HolderBook

Davidson Kahn Capital Management, LLC

Reported holdings as of Q2 2026, from 7 quarterly filings.

CIK
2055535
Reported value
$232.8M
Positions
72
Top 10 weight
59.4%
Filed
2026-07-15
Days after quarter end
15

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
INVESCO EXCHANGE TRADED FD TRSP$22.5M105,5229.64%-0.46pp7q+7.0%+$1.5M
VANGUARD INDEX FDSVOO$20.9M30,4668.99%-0.43pp7q+3.1%+$625.0K
SCHWAB STRATEGIC TRSCHB$20.0M688,6838.58%+0.42pp7q+14.2%+$2.5M
INVESCO QQQ TRQQQ$19.3M26,1608.28%+0.91pp7q+9.9%+$1.7M
VANGUARD STAR FDSVXUS$12.8M149,7145.51%+0.29pp5q+19.5%+$2.1M
AMAZON COM INCAMZN$11.5M48,3584.95%-0.21pp7q+4.1%+$449.5K
PERIMETER SOLUTIONS INCPRM$10.2M286,6214.39%+0.86pp7q+5.9%+$565.5K
ALPHABET INCGOOGL$9.1M25,4313.90%+0.06pp7q+1.5%+$136.5K
WISDOMTREE TREZM$6.0M79,4712.59%-0.30pp7q-1.4%-$86.0K
AMERICAN CENTY ETF TRAVDV$5.9M57,4972.55%-0.06pp2q+19.3%+$960.8K
AMERICAN CENTY ETF TRAVUV$5.1M40,7802.19%+0.19pp2q+22.5%+$934.9K
COUPANG INCCPNG$4.8M275,6102.06%-0.45pp7q+10.9%+$468.8K
FLOOR & DECOR HLDGS INCFND$4.5M75,2131.92%+0.35pp7q+29.9%+$1.0M
OLD DOMINION FREIGHT LINE INODFL$4.2M19,3301.80%-0.19pp7q+1.4%+$57.8K
META PLATFORMS INCMETA$4.1M7,3591.78%-0.33pp7q+6.5%+$251.8K
MICROSOFT CORPMSFT$4.0M10,6851.71%-0.16pp7q+12.7%+$447.6K
API GROUP CORPAPG$3.7M86,2581.57%-0.31pp7q-0.8%-$30.7K
BROOKFIELD CORPBN$3.6M85,5831.57%-0.30pp7q-0.9%-$34.4K
MARKEL GROUP INCMKL$3.4M1,7351.46%-0.33pp7q-0.7%-$25.4K
COPART INCCPRT$3.2M113,6511.38%-0.56pp7q+3.8%+$118.1K
STATE STR SPDR S&P 500 ETF TSPY$3.2M4,2851.37%+0.45pp7q+61.4%+$1.2M
APPLE INCAAPL$3.1M10,8681.35%-0.29pp7q-10.4%-$364.0K
KKR & CO INCKKR$3.0M33,2521.31%-0.31pp7q+1.9%+$57.2K
APPFOLIO INCAPPF$3.0M18,9301.30%-0.19pp6q+6.9%+$196.3K
BROWN & BROWN INCBRO$2.7M41,7041.15%-0.31pp7qHELD
PACER FDS TRCOWZ$2.5M39,9521.07%+0.02pp2q+29.5%+$567.5K
BROOKFIELD ASSET MANAGMT LTDBAM$2.5M55,1251.06%-0.23pp7q+0.9%+$22.6K
ASML HLDG NVASML$2.4M1,2151.04%+0.18pp4q-0.7%-$15.9K
BROADCOM INCAVGO$2.3M6,0310.98%+0.73pp7q+296.3%+$1.7M
BERKSHIRE HATHAWAY INC DELBRKB$2.3M4,5360.97%-0.18pp7qHELD
NVIDIA CORPORATIONNVDA$2.2M11,2400.97%+0.23pp7q+42.7%+$672.5K
ISHARES TRQUAL$2.0M9,1830.87%+0.26pp2q+63.8%+$790.2K
TESLA INCTSLA$2.0M4,7090.85%-0.12pp7q-4.2%-$87.1K
MSCI INCMSCI$1.9M3,3870.81%-0.19pp7q-2.9%-$56.0K
BLACKSTONE INCBX$1.5M13,0540.66%-0.17pp7q-3.5%-$55.4K
VANGUARD INDEX FDSVTI$1.5M4,0190.64%+0.05pp7q+16.4%+$209.1K
IMMUNITYBIO INCIBRX$1.4M163,0920.61%-newNEW
ARISTA NETWORKS INCANET$1.2M7,1320.52%+0.05pp7qHELD
CROWDSTRIKE HLDGS INCCRWD$858.5K1,1250.37%+0.11pp7q-10.5%-$100.7K
SCHWAB CHARLES CORPSCHW$819.0K8,8760.35%-0.11pp7q-3.9%-$33.0K
VANGUARD INTL EQUITY INDEX FVEU$725.8K8,6670.31%-0.04pp7qHELD
COSTCO WHOLESALE CORPORATIONCOST$723.3K7730.31%flat7q+32.4%+$176.9K
ALPHABET INCGOOG$655.2K1,8540.28%-0.06pp7q-16.4%-$128.3K
SCHWAB STRATEGIC TRFNDF$635.9K12,0520.27%-0.04pp7q-0.6%-$3.6K
NVR INCNVR$613.2K920.26%-0.10pp7q-11.5%-$80.0K
JPMORGAN CHASE & COJPM$555.5K1,6970.24%+0.05pp7q+42.4%+$165.3K
SELECT SECTOR SPDR TRXLK$542.6K2,8480.23%+0.03pp6qHELD
WATSCO INCWSO$499.5K1,1990.21%-0.04pp7q-7.2%-$38.7K
SCHWAB STRATEGIC TRFNDE$484.2K12,2010.21%-0.04pp7qHELD
AXON ENTERPRISE INCAXON$424.9K7580.18%+0.01pp7qHELD
FIDELITY COMWLTH TRONEQ$392.0K3,7980.17%-0.01pp5q-5.0%-$20.4K
ISHARES TREFA$377.5K3,6340.16%-newNEW
AIRBNB INCABNB$369.2K2,5800.16%-0.03pp7q-5.6%-$22.0K
GE AEROSPACEGE$353.9K9470.15%+0.01pp2qHELD
SHERWIN WILLIAMS COSHW$353.2K1,0260.15%-0.03pp7q-4.8%-$17.9K
ESCO TECHNOLOGIES INCESE$350.0K1,0000.15%flat2qHELD
SCHWAB STRATEGIC TRFNDC$346.9K7,1430.15%-0.03pp7q-0.8%-$2.7K
SEA LTDSE$293.9K3,0670.13%-newNEW
BOOKING HOLDINGS INCBKNG$278.7K1,5640.12%-newNEW
GE VERNOVA INCGEV$277.3K2360.12%+0.01pp2qHELD
ROBINHOOD MKTS INCHOOD$261.5K2,6080.11%-newNEW
WALKER & DUNLOP INCWD$253.1K4,6270.11%-0.01pp7q-9.8%-$27.5K
TAIWAN SEMICONDUCTOR MANUFACTSM$249.8K5230.11%-newNEW
EXXON MOBIL CORPXOMXXXX$233.3K1,7070.10%-0.05pp2q+0.7%+$1.6K
SHOPIFY INCSHOP$229.7K2,0120.10%-0.03pp7qHELD
EXOZYMES INCEXOZ$210.8K25,0000.09%-newNEW
BLACKROCK INCBLK$209.2K2180.09%-0.02pp5qHELD
MERCADOLIBRE INCMELI$205.4K1210.09%-newNEW
ISHARES TRIVV$203.4K2720.09%-newNEW
TABOOLA.COM LTDTBLA$122.2K24,4440.05%+0.01pp7qHELD
SNAP INCSNAP$58.2K13,1020.02%-newNEW
HEARTBEAM INCBEAT$13.0K17,3330.01%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 10.8%Funds & ETFs 9.7%Software & IT Services 9.5%Chemicals 4.4%Capital Markets 3.6%Insurance 3.6%Business Services 2.8%Semiconductors & Electronics 2.5%Transport & Logistics 1.9%Computer Hardware 1.9%Real Estate 1.6%Other sectors 3.6%Not classified 44.3%
 
SectorValueShare
Retail & Consumer$25.1M10.8%
Funds & ETFs$22.5M9.7%
Software & IT Services$22.2M9.5%
Chemicals$10.2M4.4%
Capital Markets$8.3M3.6%
Insurance$8.3M3.6%
Business Services$6.4M2.8%
Semiconductors & Electronics$5.8M2.5%
Transport & Logistics$4.5M1.9%
Computer Hardware$4.4M1.9%
Real Estate$3.6M1.6%
Other sectors$8.4M3.6%
Not classified$103.2M44.3%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$232.8M72112820159.4%15
Q1 2026$187.6M6281928558.3%23
Q4 2025$192.4M590386155.9%28
Q3 2025$179.5M6023010054.2%31
Q2 2025$156.0M585349054.1%22
Q1 2025$129.9M532424253.0%23
Q4 2024$108.5M53000051.0%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.