Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Davidson Kahn Capital Management, LLC

Industry Market Value
Percent
15 - Building Construction General Contractors And Operative Builders 2,791,831 2.57
28 - Chemicals And Allied Products 2,114,298 1.95
34 - Fabricated Metal Products, Except Machinery And Transportation Equipment 493,286 0.45
35 - Industrial And Commercial Machinery And Computer Equipment 4,947,002 4.56
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 1,891,285 1.74
37 - Transportation Equipment 1,812,434 1.67
42 - Motor Freight Transportation And Warehousing 844,250 0.78
50 - Wholesale Trade-durable Goods 265,852 0.24
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 2,871,760 2.65
53 - General Merchandise Stores 355,513 0.33
55 - Automotive Dealers And Gasoline Service Stations 2,271,152 2.09
57 - Home Furniture, Furnishings, And Equipment Stores 3,156,198 2.91
59 - Miscellaneous Retail 6,930,904 6.39
60 - Depository Institutions 9,928,461 9.15
61 - Non-depository Credit Institutions 2,628,428 2.42
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 10,514,205 9.69
63 - Insurance Carriers 6,094,067 5.61
64 - Insurance Agents, Brokers, And Service 1,129,941 1.04
65 - Real Estate 2,936,212 2.71
73 - Business Services 18,017,664 16.60
Industry Not Reported 26,540,633 24.45
Total 108,535,376 100.00