account_balance
Investment manager · 13F filer · SEC CIK 2055535
Davidson Kahn Capital Management, LLC
Reported value$253Mas of Sep 30, 2026
Positions69 4 new, 7 sold out
Top 10 weight64.5%SCHB alone is 9%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
9.4%Added +17%
RSPInvesco Exchange Traded Fd T
9.1%Added +5%
AJGArthur J. Gallagher & Co.
9.0%New
VOOVanguard Index FDS
8.4%
QQQInvesco QQQ Tr
7.8%Added +2%
VXUSVanguard Star FDS
6.6%Added +31%
AMZNAmazon.com Inc
4.6%Trimmed −3%
GOOGLAlphabet Inc.
3.4%
AVDVAmerican Centy ETF Tr
3.3%Added +33%
PRMPerimeter Group Inc.
2.9%−2%
AVUVAmerican Centy ETF Tr
2.7%Added +44%
MSFTMicrosoft Corp
2.2%
SCHBSchwab Strategic Tr
9.4%Added +17%
RSPInvesco Exchange Traded Fd T
9.1%Added +5%
AJGArthur J. Gallagher & Co.
9.0%New
VOOVanguard Index FDS
8.4%
QQQInvesco QQQ Tr
7.8%+2%
VXUSVanguard Star FDS
6.6%
AMZNAmazon.com Inc
4.6%
GOOGL3.4%AVDV
PRM2.9%AVUV2.7%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 9.4% Added +17%
RSP Invesco Exchange Traded Fd T 9.1% Added +5%
AJG Arthur J. Gallagher & Co. 9.0% NewVOO Vanguard Index FDS 8.4% Held
QQQ Invesco QQQ Tr 7.8% Added +2%
VXUS Vanguard Star FDS 6.6% Added +31%
AMZN Amazon.com Inc 4.6% Trimmed −3%GOOGL Alphabet Inc. 3.4% HeldAVDV American Centy ETF Tr 3.3% Added +33%
PRM Perimeter Group Inc. 2.9% Trimmed −2%AVUV American Centy ETF Tr 2.7% Added +44%
MSFT Microsoft Corp 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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