Penn Davis Mcfarland Inc - Q42025 Holdings

Penn Davis Mcfarland Inc holds 75 stocks with a total portfolio value of $ 1.04B as of Q42025. In Q42025, Penn Davis Mcfarland Inc added 1 new position, increased stakes in 16 stocks, reduced 39 holdings, and fully exited 2 positions. The largest holding is Alphabet, Inc. Cl C (Google C) (GOOG), representing 13.88% of the total portfolio.