Davidson Kahn Capital Management, LLC Incresed Positions in Q2 2025

Davidson Kahn Capital Management, LLC

  • $156 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.9K
+ 10.91%
$456.74 - $568.03 $1.32M - $1.65M
29.5K $16.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.46K
+ 13.96%
$416.06 - $551.64 $1.02M - $1.36M
20.1K $11.1B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.85K
+ 12.22%
$152.93 - $181.74 $1.2M - $1.43M
72.1K $13.1B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46.1K
+ 12.23%
$19.1 - $23.83 $881K - $1.1M
424K $10.1B
META
Meta Platforms, Inc.

Communication Services
880
+ 16.01%
$484.66 - $738.09 $427K - $650K
6.38K $4.71B
AMZN
Amazon Com Inc

Consumer Cyclical
907
+ 1.99%
$167.32 - $223.3 $152K - $203K
46.5K $10.2B
MSFT
Microsoft Corp

Technology
534
+ 6.06%
$354.56 - $497.45 $189K - $266K
9.34K $4.65B
Perimeter Solutions Inc
18.9K
+ 6.97%
N/A
290K $4.05B
APG
A Pi Group Corp

Industrials
4.27K
+ 7.42%
$32.2 - $51.23 $138K - $219K
61.8K $3.16B
CPNG
Coupang, Inc.

Consumer Cyclical
3.43K
+ 3.31%
$19.76 - $30.81 $67.8K - $106K
107K $3.21B
KKR
Kkr & Co. Inc.

Financial Services
2.73K
+ 12.62%
$92.79 - $134.29 $253K - $366K
24.4K $3.24B
Brookfield Corp
135
+ 0.24%
N/A
57.2K $3.54B
ABNB
Airbnb, Inc.

Consumer Cyclical
2.76K
+ 20.91%
$105.69 - $140.64 $292K - $388K
16K $2.12B
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
8.76K
+ 8.98%
$20.4 - $25.29 $179K - $222K
106K $2.68B
NVDA
Nvidia Corp

Technology
1.49K
+ 31.99%
$94.31 - $157.99 $140K - $235K
6.14K $972M
Brookfield Asset Managmt LTD
1.1K
+ 2.1%
N/A
53.6K $2.97B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
4.09K
+ 6.11%
$51.81 - $61.79 $212K - $253K
71K $4.4B
BX
Blackstone Inc.

Financial Services
1.72K
+ 15.53%
$120.07 - $151.11 $206K - $259K
12.8K $1.91B
VTI
Vanguard Total Stock Market Et

ETFs
866
+ 32.03%
$243.75 - $303.93 $211K - $263K
3.57K $1.09B
AXON
Axon Enterprise, Inc.

Industrials
25
+ 3.0%
$497.13 - $827.94 $12.4K - $20.7K
859 $711M
APPF
Appfolio Inc

Technology
569
+ 6.57%
$192.02 - $234.65 $109K - $134K
9.23K $2.13B
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4.6K
+ 15.14%
$67.02 - $83.8 $308K - $386K
35K $2.66B
NVR
Nvr Inc

Consumer Cyclical
20
+ 7.02%
$6700.0 - $7410.93 $134K - $148K
305 $2.27B
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.31K
+ 18.59%
$146.74 - $176.07 $192K - $231K
8.36K $1.36B
AVGO
Broadcom Inc.

Technology
215
+ 24.18%
$146.29 - $275.65 $31.5K - $59.3K
1.1K $307M
SHW
Sherwin Williams CO

Basic Materials
274
+ 18.95%
$313.51 - $363.51 $85.9K - $99.6K
1.72K $593M
MSCI
Msci Inc.

Financial Services
97
+ 4.84%
$506.56 - $576.74 $49.1K - $55.9K
2.1K $1.21B
CSGP
Costar Group, Inc.

Real Estate
227
+ 0.57%
$72.62 - $83.22 $16.5K - $18.9K
40.3K $3.24B
GOOG
Alphabet Inc.

Communication Services
4
+ 0.17%
$146.58 - $180.01 $586 - $720
2.38K $423M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 5.78%
$908.13 - $1056.85 $20.9K - $24.3K
421 $417M
WSO
Watsco Inc

Industrials
151
+ 10.52%
$421.84 - $520.66 $63.7K - $78.6K
1.59K $703M
RH
Rh

Consumer Cyclical
2.2K
+ 21.64%
$145.66 - $249.35 $321K - $549K
12.4K $2.34B
BRO
Brown & Brown, Inc.

Financial Services
431
+ 2.8%
$104.48 - $124.43 $45K - $53.6K
15.8K $1.76B
CPRT
Copart Inc

Consumer Cyclical
1.11K
+ 2.5%
$47.72 - $63.84 $53K - $70.9K
45.5K $2.25B
WD
Walker & Dunlop, Inc.

Financial Services
2.11K
+ 6.34%
$66.0 - $85.06 $139K - $179K
35.4K $2.5B
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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