Davis Investment Partners, LLC Diversified Active

Location: Charlotte, NC

CIK: 0001963865 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 18, 2024

Total Value: $243M (100.0% shares, 0.0% debt)

Holdings (116)

RSPT INVESCO EXCHANGE TRADED FD T 25.3%
Value $61.62M Shares 1,624,007 Est. Cost $54.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 11.1%
Value $27.11M Shares 160,952 Est. Cost $153.31 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 6.0%
Value $14.61M Shares 314,127 Est. Cost $68.61 Unrealized
VOT VANGUARD INDEX FDS 5.6%
Value $13.73M Shares 58,348 Est. Cost $198.85 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 2.3%
Value $5.552M Shares 43,990 Est. Cost $99.59 Unrealized
AAPL APPLE INC 2.2%
Value $5.259M Shares 22,813 Est. Cost $146.27 Unrealized +26.6%
RSPG INVESCO EXCHANGE TRADED FD T 2.0%
Value $4.87M Shares 60,524 Est. Cost $80.42 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 2.0%
Value $4.848M Shares 76,393 Est. Cost $61.64 Unrealized
APH AMPHENOL CORP NEW 1.9%
Value $4.657M Shares 66,664 Est. Cost $49.50 Unrealized +25.7%
VGT VANGUARD WORLD FD 1.8%
Value $4.433M Shares 7,379 Est. Cost $367.22 Unrealized
BAC BANK AMERICA CORP 1.4%
Value $3.341M Shares 80,333 Est. Cost $32.46 Unrealized +13.5%
XOM EXXON MOBIL CORP 1.3%
Value $3.077M Shares 27,161 Est. Cost $96.73 Unrealized +13.8%
FCG FIRST TR EXCHANGE-TRADED FD 1.1%
Value $2.794M Shares 104,056 Est. Cost $24.74 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value $2.732M Shares 5,521 Est. Cost $375.92 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value $2.693M Shares 47,800 Est. Cost $48.48 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value $2.401M Shares 4,912 Est. Cost $323.04 Unrealized +34.4%
DUK DUKE ENERGY CORP NEW 0.8%
Value $1.974M Shares 18,731 Est. Cost $84.76 Unrealized +11.2%
AXP AMERICAN EXPRESS CO 0.8%
Value $1.902M Shares 7,969 Est. Cost $165.65 Unrealized +37.2%
FIW FIRST TR EXCHANGE-TRADED FD 0.8%
Value $1.897M Shares 18,426 Est. Cost $84.31 Unrealized
IJK ISHARES TR 0.8%
Value $1.876M Shares 20,650 Est. Cost $74.01 Unrealized
FHN FIRST HORIZON CORPORATION 0.7%
Value $1.816M Shares 109,599 Est. Cost $16.02 Unrealized -10.5%
FDUS FIDUS INVT CORP 0.7%
Value $1.793M Shares 90,763 Est. Cost $12.79 Unrealized +28.4%
GRPM INVESCO EXCHANGE TRADED FD T 0.7%
Value $1.79M Shares 15,018 Est. Cost $92.74 Unrealized
FSLR FIRST SOLAR INC 0.7%
Value $1.785M Shares 7,652 Est. Cost $166.79 Unrealized +30.7%
EQAL INVESCO EXCH TRADED FD TR II 0.7%
Value $1.723M Shares 37,530 Est. Cost $43.53 Unrealized
RJF RAYMOND JAMES FINL INC 0.7%
Value $1.719M Shares 14,197 Est. Cost $106.83 Unrealized +12.8%
ABBV ABBVIE INC 0.7%
Value $1.601M Shares 9,400 Est. Cost $137.18 Unrealized +14.5%
AMZN AMAZON COM INC 0.6%
Value $1.528M Shares 7,856 Est. Cost $140.68 Unrealized +30.6%
USFD US FOODS HLDG CORP 0.6%
Value $1.501M Shares 28,671 Est. Cost $37.66 Unrealized +39.7%
CZA INVESCO EXCHANGE TRADED FD T 0.6%
Value $1.493M Shares 14,925 Est. Cost $94.10 Unrealized
TMUS T-MOBILE US INC 0.6%
Value $1.467M Shares 8,172 Est. Cost $139.68 Unrealized +17.1%
RSPD INVESCO EXCHANGE TRADED FD T 0.6%
Value $1.356M Shares 27,595 Est. Cost $59.17 Unrealized
IWM ISHARES TR 0.5%
Value $1.338M Shares 6,279 Est. Cost $193.28 Unrealized
CROX CROCS INC 0.5%
Value $1.336M Shares 9,596 Est. Cost $121.60 Unrealized +15.4%
MSFT MICROSOFT CORP 0.5%
Value $1.307M Shares 2,881 Est. Cost $237.79 Unrealized +75.5%
TXT TEXTRON INC 0.5%
Value $1.306M Shares 14,710 Est. Cost $77.39 Unrealized +14.8%
ON ON SEMICONDUCTOR CORP 0.5%
Value $1.304M Shares 16,970 Est. Cost $75.27 Unrealized -6.8%
ETR ENTERGY CORP NEW 0.5%
Value $1.289M Shares 11,807 Est. Cost $46.50 Unrealized +10.4%
PNC PNC FINL SVCS GROUP INC 0.5%
Value $1.283M Shares 7,609 Est. Cost $142.56 Unrealized +2.8%
JPM JPMORGAN CHASE & CO. 0.5%
Value $1.262M Shares 6,158 Est. Cost $118.65 Unrealized +59.4%
EBAY EBAY INC. 0.5%
Value $1.262M Shares 23,295 Est. Cost $45.69 Unrealized +11.0%
TFC TRUIST FINL CORP 0.5%
Value $1.256M Shares 31,008 Est. Cost $36.73 Unrealized -4.9%
ADI ANALOG DEVICES INC 0.5%
Value $1.246M Shares 5,225 Est. Cost $147.75 Unrealized +40.5%
BX BLACKSTONE INC 0.5%
Value $1.234M Shares 9,540 Est. Cost $78.64 Unrealized +49.8%
OVV OVINTIV INC 0.5%
Value $1.14M Shares 23,624 Est. Cost $50.63 Unrealized -0.6%
EQT EQT CORP 0.5%
Value $1.138M Shares 30,591 Est. Cost $35.20 Unrealized +8.8%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.5%
Value $1.134M Shares 75,810 Est. Cost $14.58 Unrealized +7.1%
DVN DEVON ENERGY CORP NEW 0.5%
Value $1.13M Shares 24,319 Est. Cost $43.19 Unrealized +9.4%
INCY INCYTE CORP 0.5%
Value $1.129M Shares 17,737 Est. Cost $69.59 Unrealized -18.6%
BWA BORGWARNER INC 0.4%
Value $1.043M Shares 31,496 Est. Cost $33.62 Unrealized +0.6%
SDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value $1.041M Shares 30,173 Est. Cost $33.81 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.4%
Value $1.018M Shares 1,835 Est. Cost $337.57 Unrealized +70.5%
OKE ONEOK INC NEW 0.4%
Value $1.012M Shares 11,953 Est. Cost $56.33 Unrealized +31.2%
ORCL ORACLE CORP 0.4%
Value $974K Shares 6,725 Est. Cost $73.97 Unrealized +65.3%
PAYC PAYCOM SOFTWARE INC 0.4%
Value $940K Shares 6,333 Est. Cost $183.03 Unrealized -7.5%
LLY ELI LILLY & CO 0.4%
Value $857K Shares 904 Est. Cost $709.34 Unrealized +11.5%
LAM RESEARCH CORP 0.4%
Value $856K Shares 800 Est. Cost $519.14 Unrealized
HON HONEYWELL INTL INC 0.3%
Value $835K Shares 3,882 Est. Cost $178.52 Unrealized +3.0%
FITB FIFTH THIRD BANCORP 0.3%
Value $774K Shares 20,107 Est. Cost $27.54 Unrealized +24.6%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value $754K Shares 4,700 Est. Cost $162.00 Unrealized
GE GE AEROSPACE 0.3%
Value $754K Shares 4,741 Est. Cost $56.56 Unrealized +179.3%
AMAT APPLIED MATLS INC 0.3%
Value $743K Shares 3,052 Est. Cost $95.54 Unrealized +121.3%
ROK ROCKWELL AUTOMATION INC 0.3%
Value $656K Shares 2,315 Est. Cost $237.86 Unrealized +10.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value $612K Shares 1,276 Est. Cost $329.62 Unrealized +28.5%
ABT ABBOTT LABS 0.2%
Value $602K Shares 5,778 Est. Cost $97.62 Unrealized +5.5%
SOXX ISHARES TR 0.2%
Value $581K Shares 2,237 Est. Cost $279.56 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value $574K Shares 13,392 Est. Cost $37.97 Unrealized +7.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $545K Shares 18,540 Est. Cost $26.90 Unrealized
COKE COCA COLA CONS INC 0.2%
Value $541K Shares 500 Est. Cost $45.89 Unrealized +99.3%
PWR QUANTA SVCS INC 0.2%
Value $538K Shares 2,000 Est. Cost $141.33 Unrealized +87.1%
CI THE CIGNA GROUP 0.2%
Value $531K Shares 1,586 Est. Cost $298.87 Unrealized +11.8%
DIS DISNEY WALT CO 0.2%
Value $502K Shares 5,170 Est. Cost $93.45 Unrealized +12.9%
SON SONOCO PRODS CO 0.2%
Value $501K Shares 9,850 Est. Cost $53.02 Unrealized +1.3%
NUE NUCOR CORP 0.2%
Value $499K Shares 3,100 Est. Cost $136.92 Unrealized +23.4%
HD HOME DEPOT INC 0.2%
Value $495K Shares 1,376 Est. Cost $281.19 Unrealized +16.5%
CAT CATERPILLAR INC 0.2%
Value $488K Shares 1,455 Est. Cost $252.46 Unrealized +34.2%
INVESCO VALUE MUN INCOME TR 0.2%
Value $476K Shares 37,665 Est. Cost $11.76 Unrealized
KO COCA COLA CO 0.2%
Value $459K Shares 7,202 Est. Cost $54.92 Unrealized +7.2%
STZ CONSTELLATION BRANDS INC 0.2%
Value $457K Shares 1,758 Est. Cost $225.99 Unrealized +9.9%
JNJ JOHNSON & JOHNSON 0.2%
Value $456K Shares 3,046 Est. Cost $150.83 Unrealized -6.2%
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value $451K Shares 3,948 Est. Cost $147.59 Unrealized
IMCG ISHARES TR 0.2%
Value $437K Shares 6,300 Est. Cost $59.56 Unrealized
SO SOUTHERN CO 0.2%
Value $423K Shares 5,286 Est. Cost $59.75 Unrealized +20.1%
IYT ISHARES TR 0.2%
Value $394K Shares 6,000 Est. Cost $109.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $394K Shares 2,160 Est. Cost $131.75 Unrealized +25.9%
STLD STEEL DYNAMICS INC 0.2%
Value $381K Shares 2,950 Est. Cost $91.75 Unrealized +41.8%
INVESCO QUALITY MUN INCOME T 0.2%
Value $381K Shares 37,259 Est. Cost $9.54 Unrealized
QCOM QUALCOMM INC 0.1%
Value $351K Shares 1,736 Est. Cost $108.85 Unrealized +67.5%
VBK VANGUARD INDEX FDS 0.1%
Value $342K Shares 1,325 Est. Cost $225.04 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $320K Shares 1,397 Est. Cost $223.22 Unrealized +2.1%
DBB INVESCO DB MULTI-SECTOR COMM 0.1%
Value $312K Shares 15,400 Est. Cost $20.50 Unrealized
ALLY ALLY FINL INC 0.1%
Value $304K Shares 7,085 Est. Cost $25.93 Unrealized +42.1%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $299K Shares 806 Est. Cost $332.59 Unrealized 0.0%
ENLINK MIDSTREAM LLC 0.1%
Value $280K Shares 20,124 Est. Cost $12.87 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value $278K Shares 2,600 Est. Cost $86.34 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $267K Shares 1,604 Est. Cost $130.25 Unrealized +20.7%
XMVTX BLACKROCK MUNIVEST FD II INC 0.1%
Value $266K Shares 23,930 Est. Cost $10.75 Unrealized
RTX RTX CORPORATION 0.1%
Value $263K Shares 2,600 Est. Cost $75.63 Unrealized +32.4%
MRK MERCK & CO INC 0.1%
Value $257K Shares 2,014 Est. Cost $105.81 Unrealized +15.0%
VB VANGUARD INDEX FDS 0.1%
Value $255K Shares 1,128 Est. Cost $206.11 Unrealized
XBI SPDR SER TR 0.1%
Value $252K Shares 2,545 Est. Cost $85.56 Unrealized
LSTR LANDSTAR SYS INC 0.1%
Value $244K Shares 1,350 Est. Cost $183.15 Unrealized
LOW LOWES COS INC 0.1%
Value $242K Shares 1,035 Est. Cost $188.18 Unrealized +17.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $238K Shares 535 Est. Cost $398.28 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value $237K Shares 2,868 Est. Cost $75.91 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $233K Shares 1,332 Est. Cost $158.50 Unrealized
GWW GRAINGER W W INC 0.1%
Value $230K Shares 250 Est. Cost $756.34 Unrealized +22.7%
WMB WILLIAMS COS INC 0.1%
Value $228K Shares 5,314 Est. Cost $32.99 Unrealized +14.3%
PEP PEPSICO INC 0.1%
Value $223K Shares 1,339 Est. Cost $160.89 Unrealized +0.9%
AFL AFLAC INC 0.1%
Value $222K Shares 2,400 Est. Cost $83.08 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value $217K Shares 1,567 Est. Cost $159.11 Unrealized -11.0%
GLW CORNING INC 0.1%
Value $216K Shares 4,740 Est. Cost $33.68 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value $213K Shares 1,183 Est. Cost $158.10 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value $210K Shares 942 Est. Cost $223.11 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value $205K Shares 1,077 Est. Cost $182.80 Unrealized +2.1%
RENN FD INC 0.0%
Value $17,450 Shares 10,000 Est. Cost $1.79 Unrealized