Davis Investment Partners, LLC - Q42025 Holdings

Davis Investment Partners, LLC holds 152 stocks with a total portfolio value of $ 285.93M as of Q42025. In Q42025, Davis Investment Partners, LLC added 9 new positions, increased stakes in 49 stocks, reduced 63 holdings, and fully exited 13 positions. The largest holding is Invesco Exchange Traded Fd T (RSPT), representing 20.74% of the total portfolio.