Stock Taper 
DAVIS INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W.W. Grainger, Inc. | GWW | 250 | $340.1K |
 Micron Technology, Inc. | MU | 297 | $342.82K |
 Applied Materials, Inc. | AMAT | 304 | $219.85K |
 Meta Platforms, Inc. | META | 430 | $242.39K |
 Tesla, Inc. | TSLA | 719 | $302.41K |
 Martin Marietta Materials, Inc. | MLM | 835 | $481.67K |
 Lockheed Martin Corporation | LMT | 902 | $459.69K |
 The Goldman Sachs Group, Inc. | GS | 945 | $955.79K |
 CME Group Inc. | CME | 953 | $210.5K |
 Lowe's Companies, Inc. | LOW | 956 | $210.81K |
 Marathon Petroleum Corporation | MPC | 1.03K | $262.32K |
 Dover Corporation | DOV | 1.08K | $242.22K |
 Broadcom Inc. | AVGO | 1.08K | $408.7K |
 Old Dominion Freight Line, Inc. | ODFL | 1.09K | $236.22K |
 Linde plc | LIN | 1.15K | $596.78K |
 M&T Bank Corporation | MTB | 1.23K | $292.4K |
 Eli Lilly and Company | LLY | 1.24K | $1.49M |
 Berkshire Hathaway Inc. | BRK-B | 1.34K | $671.52K |
 Cigna Corporation | CI | 1.39K | $383.75K |
 Snap-on Incorporated | SNA | 1.4K | $563.42K |