Fund HoldingsDavis Investment Partners, LLC

Total Portfolio Value
$328.46M
Total Bought
$20.70M
Total Sold
$46.72M
Net Transaction
-$26.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
1,253,7831,251,606-2,17756,74680,72924.58%+23,982
AMPHENOL CORP58,66458,66407,41210,3443.15%+2,931
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
149,915148,273-1,64228,77231,5489.60%+2,776
VANGUARD INDEX FDS44,63544,287-34811,48713,5654.13%+2,078
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
270,619270,403-21615,58217,3045.27%+1,722
FIRST TR EXCHANGE-TRADED FD04,531+4,53101,5160.46%+1,516
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
06,968+6,96801,5140.46%+1,514
FIRST TR EXCHANGE-TRADED FD35,99937,940+1,9414,5716,0551.84%+1,484
ROYAL BK CDA(RY)23,52523,475-503,8064,8591.48%+1,053
APPLE INC(AAPL)23,52723,589+625,9716,8262.08%+855
STATE STR CORP(STT)04,961+4,96108410.26%+841
JEFFERIES FINANCIAL GROUP IN(JEF)013,341+13,34106670.20%+667
CATERPILLAR INC(CAT)1,7711,773+21,2551,8880.57%+633
METLIFE INC(MET)07,254+7,25406140.19%+614
GE VERNOVA INC(GEV)2,0022,00201,7482,3520.72%+605
CORNING INC(GLW)4,7974,799+26521,2260.37%+574
SNAP ON INC(SNA)01,400+1,40005630.17%+563
ABBVIE INC(ABBV)10,22110,900+6792,2232,7430.84%+520
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
37,89137,694-1972,5873,0560.93%+468
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
66,32466,724+4004,7355,1741.58%+440
VANGUARD INDEX FDS01,759+1,75904270.13%+427
GE AEROSPACE(GE)4,6484,649+11,3191,7380.53%+419
ANALOG DEVICES INC(ADI)5,2255,22501,6622,0750.63%+413
HONEYWELL INTL INC01,824+1,82404080.12%+408
HONEYWELL AEROSPACE INC01,823+1,82304030.12%+403
GODADDY INC(GDDY)04,700+4,70003990.12%+399
ELI LILLY & CO(LLY)1,2061,243+371,1091,4910.45%+382
FIRST TR EXCHANGE-TRADED FD11,51710,855-6622,3132,6910.82%+378
ISHARES TR20,65020,65002,0782,4260.74%+349
JOHNSON & JOHNSON(JNJ)28,81529,096+2817,0437,3892.25%+346
MICRON TECHNOLOGY INC(MU)0297+29703430.10%+343
ASTRAZENECA PLC(AZN)01,806+1,80603420.10%+342
QUANTA SVCS INC2,0002,00001,0981,4400.44%+342
BANK OF AMER CORP34,59734,606+91,6871,9720.60%+285
CITIGROUP INC(C)6,3267,126+8007179970.30%+280
FIRST TR EXCHANGE TRADED FD
NASDAQ TRANSN
32,60733,191+5841,2431,5130.46%+270
QUALCOMM INC(QCOM)01,435+1,43502650.08%+265
ISHARES TR84784702785430.17%+265
INTEL CORP(INTC)01,800+1,80002510.08%+251
SPDR SERIES TRUST
ST STR SP BIOT
01,506+1,50602380.07%+238
INVESCO QQQ TR3,8333,318-5152,2122,4430.74%+231
PACER FDS TR
US CASH COWS 100
55,23859,254+4,0163,4563,6861.12%+230
NOVA LTD(NVMI)2,0002,00008691,0860.33%+217
CISCO SYS INC(CSCO)4,6654,905+2403625760.18%+214
JOHNSON CONTROLS INTERNATION
SHS
01,441+1,44102110.06%+211
VANECK ETF TRUST
RARE EAR STR ETF
02,323+2,32302060.06%+206
ISHARES TR3,9093,90909691,1750.36%+205
PRICE T ROWE GROUP INC(TROW)5,7436,292+5495187150.22%+198
ROCKWELL AUTOMATION INC(ROK)1,7851,685-1006418340.25%+194
US BANCORP(USB)13,79714,985+1,1887189050.28%+188
TARGET CORP(TGT)6,7537,682+9298181,0030.31%+185
NVIDIA CORPORATION(NVDA)2,1072,747+6403675500.17%+182
FIFTH THIRD BANCORP(FITB)17,61417,661+478189960.30%+177
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
9,8935,700-4,1931,4591,6240.49%+165
TRUIST FINL CORP(TFC)43,46043,368-921,9982,1610.66%+163
JPMORGAN CHASE & CO(JPM)4,7754,77501,4051,5630.48%+158
GOLDMAN SACHS GROUP INC(GS)944945+17999560.29%+157
NEUROCRINE BIOSCIENCES INC(NBIX)4,4594,378-815877380.22%+150
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
11,47511,425-501,2641,4010.43%+137
INVESCO EXCH TRADED FD TR II35,37935,187-1921,9492,0850.63%+136
VANGUARD STAR FDS9,1689,771+6037078350.25%+128
SERIES PORTFOLIOS TR
ADAPTIV SELECT
11,10512,236+1,1314685910.18%+123
MERCK & CO INC(MRK)13,15113,200+491,5821,6960.52%+114
FIDUS INVT CORP(FDUS)71,00770,771-2361,2371,3500.41%+113
VERTEX PHARMACEUTICALS INC(VRTX)2,3162,307-91,0341,1460.35%+112
NUCOR CORP(NUE)2,0662,067+13494600.14%+111
RAYMOND JAMES FINL INC(RJF)13,97314,021+482,0232,1320.65%+108
FIRST TR EXCHANGE-TRADED FD
WTR ETF
15,57115,573+21,6061,7060.52%+100
ISHARES TR4,8004,80003784720.14%+94
BROADCOM INC(AVGO)1,0281,082+543184090.12%+91
VANGUARD INDEX FDS1,3261,32604014850.15%+84
UNITED PARCEL SVCS INC(UPS)6,9807,162+1826877700.23%+83
BANK OZK LITTLE ROCK ARK(OZK)13,39213,39206156980.21%+83
MORGAN STANLEY(MS)1,3081,423+1152152970.09%+82
PNC FINL SVCS GROUP INC(PNC)2,2812,248-334755530.17%+79
ISHARES TR6,0006,00004485210.16%+73
BERKSHIRE HATHAWAY INC DEL1,2501,342+925996720.20%+73
WW GRAINGER INC(GWW)25025002733400.10%+67
AMERICAN EXPRESS CO(AXP)1,7461,74605285900.18%+62
TESLA INC(TSLA)648719+712413020.09%+62
M & T BK CORP(MTB)1,1301,228+982342920.09%+59
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
14,58214,583+15756290.19%+54
VANGUARD INDEX FDS1,3341,33402753280.10%+54
ISHARES TR65065002042560.08%+52
FIRST HORIZON CORPORATION(FHN)17,76917,76904044560.14%+51
VANGUARD INDEX FDS1,1481,150+23013490.11%+48
PRUDENTIAL FINL INC(PFH)2,1862,411+2252142600.08%+47
AMGEN INC(AMGN)4,6114,600-111,6221,6660.51%+43
FIRST SOLAR INC(FSLR)2,4842,258-2264905330.16%+43
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
17,00217,00209109520.29%+42
ALLY FINL INC(ALLY)6,0506,05002372780.08%+41
MICROSOFT CORP(MSFT)10,10110,118+173,7393,7741.15%+35
INVESCO VALUE MUN INCOME TR(IIM)43,00643,816+8105235580.17%+35
HUNTINGTON BANCSHARES INC(HBAN)16,34916,34902562900.09%+34
HOME DEPOT INC(HD)1,4041,40404624950.15%+33
BIOGEN INC(BIIB)3,5803,184-3966566880.21%+32
BRISTOL-MYERS SQUIBB CO(BMY)14,11015,381+1,2718568860.27%+30
BLACKSTONE INC(BX)9,8389,867+291,1311,1610.35%+30
INVESCO QUALITY MUN INCOME T(IQI)41,57842,378+8004004290.13%+29
PVH CORPORATION(PVH)9,0288,840-1886306560.20%+27
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Davis Investment Partners, LLC — 13F Holdings — Q2 2026 | TickerTrail