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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
SNPS 8,655 $493.36 Buy 100.00% 0.02% $4.27M 2025 Q3
CCI 43,240 $96.48 Increased 2.22% 0.02% $4.17M 2025 Q3
TSM 7,200 $279.31 No Change No Change 0.01% $2.01M 2025 Q3
LRCX 12,280 $133.88 No Change No Change 0.01% $1.64M 2025 Q3
IVE 6,614 $206.53 Reduced -39.75% 0.01% $1.37M 2025 Q3
CCK 8,570 $96.62 No Change No Change 0.00% $828.03K 2025 Q3
RH 2,240 $203.13 No Change No Change 0.00% $455.01K 2025 Q3
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