Daviman Financial, LLC
Net seller this quarter
$181M
34
-$2.55M
7.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 THRO | $3.25M | 1.80% | 0.96% | -29.2% | Q4 2025 |
 NVDA | $1.71M | 0.94% | 0.00% | +5.4% | Q4 2025 |
 AAPL | $1.5M | 0.83% | 0.00% | +1.4% | Q4 2025 |
 GLDM | $1.46M | 0.81% | 0.01% | +9.6% | Q4 2025 |
 CAT | $1.18M | 0.65% | 0.00% | -1.5% | Q4 2025 |
| IBIT | $1.08M | 0.59% | 0.00% | -2.2% | Q4 2025 |
 MSFT | $1.03M | 0.57% | 0.00% | +7.5% | Q4 2025 |
 GOOGL | $980K | 0.54% | 0.00% | -0.8% | Q4 2025 |
| IBCA | $843K | 0.47% | 0.15% | +16.3% | Q4 2025 |
 QQQ | $758K | 0.42% | Not reported | +0.2% | Q4 2025 |
 AVGO | $738K | 0.41% | 0.00% | -1.3% | Q4 2025 |
 SO | $708K | 0.39% | 0.00% | -0.7% | Q4 2025 |
 XOM | $632K | 0.35% | 0.00% | +2.7% | Q4 2025 |
 AMZN | $613K | 0.34% | 0.00% | -1.7% | Q4 2025 |
 SMH | $589K | 0.33% | Not reported | -0.3% | Q4 2025 |
 LLY | $551K | 0.30% | 0.00% | +1.1% | Q4 2025 |
 TSLA | $489K | 0.27% | 0.00% | -0.2% | Q4 2025 |
 JPM | $384K | 0.21% | 0.00% | -0.8% | Q4 2025 |
 META | $384K | 0.21% | Not reported | -13.0% | Q4 2025 |
 BITB | $338K | 0.19% | 0.02% | Not reported | Q4 2025 |
 ABBV | $334K | 0.18% | 0.00% | -14.4% | Q4 2025 |
 VLO | $322K | 0.18% | 0.00% | +0.3% | Q4 2025 |
 WMT | $290K | 0.16% | 0.00% | -17.1% | Q4 2025 |
 AMD | $288K | 0.16% | 0.00% | New | Q2 2026 |
 JNJ | $283K | 0.16% | 0.00% | +4.1% | Q4 2025 |
 CSCO | $279K | 0.15% | 0.00% | New | Q2 2026 |
 ETHW | $266K | 0.15% | 0.16% | Not reported | Q4 2025 |
 PG | $252K | 0.14% | 0.00% | -0.4% | Q4 2025 |
 HD | $246K | 0.14% | 0.00% | -2.0% | Q4 2025 |
 VOT | $238K | 0.13% | Not reported | -2.1% | Q4 2025 |
 SHLD | $224K | 0.12% | 0.00% | -89.8% | Q4 2025 |
 AMAT | $218K | 0.12% | 0.00% | Not reported | Q4 2025 |
 MSTR | $212K | 0.12% | Not reported | Not reported | Q4 2025 |
 QTUM | $201K | 0.11% | Not reported | -51.6% | Q1 2026 |
| Q1 2026 | |||||
| THRO | $3.86M | 2.28% | 1.35% | +7.1% | Q4 2025 |
| SHLD | $2.61M | 1.54% | 0.03% | +72.0% | Q4 2025 |
| GLDM | $1.56M | 0.92% | 0.01% | -52.4% | Q4 2025 |
| NVDA | $1.41M | 0.83% | 0.00% | +5.7% | Q4 2025 |
| AAPL | $1.3M | 0.77% | 0.00% | -0.6% | Q4 2025 |
| IBIT | $1.27M | 0.75% | 0.00% | +0.3% | Q4 2025 |
| MSFT | $953K | 0.56% | 0.00% | +12.5% | Q4 2025 |
| CAT | $796K | 0.47% | 0.00% | +13.2% | Q4 2025 |
| GOOGL | $795K | 0.47% | 0.00% | +12.0% | Q4 2025 |
| XOM | $763K | 0.45% | 0.00% | +17.3% | Q4 2025 |
| IBCA | $726K | 0.43% | 0.13% | +16.1% | Q4 2025 |
| SO | $719K | 0.42% | 0.00% | +0.8% | Q4 2025 |
| AVGO | $612K | 0.36% | 0.00% | +33.9% | Q4 2025 |
| QQQ | $593K | 0.35% | Not reported | -8.5% | Q4 2025 |
| AMZN | $545K | 0.32% | 0.00% | +0.3% | Q4 2025 |
| META | $448K | 0.26% | Not reported | -5.1% | Q4 2025 |
| TSLA | $433K | 0.26% | 0.00% | +12.9% | Q4 2025 |
| LLY | $418K | 0.25% | 0.00% | +3.7% | Q4 2025 |
| BITB | $391K | 0.23% | 0.02% | +61.3% | Q4 2025 |
| WMT | $384K | 0.23% | 0.00% | +16.9% | Q4 2025 |
| ETHW | $353K | 0.21% | 0.16% | +81.1% | Q4 2025 |
| JPM | $348K | 0.21% | 0.00% | +0.6% | Q4 2025 |
| SMH | $345K | 0.20% | Not reported | -5.3% | Q4 2025 |
| ABBV | $337K | 0.20% | 0.00% | +4.5% | Q4 2025 |
| VLO | $304K | 0.18% | 0.00% | Not reported | Q4 2025 |
| MSTR | $304K | 0.18% | Not reported | -63.5% | Q4 2025 |
| QTUM | $270K | 0.16% | Not reported | New | Q1 2026 |
| JNJ | $262K | 0.15% | 0.00% | +9.4% | Q4 2025 |
| PG | $249K | 0.15% | 0.00% | -10.3% | Q4 2025 |
| HD | $234K | 0.14% | 0.00% | +8.2% | Q4 2025 |
| VOT | $204K | 0.12% | Not reported | -16.9% | Q4 2025 |
| Q4 2025 | |||||
| THRO | $3.84M | 2.25% | 1.26% | New | Q4 2025 |
| GLDM | $3.02M | 1.77% | 0.01% | New | Q4 2025 |
| IBIT | $1.64M | 0.96% | 0.00% | New | Q4 2025 |
| NVDA | $1.43M | 0.84% | 0.00% | New | Q4 2025 |
| AAPL | $1.4M | 0.82% | 0.00% | New | Q4 2025 |
| SHLD | $1.39M | 0.81% | 0.02% | New | Q4 2025 |
| MSFT | $1.11M | 0.65% | 0.00% | New | Q4 2025 |
| MSTR | $1.01M | 0.59% | Not reported | New | Q4 2025 |
| GOOGL | $772K | 0.45% | 0.00% | New | Q4 2025 |
 BRK.B | $741K | 0.44% | Not reported | New | Q4 2025 |
| QQQ | $691K | 0.41% | Not reported | New | Q4 2025 |
| SO | $644K | 0.38% | 0.00% | New | Q4 2025 |
| IBCA | $633K | 0.37% | 0.11% | New | Q4 2025 |
| AMZN | $603K | 0.35% | 0.00% | New | Q4 2025 |
| AMAT | $594K | 0.35% | 0.00% | New | Q4 2025 |
| CAT | $568K | 0.33% | 0.00% | New | Q4 2025 |
| META | $545K | 0.32% | Not reported | New | Q4 2025 |
| AVGO | $511K | 0.30% | 0.00% | New | Q4 2025 |
| LLY | $471K | 0.28% | 0.00% | New | Q4 2025 |
| TSLA | $464K | 0.27% | 0.00% | New | Q4 2025 |
| XOM | $462K | 0.27% | 0.00% | New | Q4 2025 |
| JPM | $379K | 0.22% | 0.00% | New | Q4 2025 |
| SMH | $342K | 0.20% | Not reported | New | Q4 2025 |
| ABBV | $339K | 0.20% | 0.00% | New | Q4 2025 |
| BITB | $313K | 0.18% | 0.01% | New | Q4 2025 |
| WMT | $294K | 0.17% | 0.00% | New | Q4 2025 |
| ETHW | $277K | 0.16% | 0.08% | New | Q4 2025 |
| PG | $276K | 0.16% | 0.00% | New | Q4 2025 |
| VOT | $267K | 0.16% | Not reported | New | Q4 2025 |
| HD | $226K | 0.13% | 0.00% | New | Q4 2025 |
| JNJ | $202K | 0.12% | 0.00% | New | Q4 2025 |
| VLO | $200K | 0.12% | 0.00% | New | Q4 2025 |