Stock Taper

DAVIS CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kinder Morgan, Inc.KMI47.34K$1.51M
Genpact LimitedG34.3K$943.25K
The Coca-Cola CompanyKO30.83K$2.51M
Cisco Systems, Inc.CSCO27.31K$3.21M
Infosys LimitedINFY26.29K$275.76K
Mondelez International, Inc.MDLZ24.14K$1.4M
Walmart Inc.WMT21.13K$2.39M
Evergy, Inc.EVRG20.62K$1.78M
Voya Financial, Inc.VOYA20.05K$1.81M
Slb N.V.SLB19.82K$921.2K
Rio Tinto GroupRIO18.18K$1.73M
Medtronic plcMDT17.91K$1.4M
Apple Inc.AAPL16.93K$4.9M
Alphabet Inc.GOOG16.5K$5.83M
SS&C Technologies Holdings, Inc.SSNC15.9K$986.9K
Amazon.com, Inc.AMZN13.92K$3.32M
Altria Group, Inc.MO13.27K$954.56K
The Allstate CorporationALL13.25K$3.15M
Republic Services, Inc.RSG12.43K$2.65M
Akamai Technologies, Inc.AKAM11.4K$1.35M