Fund HoldingsDavis Investment Partners, LLC

Total Portfolio Value
$243.24M
Total Bought
$16.93M
Total Sold
$12.05M
Net Transaction
+$4.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
1,713,3541,624,007-89,34758,99361,61725.33%+2,624
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
28,62560,524+31,8992,4504,8702.00%+2,420
FIRST HORIZON CORPORATION(FHN)26,600109,599+82,9993861,8160.75%+1,430
APPLE INC(AAPL)022,813+22,81305,2592.16%+5,259
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
158,316160,952+2,63626,10727,11011.15%+1,003
AMPHENOL CORP NEW33,33266,664+33,3323,8254,6571.91%+832
BANK AMERICA CORP68,55380,333+11,7802,5123,3411.37%+829
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
66,01976,393+10,3744,0744,8481.99%+774
AMAZON COM INC(AMZN)4,5747,856+3,2828511,5280.63%+677
VERTEX PHARMACEUTICALS INC(VRTX)04,912+4,91202,4010.99%+2,401
FIRST SOLAR INC(FSLR)6,0977,652+1,5551,1301,7850.73%+655
VANGUARD WORLD FD
INF TECH ETF
7,3797,37903,7934,4331.82%+639
INCYTE CORP(INCY)017,737+17,73701,1290.46%+1,129
PNC FINL SVCS GROUP INC(PNC)5,6197,609+1,9908711,2830.53%+411
T-MOBILE US INC(TMUS)6,6398,172+1,5331,0651,4670.60%+402
AMERICAN EXPRESS CO(AXP)6,9277,969+1,0421,5081,9020.78%+394
ON SEMICONDUCTOR CORP(ON)13,58216,970+3,3889401,3040.54%+364
EBAY INC.(EBAY)17,33623,295+5,9599091,2620.52%+353
FIRST TR NAS100 EQ WEIGHTED43,04843,990+9425,2065,5522.28%+346
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
20,81930,173+9,3546971,0410.43%+344
CROCS INC(CROX)7,7469,596+1,8509941,3360.55%+342
BORGWARNER INC031,496+31,49601,0430.43%+1,043
US FOODS HLDG CORP(USFD)22,83228,671+5,8391,1791,5010.62%+322
CROWDSTRIKE HLDGS INC(CRWD)0806+80602990.12%+299
ENTERGY CORP NEW(ETR)9,55611,807+2,2519991,2890.53%+290
INTUITIVE SURGICAL INC0535+53502380.10%+238
TOPGOLF CALLAWAY BRANDS CORP(CALY)55,82275,810+19,9889061,1340.47%+228
AFLAC INC(AFL)02,400+2,40002220.09%+222
ELI LILLY & CO(LLY)834904+706368570.35%+221
ANALOG DEVICES INC(ADI)5,2255,22501,0261,2460.51%+221
CORNING INC(GLW)04,740+4,74002160.09%+216
GE VERNOVA INC(GEV)01,183+1,18302130.09%+213
SPDR GOLD TR(GLD)0942+94202100.09%+210
ONEOK INC NEW(OKE)10,24911,953+1,7048101,0120.42%+202
EQT CORP(EQT)030,591+30,59101,1380.47%+1,138
TEXTRON INC(TXT)11,72014,710+2,9901,1211,3060.54%+185
DUKE ENERGY CORP NEW(DUK)018,731+18,73101,9740.81%+1,974
ORACLE CORP(ORCL)6,7166,725+98189740.40%+156
DEVON ENERGY CORP NEW(DVN)18,10524,319+6,2149871,1300.46%+143
GOLDMAN SACHS GROUP INC(GS)01,276+1,27606120.25%+612
COCA COLA CONS INC(COKE)0500+50005410.22%+541
APPLIED MATLS INC3,0803,052-286447430.31%+98
MICROSOFT CORP(MSFT)2,8812,88101,2211,3070.54%+86
HONEYWELL INTL INC(HON)03,882+3,88208350.34%+835
TRUIST FINL CORP(TFC)31,50831,008-5001,1821,2560.52%+75
LAM RESEARCH CORP(LRCX)816800-167858560.35%+71
QUALCOMM INC(QCOM)1,7351,736+12963510.14%+55
SOUTHERN CO(SO)5,2845,286+23694230.17%+54
OVINTIV INC(OVV)19,55223,624+4,0721,0861,1400.47%+54
JPMORGAN CHASE & CO.(JPM)6,1876,158-291,2101,2620.52%+53
INVESCO VALUE MUN INCOME TR37,11337,665+5524274760.20%+49
FIRST TR EXCHANGE-TRADED FD04,700+4,70007540.31%+754
INVESCO QUALITY MUN INCOME T36,71237,259+5473443810.16%+37
ALLY FINL INC(ALLY)7,0857,08502683040.12%+35
COCA COLA CO(KO)7,2027,20204244590.19%+34
BLACKSTONE INC(BX)9,5409,54001,2031,2340.51%+31
QUANTA SVCS INC2,0002,00005095380.22%+29
ISHARES TR20,86020,650-2101,8521,8760.77%+23
MERCK & CO INC(MRK)1,8582,014+1562362570.11%+22
WILLIAMS COS INC(WMB)5,3145,31402072280.09%+22
PAYCOM SOFTWARE INC(PAYC)4,5316,333+1,8029219400.39%+19
VANGUARD ADMIRAL FDS INC3,9483,94804334510.19%+18
BLACKROCK MUNIVEST FD II INC23,59123,930+3392502660.11%+16
PROCTER AND GAMBLE CO(PG)1,6041,60402522670.11%+15
INVESCO DB MULTI-SECTOR COMM(DBB)15,40015,40002983120.13%+14
HOME DEPOT INC(HD)1,3761,37604824950.20%+13
ABRDN PRECIOUS METALS BASKET2,6002,60002652780.11%+13
ABBVIE INC(ABBV)9,4009,40001,5891,6010.66%+11
GE AEROSPACE(GE)4,7414,74107427540.31%+11
VANGUARD INDEX FDS1,3251,32503343420.14%+8
FIFTH THIRD BANCORP(FITB)22,02520,107-1,9187667740.32%+7
VANGUARD INDEX FDS1,3321,33202262330.10%+7
ENTERPRISE PRODS PARTNERS L(EPD)18,46318,540+775385450.22%+7
VANGUARD INDEX FDS1,1281,12802492550.10%+6
INVESCO EXCH TRADED FD TR II037,530+37,53001,7230.71%+1,723
ISHARES TR6,3006,30004344370.18%+3
ROCKWELL AUTOMATION INC(ROK)02,315+2,31506560.27%+656
LANDSTAR SYS INC(LSTR)1,3501,35002422440.10%+2
ENLINK MIDSTREAM LLC20,12420,12402782800.11%+2
RENN FD INC10,00010,000016170.01%+1
JOHNSON & JOHNSON(JNJ)03,046+3,04604560.19%+456
RTX CORPORATION(RTX)2,6002,60002642630.11%-0
ISHARES TR2,8682,86802392370.10%-2
LOWES COS INC(LOW)1,0351,03502452420.10%-3
BANK OZK LITTLE ROCK ARK(OZK)013,392+13,39205740.24%+574
PEPSICO INC(PEP)1,3391,33902262230.09%-4
INTERNATIONAL BUSINESS MACHS(IBM)2,1442,160+164003940.16%-5
CONSTELLATION BRANDS INC(STZ)1,7581,75804664570.19%-9
ISHARES TR6,0006,00004073940.16%-13
GENUINE PARTS CO(GPC)1,5671,56702322170.09%-16
BECTON DICKINSON & CO(BDX)1,3971,39703373200.13%-17
GRAINGER W W INC(GWW)25025002502300.09%-21
SPDR SER TR
ST STR SP BIOT
3,0702,545-5252762520.10%-24
OLD DOMINION FREIGHT LINE IN(ODFL)1,0751,077+22312050.08%-26
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
15,38615,018-3681,8181,7900.74%-28
THE CIGNA GROUP(CI)1,5861,58605685310.22%-37
ABBOTT LABS5,7785,77806436020.25%-40
STEEL DYNAMICS INC(STLD)2,9502,95004273810.16%-46
CATERPILLAR INC(CAT)1,4541,455+15414880.20%-53
SONOCO PRODS CO(SON)9,8509,85005695010.21%-68
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