Violich Capital Management, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 103 stocks valued at a total of $562.00Mil. The top holdings were MSFT(8.18%), AAPL(7.14%), and GOOG(5.87%).
According to GuruFocus data, these were Violich Capital Management, Inc.’s top five trades of the quarter.
Alphabet Inc
Violich Capital Management, Inc. reduced their investment in NAS:GOOGL by 9,310 shares. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.03.
On 01/24/2023, Alphabet Inc traded for a price of $97.875 per share and a market cap of $1,275.27Bil. The stock has returned -24.75% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.44, a price-book ratio of 5.01, a price-earnings-to-growth (PEG) ratio of 0.73, a EV-to-Ebitda ratio of 12.86 and a price-sales ratio of 4.61.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
JPMorgan Chase & Co
Violich Capital Management, Inc. reduced their investment in NYSE:JPM by 5,975 shares. The trade had a 0.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.71.
On 01/24/2023, JPMorgan Chase & Co traded for a price of $138.76 per share and a market cap of $407.16Bil. The stock has returned -1.56% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, JPMorgan Chase & Co has a price-earnings ratio of 11.49, a price-book ratio of 1.54, a price-earnings-to-growth (PEG) ratio of 1.71 and a price-sales ratio of 3.20.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 6.
3M Co
Violich Capital Management, Inc. reduced their investment in NYSE:MMM by 5,060 shares. The trade had a 0.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $121.97.
On 01/24/2023, 3M Co traded for a price of $116.38 per share and a market cap of $64.33Bil. The stock has returned -29.17% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, 3M Co has a price-earnings ratio of 10.14, a price-book ratio of 4.57, a price-earnings-to-growth (PEG) ratio of 4.83, a EV-to-Ebitda ratio of 8.34 and a price-sales ratio of 1.92.
The price-to-GF Value ratio is 0.65, earning the stock a GF Value rank of 10.
Intel Corp
Violich Capital Management, Inc. reduced their investment in NAS:INTC by 19,567 shares. The trade had a 0.1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $27.77.
On 01/24/2023, Intel Corp traded for a price of $29.895 per share and a market cap of $123.38Bil. The stock has returned -39.65% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Intel Corp has a price-earnings ratio of 9.20, a price-book ratio of 1.24, a price-earnings-to-growth (PEG) ratio of 0.67, a EV-to-Ebitda ratio of 5.24 and a price-sales ratio of 1.77.
The price-to-GF Value ratio is 0.68, earning the stock a GF Value rank of 8.
Change Healthcare Inc
The guru sold out of their 16,950-share investment in NAS:CHNG. Previously, the stock had a 0.09% weight in the equity portfolio. Shares traded for an average price of $27.49 during the quarter.
On 01/24/2023, Change Healthcare Inc traded for a price of $27.49 per share and a market cap of $9.03Bil. The stock has returned 30.16% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Change Healthcare Inc has a price-book ratio of 2.73, a EV-to-Ebitda ratio of 16.98 and a price-sales ratio of 2.55.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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