Davis Capital Management

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
663
Quarter
2025 Q4
Top Holding
SCHB (14.4%)
Top 10 Concentration
43.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 663
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHB
SCHWAB U.S. BRO...
ETF 14.44% 14.03% #1
Prev: #1
7.8 12,487 1.6%
P
S
800,037 $20,984,964 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB INTERNAT...
ETF 5.31% 5.02% #2 1
Prev: #3
4.1 9,882 3.2%
P
S
320,833 $7,712,832 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB US DIVID...
ETF 5.22% 5.38% #3 1
Prev: #2
2.1 -7,742 -2.7%
P
S
276,544 $7,585,597 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHA
SCHWAB U.S. SMA...
ETF 3.70% 3.57% #4
Prev: #4
3.5 3,774 2.0%
P
S
188,586 $5,370,918 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
Communication Services 3.59% 2.95% #5
Prev: #5
1.5 -847 -4.8%
P
S
16,617 $5,214,415 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC.
Technology 2.84% 2.75% #6
Prev: #6
1.1 -367 -2.4%
P
S
15,189 $4,129,357 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL ...
ETF 2.64% 2.60% #7
Prev: #7
3.1 24 0.2%
P
S
11,434 $3,833,378 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 2.25% 2.42% #8
Prev: #8
0.9 -3 -0.0%
P
S
6,749 $3,263,870 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 2.02% 1.85% #9 1
Prev: #10
2.8 561 4.6%
P
S
12,716 $2,935,107 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BK
BANK NEW YORK M...
Financial Services 1.90% 1.85% #10 1
Prev: #11
0.8 -760 -3.1%
P
S
23,730 $2,754,816 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALL
ALLSTATE CORP C...
Financial Services 1.84% 1.92% #11 2
Prev: #9
0.7 -39 -0.3%
P
S
12,852 $2,675,144 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC C...
Technology 1.67% 1.54% #12 4
Prev: #16
0.7 -938 -2.9%
P
S
31,544 $2,429,834 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC COM CL...
Financial Services 1.67% 1.64% #13
Prev: #13
0.7 -29 -0.4%
P
S
6,912 $2,424,108 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC COM
Consumer Defensive 1.67% 1.56% #14
Prev: #14
0.7 -65 -0.3%
P
S
21,721 $2,419,937 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RSG
REPUBLIC SVCS I...
Industrials 1.58% 1.55% #15
Prev: #15
2.7 1,057 10.8%
P
S
10,818 $2,292,659 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 1.51% 1.40% #16 3
Prev: #19
0.6 -351 -3.2%
P
S
10,569 $2,187,255 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP ...
Industrials 1.47% 1.45% #17
Prev: #17
2.6 413 4.7%
P
S
9,237 $2,136,703 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMGN
AMGEN INC COM
Healthcare 1.47% 1.28% #18 4
Prev: #22
0.6 -3 -0.0%
P
S
6,520 $2,134,061 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO CO...
Consumer Defensive 1.44% 1.38% #19 2
Prev: #21
2.6 5 0.0%
P
S
29,933 $2,092,598 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHH
SCHWAB U.S. REI...
ETF 1.37% 1.43% #20 2
Prev: #18
0.5 -153 -0.2%
P
S
95,340 $1,991,663 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
G
GENPACT LIMITED...
Technology 1.30% 1.16% #21 2
Prev: #23
2.5 649 1.6%
P
S
40,434 $1,891,503 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AN
AUTONATION INC ...
Consumer Cyclical 1.29% 1.40% #22 2
Prev: #20
0.5 -171 -1.8%
P
S
9,082 $1,875,251 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB U.S. LAR...
ETF 1.24% 1.02% #23 4
Prev: #27
2.6 9,043 19.6%
P
S
55,174 $1,799,779 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RIO
RIO TINTO PLC S...
Basic Materials 1.16% 0.96% #24 7
Prev: #31
2.5 94 0.4%
P
S
21,037 $1,683,591 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP COM
Technology 1.14% 1.65% #25 13
Prev: #12
0.5 no change no change
P
S
8,479 $1,652,715 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TM
TOYOTA MOTOR CO...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #235)
0.3 -39 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYLB
XTRACKERS USD H...
ETF 0.00% 0.00%
Sold All 😨
(Was: #256)
0.3 -160 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH COM
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #257)
0.3 -28 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB US TIPS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #261)
0.3 -199 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQI
VANGUARD GLOBAL...
ETF 0.00% 0.00%
Sold All 😨
(Was: #276)
0.3 -83 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO BULLETS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #278)
0.3 -189 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD TOTAL ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #283)
0.3 -68 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHC
SCHWAB INTERNAT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #284)
0.3 -71 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TMCI
TREACE MED CONC...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #308)
0.3 -250 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORPORA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #330)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #372)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLM
MARTIN MARIETTA...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #379)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDY
TELEDYNE TECHNO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #388)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSA
PUBLIC STORAGE ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #389)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TYL
TYLER TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #398)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMP
AMERIPRISE FINL...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #407)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRMB
TRIMBLE INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #408)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #424)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBB
HUBBELL INC COM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #426)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTB
M & T BK CORP C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #436)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RJF
RAYMOND JAMES F...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #453)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTW
WILLIS TOWERS W...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #452)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #455)
0.3 -13 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PPL
PPL CORP COM
Utilities 0.00% 0.00%
Sold All 😨
(Was: #458)
0.3 -9 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPLA
LPL FINL HLDGS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #459)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSL
CARLISLE COS IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #460)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA COM
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #461)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
LIVE NATION ENT...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #462)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #465)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARES
ARES MANAGEMENT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #469)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RF
REGIONS FINANCI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #472)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PODD
INSULET CORP CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #480)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC CL ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #486)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LH
LABCORP HOLDING...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #493)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FDS
FACTSET RESH SY...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #495)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTE
DTE ENERGY CO C...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #500)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSN
VERISIGN INC CO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #503)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSN
TYSON FOODS INC...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #511)
0.3 -5 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #513)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MKC
MCCORMICK & CO ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #518)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FITB
FIFTH THIRD BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #520)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN
LENNAR CORP CL ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #538)
0.3 -2 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZM
ZOOM COMMUNICAT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #542)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #544)
0.3 -5 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #548)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IP
INTERNATIONAL P...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #553)
0.3 -5 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TPR
TAPESTRY INC CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #556)
0.3 -2 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SW
SMURFIT WESTROC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #565)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTC
PTC INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #568)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVB
AVALONBAY CMNTY...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #579)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGX
QUEST DIAGNOSTI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #581)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINS
PINTEREST INC C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #591)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #593)
0.3 -1 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Z
ZILLOW GROUP IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #595)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFRM
AFFIRM HLDGS IN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #596)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #601)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SUI
SUN CMNTYS INC ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #602)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNR
PENTAIR PLC SHS
Industrials 0.00% 0.00%
Sold All 😨
(Was: #606)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFM
SPROUTS FMRS MK...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #607)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DECK
DECKERS OUTDOOR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #609)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 663 holdings

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