Stock Taper 
DAVIDSON CAPITAL MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 30.02K | $6.01M |
 The Ensign Group, Inc. | ENSG | 30.46K | $4.88M |
 NMI Holdings, Inc. | NMIH | 33.77K | $1.39M |
 Southern Copper Corporation | SCCO | 33.96K | $5.92M |
 Netflix, Inc. | NFLX | 34.26K | $2.45M |
 Duke Energy Corporation | DUK | 34.43K | $4.36M |
 The TJX Companies, Inc. | TJX | 34.52K | $5.23M |
 American Electric Power Company, Inc. | AEP | 34.96K | $4.78M |
 KLA Corporation | KLAC | 38.7K | $11.68M |
 Arista Networks, Inc. | ANET | 39.72K | $6.75M |
 United States Lime & Minerals, Inc. | USLM | 43.57K | $4.56M |
 NextEra Energy, Inc. | NEE | 49.65K | $4.36M |
 IRadimed Corporation | IRMD | 56.68K | $5.42M |
 Fortinet, Inc. | FTNT | 58.82K | $9.04M |
 O'Reilly Automotive, Inc. | ORLY | 59.23K | $5.45M |
 Boston Scientific Corporation | BSX | 61.55K | $2.63M |
 Interactive Brokers Group, Inc. | IBKR | 77.78K | $6.77M |
 W. R. Berkley Corporation | WRB | 79.17K | $5.58M |
 Exelixis, Inc. | EXEL | 126.96K | $6.91M |