Davidson Capital Management
USLM icon

Davidson Capital Management’s United States Lime & Minerals USLM Stock Holding History

Davidson Capital Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.09M Buy
45,039
+1,467
+3% +$166K 0.84% 39
2026
Q2 		$4.56M Buy
43,572
+1,238
+3% +$144K 0.73% 41
2026
Q1 		$5.53M Buy
42,334
+42,235
+42,662% +$5.08M 1% 23
2025
Q4 		$11.9K Buy
+99
New +$12.3K ﹤0.01% 83

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Moran Wealth Management
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North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Heritage Investors Management Corp
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Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Davidson Capital Management's USLM Position: Q3 2026 in Review

Davidson Capital Management increased its United States Lime & Minerals (USLM) stake by 3.4% in Q3 2026, buying an estimated $166K and bringing the position to 45,039 shares worth $5.09M. The position accounts for 0.84% of the portfolio, ranked #39.

Davidson Capital Management first reported a position in USLM in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.53M in Q1 2026. 62 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Davidson Capital Management held 45,039 shares of United States Lime & Minerals worth $5.09M as of Q3 2026.
  • Davidson Capital Management bought 1,467 United States Lime & Minerals shares in Q3 2026, an estimated $166K.
  • United States Lime & Minerals made up 0.84% of Davidson Capital Management's portfolio in Q3 2026, its #39 holding.
  • Davidson Capital Management first reported a position in United States Lime & Minerals in Q4 2025 and has held it in 4 quarters since.
  • Davidson Capital Management's United States Lime & Minerals position peaked at $5.53M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Davidson Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.