Davidson Kahn Capital Management, LLC: summary

Davidson Kahn Capital Management, LLC reported 69 positions with a reported value of $253.10M in its 13F for Q3 2026. Compared with Q2 2026: 5 new positions, 8 exited.

Top positions

• SCHWAB U.S. BROAD MARKET ETF
• INVESCO S&P 500 EQUAL WEIGHT ETF
• GALLAGHER ARTHUR J & CO COM
• VANGUARD S&P 500 ETF
• INVSC QQQ TRUST SRS 1 ETF
• VANGUARD TOTAL INTERNATIONAL STOCK ETF
• AMAZON COM INC
• ALPHABET INC
• AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
• Perimeter Solutions Inc