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DAVIS INVESTMENT PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertex Pharmaceuticals IncorporatedVRTX2.31K$1.15M
EOG Resources, Inc.EOG2.4K$311.27K
Aflac IncorporatedAFL2.4K$281.4K
Prudential Financial, Inc.PRU2.41K$260.19K
US Foods Holding Corp.USFD2.47K$252.35K
The Hershey CompanyHSY2.52K$443K
RTX CorporationRTX2.6K$493.3K
NVIDIA CorporationNVDA2.75K$549.55K
Alphabet Inc.GOOGL2.84K$1.01M
AerCap Holdings N.V.AER2.89K$420.72K
The Southern CompanySO2.92K$279.81K
IQVIA Holdings Inc.IQV2.93K$566.33K
Wells Fargo & CompanyWFC2.94K$242.71K
Netflix, Inc.NFLX3.05K$217.84K
Biogen Inc.BIIB3.18K$687.93K
Genuine Parts CompanyGPC3.57K$421.27K
Eastman Chemical CompanyEMN3.78K$253.36K
The Walt Disney CompanyDIS3.89K$374.41K
Paycom Software, Inc.PAYC3.92K$492.41K
Amazon.com, Inc.AMZN3.97K$946.69K