Davidson Kahn Capital Management, LLC Purchases in Q1 2025

Davidson Kahn Capital Management, LLC

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.1K
+ 84.04%
$507.05 - $563.67 $6.15M - $6.84M
26.6K $13.7B
AMZN
Amazon Com Inc

Consumer Cyclical
21.9K
+ 92.19%
$190.26 - $242.06 $4.16M - $5.29M
45.6K $8.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.8K
+ 24.96%
$169.43 - $182.84 $2.17M - $2.35M
64.2K $11.1B
APPF
Appfolio Inc

Technology
8.66K
New
$206.66 - $260.64 $1.79M - $2.26M
8.66K $1.9B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
77.6K
+ 25.89%
$21.23 - $23.75 $1.65M - $1.84M
377K $8.13B
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
41.9K
+ 75.34%
$20.96 - $26.08 $879K - $1.09M
97.6K $2.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
712
+ 11.63%
$442.66 - $534.52 $315K - $381K
6.83K $3.64B
BRO
Brown & Brown, Inc.

Financial Services
4.3K
+ 38.85%
$100.54 - $124.4 $433K - $535K
15.4K $1.91B
CSGP
Costar Group, Inc.

Real Estate
6.58K
+ 19.63%
$69.29 - $80.37 $456K - $529K
40.1K $3.18B
ABNB
Airbnb, Inc.

Consumer Cyclical
6.07K
+ 85.26%
$119.38 - $161.42 $725K - $980K
13.2K $1.58B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.66K
+ 17.73%
$468.34 - $539.52 $1.24M - $1.43M
17.6K $8.27B
NVR
Nvr Inc

Consumer Cyclical
102
+ 55.74%
$7062.02 - $8382.63 $720K - $855K
285 $2.06B
CPNG
Coupang, Inc.

Consumer Cyclical
24.9K
+ 31.61%
$21.34 - $25.52 $531K - $635K
104K $2.27B
WSO
Watsco Inc

Industrials
875
+ 155.97%
$463.86 - $530.75 $406K - $464K
1.44K $730M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
9.99K
+ 17.56%
$58.11 - $65.29 $580K - $652K
66.9K $3.99B
MSFT
Microsoft Corp

Technology
1.89K
+ 27.36%
$375.39 - $447.2 $710K - $846K
8.81K $3.31B
META
Meta Platforms, Inc.

Communication Services
737
+ 15.48%
$576.36 - $736.67 $425K - $543K
5.5K $3.17B
KKR
Kkr & Co. Inc.

Financial Services
6.94K
+ 47.19%
$108.17 - $167.07 $750K - $1.16M
21.6K $2.5B
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.27K
+ 47.37%
$161.13 - $209.29 $365K - $474K
7.05K $1.17B
APG
A Pi Group Corp

Industrials
9.3K
+ 19.27%
$35.67 - $40.88 $332K - $380K
57.6K $2.06B
CPRT
Copart Inc

Consumer Cyclical
4.78K
+ 12.09%
$52.3 - $59.83 $250K - $286K
44.4K $2.51B
XLK
Technology Sector Spdr

ETFs
1.08K
New
$206.38 - $242.18 $223K - $262K
1.08K $223M
WD
Walker & Dunlop, Inc.

Financial Services
6.24K
+ 23.08%
$82.09 - $96.76 $512K - $604K
33.3K $2.84B
BX
Blackstone Inc.

Financial Services
3.2K
+ 40.85%
$136.53 - $186.74 $437K - $598K
11K $1.54B
FNDF
Schwab Fundamental Intl Large

ETFs
1.44K
+ 8.03%
$32.9 - $37.45 $47.4K - $54K
19.4K $701M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.6K
+ 8.3%
$28.11 - $32.0 $44.9K - $51.1K
20.8K $642M
SHW
Sherwin Williams CO

Basic Materials
186
+ 14.76%
$330.16 - $365.55 $61.4K - $68K
1.45K $505M
Brookfield Corp
5.93K
+ 11.6%
N/A
57K $2.99B
FNDC
Schwab Fundamental Intl Small

ETFs
665
+ 4.78%
$33.34 - $37.44 $22.2K - $24.9K
14.6K $528M
VTI
Vanguard Total Stock Market Et

ETFs
316
+ 13.23%
$271.18 - $303.12 $85.7K - $95.8K
2.7K $743M
GOOG
Alphabet Inc.

Communication Services
681
+ 40.11%
$156.06 - $207.71 $106K - $141K
2.38K $372M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 20.78%
$225.19 - $279.95 $39.4K - $49K
1.02K $249M
MSCI
Msci Inc.

Financial Services
168
+ 9.15%
$541.46 - $628.34 $91K - $106K
2K $1.13B
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.58%
$890.62 - $1076.86 $8.91K - $10.8K
398 $376M
SPY
Spdr S&P 500 ETF Trust

ETFs
129
+ 5.11%
$551.42 - $612.93 $71.1K - $79.1K
2.65K $1.48B
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5.89K
+ 24.02%
$80.4 - $106.5 $473K - $627K
30.4K $2.45B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
273
+ 5.73%
$102.49 - $119.96 $28K - $32.7K
5.04K $527M
Brookfield Asset Managmt LTD
5K
+ 10.52%
N/A
52.5K $2.54B
AVGO
Broadcom Inc.

Technology
100
+ 12.67%
$167.43 - $244.7 $16.7K - $24.5K
889 $149M
AXON
Axon Enterprise, Inc.

Industrials
4
+ 0.48%
$496.65 - $710.01 $1.99K - $2.84K
834 $439M
NVDA
Nvidia Corp

Technology
105
+ 2.31%
$106.98 - $149.43 $11.2K - $15.7K
4.65K $504M
AAPL
Apple Inc.

Technology
483
+ 3.05%
$209.68 - $247.1 $101K - $119K
16.3K $3.62B
GOOGL
Alphabet Inc.

Communication Services
2.88K
+ 11.1%
$154.33 - $206.19 $444K - $593K
28.8K $4.45B
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.04%
$222.15 - $428.22 $444 - $856
4.49K $1.16B
RH
Rh

Consumer Cyclical
2.15K
+ 26.84%
$216.63 - $454.52 $466K - $978K
10.2K $2.38B
Activity Summary
Buys All Purchases 46 New Holdings 2 Increased Positions 44 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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