DCSYX Holdings — Davis Appreciation & Income Fund

All 65 reported holdings of Davis Appreciation & Income Fund (DCSYX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Stonex Repo7.73%$22.51M
Berkshire Hathaway, Inc. Cl B5.89%$17.15M
Quest Diagnostics, Inc.4.99%$14.53M
Viatris, Inc.4.90%$14.27M
Capital One Financial Corp.4.80%$13.96M
Applied Materials, Inc.4.57%$13.31M
Cvs Health Corp.4.45%$12.94M
Coterra Energy, Inc.4.39%$12.78M
Nomura Repo3.60%$10.47M
Amazon.com, Inc.3.15%$9.18M
Solventum Corp.2.74%$7.97M
Cigna Group2.72%$7.92M
Alphabet, Inc. Cl C2.61%$7.60M
Chubb Ltd.2.57%$7.48M
Jbs NV A2.57%$7.48M
Bank Of New York Mellon Corp.2.02%$5.87M
Brean Repo1.80%$5.23M
Texas Instruments, Inc.1.77%$5.14M
Markel Group, Inc.1.74%$5.05M
Vale SA Sp ADR1.62%$4.72M
Tourmaline Oil Corp.1.62%$4.70M
Freddie Mac1.44%$4.18M
Agco Corp.1.43%$4.18M
Julius Baer Group Ltd.1.41%$4.09M
Owens Corning1.40%$4.07M
JPMorgan Chase + Co.1.38%$4.01M
Johnson Controls Internation1.15%$3.35M
Aumovio SE1.12%$3.27M
Aia Group Ltd.1.09%$3.16M
Renaissancere Holdings Ltd.1.08%$3.15M
Wells Fargo + Co.1.04%$3.02M
Dbs Group Holdings Ltd.1.00%$2.91M
Fnma Pool Bm75280.98%$2.86M
Meta Platforms, Inc. Class A0.85%$2.48M
Sba Pool 5304550.79%$2.31M
Danske Bank A/s0.76%$2.20M
Microsoft Corp.0.73%$2.13M
Unitedhealth Group, Inc.0.65%$1.88M
Viatris, Inc.0.60%$1.74M
Fnma Pool Bm77520.59%$1.71M
US Bancorp0.58%$1.70M
Government National Mortgage A0.57%$1.67M
Fnma Pool Bm72250.52%$1.52M
Brean Asset Backed Securities0.49%$1.43M
Gnma Ii Pool 7869350.49%$1.43M
Fnma Pool Bm75830.48%$1.38M
Fannie Mae0.43%$1.24M
Pmt Loan Trust0.43%$1.24M
Brean Asset Backed Securities0.41%$1.19M
Freddie Mac0.39%$1.14M
Government National Mortgage A0.37%$1.08M
Gnma Ii Pool Ma88810.32%$918.62K
Gnma Ii Pool 7870680.29%$836.34K
Sba Pool 5303030.29%$833.34K
Brean Asset Backed Securities0.28%$828.37K
American Eagle Northwest LLC W0.28%$813.18K
Montana Higher Education Stude0.28%$806.41K
Chase Mortgage Finance Corpora0.26%$768.80K
Fed Hm Ln Pc Pool G606600.18%$519.40K
Government National Mortgage A0.16%$466.89K
Government National Mortgage A0.14%$403.78K
Government National Mortgage0.14%$402.93K
Fnma Pool Al88090.13%$391.32K
Sba Pool 5302850.07%$213.03K
Freddie Mac0.07%$192.07K

DCSYX overview: performance, fees, allocation and SEC filings