Davis Investment Partners, LLC Diversified Active

CIK: 0001963865 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $187,837 (100.0% shares, 0.0% debt)

Holdings (105)

RSPT INVESCO EXCHANGE TRADED FD T 27.8%
Value ($000) $52,191 Shares 1,871,891 Est. Cost $54.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 11.2%
Value ($000) $20,973 Shares 151,070 Est. Cost $152.52 Unrealized
VOT VANGUARD INDEX FDS 6.9%
Value ($000) $12,929 Shares 67,620 Est. Cost $198.85 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 6.8%
Value ($000) $12,720 Shares 338,017 Est. Cost $68.61 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 3.5%
Value ($000) $6,505 Shares 63,447 Est. Cost $99.01 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $4,520 Shares 25,843 Est. Cost $146.27 Unrealized +24.0%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $3,184 Shares 29,218 Est. Cost $96.68 Unrealized +4.5%
RDVY FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $3,143 Shares 69,900 Est. Cost $48.48 Unrealized
VGT VANGUARD WORLD FDS 1.7%
Value ($000) $3,108 Shares 7,474 Est. Cost $367.22 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $2,891 Shares 119,174 Est. Cost $24.74 Unrealized
APH AMPHENOL CORP NEW 1.5%
Value ($000) $2,755 Shares 33,332 Est. Cost $36.78 Unrealized +14.6%
RSPF INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,234 Shares 44,668 Est. Cost $61.88 Unrealized
FDUS FIDUS INVT CORP 1.0%
Value ($000) $1,895 Shares 104,243 Est. Cost $12.79 Unrealized +14.0%
BAC BANK AMERICA CORP 1.0%
Value ($000) $1,832 Shares 70,306 Est. Cost $31.71 Unrealized -12.3%
EQAL INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,676 Shares 43,326 Est. Cost $43.53 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,658 Shares 20,349 Est. Cost $84.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $1,548 Shares 18,106 Est. Cost $84.82 Unrealized -1.5%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value ($000) $1,504 Shares 4,236 Est. Cost $306.96 Unrealized +13.9%
IJK ISHARES TR 0.8%
Value ($000) $1,501 Shares 21,243 Est. Cost $74.01 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,456 Shares 8,500 Est. Cost $193.25 Unrealized
RJF RAYMOND JAMES FINL INC 0.7%
Value ($000) $1,395 Shares 14,197 Est. Cost $106.83 Unrealized -4.4%
CZA INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,357 Shares 16,225 Est. Cost $94.10 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,347 Shares 9,137 Est. Cost $137.22 Unrealized -1.4%
GRPM INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,307 Shares 15,454 Est. Cost $92.74 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,291 Shares 31,621 Est. Cost $59.17 Unrealized
EQT EQT CORP 0.6%
Value ($000) $1,084 Shares 26,379 Est. Cost $34.38 Unrealized +16.3%
PCAR PACCAR INC 0.6%
Value ($000) $1,061 Shares 12,301 Est. Cost $59.01 Unrealized +30.0%
CPRT COPART INC 0.6%
Value ($000) $1,036 Shares 23,516 Est. Cost $37.21 Unrealized +19.5%
FDX FEDEX CORP 0.5%
Value ($000) $1,032 Shares 3,983 Est. Cost $155.01 Unrealized +59.2%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $997 Shares 6,779 Est. Cost $156.36 Unrealized +1.6%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $996 Shares 13,523 Est. Cost $25.00 Unrealized +19.6%
BX BLACKSTONE INC 0.5%
Value ($000) $994 Shares 9,540 Est. Cost $78.64 Unrealized +23.9%
MSFT MICROSOFT CORP 0.5%
Value ($000) $946 Shares 2,963 Est. Cost $237.79 Unrealized +36.5%
EWBC EAST WEST BANCORP INC 0.5%
Value ($000) $910 Shares 17,784 Est. Cost $47.21 Unrealized +11.0%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $899 Shares 5,225 Est. Cost $147.75 Unrealized +19.8%
TMUS T-MOBILE US INC 0.5%
Value ($000) $884 Shares 6,433 Est. Cost $133.84 Unrealized 0.0%
BWA BORGWARNER INC 0.5%
Value ($000) $879 Shares 22,727 Est. Cost $33.46 Unrealized +22.5%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $873 Shares 6,106 Est. Cost $117.92 Unrealized +20.7%
MLM MARTIN MARIETTA MATLS INC 0.5%
Value ($000) $866 Shares 2,060 Est. Cost $337.57 Unrealized +29.2%
TXT TEXTRON INC 0.5%
Value ($000) $853 Shares 11,300 Est. Cost $74.34 Unrealized 0.0%
USFD US FOODS HLDG CORP 0.4%
Value ($000) $788 Shares 20,795 Est. Cost $33.18 Unrealized +24.9%
TFC TRUIST FINL CORP 0.4%
Value ($000) $780 Shares 28,581 Est. Cost $37.08 Unrealized -26.8%
OVV OVINTIV INC 0.4%
Value ($000) $756 Shares 17,236 Est. Cost $51.37 Unrealized -11.8%
INCY INCYTE CORP 0.4%
Value ($000) $731 Shares 12,430 Est. Cost $76.52 Unrealized -17.6%
ORCL ORACLE CORP 0.4%
Value ($000) $726 Shares 6,698 Est. Cost $73.97 Unrealized +52.5%
KLAC KLA CORP 0.4%
Value ($000) $725 Shares 1,572 Est. Cost $337.92 Unrealized +38.9%
RSPG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $719 Shares 9,941 Est. Cost $72.31 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $702 Shares 1,957 Est. Cost $313.26 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $699 Shares 3,882 Est. Cost $178.52 Unrealized -2.6%
FBT FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $689 Shares 4,700 Est. Cost $162.00 Unrealized
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $662 Shares 2,315 Est. Cost $237.86 Unrealized +24.7%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $641 Shares 23,467 Est. Cost $33.19 Unrealized -6.9%
CROX CROCS INC 0.3%
Value ($000) $616 Shares 7,313 Est. Cost $118.52 Unrealized -13.3%
AMZN AMAZON COM INC 0.3%
Value ($000) $581 Shares 4,611 Est. Cost $107.41 Unrealized +24.8%
OKE ONEOK INC NEW 0.3%
Value ($000) $579 Shares 9,265 Est. Cost $52.27 Unrealized +10.9%
ABT ABBOTT LABS 0.3%
Value ($000) $556 Shares 5,778 Est. Cost $97.62 Unrealized +2.9%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $547 Shares 20,303 Est. Cost $26.90 Unrealized
SON SONOCO PRODS CO 0.3%
Value ($000) $528 Shares 9,850 Est. Cost $53.02 Unrealized -3.4%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $515 Shares 4,741 Est. Cost $56.56 Unrealized +56.8%
LAM RESEARCH CORP 0.3%
Value ($000) $501 Shares 800 Est. Cost $510.29 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.3%
Value ($000) $491 Shares 13,392 Est. Cost $37.97 Unrealized -3.0%
ALK ALASKA AIR GROUP INC 0.2%
Value ($000) $457 Shares 12,799 Est. Cost $44.06 Unrealized +2.8%
CI THE CIGNA GROUP 0.2%
Value ($000) $453 Shares 1,586 Est. Cost $298.87 Unrealized -8.7%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $447 Shares 1,439 Est. Cost $321.80 Unrealized -2.0%
NUE NUCOR CORP 0.2%
Value ($000) $438 Shares 2,800 Est. Cost $129.61 Unrealized +23.1%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $424 Shares 1,758 Est. Cost $225.99 Unrealized +10.3%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $418 Shares 3,000 Est. Cost $93.28 Unrealized +50.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $417 Shares 5,170 Est. Cost $93.45 Unrealized -10.7%
HD HOME DEPOT INC 0.2%
Value ($000) $401 Shares 1,376 Est. Cost $281.19 Unrealized +7.7%
KO COCA COLA CO 0.2%
Value ($000) $377 Shares 7,202 Est. Cost $54.92 Unrealized +1.5%
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $369 Shares 3,998 Est. Cost $147.59 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $367 Shares 781 Est. Cost $432.61 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $365 Shares 1,397 Est. Cost $223.22 Unrealized +15.7%
FHN FIRST HORIZON CORPORATION 0.2%
Value ($000) $363 Shares 34,602 Est. Cost $21.40 Unrealized -47.0%
IMCG ISHARES TR 0.2%
Value ($000) $354 Shares 6,300 Est. Cost $59.56 Unrealized
IYT ISHARES TR 0.2%
Value ($000) $344 Shares 1,500 Est. Cost $236.50 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $336 Shares 2,000 Est. Cost $141.33 Unrealized +41.4%
SO SOUTHERN CO 0.2%
Value ($000) $330 Shares 5,114 Est. Cost $59.62 Unrealized +7.0%
COKE COCA COLA CONS INC 0.2%
Value ($000) $316 Shares 500 Est. Cost $45.89 Unrealized +40.2%
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $316 Shares 2,950 Est. Cost $91.75 Unrealized +9.4%
BA BOEING CO 0.2%
Value ($000) $308 Shares 1,651 Est. Cost $207.76 Unrealized +5.3%
IHI ISHARES TR 0.2%
Value ($000) $302 Shares 6,337 Est. Cost $57.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $299 Shares 2,114 Est. Cost $131.75 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $284 Shares 2,100 Est. Cost $128.39 Unrealized 0.0%
DBB INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $280 Shares 15,400 Est. Cost $20.50 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $276 Shares 1,325 Est. Cost $225.04 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $259 Shares 1,654 Est. Cost $157.06 Unrealized -2.4%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $258 Shares 15,700 Est. Cost $17.15 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $247 Shares 3,420 Est. Cost $85.56 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $244 Shares 10,034 Est. Cost $29.92 Unrealized -18.2%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $239 Shares 1,658 Est. Cost $130.25 Unrealized +10.6%
LSTR LANDSTAR SYS INC 0.1%
Value ($000) $236 Shares 1,350 Est. Cost $183.15 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $234 Shares 2,135 Est. Cost $108.85 Unrealized +1.1%
GPC GENUINE PARTS CO 0.1%
Value ($000) $224 Shares 1,567 Est. Cost $159.11 Unrealized -9.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $216 Shares 536 Est. Cost $159.48 Unrealized +25.1%
PEP PEPSICO INC 0.1%
Value ($000) $215 Shares 1,339 Est. Cost $160.89 Unrealized +3.9%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $213 Shares 2,815 Est. Cost $76.91 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $212 Shares 2,600 Est. Cost $86.34 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $210 Shares 2,383 Est. Cost $82.71 Unrealized +17.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $207 Shares 1,128 Est. Cost $206.11 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $207 Shares 1,035 Est. Cost $188.18 Unrealized +14.2%
MRK MERCK & CO INC 0.1%
Value ($000) $205 Shares 1,978 Est. Cost $104.47 Unrealized -4.4%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $196 Shares 10,550 Est. Cost $21.28 Unrealized
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $195 Shares 16,545 Est. Cost $12.67 Unrealized
RENN FD INC 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.79 Unrealized