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 |
---|---|---|---|
EVRGEvergy Inc Com
| 0.56% | $680,004 11,048 shares@ $61.55 avg price | New Position |
MDLZMondelez Intl Inc Cl A
| 0.56% | $678,891 11,366 shares@ $59.73 avg price | Increased 19.72% |
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% |
HRLHormel Foods Corp Com
| 0.48% | $585,176 18,654 shares@ $31.38 avg price | Decreased -6.72% |
DHRDanaher Corporation Com
| 0.46% | $559,413 2,437 shares@ $229.55 avg price | |
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% |
ECLEcolab Inc Com
| 0.42% | $515,504 2,200 shares@ $234.32 avg price | Decreased -1.43% |