Stock Taper 
DAVIDSON CAPITAL MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ServiceNow, Inc. | NOW | 29.47K | $2.93M |
 Palo Alto Networks, Inc. | PANW | 29.43K | $10.04M |
 Vertiv Holdings Co | VRT | 26.78K | $8.97M |
 Vistra Corp. | VST | 24.92K | $3.95M |
 Walmart Inc. | WMT | 24K | $2.72M |
 UFP Technologies, Inc. | UFPT | 23.23K | $6.16M |
 CME Group Inc. | CME | 20.27K | $4.48M |
 Monster Beverage Corporation | MNST | 17.84K | $1.71M |
 Alphabet Inc. | GOOGL | 17.18K | $6.14M |
 Enova International, Inc. | ENVA | 17.15K | $4.13M |
 Visa Inc. | V | 15.9K | $5.45M |
 Broadcom Inc. | AVGO | 15.88K | $6M |
 Performance Food Group Co | PFGC | 15.49K | $1.73M |
 Microsoft Corporation | MSFT | 13.33K | $4.97M |
 Howmet Aerospace Inc. | HWM | 12.38K | $3.33M |
 Tesla, Inc. | TSLA | 12.06K | $5.07M |
 Quanta Services, Inc. | PWR | 11.48K | $8.27M |
 United Therapeutics Corporation | UTHR | 10.96K | $5.94M |
 Kinsale Capital Group, Inc. | KNSL | 10.64K | $3.51M |
 Synopsys, Inc. | SNPS | 9.92K | $4.42M |