Davidson Capital Management Inc.

Position in GEV — GE Vernova Inc.

CIK 1808748 CORPUS CHRISTI, TX

Position in GEV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,847,870

+$2,298,502 QoQ

Shares Held

7,531

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.69%

of 13F equity value

Holder Rank

#684

of 3,398 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Davidson Capital Management Inc. holds $12,011,956 across 3 Specialty Industrial Machinery names. GEV ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	7,531	$8,847,870
2	ETN	Eaton Corp plc	3,996	$1,702,775
3	PH	Parker-Hannifin Corp	1,494	$1,461,311

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,847,870	7,531	+0.4%	Shares	Sole	2026-07-28
2026-03-31	$6,549,368	7,503	+7.8%	Shares	Sole	2026-04-14
2025-12-31	$4,549,500	6,961	+1.7%	Shares	Sole	2026-01-28
2025-09-30	$4,209,605	6,846	-2.0%	Shares	Sole	2025-11-12
2025-06-30	$3,698,229	6,989	-22.8%	Shares	Sole	2025-08-07
2025-03-31	$2,763,394	9,052	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.