Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 15, 2016

Total Value ($000): $238,653 (100.0% shares, 0.0% debt)

Holdings (81)

AAPL APPLE INC COM 6.5%
Value ($000) $15,448 Shares 136,647 Est. Cost $22.04 Unrealized +9.9%
IJH ISHARES CORE S&P MID CAP ETF 4.6%
Value ($000) $11,007 Shares 71,144 Est. Cost $139.38 Unrealized
GOOGL ALPHABET INC CAP STK CL A 4.2%
Value ($000) $9,926 Shares 12,345 Est. Cost $31.95 Unrealized +21.5%
IVV ISHARES TR CORE S&P500 ETF 4.1%
Value ($000) $9,798 Shares 45,036 Est. Cost $205.18 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 4.0%
Value ($000) $9,477 Shares 253,323 Est. Cost $38.19 Unrealized
AMZN AMAZON COM INC COM 3.8%
Value ($000) $9,123 Shares 10,896 Est. Cost $17.30 Unrealized +121.3%
VOO VANGUARD S&P 500 INDEX ETF 3.8%
Value ($000) $9,023 Shares 45,413 Est. Cost $189.58 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 3.1%
Value ($000) $7,406 Shares 85,378 Est. Cost $80.54 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 3.0%
Value ($000) $7,205 Shares 138,607 Est. Cost $27.33 Unrealized +20.4%
IJR ISHARES TR S&P SMALLCAP 600 2.7%
Value ($000) $6,511 Shares 52,441 Est. Cost $115.11 Unrealized
HON HONEYWELL INTL INC COM 2.4%
Value ($000) $5,663 Shares 48,570 Est. Cost $62.72 Unrealized +37.2%
SBUX STARBUCKS CORP COM 2.2%
Value ($000) $5,191 Shares 95,881 Est. Cost $34.26 Unrealized +33.8%
V VISA INC COM CL A 2.2%
Value ($000) $5,178 Shares 62,608 Est. Cost $55.80 Unrealized +34.4%
DIS DISNEY WALT CO COM DISNEY 2.1%
Value ($000) $5,092 Shares 54,836 Est. Cost $92.89 Unrealized -4.3%
DISCOVER FINL SVCS COM 2.0%
Value ($000) $4,817 Shares 85,186 Est. Cost $56.03 Unrealized
SHW SHERWIN WILLIAMS CO COM 2.0%
Value ($000) $4,758 Shares 17,197 Est. Cost $79.62 Unrealized +11.8%
BRK/B BERKSHIRE HATHAWAY CL B 1.9%
Value ($000) $4,444 Shares 30,760 Est. Cost $134.20 Unrealized +9.0%
ABBV ABBVIE INC COM 1.8%
Value ($000) $4,360 Shares 69,135 Est. Cost $39.74 Unrealized +10.5%
GILD GILEAD SCIENCES INC COM 1.8%
Value ($000) $4,332 Shares 54,746 Est. Cost $41.91 Unrealized +37.9%
LMT LOCKHEED MARTIN CORP COM 1.8%
Value ($000) $4,322 Shares 18,028 Est. Cost $172.20 Unrealized +13.1%
TD AMERITRADE HLDG CORP COM 1.8%
Value ($000) $4,180 Shares 118,605 Est. Cost $32.06 Unrealized
PYPL PAYPAL HLDGS INC COM 1.7%
Value ($000) $4,040 Shares 98,616 Est. Cost $35.76 Unrealized +7.2%
UNITED TECHNOLOGIES CORP COM 1.7%
Value ($000) $3,958 Shares 38,957 Est. Cost $97.82 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 1.6%
Value ($000) $3,849 Shares 102,294 Est. Cost $38.38 Unrealized
ZTS ZOETIS INC CL A 1.6%
Value ($000) $3,746 Shares 72,015 Est. Cost $29.11 Unrealized +61.7%
ALLERGAN PLC SHS 1.5%
Value ($000) $3,671 Shares 15,938 Est. Cost $279.09 Unrealized
EL LAUDER ESTEE COS INC CL A 1.5%
Value ($000) $3,583 Shares 40,456 Est. Cost $59.57 Unrealized +35.7%
NVR NVR INC COM 1.5%
Value ($000) $3,501 Shares 2,135 Est. Cost $1389.57 Unrealized +22.6%
KMX CARMAX INC COM 1.4%
Value ($000) $3,370 Shares 63,161 Est. Cost $64.16 Unrealized -11.7%
BR BROADRIDGE FINL SOLUTIONS INC 1.4%
Value ($000) $3,230 Shares 47,650 Est. Cost $47.97 Unrealized +21.2%
MAR MARRIOTT INTL INC NEW CL A 1.3%
Value ($000) $3,019 Shares 44,838 Est. Cost $64.65 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 1.2%
Value ($000) $2,969 Shares 19,470 Est. Cost $131.11 Unrealized +4.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 1.2%
Value ($000) $2,838 Shares 59,485 Est. Cost $54.17 Unrealized -6.9%
CVS CVS HEALTH CORP COM 1.2%
Value ($000) $2,810 Shares 31,578 Est. Cost $72.79 Unrealized -2.6%
STERICYCLE INC COM 1.2%
Value ($000) $2,800 Shares 34,933 Est. Cost $106.73 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 1.1%
Value ($000) $2,733 Shares 35,899 Est. Cost $18.29 Unrealized +213.0%
CHRW C H ROBINSON WORLDWIDE INC COM 1.1%
Value ($000) $2,654 Shares 37,665 Est. Cost $57.74 Unrealized -2.7%
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $2,646 Shares 45,946 Est. Cost $45.93 Unrealized +9.5%
FIREEYE INC COM 1.1%
Value ($000) $2,544 Shares 172,692 Est. Cost $39.24 Unrealized
NKE NIKE INC CL B 1.0%
Value ($000) $2,499 Shares 47,467 Est. Cost $52.41 Unrealized -4.6%
EA ELECTRONIC ARTS INC COM 1.0%
Value ($000) $2,416 Shares 28,285 Est. Cost $66.47 Unrealized +17.0%
VFC V F CORP COM 1.0%
Value ($000) $2,397 Shares 42,768 Est. Cost $67.84 Unrealized -14.9%
SYY SYSCO CORP COM 1.0%
Value ($000) $2,286 Shares 46,635 Est. Cost $34.76 Unrealized +15.8%
META FACEBOOK INC CL A 0.9%
Value ($000) $2,173 Shares 16,939 Est. Cost $92.69 Unrealized +33.0%
KR KROGER CO COM 0.9%
Value ($000) $2,158 Shares 72,715 Est. Cost $30.24 Unrealized -9.4%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,920 Shares 16,254 Est. Cost $89.81 Unrealized +4.2%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $1,639 Shares 13,400 Est. Cost $23.49 Unrealized +5.7%
BLACKROCK INC COM 0.5%
Value ($000) $1,169 Shares 3,224 Est. Cost $346.56 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $1,097 Shares 14,791 Est. Cost $58.00 Unrealized +2.4%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $985 Shares 9,010 Est. Cost $77.25 Unrealized 0.0%
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $903 Shares 20,385 Est. Cost $37.01 Unrealized -0.5%
SKECHERS U S A INC CL A 0.4%
Value ($000) $901 Shares 39,325 Est. Cost $30.24 Unrealized
GOLDMAN SACHS GP PREFERRED 0.3%
Value ($000) $828 Shares 36,690 Est. Cost $20.94 Unrealized
WSM WILLIAMS SONOMA INC COM 0.3%
Value ($000) $807 Shares 15,795 Est. Cost $21.30 Unrealized -1.8%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $760 Shares 23,952 Est. Cost $21.94 Unrealized +5.1%
EIX EDISON INTL COM 0.3%
Value ($000) $745 Shares 10,305 Est. Cost $48.54 Unrealized +5.2%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $738 Shares 10,770 Est. Cost $43.65 Unrealized +7.5%
HOLLYFRONTIER CORP COM 0.3%
Value ($000) $656 Shares 26,775 Est. Cost $23.76 Unrealized
AEGON N V PRP CP SEC 6.375 0.3%
Value ($000) $617 Shares 24,245 Est. Cost $24.67 Unrealized
T AT&T INC COM 0.2%
Value ($000) $503 Shares 12,390 Est. Cost $14.29 Unrealized +14.0%
TCF FINANCIAL PFD 7.50% 0.2%
Value ($000) $467 Shares 17,850 Est. Cost $26.31 Unrealized
FMCB FARMERS & MERCHANTS BANCORP CA 0.2%
Value ($000) $454 Shares 761 Est. Cost $512.43 Unrealized 0.0%
IWB ISHARES TR RUS 1000 ETF 0.2%
Value ($000) $444 Shares 3,684 Est. Cost $115.94 Unrealized
HVT HAVERTY FURNITURE COS 0.2%
Value ($000) $400 Shares 19,984 Est. Cost $23.50 Unrealized -16.8%
AIVSX INVESTMENT CO AMER CL A 0.1%
Value ($000) $351 Shares 9,568 Est. Cost $33.83 Unrealized
VDIGX VANGUARD SPECIALIZED PORTFOLIO 0.1%
Value ($000) $323 Shares 13,685 Est. Cost $22.89 Unrealized
TCF FINANCIAL PFD 6.45% 0.1%
Value ($000) $319 Shares 12,400 Est. Cost $24.21 Unrealized
ILCG ISHARES MRNGSTR LARGE CAP GROW 0.1%
Value ($000) $305 Shares 2,505 Est. Cost $118.34 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $288 Shares 2,795 Est. Cost $69.85 Unrealized -2.0%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $278 Shares 9,400 Est. Cost $29.57 Unrealized
IWM ISHARES RUSSELL 2000 INDEX ETF 0.1%
Value ($000) $273 Shares 2,196 Est. Cost $124.57 Unrealized
RETAIL PPTYS AMER INC CL A 0.1%
Value ($000) $268 Shares 15,942 Est. Cost $16.81 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $267 Shares 3,064 Est. Cost $57.16 Unrealized +2.4%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $216 Shares 100 Est. Cost $200395.17 Unrealized +9.5%
ABALX AMERICAN BALANCED FD CL A 0.1%
Value ($000) $207 Shares 8,312 Est. Cost $24.64 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $201 Shares 1,525 Est. Cost $118.53 Unrealized +1.9%
TEMFX TEMPLETON FDS INC FOREIGN FD A 0.0%
Value ($000) $103 Shares 14,843 Est. Cost $7.28 Unrealized
FEDERAL NATL MTG ASSN PFD 8.25 0.0%
Value ($000) $49 Shares 13,300 Est. Cost $7.43 Unrealized
MERCHANTS BANCORP 0.0%
Value ($000) $21 Shares 25,667 Est. Cost $0.16 Unrealized
DOWNEY FINANCIAL CORP 0.0%
Value ($000) $0 Shares 67,008 Est. Cost Unrealized
ASFZ ASSOCIATES FIRST CAP CP RESIDU 0.0%
Value ($000) $0 Shares 12,275 Est. Cost Unrealized