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Holdings (Monthly) Guide ↗

Davidson Multi-Cap Equity Fund

· Advisors Series Trust
Monthly Holdings $137M AUM 50 positions Period Dec 2025 Filed Feb 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet Inc GOOG Dec 2025 22,945 $7.2M 5.25% EC
2 Microsoft Corp MSFT Dec 2025 12,702 $6.1M 4.48% EC
3 Apple Inc AAPL Dec 2025 22,064 $6.0M 4.37% EC
4 Amazon.com Inc AMZN Dec 2025 25,488 $5.9M 4.29% EC
5 NVIDIA Corp NVDA Dec 2025 28,976 $5.4M 3.94% EC
6 Broadcom Inc AVGO Dec 2025 13,988 $4.8M 3.53% EC
7 Citigroup Inc C Dec 2025 40,095 $4.7M 3.41% EC
8 TSMC TSM Dec 2025 11,780 $3.6M 2.61% EC
9 Meta Platforms Inc META Dec 2025 5,312 $3.5M 2.55% EC
10 RTX Corp RTX Dec 2025 17,998 $3.3M 2.41% EC
11 Visa Inc V Dec 2025 8,708 $3.1M 2.23% EC
12 Walmart Inc WMT Dec 2025 26,095 $2.9M 2.12% EC
13 AGNC Investment Corp AGNC Dec 2025 270,857 $2.9M 2.12% EC
14 Goldman Sachs Group Inc/The GS Dec 2025 3,240 $2.8M 2.08% EC
15 Vertex Pharmaceuticals Inc VRTX Dec 2025 6,260 $2.8M 2.07% EC
16 First American Government Obli FGXXX Dec 2025 2,836,585 $2.8M 2.07% STIV
17 Intuit Inc INTU Dec 2025 4,262 $2.8M 2.06% EC
18 Hyatt Hotels Corp H Dec 2025 17,575 $2.8M 2.05% EC
19 Gildan Activewear Inc GIL Dec 2025 44,341 $2.8M 2.02% EC
20 Eaton Corp PLC ETN Dec 2025 8,296 $2.6M 1.93% EC
21 Arista Networks Inc ANET Dec 2025 20,138 $2.6M 1.92% EC
22 Otis Worldwide Corp OTIS Dec 2025 29,931 $2.6M 1.90% EC
23 Netflix Inc NFLX Dec 2025 26,667 $2.5M 1.82% EC
24 FedEx Corp FDX Dec 2025 8,380 $2.4M 1.76% EC
25 Labcorp Holdings Inc LH Dec 2025 9,347 $2.3M 1.71% EC
26 Honeywell International Inc HON Dec 2025 11,796 $2.3M 1.68% EC
27 Salesforce Inc CRM Dec 2025 8,415 $2.2M 1.62% EC
28 Becton Dickinson & Co BDX Dec 2025 11,472 $2.2M 1.62% EC
29 Home Depot Inc/The HD Dec 2025 6,468 $2.2M 1.62% EC
30 AstraZeneca PLC AZN Dec 2025 23,396 $2.2M 1.57% EC
31 Chevron Corp CVX Dec 2025 14,020 $2.1M 1.56% EC
32 Medtronic PLC MDT Dec 2025 22,196 $2.1M 1.55% EC
33 Fortinet Inc FTNT Dec 2025 26,663 $2.1M 1.54% EC
34 Progressive Corp/The PGR Dec 2025 9,008 $2.1M 1.49% EC
35 T-Mobile US Inc TMUS Dec 2025 9,757 $2.0M 1.44% EC
36 EOG Resources Inc EOG Dec 2025 18,131 $1.9M 1.39% EC
37 Dynatrace Inc DT Dec 2025 43,690 $1.9M 1.38% EC
38 Sempra SRE Dec 2025 21,296 $1.9M 1.37% EC
39 Silicon Laboratories Inc SLAB Dec 2025 14,228 $1.9M 1.35% EC
40 Constellation Brands Inc STZ Dec 2025 12,947 $1.8M 1.30% EC
41 Exelon Corp EXC Dec 2025 40,120 $1.7M 1.27% EC
42 Camden Property Trust CPT Dec 2025 15,866 $1.7M 1.27% EC
43 CubeSmart CUBE Dec 2025 46,785 $1.7M 1.23% EC
44 Corteva Inc CTVA Dec 2025 24,727 $1.7M 1.21% EC
45 Cigna Group/The CI Dec 2025 6,000 $1.7M 1.20% EC
46 PayPal Holdings Inc PYPL Dec 2025 27,701 $1.6M 1.18% EC
47 Bristol-Myers Squibb Co BMY Dec 2025 29,591 $1.6M 1.16% EC
48 HB Fuller Co FUL Dec 2025 21,290 $1.3M 0.92% EC
49 WaFd Inc WAFD Dec 2025 33,005 $1.1M 0.77% EC
50 BellRing Brands Inc BRBR Dec 2025 34,702 $928K 0.68% EC