Holdings
Davis Investment Partners, LLC
As of Jun 30, 2026, Davis Investment Partners, LLC reported 118 positions worth US$119M. Largest: Amphenol Corporation, Johnson & Johnson and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 58,664 | US$10.3M | no change | Jun 30, 2026 |
| Johnson & Johnson | 29,096 | US$7.39M | +281 | Jun 30, 2026 |
| Apple Inc | 23,589 | US$6.83M | +62 | Jun 30, 2026 |
| Royal Bank Of Canada | 23,475 | US$4.86M | −50 | Jun 30, 2026 |
| Exxon Mobil Corporation | 32,117 | US$4.39M | +405 | Jun 30, 2026 |
| Microsoft Corp. | 10,118 | US$3.77M | +17 | Jun 30, 2026 |
| Abbvie Inc. | 10,900 | US$2.74M | +679 | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 18,953 | US$2.4M | −114 | Jun 30, 2026 |
| Ge Vernova Inc. | 2,002 | US$2.35M | no change | Jun 30, 2026 |
| Truist Financial Corporation | 43,368 | US$2.16M | −92 | Jun 30, 2026 |