Troy M Davis
@Davis Capital Management
Latest period2024 - Q4ReportedManaged Assets$122.76MTotal holdings315
Assets growth rate-2.89%Assets growth rate (2-Q avg)3.48%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Davis Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 315 positions.
Assets under management
The assets under management (AUM) of Davis Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 122.76M in assets, with a quarterly growth rate of -2.89% and a 2-quarter average growth rate of 3.48%. The portfolio is managed by Troy M Davis, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LOWLowes Cos Inc Com
| 0.54% | $660,437 2,676 shares@ $246.81 avg price | Increased 0.12% |
SSNCSs&c Technologies Hldgs Inc Com
| 0.53% | $646,555 8,532 shares@ $75.79 avg price | Increased 28.73% |
FNFFidelity National Financial In Fnf Group Com
| 0.48% | $586,706 10,451 shares@ $56.14 avg price | Increased 6.44% |
GDGeneral Dynamics Corp Com
| 0.46% | $558,599 2,120 shares@ $263.5 avg price | Increased 7.95% |
UNHUnitedhealth Group Inc Com
| 0.46% | $553,411 1,094 shares@ $505.87 avg price | Increased 0.37% |
MDTMedtronic Plc Shs
| 0.39% | $470,813 5,894 shares@ $79.89 avg price | Increased 36.92% |
VNQVanguard Real Estate Etf
| 0.21% | $255,625 2,870 shares@ $89.07 avg price | Increased 0.6% |
SCHGSchwab U.s. Large-cap Growth Etf
| 0.21% | $247,040 8,864 shares@ $27.88 avg price | Increased 530.89% |
BSCWInvesco Bulletshares 2032 Corporate Bond Etf
| 0.19% | $230,983 11,486 shares@ $20.11 avg price | Increased 9.76% |
ITWIllinois Tool Wks Inc Com
| 0.16% | $189,156 746 shares@ $253.57 avg price | Increased 198.4% |