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Davies Financial Advisors, Inc. Portfolio
$0 across 1 position as of 2026-09-30, with 0% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.9%
-2.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 10
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -3.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +18.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +9.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -6.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| N/A | $0 | — | 0 |
Quarter ending 2026-09-30.
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