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) 832

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

Sector Weighting

Basic Materials 7.48%
Capital Goods 2.67%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.86%
Energy 5.99%
Financial 8.11%
Healthcare 9.94%
Services 26.89%
Technology 25.98%
Transportation 2.62%
Utilities

4 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PIONEER NAT RES CO COM 21,665 21,665 New 106,560
CISCO SYS INC COM 19,638 19,638 New 846,088
CREE INC COM 18,388 18,388 New 325,225
HONEYWELL INTL INC COM 17,856 17,856 New 191,790