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 |
---|---|---|---|
IWMIshares Tr
| 0.58% | $1.353M 6,232 shares@ $217.06 avg price | Increased 0.02% |
MSFTMicrosoft Corp
| 0.57% | $1.331M 3,170 shares@ $419.97 avg price | Increased 18.24% |
TFCTruist Finl Corp
| 0.57% | $1.33M 31,080 shares@ $42.79 avg price | Increased 0.11% |
FDNFirst Tr Exchange-traded Fd
| 0.54% | $1.268M 5,215 shares@ $243.07 avg price | Increased 23.55% |
FXDFirst Tr Exchange Traded Fd
| 0.48% | $1.132M 17,665 shares@ $64.1 avg price | Increased 26.01% |
FXRFirst Tr Exchange Traded Fd
| 0.47% | $1.097M 14,849 shares@ $73.88 avg price | Increased 26.11% |
ORCLOracle Corp
| 0.47% | $1.097M 7,098 shares@ $154.51 avg price | Increased 0.09% |
QTECFirst Tr Nasdaq 100 Tech Ind
| 0.46% | $1.075M 5,693 shares@ $188.84 avg price | Increased 27.14% |
LLYEli Lilly & Co
| 0.36% | $848,783 1,061 shares@ $799.99 avg price | Increased 23.81% |
SDVYFirst Tr Exchange-traded Fd
| 0.36% | $847,184 23,932 shares@ $35.4 avg price | Increased 9.24% |