 0.2%
Value $1.878M Shares 126,981 Est. Cost $16.23 Unrealized
AFFILIATED MANAGERS GROUP SR N 0.1%
Value $925K Shares 36,000 Est. Cost $25.64 Unrealized
AEGON N V PRP CP SEC 6.375 0.1%
Value $729K Shares 28,595 Est. Cost $24.67 Unrealized
GOLDMAN SACHS GP PREFERRED 0.1%
Value $648K Shares 34,230 Est. Cost $21.07 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value $596K Shares 12,823 Est. Cost $28.61 Unrealized +39.4%
TCF FINANCIAL PFD 7.50% 0.1%
Value $487K Shares 18,600 Est. Cost $26.32 Unrealized
HVT HAVERTY FURNITURE COS 0.1%
Value $470K Shares 21,340 Est. Cost $23.50 Unrealized -8.6%
TCF FINANCIAL PFD 6.45% 0.0%
Value $417K Shares 16,650 Est. Cost $24.21 Unrealized
HSBC HLDGS PLC SUB CAP 8.125% 0.0%
Value $410K Shares 15,500 Est. Cost $25.37 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value $341K Shares 3,688 Est. Cost $58.00 Unrealized 0.0%
BARCLAYS BK 8.125%ADR F SPONSO 0.0%
Value $267K Shares 10,250 Est. Cost $25.30 Unrealized
DEUTSCHE BK CONTINGNT CAP TR V 0.0%
Value $237K Shares 8,405 Est. Cost $27.48 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value $228K Shares 2,032 Est. Cost $72.19 Unrealized -2.3%
DODGX DODGE & COX STK FD COM 0.0%
Value $224K Shares 1,237 Est. Cost $181.08 Unrealized
FEDERAL NATL MTG ASSN PFD 8.25 0.0%
Value $72,000 Shares 13,800 Est. Cost $7.43 Unrealized
MERCHANTS BANCORP 0.0%
Value $31,000 Shares 25,667 Est. Cost $0.16 Unrealized
ASFZ ASSOCIATES FIRST CAP CP RESIDU 0.0%
Value $0 Shares 12,275 Est. Cost Unrealized