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Portfolio (Quarterly) Guide ↗

Daviman Financial, LLC

· CIK 0002104394
13F Portfolio $181M AUM 92 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 22 Added 40 Reduced 2 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 1,114.0 $283K 0.16% +44.0 +4.1% $254.04 +5.5%
22 IBHI ISHARES TR 9,769.0 $228K 0.13% +682.0 +7.5% $23.39 -0.1%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 24.5%
Communication Services 7.8%
Consumer Cyclical 7.7%
Healthcare 6.7%
Industrials 6.7%
Energy 5.4%
Utilities 4.0%
Consumer Defensive 3.1%