Davidson Kahn Capital Management, LLC

CIK: 0002055535SEC EDGAR →

Portfolio Value

$192.4M

Holdings

59

As of

Q4 2025

New Positions

59

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

32,592$20.4M
10.62%
2

INVESCO EXCHANGE TRADED FD T

92,991$17.8M
9.26%
3

INVESCO QQQ TR

22,924$14.1M
7.32%
4

SCHWAB STRATEGIC TR

496,485$13.0M
6.77%
5

AMAZON COM INC

48,069$11.1M
5.77%
6

ALPHABET INC

26,375$8.3M
4.29%
7

PERIMETER SOLUTIONS INC

289,669$8.0M
4.14%
8

WISDOMTREE TR

84,791$5.7M
2.94%
9

APPLE INC

16,921$4.6M
2.39%
10

META PLATFORMS INC

6,868$4.5M
2.36%

Quarterly Changes

Top Buys

VOONEW
$20.4M
RSPNEW
$17.8M
NDQNEW
$14.1M
SCHBNEW
$13.0M
AMZNNEW
$11.1M

Top Sells

No sells this quarter

New Positions (59)

$20.4M · 33K shares
$17.8M · 93K shares
$14.1M · 23K shares
$13.0M · 496K shares
$11.1M · 48K shares
$8.3M · 26K shares
$8.0M · 290K shares
$5.7M · 85K shares
$4.6M · 17K shares
$4.5M · 7K shares
$4.5M · 9K shares
$4.0M · 86K shares
$3.9M · 100K shares
$3.6M · 2K shares
$3.5M · 92K shares
$3.2M · 53K shares
$3.2M · 20K shares
$3.1M · 25K shares
$3.1M · 6K shares
$3.1M · 132K shares
$2.9M · 43K shares
$2.8M · 54K shares
$2.7M · 35K shares
$2.7M · 33K shares
$2.4M · 14K shares
$2.4M · 324 shares
$2.2M · 5K shares
$2.1M · 36K shares
$2.1M · 9K shares
$2.1M · 15K shares
$2.0M · 13K shares
$1.9M · 112K shares
$1.9M · 3K shares
$1.7M · 3K shares
$1.5M · 8K shares
$1.4M · 1K shares
$1.3M · 4K shares
$1.1M · 9K shares
$1.1M · 11K shares
$1.1M · 3K shares
$878K · 19K shares
$798K · 3K shares
$756K · 21K shares
$713K · 32K shares
$648K · 15K shares
$637K · 9K shares
$636K · 63K shares
$595K · 5K shares
$589K · 1K shares
$569K · 2K shares
$538K · 624 shares
$514K · 1K shares
$486K · 856 shares
$459K · 1K shares
$402K · 3K shares
$333K · 2K shares
$326K · 4K shares
$232K · 217 shares
$112K · 24K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services25$90.9M47.2%
Consumer Cyclical8$28.4M14.8%
Unknown3$17.9M9.3%
Technology9$16.7M8.7%
Communication Services4$13.7M7.1%
Industrials6$12.8M6.7%
Basic Materials2$8.5M4.4%
Real Estate1$2.9M1.5%
Consumer Defensive1$538K0.3%