The Analysis of Davidson Kahn Capital Management, LLC's Holdings
Currently, Davidson Kahn Capital Management, LLC holds 59 types of securities in its portfolio with a total value $192.4M. In the most recent quarter, they have increased their positions in N/A (+13.4K shares, valued at $2.6M), CPRT (+36.1K shares, valued at $1.4M), N/A (+2.2K shares, valued at $1.4M); decreased their positions in N/A (-3.3K shares, valued at $1.0M), TBLA (-24.0K shares, valued at $110.6K), N/A (-160 shares, valued at $80.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR496.5K shares8.13%2025-12-312026-01-28
AMZN AMAZON COM INC48.1K shares3.21%2025-12-312026-01-28 ALPHABET INC ALPHABET INC26.4K shares-11.12%2025-12-312026-01-28 EZM WISDOMTREE TR84.8K shares6.02%2025-12-312026-01-28 AAPL APPLE INC16.9K shares5.15%2025-12-312026-01-28 META META PLATFORMS INC6.9K shares6.66%2025-12-312026-01-28 MSFT MICROSOFT CORP9.4K shares-0.09%2025-12-312026-01-28 BN BROOKFIELD CORP86.2K shares50.74%2025-12-312026-01-28 CPRT COPART INC100.2K shares56.34%2025-12-312026-01-28 MKL MARKEL GROUP INC1.7K shares1.70%2025-12-312026-01-28 APG API GROUP CORP92.1K shares0.00%2025-12-312026-01-28 FND FLOOR & DECOR HLDGS INC53.0K shares47.98%2025-12-312026-01-28 ODFL OLD DOMINION FREIGHT LINE IN20.3K shares7.60%2025-12-312026-01-28 KKR & CO INC KKR & CO INC24.6K shares3.94%2025-12-312026-01-28 CPNG COUPANG INC132.3K shares24.25%2025-12-312026-01-28 CSGP COSTAR GROUP INC42.8K shares8.83%2025-12-312026-01-28 VXUS VANGUARD STAR FDS35.4K shares69.50%2025-12-312026-01-28 BRO BROWN & BROWN INC33.3K shares30.71%2025-12-312026-01-28 RH RH13.5K shares8.84%2025-12-312026-01-28 NVR NVR INC324 shares1.89%2025-12-312026-01-28 TSLA TESLA INC4.9K shares8.01%2025-12-312026-01-28 WD WALKER & DUNLOP INC36.0K shares0.23%2025-12-312026-01-28 APPF APPFOLIO INC9.2K shares-0.10%2025-12-312026-01-28 ABNB AIRBNB INC15.3K shares-0.49%2025-12-312026-01-28 DFH DREAM FINDERS HOMES INC111.8K shares5.61%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR2.8K shares5.64%2025-12-312026-01-28 MSCI MSCI INC3.0K shares16.98%2025-12-312026-01-28 NVDA NVIDIA CORPORATION7.9K shares39.74%2025-12-312026-01-28 ASML ASML HOLDING N V1.3K shares-0.08%2025-12-312026-01-28 VTI VANGUARD INDEX FDS4.0K shares27.00%2025-12-312026-01-28 SCHW SCHWAB CHARLES CORP11.0K shares-0.18%2025-12-312026-01-28 WSO WATSCO INC3.2K shares5.96%2025-12-312026-01-28 FNDF SCHWAB STRATEGIC TR19.4K shares0.48%2025-12-312026-01-28 ALPHABET INC ALPHABET INC2.5K shares5.95%2025-12-312026-01-28 FNDE SCHWAB STRATEGIC TR21.0K shares0.53%2025-12-312026-01-28 TBRG TRUBRIDGE INC32.3K shares-1.82%2025-12-312026-01-28 FNDC SCHWAB STRATEGIC TR14.6K shares0.43%2025-12-312026-01-28 VEU VANGUARD INTL EQUITY INDEX F8.7K shares0.00%2025-12-312026-01-28 TIC TIC SOLUTIONS INC62.9K shares-1.87%2025-12-312026-01-28 IJR ISHARES TR5.0K shares-0.80%2025-12-312026-01-28 CRWD CROWDSTRIKE HLDGS INC1.3K shares6.44%2025-12-312026-01-28 SHW SHERWIN WILLIAMS CO1.8K shares0.00%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW624 shares43.45%2025-12-312026-01-28 BROADCOM INC BROADCOM INC1.5K shares22.19%2025-12-312026-01-28 AXON AXON ENTERPRISE INC856 shares0.00%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.1.4K shares9.95%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR2.8K shares158.83%2025-12-312026-01-28 SHOP SHOPIFY INC2.1K shares0.58%2025-12-312026-01-28 ONEQ FIDELITY COMWLTH TR3.6K shares0.06%2025-12-312026-01-28 TBLA TABOOLA.COM LTD24.4K shares-49.54%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available