Davidson Kahn Capital Management, LLC Incresed Positions in Q3 2025

Davidson Kahn Capital Management, LLC

  • $179 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.5K
+ 10.41%
$181.56 - $190.33 $1.36M - $1.43M
79.6K $15.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
867
+ 2.94%
$567.77 - $614.76 $492K - $533K
30.3K $18.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.42K
+ 7.05%
$546.99 - $602.2 $775K - $853K
21.5K $12.9B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.5K
+ 8.38%
$23.82 - $25.84 $846K - $918K
459K $11.8B
ODFL
Old Dominion Freight Line, Inc.

Industrials
10.5K
+ 125.47%
$138.59 - $171.12 $1.45M - $1.8M
18.9K $2.65B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12K
+ 134.28%
$68.24 - $73.73 $817K - $883K
20.9K $1.55B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
9K
+ 12.69%
$61.83 - $67.07 $557K - $604K
80K $5.28B
CPRT
Copart Inc

Consumer Cyclical
18.6K
+ 40.89%
$44.6 - $49.97 $829K - $929K
64.1K $3.02B
BRO
Brown & Brown, Inc.

Financial Services
9.66K
+ 61.09%
$90.88 - $108.93 $878K - $1.05M
25.5K $2.39B
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 1.67%
$293.94 - $444.72 $22K - $33.4K
4.56K $2.03B
WD
Walker & Dunlop, Inc.

Financial Services
518
+ 1.46%
$72.06 - $87.6 $37.3K - $45.4K
35.9K $3.01B
Brookfield Corp
31
+ 0.05%
N/A
57.2K $3.93B
Arista Networks Inc
6
+ 0.07%
N/A
8.76K $1.28B
NVR
Nvr Inc

Consumer Cyclical
13
+ 4.26%
$7301.0 - $8543.0 $94.9K - $111K
318 $2.56B
MSCI
Msci Inc.

Financial Services
472
+ 22.47%
$526.48 - $588.0 $248K - $278K
2.57K $1.46B
Acuren Corp
10.4K
+ 19.25%
N/A
64.1K $853M
MSFT
Microsoft Corp

Technology
25
+ 0.27%
$491.09 - $535.64 $12.3K - $13.4K
9.37K $4.85B
RH
Rh

Consumer Cyclical
65
+ 0.53%
$187.54 - $251.0 $12.2K - $16.3K
12.4K $2.53B
GOOG
Alphabet Inc.

Communication Services
20
+ 0.84%
$175.16 - $255.24 $3.5K - $5.1K
2.4K $585M
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 1.8%
$617.65 - $666.84 $28.4K - $30.7K
2.61K $1.74B
CPSI
Computer Programs & Systems Inc

Healthcare
10.3K
+ 45.22%
N/A
32.9K $664M
JPM
Jpmorgan Chase & CO

Financial Services
280
+ 27.53%
$282.78 - $316.06 $79.2K - $88.5K
1.3K $409M
AVGO
Broadcom Inc.

Technology
113
+ 10.24%
$264.74 - $369.57 $29.9K - $41.8K
1.22K $401M
FNDE
Schwab Fundamental Emerging Mk

ETFs
192
+ 0.93%
$33.13 - $36.31 $6.36K - $6.97K
20.9K $754M
FNDF
Schwab Fundamental Intl Large

ETFs
138
+ 0.72%
$39.84 - $43.15 $5.5K - $5.95K
19.3K $831M
FNDC
Schwab Fundamental Intl Small

ETFs
30
+ 0.21%
$41.81 - $45.21 $1.25K - $1.36K
14.5K $645M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
51
+ 1.45%
$79.52 - $89.63 $4.06K - $4.57K
3.57K $318M
Blackrock Inc
10
+ 5.21%
N/A
202 $236M
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 0.22%
$211.65 - $238.24 $22K - $24.8K
46.6K $10.2B
META
Meta Platforms, Inc.

Communication Services
62
+ 0.97%
$695.21 - $791.73 $43.1K - $49.1K
6.44K $4.73B
SHW
Sherwin Williams CO

Basic Materials
37
+ 2.15%
$330.88 - $375.23 $12.2K - $13.9K
1.76K $609M
APG
A Pi Group Corp

Industrials
30.2K
+ 48.9%
$33.09 - $36.34 $1M - $1.1M
92.1K $3.16B
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 3.33%
$915.95 - $994.57 $12.8K - $13.9K
435 $403M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
824
+ 2.35%
$73.7 - $90.42 $60.7K - $74.5K
35.8K $2.64B
Activity Summary
Buys All Purchases 37 New Holdings 2 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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