CIK 2055535
Davidson Kahn Capital Management, LLC
Institutional 13F holdings & portfolio
Holdings
59
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 59
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 93K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 23K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 496K | $1M+ | SH |
| AMZN | AMAZON COM INC | 48K | $1M+ | SH |
| GOOGL | ALPHABET INC | 26K | $1M+ | SH |
| PRM | PERIMETER SOLUTIONS INC | 290K | $1M+ | SH |
| EZM | WISDOMTREE TR | 85K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| META | META PLATFORMS INC | 7K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| BN | BROOKFIELD CORP | 86K | $1M+ | SH |
| CPRT | COPART INC | 100K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 2K | $1M+ | SH |
| APG | API GROUP CORP | 92K | $1M+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 53K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 20K | $1M+ | SH |
| KKR | KKR & CO INC | 25K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| CPNG | COUPANG INC | 132K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 43K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 54K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 35K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 33K | $1M+ | SH |
| RH | RH | 14K | $1M+ | SH |
| NVR | NVR INC | 324 | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| WD | WALKER & DUNLOP INC | 36K | $1M+ | SH |
| APPF | APPFOLIO INC | 9K | $1M+ | SH |
| ABNB | AIRBNB INC | 15K | $1M+ | SH |
| BX | BLACKSTONE INC | 13K | $1M+ | SH |
| DFH | DREAM FINDERS HOMES INC | 112K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| MSCI | MSCI INC | 3K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 9K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 11K | $1M+ | SH |
| WSO | WATSCO INC | 3K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| TBRG | TRUBRIDGE INC | 32K | $500K+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 15K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 9K | $500K+ | SH |
| TIC | TIC SOLUTIONS INC | 63K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |