account_balance
Investment manager · 13F filer · SEC CIK 1108893
Penn Davis Mcfarland INC
Reported value$1.12Bas of Jun 30, 2026
Positions79 10 new, 6 sold out
Top 10 weight55%GOOG alone is 13%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOG
Alphabet, Inc. Cl C (google C)
13.5%
NVDA
Nvidia Corp
8.3%Trimmed
UNH
Unitedhealth Group, Inc.
5.0%
ROIV
Roivant Sciences Ltd.
5.0%
KMI
Kinder Morgan, Inc.
4.8%Trimmed
AAPL
Apple, Inc.
4.5%Trimmed
EPD
Enterprise Products Prtns
3.9%
ACN
Accenture PLC
3.6%Added
BUD
Anheuser-busch Inbev Sa/nv
3.5%
SHEL
Shell PLC
3.4%
69 others
44.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed