Victor Davis
@Davis Investment Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$237.191MTotal holdings123
Assets growth rate-0.62%Assets growth rate (2-Q avg)-1.24%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Davis Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 123 positions.
Assets under management
The assets under management (AUM) of Davis Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 237.191M in assets, with a quarterly growth rate of -0.62% and a 2-quarter average growth rate of -1.24%. The portfolio is managed by Victor Davis, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BACBank America Corp
| 1.46% | $3.44M 76,261 shares@ $45.11 avg price | Increased 0.03% |
XOMExxon Mobil Corp
| 1.33% | $3.149M 29,560 shares@ $106.55 avg price | Increased 7.93% |
RDVYFirst Tr Exchange-traded Fd
| 1.16% | $2.749M 46,650 shares@ $58.93 avg price | |
QQQInvesco Qqq Tr
| 1.08% | $2.539M 5,006 shares@ $507.21 avg price | |
FCGFirst Tr Exchange-traded Fd
| 1.08% | $2.539M 97,803 shares@ $25.96 avg price | Decreased -0.64% |
AXPAmerican Express Co
| 0.97% | $2.289M 7,806 shares@ $293.29 avg price | Decreased -2.55% |
RJFRaymond James Finl Inc
| 0.93% | $2.189M 14,197 shares@ $154.21 avg price | |
DUKDuke Energy Corp New
| 0.84% | $1.986M 18,756 shares@ $105.87 avg price | Increased 0.07% |
IJKIshares Tr
| 0.8% | $1.875M 20,650 shares@ $90.78 avg price | |
USFDUs Foods Hldg Corp
| 0.8% | $1.874M 27,824 shares@ $67.35 avg price | Decreased -3.6% |