Davis Investment Partners, LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$283.1M
Holdings
174
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RSPT
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
20.0%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
10.2%
03
$RSPN
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
5.5%
04
$VOT
VANGUARD INDEX FDS
Held since at least Q1 2024
4.1%
05
$APH
AMPHENOL CORP
Q1 2026: New position (34.2k shares)
2.6%
06
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.5%
07
$AAPL
APPLE INC
Q1 2026: New position (159.6k shares)
2.1%
08
$XOM
EXXON MOBIL CORP
Q1 2026: New position (182.3k shares)
1.9%
09
$VGT
VANGUARD WORLD FD
Held since at least Q1 2024
1.7%
10
$RSPF
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.