Davidson Kahn Capital Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| NVR INC | $2.36M | 1.2% |
| Tesla Inc | $2.21M | 1.2% |
| Walker & Dunlop, Inc. | $2.15M | 1.1% |
| APPFOLIO INC | $2.13M | 1.1% |
| Airbnb, Inc. | $2.08M | 1.1% |
| Blackstone Inc | $1.96M | 1.0% |
| DREAM FINDERS HOMES, INC. | $1.91M | 1.0% |
| SPDR S&P 500 ETF TR | $1.88M | 1.0% |
| MSCI Inc. | $1.73M | 0.9% |
| NVIDIA Corp | $1.47M | 0.8% |
| ASML HOLDING N V | $1.38M | 0.7% |
| VANGUARD INDEX FDS | $1.34M | 0.7% |
| Arista Networks, Inc.ANET | $1.15M | 0.6% |
| SCHWAB CHARLES CORP | $1.10M | 0.6% |
| Watsco, Inc. | $1.08M | 0.6% |
| SCHWAB STRATEGIC TR | $878.8K | 0.5% |
| Alphabet Inc. | $798.9K | 0.4% |
| SCHWAB STRATEGIC TR | $756.0K | 0.4% |
| TruBridge, Inc. | $713.6K | 0.4% |
| SCHWAB STRATEGIC TR | $648.7K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $637.5K | 0.3% |
| TIC Solutions, Inc. | $636.1K | 0.3% |
| ISHARES TR | $595.3K | 0.3% |
| CrowdStrike Holdings, Inc. | $589.2K | 0.3% |
| SHERWIN WILLIAMS CO | $569.2K | 0.3% |