VISION CAPITAL MANAGEMENT, INC. Information

ONE SW COLUMBIA, SUITE 915, PORTLAND, Oregon, 97258, (503) 221-5656

Report Date: 12/31/2013

Position Statistics

Total Positions 73
New Positions 4
Increased Positions 12
Decreased Positions 49
Positions with Activity 61
Sold Out Positions 4
Total Mkt Value (in $ millions) 811

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.57%
Capital Goods 2.63%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.8%
Energy 5.83%
Financial 8.17%
Healthcare 9.78%
Services 27.13%
Technology 26.05%
Transportation 2.57%
Utilities

49 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SKYWORKS SOLUTIONS INC COM 26,136 -2,011 (7.15) 748,891
LAS VEGAS SANDS CORP COM 25,388 -2,020 (7.37) 340,224
DIRECTV COM 24,028 -1,741 (6.76) 324,697
APPLE INC COM 23,850 -1,834 (7.14) 45,899
UNITEDHEALTH GROUP INC COM 22,388 -1,657 (6.89) 283,569
GILEAD SCIENCES INC COM 22,351 -1,890 (7.8) 338,491
ORACLE CORP COM 22,203 -1,526 (6.43) 569,588
QUALCOMM INC COM 22,190 -1,641 (6.89) 284,446
MONSANTO CO NEW COM 21,601 -2,069 (8.74) 194,777
E M C CORP MASS COM 21,539 -1,558 (6.75) 808,232
UNITED TECHNOLOGIES CORP COM 21,333 -1,541 (6.74) 187,248
DR PEPPER SNAPPLE GROUP INC COM 20,953 -1,523 (6.78) 409,324
UNION PAC CORP COM 20,863 -1,675 (7.43) 115,220
CELGENE CORP COM 20,855 -1,662 (7.38) 152,336
STARWOOD HOTELS&RESORTS WRLDWD COM 20,672 -3,416 (14.18) 275,074
DU PONT E I DE NEMOURS & CO COM 20,667 -1,501 (6.77) 312,713
COLGATE PALMOLIVE CO COM 20,125 -1,516 (7.01) 308,149
VISA INC COM CL A 20,107 -1,498 (6.93) 102,258
MEAD JOHNSON NUTRITION CO COM 20,009 -1,420 (6.63) 243,418
BLACKROCK INC COM 19,684 -1,477 (6.98) 67,018