StockDriftsStockDriftsTop 50 Davidson Kahn Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 10.1% | 98.6K | $18.9M | +6.04%(+5.61K) | $180.08(+19.34%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9.42% | 29.6K | $17.7M | -9.32%(-3.04K) | $538.70(+27.13%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 8.16% | 603.1K | $15.3M | +21.48%(+106.63K) | $23.34(+23.71%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.37% | 23.8K | $13.8M | +3.84%(+880) | $514.20(+38.58%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.21% | 125.2K | $9.8M | +253.81%(+89.84K) | $74.84(+13.36%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.16% | 46.5K | $9.7M | -3.32%(-1.60K) | $204.54(+18.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.84% | 25.0K | $7.2M | -5.03%(-1.33K) | $176.65(+103.74%) | 2026-03-31 | |
| PRM | PERIMETER SOLUTIONS INC | 3.52% | 270.8K | $6.6M | -6.53%(-18.91K) | $12.44(+172.72%) | 2026-03-31 | |
| EZM | WISDOMTREE TR | 2.89% | 80.6K | $5.4M | -4.94%(-4.18K) | $62.55(+19.91%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.61% | 48.2K | $4.9M | new | $96.92(+7.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.43% | +7.46% |
| Top 20 Holdings Unweighted | -3.45% | -9.99% |
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