VISION CAPITAL MANAGEMENT, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 77
New Positions 3
Increased Positions 14
Decreased Positions 52
Positions with Activity 66
Sold Out Positions 6
Total Mkt Value (in $ millions) 871

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

Sector Weighting

Basic Materials 2.6%
Capital Goods 3.92%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.58%
Energy 4.87%
Financial 8.37%
Healthcare 12.93%
Services 25.28%
Technology 26.59%
Transportation 2.68%
Utilities

14 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EBAY INC COM 25,461 4,176 19.62 458,760
LAS VEGAS SANDS CORP COM 24,548 1,900 8.39 354,689
PERRIGO CO PLC SHS 22,164 3,601 19.40 148,530
SALIX PHARMACEUTICALS INC COM 22,094 22,094 New 138,993
AMAZON COM INC COM 20,990 4,353 26.17 63,302
CREE INC COM 19,393 5,243 37.05 429,520
WHOLE FOODS MKT INC COM 16,279 2,823 20.98 422,287
MASTEC INC COM 14,496 6,093 72.52 494,073
IAC INTERACTIVECORP COM PAR $.001 14,130 2,623 22.79 206,220
CAUSEWAY CAP MGMT TR INTL VAL INSTL 2,181 339 18.41 134,633
AFFILIATED MANAGERS GROUP SR NT 22 1,067 64 6.38 41,500
MICROSOFT CORP COM 579 148 34.37 12,823
ISHARES ALL PERU CAP ETF 219 219 New 6,000
ISHARES TR RUSSELL 2000 ETF 195 195 New 1,692