Stock Taper 
DAVIS CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Procter & Gamble Company | PG | 6K | $879.69K |
 Lowe's Companies, Inc. | LOW | 5.55K | $1.22M |
 AbbVie Inc. | ABBV | 5.3K | $1.33M |
 Amcor plc | AMCR | 4.97K | $215.32K |
 NVIDIA Corporation | NVDA | 4.92K | $983.87K |
 T. Rowe Price Group, Inc. | TROW | 4.85K | $551.51K |
 Check Point Software Technologies Ltd. | CHKP | 4.66K | $612.07K |
 Eaton Corporation plc | ETN | 4.32K | $1.84M |
 Comcast Corporation | CMCSA | 4.08K | $100.16K |
 Cloudflare, Inc. | NET | 4.01K | $983.57K |
 FedEx Corporation | FDX | 3.69K | $1.16M |
 General Dynamics Corporation | GD | 3.61K | $1.28M |
 Berkshire Hathaway Inc. | BRK-B | 2.89K | $1.44M |
 The Charles Schwab Corporation | SCHW | 2.71K | $250.33K |
 Alphabet Inc. | GOOGL | 2.64K | $944.17K |
 Koninklijke Philips N.V. | PHG | 2.59K | $70.5K |
 Lockheed Martin Corporation | LMT | 2.56K | $1.3M |
 Danaher Corporation | DHR | 2.32K | $442.49K |
 Ecolab Inc. | ECL | 2.21K | $616.28K |
 Aramark | ARMK | 2.21K | $125.69K |