Stock Taper 
DAVIS INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Entergy Corporation | ETR | 5.99K | $688.43K |
 Ally Financial Inc. | ALLY | 6.05K | $278K |
 T. Rowe Price Group, Inc. | TROW | 6.29K | $715.34K |
 Arch Capital Group Ltd. | ACGL | 6.42K | $623.42K |
 Trimble Inc. | TRMB | 6.44K | $329.39K |
 Oracle Corporation | ORCL | 6.57K | $963.02K |
 Globus Medical, Inc. | GMED | 6.59K | $520.91K |
 Citigroup Inc. | C | 7.13K | $997.3K |
 United Parcel Service, Inc. | UPS | 7.16K | $769.92K |
 MetLife, Inc. | MET | 7.25K | $613.75K |
 Target Corporation | TGT | 7.68K | $1M |
 A. O. Smith Corporation | AOS | 8.38K | $525.72K |
 Sonoco Products Company | SON | 8.52K | $480.05K |
 Medtronic plc | MDT | 8.65K | $676.82K |
 CarMax, Inc. | KMX | 8.77K | $463.85K |
 PVH Corp. | PVH | 8.84K | $656.46K |
 Uber Technologies, Inc. | UBER | 9.04K | $651.97K |
 ONEOK, Inc. | OKE | 9.4K | $816.98K |
 BioMarin Pharmaceutical Inc. | BMRN | 9.56K | $546.85K |
 Blackstone Inc. | BX | 9.87K | $1.16M |