Long-term investor
Penn Davis Mcfarland Inc. @penndavismcfarlandinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001108893).
Record
- Tracked since 2025-06-30 (454 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +19.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 13.5% · long · since 2025-06-30
- NVDA · 8.3% · long · since 2025-06-30
- UNH · 5.0% · long · since 2025-06-30
- ROIV · 5.0% · long · since 2025-06-30
- KMI · 4.8% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- 293792107 · 3.9% · long · since 2025-06-30
- ACN · 3.6% · long · since 2025-06-30
- BUD · 3.5% · long · since 2025-06-30
- SHEL · 3.4% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- RTX · 3.2% · long · since 2025-06-30