DOSSIER · 13F-HR · Q2 2026

Davis Capital Management

$169M in tracked AUM across 1,270 positions as of Q2 2026.

DC
CIK 0001811806 · last filed Jun 30, 2026
Total AUM
$169M
as of Q2 2026
Holdings
1,270
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The filing for Davis Capital Management (CIK: 0001811806) reveals a portfolio undergoing a significant structural transformation. As of the report date December 31, 2025, the total portfolio value surged to $145.30 million, a dramatic increase of 226.6% from the $44.48 million reported in the previous quarter (September 30, 2025). This substantial growth in assets under management (AUM) coincides with a massive expansion in the number of holdings, rising from a previously...

The portfolio is highly diversified, with the top 10 holdings accounting for approximately 42.7% of total assets. Notably, the turnover is exceptionally high for the quarter; the manager executed 60 distinct trades involving opening or closing positions (30 new, 30 sold), while only 5 positions saw an increase and 12 saw a reduction. This level of activity suggests a complete overhaul of the investment strategy, likely driven by a significant capital inflow or a shift in the firm's investment mandate.

Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB U.S. BROAD MARKET ETF
$25M850K14.6%
02
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
$10M352K5.8%
03
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$8M264K5.0%
04
SCHA
SCHWAB U.S. SMALL-CAP ETF
$7M198K4.2%
05
GOOG
ALPHABET INC CAP STK CL C
$6M17K3.5%
06
AAPL
APPLE INC.
$5M17K2.9%
07
VTI
VANGUARD TOTAL STOCK MARKET ETF
$4M11K2.4%
08
AMZN
AMAZON COM INC COM
$3M14K2.0%
09
BK
BANK OF NY MELLON CORP COM
$3M23K1.9%
10
CSCO
CISCO SYS INC COM
$3M27K1.9%

Filing history

2026Q2Jun 30
$169M 14.5%
1,270 positionsView →
2026Q1Mar 31
$148M 1.6%
589 positionsView →
2025Q4Dec 31
$145M 226.6%
603 positionsView →
2025Q3Sep 30
$44M 64.5%
290 positionsView →
2025Q1Mar 31
$125M 2.2%
317 positionsLocked
2024Q4Dec 31
$123M 2.9%
315 positionsLocked
2024Q3Sep 30
$126M 9.8%
335 positionsLocked
2024Q2Jun 30
$115M 2.6%
318 positionsLocked
2024Q1Mar 31
$112M 7.7%
293 positionsLocked
2023Q4Dec 31
$104M 92.6%
298 positionsLocked
2020Q2Jun 30
$54M 14.8%
274 positionsLocked
2020Q1Mar 31
$47M
270 positionsLocked