Vision Capital Management, Inc. Purchases in Q4 2025

Vision Capital Management, Inc.

  • $805 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
109K
New
$54.27 - $56.85 $5.91M - $6.19M
109K $6.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.6K
+ 6.96%
$114.27 - $121.15 $3.04M - $3.23M
410K $47.9M
VEA
Vanguard Ftse Developed Market

ETFs
5.91K
+ 0.51%
$59.18 - $62.09 $350K - $367K
1.16M $71.2M
UPS
United Parcel Service Inc

Industrials
16.7K
+ 74.1%
$82.87 - $97.4 $1.39M - $1.63M
39.3K $3.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.7K
+ 3.82%
$52.54 - $55.77 $1.19M - $1.26M
616K $33.8M
VTWO
Vanguard Russell 2000 ETF

ETFs
14.1K
+ 125.26%
$95.72 - $101.47 $1.35M - $1.43M
25.3K $2.43M
COST
Costco Wholesale Corp

Consumer Defensive
808
+ 6.45%
$910.94 - $954.99 $736K - $772K
13.3K $12.2M
SLB
Schlumberger Limited

Energy
7.44K
+ 6.47%
$31.72 - $37.61 $236K - $280K
122K $4.52M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
29
+ 0.44%
$402.9 - $437.15 $11.7K - $12.7K
6.6K $2.86M
CVS
Cvs Health Corp

Healthcare
1.89K
+ 4.12%
$76.69 - $83.04 $145K - $157K
47.7K $3.74M
ISRG
Intuitive Surgical Inc

Healthcare
435
New
$429.59 - $576.2 $187K - $251K
435 $237K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.6K
+ 4.91%
$91.84 - $96.06 $147K - $154K
34.3K $3.25M
XOM
Exxon Mobil Corp

Energy
1.7K
New
$110.64 - $119.78 $188K - $204K
1.7K $200K
IWD
Ishares Russell 1000 Val ETF

ETFs
958
New
$199.44 - $208.01 $191K - $199K
958 $196K
AVGO
Broadcom Inc.

Technology
292
+ 6.44%
$324.63 - $385.98 $94.8K - $113K
4.83K $1.65M
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.16%
$67.46 - $78.0 $675 - $780
6.33K $492K
INTC
Intel Corp

Technology
1.07K
+ 8.63%
$34.71 - $41.53 $37.1K - $44.4K
13.4K $466K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
308
+ 1.19%
$42.19 - $45.31 $13K - $14K
26.3K $1.17M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.07%
$142.82 - $150.36 $1.43K - $1.5K
14.6K $2.15M
PEP
Pepsico Inc

Consumer Defensive
24
+ 1.1%
$138.84 - $153.71 $3.33K - $3.69K
2.2K $325K
VUG
Vanguard Growth ETF

ETFs
21
+ 1.07%
$470.44 - $504.26 $9.88K - $10.6K
1.98K $956K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
990
+ 2.19%
$23.38 - $23.82 $23.1K - $23.6K
46.1K $1.08M
IEFA
Ishares Tr

ETFs
114
+ 3.93%
$86.09 - $89.88 $9.81K - $10.2K
3.02K $267K
AXP
American Express CO

Financial Services
13
+ 2.1%
$316.26 - $372.77 $4.11K - $4.85K
631 $215K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.08%
$157.0 - $179.44 $157 - $179
1.24K $217K
TXN
Texas Instruments Inc

Technology
9
+ 0.36%
N/A
2.54K $494K
Vanguard Instl Index Fd
356
+ 3.52%
N/A
10.5K $0
PXQ
Invesco Exchange Traded Fd Tr
1.5K
New
N/A
1.5K $0
BAC
Bank Of America Corp

Financial Services
198
+ 0.19%
$48.65 - $54.11 $9.63K - $10.7K
105K $5.4M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.23%
$452.1 - $514.24 $452 - $514
445 $209K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.08%
$237.56 - $271.47 $238 - $271
1.28K $330K
NKE
Nike, Inc.

Consumer Cyclical
1.38K
+ 5.27%
$60.8 - $74.57 $84.1K - $103K
27.6K $1.74M
KMX
Carmax Inc

Consumer Cyclical
4.95K
+ 18.55%
$30.88 - $46.81 $153K - $232K
31.6K $1.09M
PGR
Progressive Corp

Financial Services
819
+ 3.35%
$203.7 - $246.46 $167K - $202K
25.3K $5.69M
META
Meta Platforms, Inc.

Communication Services
67
+ 1.7%
$609.01 - $751.67 $40.8K - $50.4K
4.01K $2.44M
CVLT
Commvault Systems Inc

Technology
2.95K
+ 17.17%
$125.08 - $185.88 $369K - $549K
20.1K $2.57M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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