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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Penn Davis McFarland
Value
$1.3B
Stocks
49 Stocks
Turnover
0.0%
Top Holdings
GOOG(13.97%) IDV(8.61%) UNH(5.23%) ROIV(5.16%) KMI(4.94%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| GOOG | None | Alphabet Inc. | Communication Services | $151.4M | 0 | 14.0% | 0 | No Change |
| IDV | None | NVIDIA Corp | General | $93.2M | 0 | 8.6% | 0 | No Change |
| UNH | None | UnitedHealth Group Incorporated | Health Care | $56.6M | 0 | 5.2% | 0 | No Change |
| ROIV | None | Roivant Sciences Ltd. | Health Care | $55.9M | 0 | 5.2% | 0 | No Change |
| KMI | None | Kinder Morgan, Inc. | Energy | $53.5M | 0 | 4.9% | 0 | No Change |
| AAPL | None | Apple Inc. | Information Technology | $50.8M | 0 | 4.7% | 0 | No Change |
| EPD | None | Enterprise Products Partners | Energy | $43.2M | 0 | 4.0% | 0 | No Change |
| ACN | None | Accenture plc | Information Technology | $39.9M | 0 | 3.7% | 0 | No Change |
| BUD | None | Anheuser-Busch InBev SA/NV | Consumer Staples | $39.8M | 0 | 3.7% | 0 | No Change |
| SHEL | None | Shell plc | Energy | $38.0M | 0 | 3.5% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| NKENike | $2.5M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 9 | $228.2M | 21.1% |
| Communication Services | 3 | $177.2M | 16.4% |
| Health Care | 11 | $167.7M | 15.5% |
| Energy | 3 | $134.7M | 12.4% |
| General | 4 | $125.8M | 11.6% |
| Industrials | 5 | $93.7M | 8.7% |
| Consumer Staples | 7 | $93.5M | 8.6% |
| Financials | 4 | $36.8M | 3.4% |
| Consumer Discretionary | 3 | $25.7M | 2.4% |