Davis Investment Partners, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $228 Billion distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight T with a value of $59B, Invesco S&P 500 Equal Weight E with a value of $26.1B, Invesco S&P 500 Equal Weight I with a value of $15.6B, Vanguard Mid Cap Growth Index with a value of $14.4B, and First Tr Nasdaq 100 Equal Weig with a value of $5.21B.
Examining the 13F form we can see an increase of $22B in the current position value, from $206B to 228B.
Davis Investment Partners, LLC is based out at Charlotte, NC
Below you can find more details about Davis Investment Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Billion
ETFs: $158 Billion
Technology: $15.9 Billion
Financial Services: $15.7 Billion
Energy: $8.63 Billion
Industrials: $7.1 Billion
Healthcare: $6.84 Billion
Consumer Cyclical: $5.91 Billion
Utilities: $3.16 Billion
Other: $7.16 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions