Stock Taper 
DAVIDSON CAPITAL MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 9.7K | $1.71M |
 Medpace Holdings, Inc. | MEDP | 9.65K | $5.11M |
 International Business Machines Corporation | IBM | 8.93K | $2.51M |
 EMCOR Group, Inc. | EME | 7.98K | $6.62M |
 Constellation Energy Corporation | CEG | 7.74K | $1.92M |
 Steel Dynamics, Inc. | STLD | 7.56K | $1.73M |
 GE Vernova Inc. | GEV | 7.53K | $8.85M |
 Morgan Stanley | MS | 7.41K | $1.55M |
 McKesson Corporation | MCK | 6.69K | $5.06M |
 Tenet Healthcare Corporation | THC | 6.64K | $1.24M |
 Datadog, Inc. | DDOG | 6.03K | $1.57M |
 Stryker Corporation | SYK | 5.85K | $1.84M |
 Amazon.com, Inc. | AMZN | 5.83K | $1.39M |
 Teradyne, Inc. | TER | 5.58K | $2.7M |
 Monolithic Power Systems, Inc. | MPWR | 5.37K | $7.42M |
 Eli Lilly and Company | LLY | 5.26K | $6.31M |
 Apple Inc. | AAPL | 5.23K | $1.51M |
 Ecolab Inc. | ECL | 5.07K | $1.41M |
 Autodesk, Inc. | ADSK | 4.79K | $932.05K |
 Comfort Systems USA, Inc. | FIX | 4.73K | $9.38M |