Daviman Financial, LLC reported 92 holdings worth US$181M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Daviman Financial, LLC reported 92 holdings worth US$181M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Caterpillar, Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$181M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 8,528 | US$1.71M | 0.94% |
| Apple Inc | 5,189 | US$1.5M | 0.83% |
| Caterpillar, Inc. | 1,106 | US$1.18M | 0.65% |
| Microsoft Corp. | 2,767 | US$1.03M | 0.57% |
| Alphabet Inc (google) Class C | 2,742 | US$980K | 0.54% |
| Broadcom Inc. | 1,953 | US$738K | 0.41% |
| Southern Company (the) | 7,397 | US$708K | 0.39% |
| Exxon Mobil Corporation | 4,619 | US$632K | 0.35% |
| Amazon.com, Inc. | 2,574 | US$613K | 0.34% |
| Eli Lilly And Company | 459 | US$551K | 0.30% |
| Tesla, Inc. | 1,162 | US$489K | 0.27% |
| Jp Morgan Chase & Co. | 1,173 | US$384K | 0.21% |
| Meta Platforms, Inc. | 681 | US$384K | 0.21% |
| Abbvie Inc. | 1,327 | US$334K | 0.18% |
| Valero Energy Corporation | 1,235 | US$322K | 0.18% |
| Walmart Inc. | 2,558 | US$290K | 0.16% |
| Advanced Micro Devices Inc | 496 | US$288K | 0.16% |
| Johnson & Johnson | 1,114 | US$283K | 0.16% |
| Cisco Systems, Inc. | 2,375 | US$279K | 0.15% |
| Procter & Gamble Company (the) | 1,721 | US$252K | 0.14% |
| Home Depot, Inc. (the) | 698 | US$246K | 0.14% |
| Applied Materials, Inc. | 302 | US$218K | 0.12% |
| Strategy Inc | 2,437 | US$212K | 0.12% |