Penn Davis Mcfarland Inc Portfolio Holdings
Penn Davis Mcfarland Inc
- $872 Million
- Q2 2025
Penn Davis Mcfarland Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $872 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $85.9M, Nvidia Corp with a value of $85.7M, Kinder Morgan, Inc. with a value of $51.3M, Pay Pal Holdings, Inc. with a value of $47.8M, and Unitedhealth Group Inc with a value of $42M.
Examining the 13F form we can see an increase of $42.3M in the current position value, from $830M to 872M.
Below you can find more details about Penn Davis Mcfarland Inc portfolio as well as his latest detailed transactions.
Portfolio value
$872 Million
Technology: $213 Million
Energy: $151 Million
Communication Services: $136 Million
Healthcare: $113 Million
Industrials: $84.9 Million
Consumer Defensive: $79.1 Million
Financial Services: $55.3 Million
Consumer Cyclical: $34.5 Million
Other: $4.57 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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