Stock Taper 
DAVIS INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 58.66K | $10.34M |
 Truist Financial Corporation | TFC | 43.37K | $2.16M |
 Tencent Music Entertainment Group | TME | 35.06K | $292.78K |
 Bank of America Corporation | BAC | 34.61K | $1.97M |
 Exxon Mobil Corporation | XOM | 32.12K | $4.39M |
 Comcast Corporation | CMCSA | 31.2K | $765.94K |
 Johnson & Johnson | JNJ | 29.1K | $7.39M |
 Apple Inc. | AAPL | 23.59K | $6.83M |
 Royal Bank of Canada | RY | 23.48K | $4.86M |
 Duke Energy Corporation | DUK | 18.95K | $2.4M |
 Pinterest, Inc. | PINS | 18K | $378.62K |
 First Horizon Corporation | FHN | 17.77K | $455.6K |
 Fifth Third Bancorp | FITB | 17.66K | $995.54K |
 Ready Capital Corporation Notes -15.12.29 | RCD | 17K | $952.18K |
 Huntington Bancshares Incorporated | HBAN | 16.35K | $289.87K |
 Enterprise Products Partners L.P. | EPD | 16.15K | $593.52K |
 Bristol-Myers Squibb Company | BMY | 15.38K | $886.26K |
 U.S. Bancorp | USB | 14.98K | $905.08K |
 Raymond James Financial, Inc. | RJF | 14.02K | $2.13M |
 Enbridge Inc. | ENB | 13.77K | $746.2K |