Davis Investment Partners, LLC Q4 2025 Filing
Filed January 6, 2026
Portfolio Value
$285.9B
Holdings
152
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (152 positions)
| Stock | Value |
|---|---|
RTXRTX CORPORATION | $486K |
HDHOME DEPOT INC | $485K |
BMRNBIOMARIN PHARMACEUTICAL INC | $477K |
HSYHERSHEY CO | $471K |
BACVERIZON COMMUNICATIONS INC | $461K |
PAYCPAYCOM SOFTWARE INC | $455K |
IYTISHARES TR | $451K |
DISDISNEY WALT CO | $449K |
EMNEASTMAN CHEM CO | $443K |
LULULULULEMON ATHLETICA INC | $435K |
GLWCORNING INC | $434K |
FT2FIRST HORIZON CORPORATION | $428K |
VBKVANGUARD INDEX FDS | $407K |
TSLATESLA INC | $406K |
IQIINVESCO QUALITY MUN INCOME T | $405K |
SONSONOCO PRODS CO | $401K |
KOCOCA COLA CO | $397K |
CITHE CIGNA GROUP | $388K |
IMCGISHARES TR | $387K |
CSCOCISCO SYS INC | $379K |
WMBWILLIAMS COS INC | $377K |
KMXCARMAX INC | $354K |
NUENUCOR CORP | $349K |
SPYSPDR S&P 500 ETF TR | $347K |
NVDANVIDIA CORPORATION | $345K |
ADPVSERIES PORTFOLIOS TR | $341K |
CMECME GROUP INC | $340K |
DWDMORGAN STANLEY | $319K |
VBVANGUARD INDEX FDS | $299K |
CADECADENCE BANK | $285K |
VXFVANGUARD INDEX FDS | $282K |
MVTBLACKROCK MUNIVEST FD II INC | $280K |
WFCWELLS FARGO CO NEW | $279K |
IWRISHARES TR | $276K |
ALLYALLY FINL INC | $276K |
AMATAPPLIED MATLS INC | $275K |
SOXXISHARES TR | $265K |
AFLAFLAC INC | $264K |
SOSOUTHERN CO | $254K |
GWWWW GRAINGER INC | $250K |
VIOGVANGUARD ADMIRAL FDS INC | $249K |
CRWDCROWDSTRIKE HLDGS INC | $248K |
QCOMQUALCOMM INC | $248K |
LOWLOWES COS INC | $235K |
HIGHARTFORD INSURANCE GROUP INC | $233K |
CVXCHEVRON CORP NEW | $226K |
TAT&T INC | $224K |
METAMETA PLATFORMS INC | $222K |
MTBM & T BK CORP | $214K |
IWOISHARES TR | $212K |
NFLXNETFLIX INC | $212K |
DOVDOVER CORP | $211K |
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