Davidson Kahn Capital Management, LLC

data from 30/09/2025

Capitalization

$ 179.498 M 15.08 %

Average holding period

3 ans

Performance

$ 15.252 M 8.99 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Davidson Kahn Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 10.36% 18.595 M $ 30346 2024/12/31 1.307 M $ 7.80 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 8.42% 15.107 M $ 79565 2024/12/31 573.629 K $ 4.37 %
2025/09/30 QQQ INVESCO QQQ TR 7.20% 12.923 M $ 21504 2024/12/31 978.839 K $ 8.81 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 6.58% 11.817 M $ 459145 2024/12/31 796.422 K $ 7.87 %
2025/09/30 AMZN AMAZON COM INC 5.70% 10.227 M $ 46576 2024/12/31 8.364 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 4.02% 7.214 M $ 29675 2024/12/31 1.987 M $ 37.93 %
2025/09/30 PRM PERIMETER SOLUTIONS INC 3.61% 6.483 M $ 289538 2024/12/31 2.460 M $ 60.76 %
2025/09/30 EZM WISDOMTREE TR 2.94% 5.278 M $ 79978 2024/12/31 293.832 K $ 6.67 %
2025/09/30 MSFT MICROSOFT CORP 2.70% 4.851 M $ 9365 2024/12/31 191.843 K $ 4.13 %
2025/09/30 META META PLATFORMS INC 2.63% 4.729 M $ 6439 2024/12/31 -23.658 K $ -0.50 %
2025/09/30 AAPL APPLE INC 2.28% 4.098 M $ 16093 2024/12/31 803.131 K $ 24.11 %
2025/09/30 BN BROOKFIELD CORP 2.19% 3.926 M $ 57204 2024/12/31 -922.200 K $ -26.06 %
2025/09/30 CPNG COUPANG INC 1.91% 3.430 M $ 106520 2024/12/31 239.680 K $ 7.47 %
2025/09/30 CSGP COSTAR GROUP INC 1.85% 3.320 M $ 39356 2024/12/31 160.058 K $ 4.93 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.79% 3.214 M $ 6393 2024/12/31 112.867 K $ 3.49 %
2025/09/30 APG API GROUP CORP 1.76% 3.165 M $ 92080 2024/12/31 31.538 K $ 1.00 %
2025/09/30 MKL MARKEL GROUP INC 1.75% 3.150 M $ 1648 2024/12/31 -142.072 K $ -4.30 %
2025/09/30 KKR KKR & CO INC 1.72% 3.083 M $ 23707 2024/12/31 -75.028 K $ -2.31 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 1.70% 3.053 M $ 53563 2024/12/31 88.956 K $ 3.00 %
2025/09/30 CPRT COPART INC 1.68% 3.022 M $ 64060 2024/12/31 -186.418 K $ -8.29 %
2025/09/30 WD WALKER & DUNLOP INC 1.67% 3.006 M $ 35907 2024/12/31 465.011 K $ 18.58 %
2025/09/30 DFH DREAM FINDERS HOMES INC 1.53% 2.744 M $ 105866 2024/12/31 84.014 K $ 3.14 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 1.48% 2.655 M $ 18858 2024/12/31 -179.993 K $ -13.23 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 1.47% 2.644 M $ 35820 2024/12/31 -79.090 K $ -2.97 %
2025/09/30 NVR NVR INC 1.42% 2.555 M $ 318 2024/12/31 197.945 K $ 8.73 %
2025/09/30 RH RH 1.41% 2.531 M $ 12437 2024/12/31 175.063 K $ 7.48 %
2025/09/30 APPF APPFOLIO INC 1.41% 2.530 M $ 9179 2025/03/31 418.630 K $ 19.68 %
2025/09/30 BRO BROWN & BROWN INC 1.33% 2.389 M $ 25468 2024/12/31 -270.034 K $ -15.38 %
2025/09/30 BX BLACKSTONE INC 1.19% 2.135 M $ 12479 2024/12/31 271.362 K $ 14.20 %
2025/09/30 TSLA TESLA INC 1.13% 2.026 M $ 4556 2024/12/31 569.355 K $ 40.00 %
2025/09/30 ABNB AIRBNB INC 1.04% 1.872 M $ 15417 2024/12/31 -174.261 K $ -8.24 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.97% 1.737 M $ 2608 2024/12/31 123.821 K $ 7.82 %
2025/09/30 VXUS VANGUARD STAR FDS 0.86% 1.545 M $ 20884 2025/06/30 38.954 K $ 6.11 %
2025/09/30 MSCI MSCI INC 0.81% 1.460 M $ 2573 2024/12/31 -19.602 K $ -1.61 %
2025/09/30 ANET ARISTA NETWORKS INC 0.71% 1.277 M $ 8762 2024/12/31 380.010 K $ 42.42 %
2025/09/30 ASML ASML HOLDING N V 0.69% 1.247 M $ 1288 2025/09/30 0.000 $ 0.00 %
2025/09/30 WSO WATSCO INC 0.68% 1.220 M $ 3018 2024/12/31 -59.226 K $ -8.42 %
2025/09/30 NVDA NVIDIA CORPORATION 0.59% 1.055 M $ 5652 2024/12/31 175.428 K $ 18.05 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.59% 1.054 M $ 11037 2024/12/31 47.925 K $ 4.64 %
2025/09/30 VTI VANGUARD INDEX FDS 0.57% 1.031 M $ 3141 2024/12/31 86.536 K $ 7.98 %
2025/09/30 TIC ACUREN CORP 0.48% 853.437 K $ 64120 2025/06/30 122.057 K $ 20.04 %
2025/09/30 FNDF SCHWAB STRATEGIC TR 0.46% 831.077 K $ 19345 2024/12/31 56.468 K $ 7.35 %
2025/09/30 FNDE SCHWAB STRATEGIC TR 0.42% 754.144 K $ 20856 2024/12/31 65.091 K $ 9.54 %
2025/09/30 TBRG TRUBRIDGE INC 0.37% 664.299 K $ 32935 2025/06/30 -73.710 K $ -13.46 %
2025/09/30 FNDC SCHWAB STRATEGIC TR 0.36% 645.377 K $ 14500 2024/12/31 35.596 K $ 5.85 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.34% 618.549 K $ 8667 2024/12/31 35.968 K $ 6.17 %
2025/09/30 AXON AXON ENTERPRISE INC 0.34% 614.300 K $ 856 2024/12/31 -94.747 K $ -13.32 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.34% 608.522 K $ 1757 2024/12/31 4.987 K $ 0.84 %
2025/09/30 IJR ISHARES TR 0.33% 593.377 K $ 4993 2024/12/31 47.671 K $ 8.73 %
2025/09/30 GOOG ALPHABET INC 0.33% 585.338 K $ 2403 2024/12/31 157.659 K $ 37.30 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.32% 579.139 K $ 1181 2024/12/31 -22.356 K $ -3.72 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.23% 409.113 K $ 1297 2024/12/31 25.953 K $ 8.80 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.22% 402.836 K $ 435 2024/12/31 -27.074 K $ -6.49 %
2025/09/30 AVGO BROADCOM INC 0.22% 401.337 K $ 1217 2024/12/31 59.903 K $ 19.54 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 0.18% 318.491 K $ 3573 2025/06/30 31.803 K $ 11.27 %
2025/09/30 SHOP SHOPIFY INC 0.17% 306.137 K $ 2060 2024/12/31 69.846 K $ 28.83 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.17% 304.691 K $ 1081 2025/03/31 30.949 K $ 11.31 %
2025/09/30 BLK BLACKROCK INC 0.13% 235.835 K $ 202 2025/06/30 22.391 K $ 11.10 %
2025/09/30 ESE ESCO TECHNOLOGIES INC 0.12% 211.110 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TBLA TABOOLA.COM LTD 0.09% 165.194 K $ 48444 2024/12/31 -12.111 K $ -6.83 %