Daviman Financial, LLC

CIK

2104394

Location

FISHERS, IN

Portfolio Value

Micro $15,780,666

Diversification

Diversified

Filing Date

Global Rank

#7,513 / 8,232 ▲ 108

Top Industry

Semiconductors 17.4%

3Y Alpha vs SPY

-22.0%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.7%

SPY

+9.1%

Annualised alpha

-22.0%

Max drawdown

−9.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−5.9 pts

Top 5

41.1%

−3.7 pts

Top 10

64.5%

−0.4 pts

HHI

547

Diversified−80

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$4,579,581	5
Unclassified	26.4%	$4,167,083	5
Communication Services	7.9%	$1,242,792	2
Consumer Cyclical	7.7%	$1,212,345	3
Energy	6.8%	$1,067,455	2
Healthcare	6.4%	$1,016,451	3
Industrials	5.0%	$795,600	1
Utilities	4.6%	$718,687	1
Consumer Defensive	4.0%	$632,975	2
Financial Services	2.2%	$347,697	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
ETHW	Bitwise Ethereum ETF	+10,546	23,547	$353,205
BITB	Bitwise Bitcoin ETF	+4,035	10,622	$390,995
XOM	Exxon Mobil Corp	+662	4,499	$763,300
AVGO	Broadcom Inc.	+501	1,978	$612,210
WMT	Walmart Inc.	+445	3,086	$383,528
NVDA	Nvidia Corp	+439	8,090	$1,410,896
GOOGL	Alphabet Inc.	+296	2,764	$794,815
MSFT	Microsoft Corp	+285	2,575	$953,187
TSLA	Tesla, Inc.	+133	1,164	$432,717
CAT	Caterpillar Inc	+131	1,123	$795,600
IBIT	iShares Bitcoin Trust ETF	+96	33,059	$1,270,126
JNJ	Johnson & Johnson	+92	1,070	$261,550
ABBV	AbbVie Inc.	+67	1,551	$337,326
SO	Southern Co	+58	7,446	$718,687
HD	Home Depot, Inc.	+54	712	$234,169
LLY	ELI LILLY & Co	+16	454	$417,575
JPM	Jpmorgan Chase & Co	+7	1,182	$347,697
AMZN	Amazon Com Inc	+7	2,619	$545,459
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−18,546	16,824	$1,559,416
MSTR	Strategy Inc	−4,231	2,437	$304,137
PG	PROCTER & GAMBLE Co	−198	1,727	$249,447
QQQ	Invesco Qqq Trust, Series 1	−96	1,028	$593,341
META	Meta Platforms, Inc.	−42	783	$447,977
AAPL	Apple Inc.	−29	5,119	$1,299,151
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,475	$741,408
AMAT	Applied Materials Inc /De	2,310	$593,646
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $15,780,666 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Reduced	16,824	-18,546	$1,559,416	−48.4%	9.88%
NVDA	Nvidia Corp Technology	Added	8,090	+439	$1,410,896	−1.1%	8.94%
AAPL	Apple Inc. Technology	Reduced	5,119	-29	$1,299,151	−7.2%	8.23%
IBIT	iShares Bitcoin Trust ETF	Added	33,059	+96	$1,270,126	−22.4%	8.05%
MSFT	Microsoft Corp Technology	Added	2,575	+285	$953,187	−13.9%	6.04%
CAT	Caterpillar Inc Industrials	Added	1,123	+131	$795,600	+40.0%	5.04%
GOOGL	Alphabet Inc. Communication Services	Added	2,764	+296	$794,815	+2.9%	5.04%
XOM	Exxon Mobil Corp Energy	Added	4,499	+662	$763,300	+65.3%	4.84%
SO	Southern Co Utilities	Added	7,446	+58	$718,687	+11.6%	4.55%
AVGO	Broadcom Inc. Technology	Added	1,978	+501	$612,210	+19.8%	3.88%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,028	-96	$593,341	−14.1%	3.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,619	+7	$545,459	−9.5%	3.46%
META	Meta Platforms, Inc. Communication Services	Reduced	783	-42	$447,977	−17.7%	2.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,164	+133	$432,717	−6.7%	2.74%
LLY	ELI LILLY & Co Healthcare	Added	454	+16	$417,575	−11.3%	2.65%
BITB	Bitwise Bitcoin ETF	Added	10,622	+4,035	$390,995	+24.8%	2.48%
WMT	Walmart Inc. Consumer Defensive	Added	3,086	+445	$383,528	+30.3%	2.43%
ETHW	Bitwise Ethereum ETF	Added	23,547	+10,546	$353,205	+27.7%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,182	+7	$347,697	−8.2%	2.20%
ABBV	AbbVie Inc. Healthcare	Added	1,551	+67	$337,326	−0.5%	2.14%
VLO	Valero Energy Corp/Tx Energy	Held	1,231	0	$304,155	+51.8%	1.93%
MSTR	Strategy Inc Technology	Reduced	2,437	-4,231	$304,137	−70.0%	1.93%
JNJ	Johnson & Johnson Healthcare	Added	1,070	+92	$261,550	+29.2%	1.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,727	-198	$249,447	−9.6%	1.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	712	+54	$234,169	+3.4%	1.48%