Institutions / Davidson Kahn Capital Management, LLC
Davidson Kahn Capital Management, LLC
CIK 2055535 · Institution · as of Dec 31, 2025
Portfolio value
$192.42M
Positions
59
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 59 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $20.44M | 10.6% |
| Invesco Exchange Traded Fd T | $17.81M | 9.3% |
| Invesco Qqq Tr | $14.08M | 7.3% |
| Schwab Strategic Tr | $13.02M | 6.8% |
| Amazon.com Inc | $11.10M | 5.8% |
| Alphabet Inc. | $8.26M | 4.3% |
| Perimeter Solutions, Inc. | $7.97M | 4.1% |
| WisdomTree Tr | $5.66M | 2.9% |
| Apple Inc. | $4.60M | 2.4% |
| Meta Platforms Inc | $4.53M | 2.4% |
| Microsoft Corp | $4.53M | 2.4% |
| Brookfield Corp | $3.96M | 2.1% |
| Copart Inc | $3.92M | 2.0% |
| Markel Group Inc | $3.60M | 1.9% |
| APi Group Corp | $3.52M | 1.8% |
| Floor & Decor Holdings Inc | $3.21M | 1.7% |
| Old Dominion Freight Line, Inc. | $3.18M | 1.7% |
| KKR & Co. Inc. | $3.14M | 1.6% |
| Warren E. Buffett | $3.13M | 1.6% |
| Coupang, Inc. | $3.12M | 1.6% |
| CoStar Group Inc | $2.88M | 1.5% |
| Brookfield Asset Managmt Ltd | $2.84M | 1.5% |
| Vanguard Star Fds | $2.67M | 1.4% |
| Brown & Brown, Inc. | $2.65M | 1.4% |
| Rh | $2.41M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.