Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Daviman Financial, Llc > Profile

Instuitional Investor - Daviman Financial, Llc

Fund Profile
Filing Period:
Fund Name: Daviman Financial, Llc
Portfolio Value $169,100,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 193,848 $14,837,110 8.77%
2.
Ishares Trust
 IEF 51,252 $10,821,799 6.4%
3.
Blackrock Etf Trust
 160,415 $9,332,935 5.52%
4.
Schwab Strategic Trust
 FNDF 397,508 $9,230,147 5.46%
5.
Ishares Trust
 IEF 78,787 $8,911,553 5.27%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.