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Christopher Davis - Davis Advisors Holdings – 2026 Q1

Explore the latest portfolio disclosure for Christopher Davis - Davis Advisors, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Christopher Davis - Davis Advisors maintains its largest exposure in Unclassified Sector, which represents approximately 21.22% of the portfolio. This sector forms the core of Christopher Davis - Davis Advisors's investment stance during this reporting period.

Additional major allocations include Financial Services (about 21.05%) and Healthcare (approximately 16.51%) , 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 2026 Q1 quarter.

Breakdown by Sector

Unclassified Sector
21.2%
Financial Services
21.1%
Healthcare
16.5%
Technology
16.4%
Consumer Cyclical
8.1%
Consumer Defensive
6.0%
Unknown
4.7%
Basic Materials
2.3%
Energy
1.1%
Real Estate
1.1%
Communication Services
1.0%
Non-U.S. Assets
0.3%
Industrials
0.1%
Utilities
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
DOC 645,206 $16.43 Increased 48.00% 0.05% $10.6M 2026 Q1
REG 138,630 $75.66 Increased 1.45% 0.05% $10.49M 2026 Q1
TFC 224,805 $45.97 Increased 17.05% 0.05% $10.33M 2026 Q1
SNPS 25,913 $396.52 Increased 199.40% 0.05% $10.28M 2026 Q1
NOAH 1,021,585 $9.9 No Change No Change 0.05% $10.11M 2026 Q1
EGP 52,370 $185.09 Increased 1.43% 0.04% $9.69M 2026 Q1
SPG 50,458 $186.53 Reduced -23.76% 0.04% $9.41M 2026 Q1
VTR 113,870 $81.78 Reduced -0.47% 0.04% $9.31M 2026 Q1
CDP 299,200 $30.6 Increased 1.51% 0.04% $9.16M 2026 Q1
CPT 88,010 $97.66 Increased 1.24% 0.04% $8.6M 2026 Q1
ARE 180,807 $46.42 Increased 1.50% 0.04% $8.39M 2026 Q1
JD 283,418 $29.57 Reduced -13.91% 0.04% $8.38M 2026 Q1
SHO 889,720 $9.01 Reduced -30.47% 0.04% $8.02M 2026 Q1
AMH 277,170 $27.92 Reduced -0.52% 0.04% $7.74M 2026 Q1
TRNO 113,507 $61.42 Reduced -3.76% 0.03% $6.97M 2026 Q1
REXR 209,610 $32.73 Reduced -39.21% 0.03% $6.86M 2026 Q1
ANGI 948,993 $6.85 No Change No Change 0.03% $6.5M 2026 Q1
EQR 105,765 $59.15 Increased 1.20% 0.03% $6.26M 2026 Q1
VICI 220,180 $27.32 Increased 1.82% 0.03% $6.02M 2026 Q1
MAA 48,020 $122.12 Reduced -19.13% 0.03% $5.86M 2026 Q1
O 94,910 $61.18 Increased 3.85% 0.03% $5.81M 2026 Q1
SUI 43,430 $125.95 Increased 1.38% 0.03% $5.47M 2026 Q1
CHCT 330,040 $15.89 Increased 1.38% 0.02% $5.24M 2026 Q1
ESS 16,761 $241.99 Increased 1.51% 0.02% $4.06M 2026 Q1
JLL 12,395 $304.32 Buy 100.00% 0.02% $3.77M 2026 Q1
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