Fund HoldingsDavis Investment Partners, LLC

Total Portfolio Value
$206.46M
Total Bought
$15.43M
Total Sold
$12.34M
Net Transaction
+$3.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0151,475+151,475023,52111.39%+23,521
INVESCO QQQ TR1,9577,982+6,0257023,1631.53%+2,461
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
01,754,400+1,754,400054,63826.46%+54,638
UNITED STATES STL CORP NEW027,444+27,44401,3150.64%+1,315
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
0331,869+331,869013,9056.74%+13,905
ENTERGY CORP NEW(ETR)09,632+9,63209920.48%+992
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
053,945+53,94503,1481.52%+3,148
VANGUARD INDEX FDS065,090+65,090013,8196.69%+13,819
FIFTH THIRD BANCORP(FITB)10,03422,025+11,9912447580.37%+514
BANK AMERICA CORP068,745+68,74502,3241.13%+2,324
INVESCO VALUE MUN INCOME TR036,664+36,66404310.21%+431
CATERPILLAR INC(CAT)01,424+1,42404070.20%+407
AMPHENOL CORP NEW33,33233,33202,7553,1541.53%+400
EAST WEST BANCORP INC(EWBC)17,78418,203+4199101,2930.63%+383
DUKE ENERGY CORP NEW(DUK)18,10619,386+1,2801,5481,9090.92%+362
INVESCO QUALITY MUN INCOME T036,268+36,26803460.17%+346
UNITEDHEALTH GROUP INC(UNH)0594+59403240.16%+324
AMERICAN EXPRESS CO(AXP)6,7796,988+2099971,3080.63%+311
VANGUARD WORLD FDS
INF TECH ETF
07,379+7,37903,4101.65%+3,410
VERTEX PHARMACEUTICALS INC(VRTX)4,2364,333+971,5041,8030.87%+299
TRUIST FINL CORP(TFC)28,58128,58107801,0570.51%+277
ISHARES TR08,886+8,88601,7220.83%+1,722
US FOODS HLDG CORP(USFD)20,79522,610+1,8157881,0380.50%+251
BLACKROCK MUNIVEST FD II INC023,264+23,26402500.12%+250
ALLY FINL INC(ALLY)07,085+7,08502430.12%+243
JOHNSON & JOHNSON(JNJ)1,6543,078+1,4242594950.24%+235
RTX CORPORATION(RTX)02,750+2,75002350.11%+235
ISHARES TR02,868+2,86802180.11%+218
KLA CORP(KLAC)1,5721,715+1437259370.45%+212
VANGUARD INDEX FDS01,332+1,33202110.10%+211
GRAINGER W W INC(GWW)0250+25002040.10%+204
T-MOBILE US INC(TMUS)6,4336,663+2308841,0810.52%+197
BLACKSTONE INC(BX)9,5409,54009941,1720.57%+178
JPMORGAN CHASE & CO(JPM)6,1066,10608731,0470.51%+174
PACCAR INC(PCAR)12,30113,137+8361,0611,2320.60%+171
ABBVIE INC(ABBV)9,1379,400+2631,3471,5170.73%+170
RAYMOND JAMES FINL INC(RJF)14,19714,19701,3951,5640.76%+169
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
15,45415,404-501,3071,4750.71%+167
BANK OZK LITTLE ROCK ARK(OZK)13,39213,39204916520.32%+161
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
31,62131,534-871,2911,4500.70%+159
APPLE INC(AAPL)025,700+25,70004,6752.26%+4,675
FIRST TR EXCHANGE TRADED FD
WTR ETF
20,34919,729-6201,6581,8110.88%+154
MICROSOFT CORP(MSFT)2,9632,957-69461,0900.53%+144
COCA COLA CONS INC(COKE)50050003164580.22%+142
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
16,22516,22501,3571,4960.72%+139
MARTIN MARIETTA MATLS INC(MLM)2,0602,06008661,0010.48%+136
ISHARES TR21,24321,24301,5011,6320.79%+130
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
9,94111,464+1,5237198470.41%+128
INCYTE CORP(INCY)12,43012,816+3867318530.41%+122
ONEOK INC NEW(OKE)9,2659,665+4005796850.33%+106
BOEING CO(BA)1,6511,65103084040.20%+97
HONEYWELL INTL INC(HON)3,8823,88206997950.39%+96
INVESCO EXCH TRADED FD TR II43,32640,827-2,4991,6761,7640.85%+88
ISHARES TR781845+643674550.22%+88
ABBOTT LABS5,7785,77805566410.31%+85
LAM RESEARCH CORP(LRCX)80080005015850.28%+84
CROCS INC(CROX)07,721+7,72106930.34%+693
GENERAL ELECTRIC CO(GE)4,7414,74105155910.29%+76
ANALOG DEVICES INC(ADI)5,2255,22508999720.47%+73
GOLDMAN SACHS GROUP INC(GS)1,4391,357-824475200.25%+73
TEXTRON INC(TXT)11,30011,765+4658539250.45%+72
OVINTIV INC(OVV)17,23619,136+1,9007568260.40%+69
HOME DEPOT INC(HD)1,3761,37604014660.23%+65
QUANTA SVCS INC2,0002,00003364000.19%+64
FIRST TR EXCHANGE-TRADED FD4,7004,70006897440.36%+55
AMAZON COM INC(AMZN)4,6114,389-2225816350.31%+54
COCA COLA CO(KO)7,2027,20203774300.21%+53
DISNEY WALT CO(DIS)5,1705,17004174690.23%+52
SOUTHERN CO(SO)5,1145,283+1693303790.18%+49
VANGUARD ADMIRAL FDS INC3,9983,99803694160.20%+47
NUCOR CORP(NUE)2,8002,80004384820.23%+44
INTERNATIONAL BUSINESS MACHS(IBM)2,1142,131+172993430.17%+43
ROCKWELL AUTOMATION INC(ROK)2,3152,31506627050.34%+43
ISHARES TR6,3006,30003543930.19%+39
ISHARES TR1,5001,50003443820.18%+38
SONOCO PRODS CO(SON)9,8509,85005285610.27%+33
THE CIGNA GROUP(CI)1,5861,58604534860.24%+33
VANGUARD INDEX FDS1,3251,32502763080.15%+31
APPLIED MATLS INC3,0003,00004184480.22%+30
STEEL DYNAMICS INC(STLD)2,9502,95003163440.17%+28
SPDR SER TR
ST STR SP BIOT
3,4203,070-3502472750.13%+28
MERCK & CO INC(MRK)1,9781,97802052310.11%+27
VANGUARD INDEX FDS1,1281,12802072330.11%+25
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
10,55010,55001962210.11%+25
FIDUS INVT CORP104,24396,118-8,1251,8951,9180.93%+22
ABRDN PRECIOUS METALS BASKET2,6002,60002122320.11%+20
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
2,8152,81502132320.11%+19
LANDSTAR SYS INC(LSTR)1,3501,35002362500.12%+15
PEPSICO INC(PEP)1,3391,33902152300.11%+14
LOWES COS INC(LOW)1,0351,03502072190.11%+12
ENLINK MIDSTREAM LLC16,54516,54501952030.10%+9
PROCTER AND GAMBLE CO(PG)1,6581,65802392460.12%+7
FIRST HORIZON CORPORATION(FHN)34,60226,102-8,5003633650.18%+3
ALPHABET INC(GOOG)2,1002,10002842860.14%+3
QUALCOMM INC(QCOM)2,1351,735-4002342360.11%+2
CONSTELLATION BRANDS INC(STZ)1,7581,75804244260.21%+2
RENN FD INC10,00010,000018170.01%-0
OLD DOMINION FREIGHT LINE IN(ODFL)536537+12162090.10%-7
INVESCO DB MULTI-SECTOR COMM(DBB)15,40015,40002802720.13%-8
GENUINE PARTS CO(GPC)1,5671,56702242130.10%-10
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