Davis Investment Partners, LLC New Holdings in Q2 2025

Davis Investment Partners, LLC

  • $279 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
2.45K
New
$170.96 - $322.76 $419K - $791K
2.45K $755M
AMD
Advanced Micro Devices Inc

Technology
5.41K
New
$78.21 - $143.81 $423K - $777K
5.41K $736M
PINS
Pinterest, Inc.

Communication Services
19.7K
New
$24.21 - $35.95 $478K - $709K
19.7K $704M
FANG
Diamondback Energy, Inc.

Energy
4.95K
New
$119.25 - $161.49 $590K - $800K
4.95K $694M
EMR
Emerson Electric CO

Industrials
5.11K
New
$94.15 - $133.33 $481K - $681K
5.11K $692M
ITRI
Itron, Inc.

Technology
5.01K
New
$92.04 - $132.78 $461K - $666K
5.01K $665M
TRMB
Trimble Inc.

Technology
8.67K
New
$55.12 - $75.98 $478K - $659K
8.67K $663M
EWBC
East West Bancorp Inc

Financial Services
6.25K
New
$71.03 - $101.75 $444K - $636K
6.25K $655M
FLS
Flowserve Corp

Industrials
11.9K
New
$39.49 - $53.64 $471K - $640K
11.9K $624M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
New
$483.48 - $539.8 $604K - $675K
1.25K $612M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.06K
New
$225.56 - $335.19 $465K - $691K
2.06K $505M
UBER
Uber Technologies, Inc

Technology
4.73K
New
$64.62 - $93.3 $305K - $441K
4.73K $435M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.99K
New
$55.54 - $69.09 $332K - $414K
5.99K $414M
WFC
Wells Fargo & Company

Financial Services
3.74K
New
$60.98 - $80.12 $228K - $299K
3.74K $305M
NVDA
Nvidia Corp

Technology
1.9K
New
$94.31 - $157.99 $179K - $300K
1.9K $291M
T
At&T Inc.

Communication Services
9.16K
New
$26.33 - $28.94 $241K - $265K
9.16K $264M
GLW
Corning Inc

Technology
4.78K
New
$39.07 - $52.59 $187K - $251K
4.78K $251M
SPY
Spdr S&P 500 ETF Trust

ETFs
394
New
$496.48 - $617.85 $196K - $243K
394 $243M
ALLY
Ally Financial Inc.

Financial Services
6.05K
New
$30.09 - $38.95 $182K - $236K
6.05K $243M
CADE
Cadence Bank

Financial Services
6.61K
New
$26.42 - $32.41 $175K - $214K
6.61K $221M
MTB
M&T Bank Corp

Financial Services
1.11K
New
$156.58 - $193.99 $174K - $216K
1.11K $220M
DOV
Dover Corp

Industrials
1.08K
New
$151.14 - $186.7 $163K - $202K
1.08K $201M
SOXX
Ishares Semiconductor ETF

ETFs
845
New
$154.86 - $239.07 $131K - $202K
845 $201M
Activity Summary
Buys All Purchases 78 New Holdings 24 Increased Positions 54 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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