Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cloudflare, Inc. | NET | 4.01K | $983.57K |
 Comcast Corporation | CMCSA | 4.08K | $100.16K |
 Eaton Corporation plc | ETN | 4.32K | $1.84M |
 Check Point Software Technologies Ltd. | CHKP | 4.66K | $612.07K |
 T. Rowe Price Group, Inc. | TROW | 4.85K | $551.51K |
 NVIDIA Corporation | NVDA | 4.92K | $983.87K |
 Amcor plc | AMCR | 4.97K | $215.32K |
 AbbVie Inc. | ABBV | 5.3K | $1.33M |
 Lowe's Companies, Inc. | LOW | 5.55K | $1.22M |
 The Procter & Gamble Company | PG | 6K | $879.69K |
 The Clorox Company | CLX | 6.05K | $577.13K |
 Chevron Corporation | CVX | 6.1K | $1.01M |
 Illinois Tool Works Inc. | ITW | 6.34K | $1.71M |
 Amgen Inc. | AMGN | 6.52K | $2.36M |
 Target Corporation | TGT | 6.82K | $891.28K |
 PayPal Holdings, Inc. | PYPL | 7.27K | $313.75K |
 Microsoft Corporation | MSFT | 7.43K | $2.77M |
 Visa Inc. | V | 7.47K | $2.56M |
 QUALCOMM Incorporated | QCOM | 7.48K | $1.38M |
 Ball Corporation | BALL | 7.73K | $482.6K |