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| Davidson Capital Management Inc
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| CRD # | 112232 |
| SEC # | 801-60519 |
| CIK # | 0001808748 |
| AUM | $567.9 M (2025-04-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 361-906-0070 |
| Address | 5350 South Staples, Suite 434 Corpus Christi, TX 78411 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001808748 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GS Acquisition Holdings Corp | 4.5 | ||
| Nvidia Corp | 4.4 | ||
| Comfort Systems USA Inc | 4.3 | ||
| Veeva Systems Inc | 4.2 | ||
| Intuit Inc | 3.9 | ||
| Microsoft Corp | 3.9 | ||
| Goldman Sachs Group Inc | 3.9 | ||
| Broadcom Inc | 3.8 | ||
| Applied Materials Inc /DE | 3.8 | ||
| GE Vernova Inc | 3.7 | ||
| Palo Alto Networks Inc | 3.7 | ||
| Synopsys Inc | 3.7 | ||
| Ensign Group Inc | 3.6 | ||
| KLA Tencor Corp | 3.6 | ||
| Chart Industries Inc | 3.6 | ||
| Netflix Inc | 3.6 | ||
| Amazon Com Inc | 3.5 | ||
| VISA Inc | 3.5 | ||
| Fortinet Inc | 3.5 | ||
| Parker Hannifin Corp | 3.5 | ||
| Stryker Corp | 3.5 | ||
| United Rentals Inc /DE | 3.4 | ||
| Caterpillar Inc | 3.4 | ||
| Alphabet Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 101.7 |
| (b) Individuals (high net worth individuals) | 173 | 361.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 55.8 |
| (h) Charitable organizations | 0 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 14 | 37.7 |
| Total | 871 | 567.9 |
| By Discretionary | ||
| Discretionary | 871 | 567.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 871 | 567.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 566.3 | |
| Total | 871 | 567.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001808748] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bright Financial Advisors Inc
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|
MI | 0.6 |
|
Early McClintic & McMillan LLC
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|
TX | 0.6 |
|
Scott & Selber Inc Capital Management
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|
TX | 0.6 |
|
Single Point Partners LLC
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|
MA | 0.6 |
|
Atlas Brown Inc
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|
KY | 0.6 |
|
Lombard Advisers Incorporated
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|
MD | 0.6 |
|
Leverty Financial Group LLC
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|
WI | 0.6 |
|
Virtus ETF Advisers LLC
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|
CT | 0.6 |
|
Cogentblue Wealth Advisors LLC
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|
TN | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
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|
GA | 0.6 |