Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Insight Enterprises, Inc. | NSIT | 605 | $73.69K |
 AT&T Inc. | T | 609 | $12.61K |
 JPMorgan Chase & Co. | JPM | 609 | $199.49K |
 Thermo Fisher Scientific Inc. | TMO | 610 | $305.83K |
 Booking Holdings Inc. | BKNG | 639 | $113.89K |
 O'Reilly Automotive, Inc. | ORLY | 646 | $59.49K |
 The Home Depot, Inc. | HD | 652 | $229.91K |
 Jackson Financial Inc. | JXN | 670 | $68.6K |
 Sunbelt Rentals Holdings Inc | SUNB | 681 | $50.95K |
 W. R. Berkley Corporation | WRB | 685 | $48.31K |
 United Parcel Service, Inc. | UPS | 704 | $75.68K |
 Stryker Corporation | SYK | 774 | $243.69K |
 Henry Schein, Inc. | HSIC | 932 | $77.84K |
 Blackstone Inc. | BX | 953 | $112.15K |
 FedEx Freight Holding Company, Inc. | FDXF | 958 | $144.66K |
 McDonald's Corporation | MCD | 969 | $261.93K |
 OneMain Holdings, Inc. | OMF | 1.06K | $64.93K |
 Carrier Global Corporation | CARR | 1.06K | $78.12K |
 Bank of America Corporation | BAC | 1.18K | $67.3K |
 Broadcom Inc. | AVGO | 1.22K | $459.34K |