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Davis Capital Management

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1811806

$168.9M

disclosed book value

1,270

positions

14.6%

largest position share

Positions, as of 2026-06-30

top 100 of 1,270 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SCHBSCHWAB U.S. BROAD MARKET ETF850,490$24.6M14.6%
2SCHFSCHWAB INTERNATIONAL EQUITY ETF351,589$9.7M5.8%
3SCHDSCHWAB US DIVIDEND EQUITY ETF263,766$8.4M5%
4SCHASCHWAB U.S. SMALL-CAP ETF198,008$7.2M4.2%
5GOOGALPHABET INC CAP STK CL C16,505$5.8M3.5%
6AAPLAPPLE INC.16,931$4.9M2.9%
7VTIVANGUARD TOTAL STOCK MARKET ETF10,919$4.0M2.4%
8AMZNAMAZON COM INC COM13,919$3.3M2%
9BNYBANK OF NY MELLON CORP COM22,632$3.3M1.9%
10CSCOCISCO SYS INC COM27,307$3.2M1.9%
11ALLALLSTATE CORP COM13,247$3.2M1.9%
12MSFTMICROSOFT CORP COM7,428$2.8M1.6%
13UNPUNION PAC CORP COM10,018$2.7M1.6%
14RSGREPUBLIC SVCS INC COM12,430$2.6M1.6%
15VVISA INC COM CL A7,469$2.6M1.5%
16KOCOCA COLA CO COM30,834$2.5M1.5%
17JNJJOHNSON & JOHNSON9,856$2.5M1.5%
18SCHHSCHWAB U.S. REIT ETF104,130$2.5M1.5%
19WMTWALMART INC COM21,129$2.4M1.4%
20SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF70,116$2.4M1.4%
21AMGNAMGEN INC COM6,521$2.4M1.4%
22EATON CORP PLC SHS4,322$1.8M1.1%
23VOYAVOYA FINANCIAL INC COM20,046$1.8M1.1%
24ANAUTONATION INC COM9,644$1.8M1.1%
25EVRGEVERGY INC COM20,624$1.8M1.1%
26SPYSTATE STREET SPDR S&P 500 ETF2,312$1.7M1%
27RIORIO TINTO PLC SPONSORED ADR18,179$1.7M1%
28ITWILLINOIS TOOL WKS INC COM6,340$1.7M1%
29KMIKINDER MORGAN INC DEL COM47,335$1.5M0.9%
30BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW2,887$1.4M0.9%
31COSTCOSTCO WHOLESALE CORPORATION COM1,535$1.4M0.9%
32MEDTRONIC PLC SHS17,909$1.4M0.8%
33MDLZMONDELEZ INTL INC CL A24,142$1.4M0.8%
34QCOMQUALCOMM INC COM7,483$1.4M0.8%
35AKAMAKAMAI TECHNOLOGIES INC COM11,405$1.3M0.8%
36ABBVABBVIE INC COM5,302$1.3M0.8%
37LMTLOCKHEED MARTIN CORP COM2,560$1.3M0.8%
38GDGENERAL DYNAMICS CORP COM3,606$1.3M0.8%
39LOWLOWES COS INC COM5,548$1.2M0.7%
40ORCLORACLE CORP COM8,168$1.2M0.7%
41VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND13,913$1.2M0.7%
42FDXFEDEX CORP COM3,690$1.2M0.7%
43AAGILENT TECHNOLOGIES INC COM8,362$1.1M0.7%
44XOMEXXON MOBIL CORPORATION8,067$1.1M0.7%
45CVXCHEVRON CORPORATION COM6,100$1.0M0.6%
46SSNCSS&C TECH HLDGS COM15,905$986,9050.6%
47NVDANVIDIA CORPORATION COM4,917$983,8660.6%
48NETCLOUDFLARE INC CL A COM4,010$983,5730.6%
49MOALTRIA GROUP INC COM13,267$954,5610.6%
50GOOGLALPHABET INC.2,642$944,1720.6%
51GENPACT LIMITED SHS34,300$943,2500.6%
52SLBSLB LIMITED COM STK19,815$921,1990.5%
53TGTTARGET CORP COM6,824$891,2830.5%
54PGPROCTOR & GAMBLE COMPANY5,999$879,6930.5%
55SOSOUTHERN CO COM8,898$851,5950.5%
56QQQINVESCO QQQ TRUST SERIES I984$724,8360.4%
57IVVISHARES CORE S&P 500 ETF849$635,8080.4%
58ECLECOLAB INC COM2,212$616,2850.4%
59CHECK POINT SOFTWARE TECH LTD ORD4,657$612,0700.4%
60CLXCLOROX CO DEL COM6,047$577,1260.3%
61TROWPRICE T ROWE GROUP INC COM4,851$551,5100.3%
62FNFFIDELITY NATL FINL INC COM SHS11,383$536,8120.3%
63BALLBALL CORP COM7,734$482,6020.3%
64AVGOBROADCOM INC COM1,216$459,3440.3%
65DHRDANAHER CORP DEL COM2,323$442,4850.3%
66CSXCSX CORP COM8,779$417,2660.2%
67IWFISHARES RUSSELL 1000 GROWTH ETF2,869$356,2440.2%
68PYPLPAYPAL HLDGS INC COM7,266$313,7460.2%
69TMUST-MOBILE US INC COM1,852$310,6360.2%
70TMOTHERMO FISHER SCIENTIFIC INC COM610$305,8300.2%
71CBOECBOE GLOBAL MKTS INC COM1,258$305,2790.2%
72CARNIVAL CORP LTD COMMON SHARES9,724$277,8150.2%
73INFYINFOSYS LTD SPONSORED ADR26,288$275,7610.2%
74APHAMPHENOL CORP CL A1,496$263,7750.2%
75VGTVANGUARD INFORMATION TECHNOLOGY ETF2,199$262,8310.2%
76MCDMCDONALDS CORP COM969$261,9300.2%
77XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1,359$258,9220.2%
78VNQVANGUARD REAL ESTATE ETF2,636$254,2160.2%
79CATCATERPILLAR INC COM237$252,3810.1%
80SCHWSCHWAB CHARLES CORP COM2,713$250,3290.1%
81SYKSTRYKER CORPORATION COM774$243,6860.1%
82BSCWINVESCO BULLETSHARES 2032 CORPORATE BOND ETF11,349$232,7680.1%
83BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF11,327$230,6750.1%
84HDHOME DEPOT INC COM652$229,9100.1%
85AMATAPPLIED MATLS INC COM306$221,2380.1%
86AMCOR PLC COM NEW4,967$215,3190.1%
87BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF12,582$209,4280.1%
88VOOVANGUARD S&P 500 ETF301$206,8750.1%
89VUGVANGUARD GROWTH ETF2,346$202,0840.1%
90JPMJPMORGAN CHASE & CO COM609$199,4900.1%
91KVUEKENVUE INC COM10,354$197,8650.1%
92BSCZINVESCO BULLETSHARES 2035 CORPORATE BOND ETF9,147$187,2390.1%
93SCHZSCHWAB US AGGREGATE BOND ETF7,445$172,1960.1%
94SCHMSCHWAB U.S. MID-CAP ETF4,614$170,1020.1%
95MCKMCKESSON CORP COM206$155,5160.1%
96NEENEXTERA ENERGY INC COM1,655$145,2590.1%
97FDXFFEDEX FGHT HLDG CO INC COMMON STOCK958$144,6580.1%
98IYWISHARES U.S. TECHNOLOGY ETF573$144,5280.1%
99XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1,230$144,2540.1%
100AFLAFLAC INC COM1,226$143,7490.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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