DAVIDSON CAPITAL MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DT | 64K | $3.10M |
 | CPRT | 61K | $2.76M |
 | CMG | 58K | $2.27M |
 | HALO | 55K | $4.07M |
 | JEF | 55K | $3.62M |
 | FTNT | 43K | $3.63M |
 | OKE | 38K | $2.78M |
 | VRT | 34K | $5.17M |
 | ENVA | 31K | $3.55M |
 | NVDA | 27K | $5.05M |
 | ENSG | 23K | $4.02M |
 | OC | 21K | $2.97M |
 | FANG | 21K | $3.00M |
 | AMAT | 20K | $4.18M |
 | GTLS | 20K | $3.99M |
 | GOOGL | 19K | $4.59M |
 | PANW | 18K | $3.66M |
 | TXRH | 17K | $2.88M |
 | AMZN | 16K | $3.52M |
 | AAPL | 15K | $3.94M |
Dynatrace, Inc.
DT
Shares Held
64K
Value
$3.10M
Copart, Inc.
CPRT
Shares Held
61K
Value
$2.76M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
58K
Value
$2.27M
Halozyme Therapeutics, Inc.
HALO
Shares Held
55K
Value
$4.07M
Jefferies Financial Group Inc.
JEF
Shares Held
55K
Value
$3.62M
Fortinet, Inc.
FTNT
Shares Held
43K
Value
$3.63M
ONEOK, Inc.
OKE
Shares Held
38K
Value
$2.78M
Vertiv Holdings Co
VRT
Shares Held
34K
Value
$5.17M
Enova International, Inc.
ENVA
Shares Held
31K
Value
$3.55M
NVIDIA Corporation
NVDA
Shares Held
27K
Value
$5.05M
The Ensign Group, Inc.
ENSG
Shares Held
23K
Value
$4.02M
Owens Corning
OC
Shares Held
21K
Value
$2.97M
Diamondback Energy, Inc.
FANG
Shares Held
21K
Value
$3.00M
Applied Materials, Inc.
AMAT
Shares Held
20K
Value
$4.18M
Chart Industries, Inc.
GTLS
Shares Held
20K
Value
$3.99M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$4.59M
Palo Alto Networks, Inc.
PANW
Shares Held
18K
Value
$3.66M
Texas Roadhouse, Inc.
TXRH
Shares Held
17K
Value
$2.88M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.52M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.94M