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Christopher Davis - Davis Advisors Holdings – 2025 Q3

Explore the latest portfolio disclosure for Christopher Davis - Davis Advisors, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Christopher Davis - Davis Advisors maintains its largest exposure in Finance, which represents approximately 33.61% of the portfolio. This sector forms the core of Christopher Davis - Davis Advisors's investment stance during this reporting period.

Additional major allocations include Technology (about 23.50%) and Health Care (approximately 10.58%), reflecting how Christopher Davis - Davis Advisors diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Christopher Davis - Davis Advisors's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Finance
33.6%
Technology
23.5%
Health Care
10.6%
Consumer Discretionary
10.0%
Consumer Staples
7.7%
Industrials
5.0%
Real Estate
3.6%
Energy
3.2%
Unclassified Sector
2.4%
Basic Materials
0.2%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
NTB 1,058,793 $42.92 Reduced -0.33% 0.24% $45.44M 2025 Q3
RNR 143,145 $253.93 Increased 0.05% 0.19% $36.35M 2025 Q3
BEKE 1,851,804 $19 Reduced -0.05% 0.18% $35.18M 2025 Q3
VALE 2,931,198 $10.86 Reduced -0.59% 0.17% $31.83M 2025 Q3
SCHW 296,441 $95.47 Increased 0.00% 0.15% $28.3M 2025 Q3
MSFT 52,306 $517.95 Reduced -78.91% 0.14% $27.09M 2025 Q3
PLD 198,166 $114.52 Increased 53.35% 0.12% $22.69M 2025 Q3
JCI 186,004 $109.95 Reduced -24.18% 0.11% $20.45M 2025 Q3
ORCL 67,052 $281.24 Reduced -49.04% 0.10% $18.86M 2025 Q3
BXP 239,760 $74.34 Increased 14.37% 0.09% $17.82M 2025 Q3
EQIX 21,803 $783.24 Increased 39.20% 0.09% $17.08M 2025 Q3
NVDA 89,795 $186.58 Increased 0.74% 0.09% $16.75M 2025 Q3
REXR 395,150 $41.11 Increased 5.37% 0.08% $16.24M 2025 Q3
BRX 570,000 $27.68 Increased 14.37% 0.08% $15.78M 2025 Q3
ANGI 949,006 $16.26 Reduced -19.71% 0.08% $15.43M 2025 Q3
ARE 180,157 $83.34 Increased 15.35% 0.08% $15.01M 2025 Q3
CUZ 512,355 $28.94 Increased 11.32% 0.08% $14.83M 2025 Q3
SPG 76,733 $187.66 Increased 30.67% 0.07% $14.4M 2025 Q3
DLR 81,280 $172.88 Increased 18.73% 0.07% $14.05M 2025 Q3
EG 39,428 $350.23 Reduced -0.18% 0.07% $13.81M 2025 Q3
PSA 44,610 $288.86 Increased 10.42% 0.07% $12.89M 2025 Q3
AVB 66,580 $193.17 Increased 15.15% 0.07% $12.86M 2025 Q3
AMT 65,670 $192.33 Reduced -28.35% 0.07% $12.63M 2025 Q3
SAP 46,787 $267.21 Increased 0.04% 0.07% $12.5M 2025 Q3
SHO 1,311,800 $9.37 Increased 13.53% 0.06% $12.29M 2025 Q3
STT 103,785 $116.01 Increased 43.65% 0.06% $12.04M 2025 Q3
JD 341,711 $34.98 Reduced -0.52% 0.06% $11.95M 2025 Q3
NOAH 1,021,585 $11.59 No Change No Change 0.06% $11.84M 2025 Q3
REG 140,110 $72.9 Increased 15.00% 0.05% $10.21M 2025 Q3
MTB 51,027 $197.62 Increased 0.16% 0.05% $10.08M 2025 Q3
CPT 89,120 $106.78 Increased 13.31% 0.05% $9.52M 2025 Q3
AMH 285,600 $33.25 Increased 14.08% 0.05% $9.5M 2025 Q3
EGP 52,940 $169.27 Increased 14.76% 0.05% $8.96M 2025 Q3
CDP 302,120 $29.06 Increased 104.84% 0.05% $8.78M 2025 Q3
DOC 446,866 $19.15 Increased 14.82% 0.04% $8.56M 2025 Q3
MAA 60,860 $139.73 Increased 14.72% 0.04% $8.5M 2025 Q3
VTR 117,330 $69.99 Reduced -42.30% 0.04% $8.21M 2025 Q3
EXR 55,055 $140.93 Reduced -3.01% 0.04% $7.76M 2025 Q3
VICI 221,610 $32.61 Increased 30.56% 0.04% $7.23M 2025 Q3
TFC 156,437 $45.72 Increased 0.38% 0.04% $7.15M 2025 Q3
EQR 107,215 $64.73 Increased 5.40% 0.04% $6.94M 2025 Q3
UDR 186,190 $37.26 Increased 14.94% 0.04% $6.94M 2025 Q3
TRNO 120,907 $56.75 Increased 16.04% 0.04% $6.86M 2025 Q3
HPP 328,597 $19.32 Increased 0.18% 0.03% $6.35M 2025 Q3
NTST 342,410 $18.06 Increased 55.28% 0.03% $6.18M 2025 Q3
O 93,580 $60.79 Increased 91.49% 0.03% $5.69M 2025 Q3
SUI 43,950 $129.01 Increased 14.54% 0.03% $5.67M 2025 Q3
CHCT 333,190 $15.3 Increased 0.27% 0.03% $5.1M 2025 Q3
DEI 317,600 $15.57 Increased 14.76% 0.03% $4.95M 2025 Q3
ESS 16,951 $267.65 Reduced -40.61% 0.02% $4.54M 2025 Q3
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