Kraft, Davis & Associates, LLC has filed its latest 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. The report indicates that the firm manages approximately $473.7 million across 148 different securities. This update is significant as it showcases the firm's investment strategy and highlights its position in the competitive investment management industry.
Founded in Missouri, Kraft, Davis & Associates, LLC is an investment management firm that focuses on managing assets for various clients. The firm has been active in filing reports with the SEC, with its most recent 13F-HR filing submitted on October 21, 2026. This filing is part of a series of reports that the firm has submitted, reflecting its ongoing investment activities.
What the Filing Says
The 13F-HR report filed by Kraft, Davis & Associates reveals a total of 148 securities held by the firm, with a combined value of approximately $473.7 million. The report, dated as of September 30, 2026, indicates that the firm has maintained a diverse portfolio, which is essential for managing risk and achieving investment objectives.
Impact
This filing may affect various stakeholders, including clients of Kraft, Davis & Associates, as it provides transparency into the firm's investment strategies and holdings. Additionally, it may influence the broader investment management industry, as firms analyze competitors' positions to inform their own strategies.
What's Next
The filing does not say what happens next.