Davis Investment Partners, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 160 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 $56.5B, Invesco S&P 500 Equal Weight E with a value of $30.3B, Invesco S&P 500 Equal Weight I with a value of $15.9B, Vanguard Mid Cap Growth Index with a value of $14.3B, and Janus Detroit Str Tr Janus Hen with a value of $6.85B.
Examining the 13F form we can see an increase of $53.4B in the current position value, from $226B to 279B.
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
$279 Billion
ETFs: $174 Billion
Technology: $26.7 Billion
Financial Services: $23.4 Billion
Healthcare: $13.1 Billion
Energy: $7.87 Billion
Industrials: $7.69 Billion
Consumer Cyclical: $7.3 Billion
Utilities: $5.64 Billion
Other: $11.5 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
