Stock Taper 
DAVIS INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Home Depot, Inc. | HD | 1.4K | $495.16K |
 Morgan Stanley | MS | 1.42K | $297.38K |
 QUALCOMM Incorporated | QCOM | 1.44K | $265.17K |
 Johnson Controls International plc | JCI | 1.44K | $210.54K |
 Chevron Corporation | CVX | 1.47K | $244.09K |
 Rockwell Automation, Inc. | ROK | 1.69K | $834.21K |
 The Hartford Insurance Group, Inc. | HIG | 1.7K | $225.28K |
 American Express Company | AXP | 1.75K | $590.43K |
 Caterpillar Inc. | CAT | 1.77K | $1.89M |
 Intel Corp. | INTC | 1.8K | $251.33K |
 AstraZeneca PLC | AZN | 1.81K | $342.45K |
 Honeywell International Inc. | HON | 1.82K | $408.28K |
 International Business Machines Corporation | IBM | 1.86K | $524.32K |
 Nova Ltd. | NVMI | 2K | $1.09M |
 Quanta Services, Inc. | PWR | 2K | $1.44M |
 GE Vernova Inc. | GEV | 2K | $2.35M |
 Nucor Corporation | NUE | 2.07K | $460.37K |
 Salesforce, Inc. | CRM | 2.12K | $331.96K |
 The PNC Financial Services Group, Inc. | PNC | 2.25K | $553.49K |
 First Solar, Inc. | FSLR | 2.26K | $532.8K |