Davis Investment Partners, LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $286 Billion distributed in 152 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 $59.3B, Invesco S&P 500 Equal Weight E with a value of $30.9B, Invesco S&P 500 Equal Weight I with a value of $15.7B, Vanguard Mid Cap Growth Index with a value of $13.4B, and Amphenol Corp with a value of $8.2B.
Examining the 13F form we can see an decrease of $7.08B in the current position value, from $293B to 286B.
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
$286 Billion
ETFs: $177 Billion
Technology: $28.3 Billion
Financial Services: $21.3 Billion
Healthcare: $19.4 Billion
Industrials: $9.24 Billion
Consumer Cyclical: $7.39 Billion
Energy: $6.41 Billion
Communication Services: $4.23 Billion
Other: $7.78 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
