Daviman Financial, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.1% | $5,975,039 |
| Unclassified | 22.3% | $3,902,657 |
| Communication Services | 7.8% | $1,363,508 |
| Consumer Cyclical | 7.7% | $1,348,394 |
| Industrials | 6.7% | $1,177,779 |
| Healthcare | 6.7% | $1,167,386 |
| Energy | 5.4% | $953,152 |
| Utilities | 4.0% | $707,966 |
| Consumer Defensive | 3.1% | $542,086 |
| Financial Services | 2.2% | $383,958 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +1,611 | 18,435 | $1,464,107 | |
| NVDA | Nvidia Corp | +438 | 8,528 | $1,706,367 | |
| MSFT | Microsoft Corp | +192 | 2,767 | $1,032,146 | |
| XOM | ExxonMobil Holdings Corp | +120 | 4,619 | $631,509 | |
| AAPL | Apple Inc. | +70 | 5,189 | $1,501,489 | |
| JNJ | Johnson & Johnson | +44 | 1,114 | $282,922 | |
| LLY | ELI LILLY & Co | +5 | 459 | $550,538 | |
| VLO | Valero Energy Corp/Tx | +4 | 1,235 | $321,643 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2 | 1,030 | $758,492 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | −736 | 32,323 | $1,076,032 | |
| WMT | Walmart Inc. | −528 | 2,558 | $289,719 | |
| ABBV | AbbVie Inc. | −224 | 1,327 | $333,926 | |
| META | Meta Platforms, Inc. | −102 | 681 | $383,600 | |
| SO | Southern Co | −49 | 7,397 | $707,966 | |
| AMZN | Amazon Com Inc | −45 | 2,574 | $613,487 | |
| AVGO | Broadcom Inc. | −25 | 1,953 | $737,745 | |
| GOOGL | Alphabet Inc. | −22 | 2,742 | $979,908 | |
| CAT | Caterpillar Inc | −17 | 1,106 | $1,177,779 | |
| HD | Home Depot, Inc. | −14 | 698 | $246,170 | |
| JPM | Jpmorgan Chase & Co | −9 | 1,173 | $383,958 | |
| PG | PROCTER & GAMBLE Co | −6 | 1,721 | $252,367 | |
| TSLA | Tesla, Inc. | −2 | 1,162 | $488,737 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 8,528 | $1,706,367 | 9.74% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,189 | $1,501,489 | 8.57% | |
| GLDM |
World Gold Trust
|
Added | 18,435 | $1,464,107 | 8.36% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,106 | $1,177,779 | 6.72% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 32,323 | $1,076,032 | 6.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,767 | $1,032,146 | 5.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,742 | $979,908 | 5.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,030 | $758,492 | 4.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,953 | $737,745 | 4.21% | |
| SO |
Southern Co
Utilities
|
Reduced | 7,397 | $707,966 | 4.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,619 | $631,509 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,574 | $613,487 | 3.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 459 | $550,538 | 3.14% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,162 | $488,737 | 2.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,173 | $383,958 | 2.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 681 | $383,600 | 2.19% | |
| BITB |
Bitwise Bitcoin ETF
|
Held | 10,622 | $338,416 | 1.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,327 | $333,926 | 1.91% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 1,235 | $321,643 | 1.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,558 | $289,719 | 1.65% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 496 | $288,131 | 1.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,114 | $282,922 | 1.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,375 | $278,967 | 1.59% | |
| ETHW |
Bitwise Ethereum ETF
|
Held | 23,547 | $265,610 | 1.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,721 | $252,367 | 1.44% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 698 | $246,170 | 1.40% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 302 | $218,346 | 1.25% | |
| MSTR |
Strategy Inc
Technology
|
Held | 2,437 | $211,848 | 1.21% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.