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 |
---|---|---|---|
LMTLockheed Martin Corp Com
| 0.72% | $881,495 1,814 shares@ $485.94 avg price | Decreased -3.09% |
RIORio Tinto Plc Sponsored Adr
| 0.72% | $872,035 14,828 shares@ $58.82 avg price | Increased 6.77% |
NICENice Ltd Sponsored Adr
| 0.69% | $843,765 4,968 shares@ $169.84 avg price | Increased 2.23% |
INFYInfosys Ltd Sponsored Adr
| 0.67% | $819,874 37,403 shares@ $21.93 avg price | Decreased -1.38% |
VEUVanguard Ftse All-world Ex-us Index Fund
| 0.67% | $812,639 14,155 shares@ $57.42 avg price | Decreased -0.34% |
AKAMAkamai Technologies Inc Com
| 0.62% | $752,096 7,863 shares@ $95.66 avg price | Increased 8.88% |
CHKPCheck Point Software Tech Ltd Ord
| 0.61% | $741,946 3,974 shares@ $186.71 avg price | Increased 141% |
MOAltria Group Inc Com
| 0.59% | $720,138 13,772 shares@ $52.3 avg price | Decreased -0.57% |
KVUEKenvue Inc Com
| 0.58% | $701,924 32,877 shares@ $21.36 avg price | Decreased -9.12% |
NVDANvidia Corporation Com
| 0.57% | $691,461 5,149 shares@ $134.3 avg price | Decreased -2.27% |