Stock Taper

DAVIDSON CAPITAL MANAGEMENT INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Quantum Computing, Inc.QUBT5$49
Rivian Automotive, Inc.RIVN6$105
Intuit Inc.INTU12$3.13K
Salesforce, Inc.CRM28$4.39K
Carnival Corporation & plcCCL100$2.86K
TransDigm Group IncorporatedTDG1.02K$1.36M
Parker-Hannifin CorporationPH1.49K$1.46M
The Goldman Sachs Group, Inc.GS1.5K$1.51M
United Rentals, Inc.URI1.54K$1.74M
Caterpillar Inc.CAT2.11K$2.25M
Hubbell IncorporatedHUBB2.85K$1.49M
Costco Wholesale CorporationCOST2.99K$2.8M
Analog Devices, Inc.ADI3.29K$1.31M
Intuitive Surgical, Inc.ISRG3.69K$1.47M
American Express CompanyAXP3.74K$1.27M
The Home Depot, Inc.HD3.85K$1.36M
Eaton Corporation plcETN4K$1.7M
JPMorgan Chase & Co.JPM4.19K$1.37M
Applied Materials, Inc.AMAT4.26K$3.08M
Comfort Systems USA, Inc.FIX4.73K$9.38M