StockDriftsStockDriftsTop 1 Davies Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 100% | 40 | $14K | -94.95%(-752) | $146.59(+139.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.80% |
Davies Financial Advisors, Inc. reports $14.13K in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is GOOG (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +49.90% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Davies Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2020296). View Davies Financial Advisors, Inc.’s 13F filings on SEC