Davidson Kahn Capital Management, LLC

Q1 2025 13F Holdings

  • Location
    sherman oaks, CA
  • Num holdings

    54

  • Value ($000)

    $129,911

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0002055535
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$13.66M
11 %

26,579

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$11.12M
9 %

64,217

AMZN
AMZN

AMAZON COM INC

COM
$8.67M
7 %

45,565

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$8.27M
6 %

17,626

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$8.13M
6 %

377,480

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$4.45M
3 %

28,790

EZM
EZM

WISDOMTREE TR

US MIDCAP FUND
$3.99M
3 %

66,886

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$3.64M
3 %

6,833

AAPL
AAPL

APPLE INC

COM
$3.62M
3 %

16,301

MSFT
MSFT

MICROSOFT CORP

COM
$3.31M
3 %

8,806

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