SEC 13F Intelligence

Managers / Q1 2026

Davidson Kahn Capital Management, LLC

CIK 0002055535 · 14011 VENTURA BLVD, SUITE 302, SHERMAN OAKS, CA, 91423 · 310-928-8192

Reported Value
$188M
Q1 2026
Positions
62
Filings on Record
6
2019–present window
Filed
Apr 23, 2026
original filing

Summary

Davidson Kahn Capital Management, LLC reported $188M in U.S.-listed holdings across 62 positions for Q1 2026.

Its largest position, Invesco Exchange Traded Fd T, represents 10.1% of the portfolio.

Compared with Q4 2025, the fund opened 8 new positions and exited 5.

Portfolio Metrics

Turnover
+14.0%
vs prior filed quarter
Top-10 Concentration
+58.3%
share of reported value
Largest Position
+10.1%
Invesco Exchange Traded Fd T
New / Exited
8 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $109MQ4 ’24Q1 ’25: $130MQ1 ’25Q2 ’25: $156MQ2 ’25Q3 ’25: $179MQ3 ’25Q4 ’25: $192MQ4 ’25Q1 ’26: $188MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 52.4%Common Stock: 46.7%Other: 0.9%
  • ETP · 52.4% · $98M
  • Common Stock · 46.7% · $88M
  • Other · 0.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMERICAN CENTY ETF TRNEW+48.2K48.2K+$5M$5M
AMERICAN CENTY ETF TRNEW+33.3K33.3K+$4M$4M
PACER FDS TRNEW+30.9K30.9K+$2M$2M
ISHARES TRNEW+5.6K5.6K+$1M$1M
EXMOCEXXON MOBIL CORPNEW+1.7K1.7K+$287,574$287,574
ESEESCO TECHNOLOGIES INCNEW+1.0K1.0K+$281,370$281,370
GE AEROSPACENEW+947947+$268,730$268,730
GEVGE VERNOVA INCNEW+236236+$206,004$206,004

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

45 positions
#IssuerClass% PortfolioValueShares
1INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT10.10%$19M98.6K
2VANGUARD INDEX FDSS&P 500 ETF SHS · TOTAL STK MKT10.01%$19M33.0K
3SCHWAB STRATEGIC TRUS BRD MKT ETF · FUNDAMENTAL INTL · FUNDAMENTAL EMER8.73%$16M627.5K
4NDQINVESCO QQQ TRhistory →UNIT SER 17.37%$14M23.8K
5VANGUARD STAR FDSVG TL INTL STK F5.21%$10M125.2K
6AMZNAMAZON COM INChistory →COM5.16%$10M46.5K
7AMERICAN CENTY ETF TRINTL SMCP VLU · US SML CP VALU4.61%$9M81.5K
8GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.18%$8M27.3K
9PRMPERIMETER SOLUTIONS INChistory →COMMON STOCK3.52%$7M270.8K
10WISDOMTREE TRUS MIDCAP FUND2.89%$5M80.6K
11CPNGCOUPANG INChistory →CL A2.51%$5M248.6K
12METAMETA PLATFORMS INChistory →CL A2.11%$4M6.9K
13ODFLOLD DOMINION FREIGHT LINE INhistory →COM1.99%$4M19.1K
14CPRTCOPART INChistory →COM1.94%$4M109.5K
15APGAPI GROUP CORPhistory →COM STK1.88%$4M87.0K
16MSFTMICROSOFT CORPhistory →COM1.87%$4M9.5K
17BNBROOKFIELD CORPhistory →CL A LTD VT SH1.86%$3M86.4K
18MKLMARKEL GROUP INChistory →COM1.78%$3M1.7K
19AAPLAPPLE INChistory →COM1.64%$3M12.1K
20KKRKKR & CO INChistory →COM1.61%$3M32.6K
21FNDFLOOR & DECOR HLDGS INChistory →CL A1.57%$3M57.9K
22APPFAPPFOLIO INChistory →COM CL A1.49%$3M17.7K
23BROBROWN & BROWN INChistory →COM1.45%$3M41.9K
24BAMBROOKFIELD ASSET MANAGMT LTDhistory →CL A LMT VTG SHS1.29%$2M54.6K
25BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.16%$2M4.5K
26PACER FDS TRUS CASH COWS 1001.05%$2M30.9K
27MSCIMSCI INChistory →COM1.00%$2M3.5K
28TSLATESLA INCCOM0.97%$2M4.9K
29STATE STR SPDR S&P 500 ETF TTR UNIT0.92%$2M2.7K
30ASML HLDG NVN Y REGISTRY SHS0.86%$2M1.2K
31BXBLACKSTONE INCCOM0.83%$2M13.5K
32NVDANVIDIA CORPORATIONCOM0.73%$1M7.9K
33ISHARES TRMSCI USA QLT FCT0.61%$1M5.6K
34ANETARISTA NETWORKS INCCOM SHS0.47%$875,6677.1K
35SCHWSCHWAB CHARLES CORPCOM0.46%$867,8329.2K
36NVRNVR INCCOM0.36%$678,752104
37VANGUARD INTL EQUITY INDEX FALLWRLD EX US0.35%$650,8768.7K
38COSTCOSTCO WHOLESALE CORPORATIONCOM0.31%$582,149584
39CRWDCROWDSTRIKE HLDGS INCCL A0.26%$490,7451.3K
40AVGOBROADCOM INCCOM0.25%$470,9691.5K
41WSOWATSCO INCCOM0.25%$469,8471.3K
42SELECT SECTOR SPDR TRSTATE STREET TEC0.20%$378,4992.8K
43JPMJPMORGAN CHASE & COCOM0.19%$350,6391.2K
44SHWSHERWIN WILLIAMS COCOM0.18%$345,4541.1K
45ABNBAIRBNB INCCOM CL A0.18%$345,2502.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$188M62Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$192M59Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$179M60Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$156M58Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$130M54Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$109M54Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.