Davidson Kahn Capital Management, LLC: 13F holdings
CIK 20555352026Q2
| Positions | 72 |
|---|
| Reported value | $232.8m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 72 (+10 vs prior quarter) |
|---|
| Reported value | $232.8m (+24.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RSP INVESCO EXCHANGE TRADED FD T | 105,522 | $22.5m | 9.6% |
| VOO VANGUARD INDEX FDS | 30,466 | $20.9m | 9.0% |
| SCHB SCHWAB STRATEGIC TR | 688,683 | $20.0m | 8.6% |
| QQQ INVESCO QQQ TR | 26,160 | $19.3m | 8.3% |
| VXUS VANGUARD STAR FDS | 149,714 | $12.8m | 5.5% |
| AMZN AMAZON COM INC | 48,358 | $11.5m | 5.0% |
| PRM PERIMETER SOLUTIONS INC | 286,621 | $10.2m | 4.4% |
| GOOGL ALPHABET INC | 25,431 | $9.1m | 3.9% |
| IJH WISDOMTREE TR | 79,471 | $6.0m | 2.6% |
| AVDV AMERICAN CENTY ETF TR | 57,497 | $5.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055535")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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