{"url":"https://nivawealth.com/firms/violich-capital-management-111410","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111410","regulatoryAum":1039042028,"crd":"111410","history":[{"filedOn":"2021-03-17","regulatoryAum":685621703,"clients":145,"employees":6,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":833203426,"clients":132,"employees":6,"offices":1},{"filedOn":"2023-03-16","regulatoryAum":709404431,"clients":126,"employees":2,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":797015946,"clients":120,"employees":1,"offices":1},{"filedOn":"2025-03-11","regulatoryAum":911665016,"clients":136,"employees":1,"offices":1},{"filedOn":"2026-05-11","regulatoryAum":1039042028,"clients":116,"employees":1,"offices":1}],"secFileNumber":"801-56823","legalName":"Violich Capital Management","displayName":"Violich Capital Management","slug":"violich-capital-management-111410","website":"https://violichcapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"2 Belvedere Place, Suite 310","city":"Mill Valley","state":"CA","stateName":"California","country":"United States","postalCode":"94941"},"tradeNames":[],"registration":{"secApproved":"3 September 1999","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":8831791.057142857,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1039042028,"discretionary":1039042028,"discretionaryAccounts":261,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":10,"regulatoryAum":4022517},{"label":"High-net-worth individuals","clients":95,"regulatoryAum":923315544},{"label":"Pension and profit-sharing plans","clients":0,"fewerThan5":true,"regulatoryAum":0},{"label":"Charitable organizations","clients":8,"regulatoryAum":94981997},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":16721970}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T06:14:37.092781+00:00","documents":[{"name":"VIOLICH CAPITAL ADV PARTS A & B BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027073","versionId":1027073,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":528179158},{"name":"US Bank","shortName":"US Bank","location":"Cincinnati, OH","smaAssets":232324337},{"name":"US Trust/Bank of America","shortName":"US Trust/Bank of America","location":"Portland, OR","smaAssets":221558399}],"custodyNote":"Violich Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Adam Violich","title":"President, Chief Investment Officer, Chief Compliance Officer","crd":"2776209"}],"ownership":[{"label":"Adam Violich","detail":"President, chief investment officer, chief compliance officer in the 75% or more ownership band and a control person, since April 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2 Belvedere Place, Suite 310","city":"Mill Valley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-217-4444","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":92},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":4},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"11 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111410/PDF/111410.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027073","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Violich Capital Management have?","answer":"Violich Capital Management has 116 clients and manages $1.04 billion for them, as of May 2026. They include 95 high-net-worth individuals, 10 individual clients and 8 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Violich Capital Management offer?","answer":"Violich Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Violich Capital Management use?","answer":"Violich Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $528M, US Bank (Cincinnati, OH), with $232M and US Trust/Bank of America (Portland, OR), with $222M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Violich Capital Management have?","answer":"Violich Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Violich Capital Management invest in?","answer":"At the end of its last fiscal year, Violich Capital Management’s separately managed accounts held 92% exchange-traded equities, 4% state and local bonds, 2% U.S. government and agency bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Violich Capital Management?","answer":"Violich Capital Management’s direct owner is Adam Violich (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Violich Capital Management get paid?","answer":"Violich Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Violich Capital Management?","answer":"Violich Capital Management’s main office is at 2 Belvedere Place, Suite 310, Mill Valley, CA 94941. Its phone number is 415-217-4444. Its website is violichcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/violich-capital-management-111410/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1326766/000132676626000004/0001326766-26-000004-index.html","totalValue":919348890,"positionCount":122,"top10Share":0.6201920230740693,"top10":[{"issuer":"Alphabet Inc Cl C","titleOfClass":"COM","cusip":"02079K107","value":117622850,"shares":332898,"shareType":"SH","priorValue":97364874,"priorShares":339416},{"issuer":"Alphabet Inc Cl A","titleOfClass":"COM","cusip":"02079K305","value":114564960,"shares":320578,"shareType":"SH","priorValue":93512499,"priorShares":325193},{"issuer":"Microsoft Corp","titleOfClass":"COM","cusip":"594918104","value":66054009,"shares":177079,"shareType":"SH","priorValue":66494377,"priorShares":179632},{"issuer":"Apple Inc","titleOfClass":"COM","cusip":"037833100","value":60694996,"shares":209756,"shareType":"SH","priorValue":53518474,"priorShares":210877},{"issuer":"Visa Inc Cl A","titleOfClass":"COM","cusip":"92826C839","value":46131881,"shares":134460,"shareType":"SH","priorValue":42814714,"priorShares":141658},{"issuer":"Costco Wholesale Corp","titleOfClass":"COM","cusip":"22160K105","value":43718255,"shares":46734,"shareType":"SH","priorValue":48231198,"priorShares":48404},{"issuer":"Lam Research Corp","titleOfClass":"COM","cusip":"512807306","value":39974693,"shares":92250,"shareType":"SH","priorValue":21419415,"priorShares":100250},{"issuer":"Berkshire Hathaway Inc Cl B","titleOfClass":"COM","cusip":"084670702","value":27934772,"shares":55826,"shareType":"SH","priorValue":27604795,"priorShares":57606},{"issuer":"Abbvie Inc","titleOfClass":"COM","cusip":"00287Y109","value":27492677,"shares":109254,"shareType":"SH","priorValue":24028078,"priorShares":110479},{"issuer":"Oracle Corp","titleOfClass":"COM","cusip":"68389X105","value":25983755,"shares":177303,"shareType":"SH","priorValue":28647466,"priorShares":194735}],"positionsListed":122,"positions":[{"issuer":"Alphabet Inc Cl C","titleOfClass":"COM","cusip":"02079K107","value":117622850,"shares":332898,"shareType":"SH","priorValue":97364874,"priorShares":339416},{"issuer":"Alphabet Inc Cl A","titleOfClass":"COM","cusip":"02079K305","value":114564960,"shares":320578,"shareType":"SH","priorValue":93512499,"priorShares":325193},{"issuer":"Microsoft Corp","titleOfClass":"COM","cusip":"594918104","value":66054009,"shares":177079,"shareType":"SH","priorValue":66494377,"priorShares":179632},{"issuer":"Apple Inc","titleOfClass":"COM","cusip":"037833100","value":60694996,"shares":209756,"shareType":"SH","priorValue":53518474,"priorShares":210877},{"issuer":"Visa Inc Cl A","titleOfClass":"COM","cusip":"92826C839","value":46131881,"shares":134460,"shareType":"SH","priorValue":42814714,"priorShares":141658},{"issuer":"Costco Wholesale Corp","titleOfClass":"COM","cusip":"22160K105","value":43718255,"shares":46734,"shareType":"SH","priorValue":48231198,"priorShares":48404},{"issuer":"Lam Research Corp","titleOfClass":"COM","cusip":"512807306","value":39974693,"shares":92250,"shareType":"SH","priorValue":21419415,"priorShares":100250},{"issuer":"Berkshire Hathaway Inc Cl B","titleOfClass":"COM","cusip":"084670702","value":27934772,"shares":55826,"shareType":"SH","priorValue":27604795,"priorShares":57606},{"issuer":"Abbvie Inc","titleOfClass":"COM","cusip":"00287Y109","value":27492677,"shares":109254,"shareType":"SH","priorValue":24028078,"priorShares":110479},{"issuer":"Oracle Corp","titleOfClass":"COM","cusip":"68389X105","value":25983755,"shares":177303,"shareType":"SH","priorValue":28647466,"priorShares":194735},{"issuer":"Johnson & Johnson","titleOfClass":"COM","cusip":"478160104","value":22346820,"shares":87990,"shareType":"SH","priorValue":22375549,"priorShares":91538},{"issuer":"Amazon Inc","titleOfClass":"COM","cusip":"023135106","value":22342230,"shares":93741,"shareType":"SH","priorValue":17851655,"priorShares":85714},{"issuer":"Alerian MLP ETF","titleOfClass":"COM","cusip":"00162Q452","value":17309863,"shares":333845,"shareType":"SH","priorValue":17771001,"priorShares":337595},{"issuer":"SPDR Gold Shares","titleOfClass":"COM","cusip":"78463V107","value":16782656,"shares":45558,"shareType":"SH","priorValue":22343239,"priorShares":51926},{"issuer":"Philip Morris Intl Inc","titleOfClass":"COM","cusip":"718172109","value":15620674,"shares":86345,"shareType":"SH","priorValue":14292816,"priorShares":86445},{"issuer":"BHP Billiton Ltd Spon Ads","titleOfClass":"COM","cusip":"088606108","value":14938649,"shares":179314,"shareType":"SH","priorValue":13597215,"priorShares":186929},{"issuer":"UnitedHealth Group Inc","titleOfClass":"COM","cusip":"91324P102","value":12990100,"shares":31254,"shareType":"SH","priorValue":8389372,"priorShares":31004},{"issuer":"Chevron Corp","titleOfClass":"COM","cusip":"166764100","value":11875378,"shares":71642,"shareType":"SH","priorValue":15289496,"priorShares":73898},{"issuer":"JPMorgan Chase & Co","titleOfClass":"COM","cusip":"46625H100","value":10900744,"shares":33302,"shareType":"SH","priorValue":8290017,"priorShares":28182},{"issuer":"Pepsico Inc","titleOfClass":"COM","cusip":"713448108","value":9601079,"shares":70909,"shareType":"SH","priorValue":11200136,"priorShares":72124},{"issuer":"Vanguard S&P 500 ETF","titleOfClass":"COM","cusip":"922908363","value":9006140,"shares":13113,"shareType":"SH","priorValue":7844039,"priorShares":13127},{"issuer":"Cisco Sys Inc","titleOfClass":"COM","cusip":"17275R102","value":8625675,"shares":73435,"shareType":"SH","priorValue":5752135,"priorShares":74135},{"issuer":"Union Pacific Corp","titleOfClass":"COM","cusip":"907818108","value":8293280,"shares":30490,"shareType":"SH","priorValue":7636465,"priorShares":31475},{"issuer":"Agnico Eagle Mines Ltd","titleOfClass":"COM","cusip":"008474108","value":7868194,"shares":50720,"shareType":"SH","priorValue":11131423,"priorShares":54840},{"issuer":"Advanced Micro Devices Inc","titleOfClass":"COM","cusip":"007903107","value":7609921,"shares":13100,"shareType":"SH","priorValue":2664933,"priorShares":13100},{"issuer":"Vanguard S&P Mid-Cap 400 Index Fund ETF","titleOfClass":"COM","cusip":"921932885","value":7210468,"shares":55295,"shareType":"SH","priorValue":5120964,"priorShares":44795},{"issuer":"ExxonMobil Holdings Corp","titleOfClass":"COM","cusip":"30233Q108","value":7167546,"shares":52425,"shareType":"SH"},{"issuer":"AON Plc Cl A","titleOfClass":"COM","cusip":"G0403H108","value":7086557,"shares":21365,"shareType":"SH","priorValue":6896195,"priorShares":21365},{"issuer":"Broadcom Inc","titleOfClass":"COM","cusip":"11135F101","value":6527520,"shares":17280,"shareType":"SH","priorValue":5594393,"priorShares":18075},{"issuer":"Honeywell Intl Inc","titleOfClass":"COM","cusip":"438516205","value":6462090,"shares":28862,"shareType":"SH"},{"issuer":"Merck & Co Inc","titleOfClass":"COM","cusip":"58933Y105","value":6457989,"shares":50257,"shareType":"SH","priorValue":6045381,"priorShares":50257},{"issuer":"Honeywell Aerospace Inc","titleOfClass":"COM","cusip":"43849R105","value":6380700,"shares":28862,"shareType":"SH"},{"issuer":"Goldman Sachs Group Inc","titleOfClass":"COM","cusip":"38141G104","value":5107419,"shares":5050,"shareType":"SH","priorValue":4272250,"priorShares":5050},{"issuer":"Danaher Corp","titleOfClass":"COM","cusip":"235851102","value":4773429,"shares":25060,"shareType":"SH","priorValue":6443366,"priorShares":33984},{"issuer":"Verizon Communications Inc","titleOfClass":"COM","cusip":"92343V104","value":4657823,"shares":110010,"shareType":"SH","priorValue":5675612,"priorShares":113060},{"issuer":"CVS Health Corp","titleOfClass":"COM","cusip":"126650100","value":4579007,"shares":44263,"shareType":"SH","priorValue":3425599,"priorShares":47697},{"issuer":"Nextera Energy Inc","titleOfClass":"COM","cusip":"65339F101","value":4565971,"shares":52022,"shareType":"SH","priorValue":4866633,"priorShares":52397},{"issuer":"Coca Cola Co","titleOfClass":"COM","cusip":"191216100","value":3547354,"shares":43649,"shareType":"SH","priorValue":3505677,"priorShares":46097},{"issuer":"Amgen Inc","titleOfClass":"COM","cusip":"031162100","value":3385822,"shares":9350,"shareType":"SH","priorValue":3430538,"priorShares":9750},{"issuer":"Meta Platforms Inc Cl A","titleOfClass":"COM","cusip":"30303M102","value":3162873,"shares":5615,"shareType":"SH","priorValue":3189625,"priorShares":5575},{"issuer":"Dell Technologies Inc Cl C","titleOfClass":"COM","cusip":"24703L202","value":3115141,"shares":7220,"shareType":"SH","priorValue":1393135,"priorShares":8488},{"issuer":"ConocoPhillips","titleOfClass":"COM","cusip":"20825C104","value":3030330,"shares":29149,"shareType":"SH","priorValue":3918948,"priorShares":29689},{"issuer":"Automatic Data Processing Inc","titleOfClass":"COM","cusip":"053015103","value":3000930,"shares":13400,"shareType":"SH","priorValue":3423989,"priorShares":16852},{"issuer":"Deere & Co","titleOfClass":"COM","cusip":"244199105","value":2943291,"shares":4640,"shareType":"SH","priorValue":2633428,"priorShares":4675},{"issuer":"Procter & Gamble Co","titleOfClass":"COM","cusip":"742718109","value":2868865,"shares":19564,"shareType":"SH","priorValue":2825824,"priorShares":19564},{"issuer":"Becton Dickinson & Co","titleOfClass":"COM","cusip":"075887109","value":2533113,"shares":16739,"shareType":"SH","priorValue":2919604,"priorShares":18569},{"issuer":"SPDR S&P 500 ETF","titleOfClass":"COM","cusip":"78462F103","value":2524762,"shares":3381,"shareType":"SH","priorValue":2215775,"priorShares":3407},{"issuer":"Fleetcor Technologies Inc","titleOfClass":"COM","cusip":"219948106","value":2399544,"shares":7200,"shareType":"SH","priorValue":2095128,"priorShares":7200},{"issuer":"Nvidia Corp","titleOfClass":"COM","cusip":"67066G104","value":2227002,"shares":11130,"shareType":"SH","priorValue":1526872,"priorShares":8755},{"issuer":"Accenture Plc Ireland Cl A","titleOfClass":"COM","cusip":"G1151C101","value":1935042,"shares":15550,"shareType":"SH","priorValue":6420828,"priorShares":32381},{"issuer":"Caterpillar Inc","titleOfClass":"COM","cusip":"149123101","value":1916820,"shares":1800,"shareType":"SH","priorValue":1275228,"priorShares":1800},{"issuer":"iShares Silver Tr","titleOfClass":"COM","cusip":"46428Q109","value":1898720,"shares":35510,"shareType":"SH","priorValue":2883003,"priorShares":42310},{"issuer":"iShares Core S&P 500 ETF","titleOfClass":"COM","cusip":"464287200","value":1830287,"shares":2444,"shareType":"SH","priorValue":1619308,"priorShares":2479},{"issuer":"Vanguard 500 Index Fund Admiral","titleOfClass":"COM","cusip":"922908710","value":1583459,"shares":2288,"shareType":"SH","priorValue":1405724,"priorShares":2333},{"issuer":"Eli Lilly & Co","titleOfClass":"COM","cusip":"532457108","value":1548464,"shares":1291,"shareType":"SH","priorValue":1513941,"priorShares":1646},{"issuer":"Rio Tinto Plc Spon ADR","titleOfClass":"COM","cusip":"767204100","value":1537866,"shares":16200,"shareType":"SH","priorValue":1529956,"priorShares":16400},{"issuer":"Walmart Inc","titleOfClass":"COM","cusip":"931142103","value":1384604,"shares":12225,"shareType":"SH","priorValue":1569035,"priorShares":12625},{"issuer":"Invesco QQQ Trust","titleOfClass":"COM","cusip":"46090E103","value":1348348,"shares":1831,"shareType":"SH","priorValue":918293,"priorShares":1591},{"issuer":"Lockheed Martin Corp","titleOfClass":"COM","cusip":"539830109","value":1304218,"shares":2560,"shareType":"SH","priorValue":2060970,"priorShares":3410},{"issuer":"McDonalds Corp","titleOfClass":"COM","cusip":"580135101","value":1244237,"shares":4603,"shareType":"SH","priorValue":1452322,"priorShares":4673},{"issuer":"iShares MSCI USA Quality Factor ETF","titleOfClass":"COM","cusip":"46432F339","value":1206865,"shares":5500,"shareType":"SH","priorValue":1054955,"priorShares":5500},{"issuer":"Stryker Corp","titleOfClass":"COM","cusip":"863667101","value":1164908,"shares":3700,"shareType":"SH","priorValue":1511514,"priorShares":4600},{"issuer":"Nike Inc Cl B","titleOfClass":"COM","cusip":"654106103","value":1043081,"shares":25410,"shareType":"SH","priorValue":3391572,"priorShares":64210},{"issuer":"Duke Energy Corp","titleOfClass":"COM","cusip":"26441C204","value":1038969,"shares":8208,"shareType":"SH","priorValue":1140226,"priorShares":8708},{"issuer":"Emerson Elec Co","titleOfClass":"COM","cusip":"291011104","value":1023523,"shares":7150,"shareType":"SH","priorValue":854906,"priorShares":6525},{"issuer":"Mastercard Inc Cl A","titleOfClass":"COM","cusip":"57636Q104","value":975840,"shares":1900,"shareType":"SH","priorValue":5090536,"priorShares":10188},{"issuer":"Hewlett Packard Enterprise Co","titleOfClass":"COM","cusip":"42824C109","value":902200,"shares":20000,"shareType":"SH","priorValue":376198,"priorShares":15800},{"issuer":"Waters Corp","titleOfClass":"COM","cusip":"941848103","value":831839,"shares":2218,"shareType":"SH","priorValue":859451,"priorShares":2886},{"issuer":"Paccar Inc","titleOfClass":"COM","cusip":"693718108","value":756756,"shares":6300,"shareType":"SH","priorValue":450450,"priorShares":3900},{"issuer":"Linde Plc","titleOfClass":"COM","cusip":"G54950103","value":734300,"shares":1415,"shareType":"SH","priorValue":701500,"priorShares":1415},{"issuer":"Palo Alto Networks Inc","titleOfClass":"COM","cusip":"697435105","value":682040,"shares":2000,"shareType":"SH","priorValue":384768,"priorShares":2400},{"issuer":"ACM Research Inc","titleOfClass":"COM","cusip":"00108J109","value":678862,"shares":5350,"shareType":"SH","priorValue":210523,"priorShares":5350},{"issuer":"Dynatrace Inc","titleOfClass":"COM","cusip":"268150109","value":658650,"shares":15000,"shareType":"SH","priorValue":554700,"priorShares":15000},{"issuer":"Fedex Corp","titleOfClass":"COM","cusip":"31428X106","value":657573,"shares":2100,"shareType":"SH","priorValue":747978,"priorShares":2100},{"issuer":"Pfizer Inc","titleOfClass":"COM","cusip":"717081103","value":634508,"shares":26350,"shareType":"SH","priorValue":776412,"priorShares":27650},{"issuer":"Kenvue Inc","titleOfClass":"COM","cusip":"49177J102","value":624629,"shares":32686,"shareType":"SH","priorValue":563507,"priorShares":32686},{"issuer":"Novartis A G Spon ADR","titleOfClass":"COM","cusip":"66987V109","value":618574,"shares":3947,"shareType":"SH","priorValue":618179,"priorShares":4047},{"issuer":"Vanguard Extended Market Index Fund","titleOfClass":"COM","cusip":"922908694","value":578074,"shares":3095,"shareType":"SH","priorValue":483214,"priorShares":3095},{"issuer":"Huntington Ingalls Inds Inc","titleOfClass":"COM","cusip":"446413106","value":573775,"shares":2050,"shareType":"SH","priorValue":934554,"priorShares":2460},{"issuer":"3M Co","titleOfClass":"COM","cusip":"88579Y101","value":572514,"shares":3536,"shareType":"SH","priorValue":513533,"priorShares":3536},{"issuer":"Thermo Fisher Scientific Inc","titleOfClass":"COM","cusip":"883556102","value":551496,"shares":1100,"shareType":"SH","priorValue":540683,"priorShares":1100},{"issuer":"Royal Gold Inc","titleOfClass":"COM","cusip":"780287108","value":499025,"shares":2500,"shareType":"SH","priorValue":636225,"priorShares":2500},{"issuer":"Veralto Corp","titleOfClass":"COM","cusip":"92338C103","value":491819,"shares":5546,"shareType":"SH","priorValue":490377,"priorShares":5546},{"issuer":"Astera Labs Inc","titleOfClass":"COM","cusip":"04626A103","value":483020,"shares":1000,"shareType":"SH","priorValue":328800,"priorShares":3000},{"issuer":"Schlumberger Ltd","titleOfClass":"COM","cusip":"806857108","value":464900,"shares":10000,"shareType":"SH","priorValue":588416,"priorShares":11450},{"issuer":"Wesdome Gold Mines Ltd","titleOfClass":"COM","cusip":"95083R100","value":456178,"shares":26550,"shareType":"SH","priorValue":542454,"priorShares":30450},{"issuer":"Colgate Palmolive Co","titleOfClass":"COM","cusip":"194162103","value":451066,"shares":4920,"shareType":"SH","priorValue":436378,"priorShares":5120},{"issuer":"Southern Co","titleOfClass":"COM","cusip":"842587107","value":443042,"shares":4629,"shareType":"SH","priorValue":446791,"priorShares":4629},{"issuer":"PureCycle Technologies Inc","titleOfClass":"COM","cusip":"74623V103","value":437940,"shares":54000,"shareType":"SH","priorValue":316590,"priorShares":61000},{"issuer":"Home Depot Inc","titleOfClass":"COM","cusip":"437076102","value":437323,"shares":1240,"shareType":"SH","priorValue":411113,"priorShares":1250},{"issuer":"American Funds The Growth Fund of America A","titleOfClass":"COM","cusip":"399874106","value":422530,"shares":4799,"shareType":"SH","priorValue":358702,"priorShares":4849},{"issuer":"The Charles Schwab Corp","titleOfClass":"COM","cusip":"808513105","value":387534,"shares":4200,"shareType":"SH","priorValue":225552,"priorShares":2400},{"issuer":"Nexgen Energy Ltd","titleOfClass":"COM","cusip":"65340P106","value":384990,"shares":41000,"shareType":"SH","priorValue":475600,"priorShares":41000},{"issuer":"Blackrock Inc","titleOfClass":"COM","cusip":"09290D101","value":384624,"shares":400,"shareType":"SH","priorValue":384684,"priorShares":400},{"issuer":"Adobe Inc","titleOfClass":"COM","cusip":"00724F101","value":363911,"shares":1775,"shareType":"SH","priorValue":966486,"priorShares":3976},{"issuer":"Vanguard Total Stock Market Index Admiral Shrs","titleOfClass":"COM","cusip":"922908728","value":360360,"shares":2000,"shareType":"SH","priorValue":312460,"priorShares":2000},{"issuer":"Nestle S A Spon ADR","titleOfClass":"COM","cusip":"641069406","value":359415,"shares":3500,"shareType":"SH","priorValue":479644,"priorShares":4840},{"issuer":"Enterprise Prods Partners LP","titleOfClass":"COM","cusip":"293792107","value":351058,"shares":9550,"shareType":"SH","priorValue":361372,"priorShares":9550},{"issuer":"Fifth Third Bancorp","titleOfClass":"COM","cusip":"316773100","value":350734,"shares":6222,"shareType":"SH","priorValue":289074,"priorShares":6222},{"issuer":"Ross Stores Inc","titleOfClass":"COM","cusip":"778296103","value":319275,"shares":1500,"shareType":"SH","priorValue":400766,"priorShares":1850},{"issuer":"Microchip Technology Inc","titleOfClass":"COM","cusip":"595017104","value":319200,"shares":3500,"shareType":"SH","priorValue":226135,"priorShares":3500},{"issuer":"S&P Global Inc","titleOfClass":"COM","cusip":"78409V104","value":305445,"shares":750,"shareType":"SH","priorValue":319005,"priorShares":750},{"issuer":"Solstice Advanced Material Inc","titleOfClass":"COM","cusip":"83443Q103","value":298228,"shares":3366,"shareType":"SH","priorValue":1026180,"priorShares":13474},{"issuer":"Viemed Healthcare Inc","titleOfClass":"COM","cusip":"92663R105","value":278730,"shares":24450,"shareType":"SH","priorValue":225185,"priorShares":24450},{"issuer":"Dominion Energy Inc","titleOfClass":"COM","cusip":"25746U109","value":276916,"shares":4055,"shareType":"SH","priorValue":250680,"priorShares":4055},{"issuer":"Cameco Corp","titleOfClass":"COM","cusip":"13321L108","value":275022,"shares":2700,"shareType":"SH","priorValue":347552,"priorShares":3200},{"issuer":"Ovintiv Inc","titleOfClass":"COM","cusip":"69047Q102","value":263250,"shares":5000,"shareType":"SH","priorValue":296800,"priorShares":5000},{"issuer":"General Dynamics Corp","titleOfClass":"COM","cusip":"369550108","value":258595,"shares":730,"shareType":"SH","priorValue":255699,"priorShares":745},{"issuer":"Vanguard Mid-Cap Index Fund Admiral Shares","titleOfClass":"COM","cusip":"922908645","value":241152,"shares":604,"shareType":"SH","priorValue":214937,"priorShares":604},{"issuer":"Applied Matls Inc","titleOfClass":"COM","cusip":"038222105","value":240036,"shares":332,"shareType":"SH"},{"issuer":"Veeva Systems Inc","titleOfClass":"COM","cusip":"922475108","value":239585,"shares":1350,"shareType":"SH"},{"issuer":"Boeing Co","titleOfClass":"COM","cusip":"097023105","value":238117,"shares":1100,"shareType":"SH","priorValue":218933,"priorShares":1100},{"issuer":"United Technologies Corp","titleOfClass":"COM","cusip":"75513E101","value":237163,"shares":1250,"shareType":"SH","priorValue":241125,"priorShares":1250},{"issuer":"Vanguard Mid-Cap Index Fund","titleOfClass":"COM","cusip":"922908629","value":235264,"shares":2920,"shareType":"SH","priorValue":209641,"priorShares":730},{"issuer":"ACI Worldwide Inc","titleOfClass":"COM","cusip":"004498101","value":232591,"shares":4625,"shareType":"SH"},{"issuer":"American Tower Corp","titleOfClass":"COM","cusip":"03027X100","value":228998,"shares":1400,"shareType":"SH","priorValue":284757,"priorShares":1650},{"issuer":"Acadia Pharmaceuticals Inc","titleOfClass":"COM","cusip":"004225108","value":228333,"shares":9025,"shareType":"SH","priorValue":200897,"priorShares":9025},{"issuer":"Intel Corp","titleOfClass":"COM","cusip":"458140100","value":223408,"shares":1600,"shareType":"SH"},{"issuer":"Kimberly Clark Corp","titleOfClass":"COM","cusip":"494368103","value":217345,"shares":1980,"shareType":"SH","priorValue":221495,"priorShares":2296},{"issuer":"Alamos Gold Inc Cl A","titleOfClass":"COM","cusip":"011532108","value":212380,"shares":7000,"shareType":"SH","priorValue":311010,"priorShares":7000},{"issuer":"Wells Fargo Co","titleOfClass":"COM","cusip":"949746101","value":206600,"shares":2500,"shareType":"SH"},{"issuer":"American Express Co","titleOfClass":"COM","cusip":"025816109","value":202950,"shares":600,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}