Davis Investment Partners, LLC
Davis Investment Partners, LLC is a registered investment adviser headquartered in Charlotte, North Carolina. Founded in January 2022, the firm is owned by Davis IP HoldCo LLC and manages assets primarily for high net worth individuals, as well as other individual investors. As of the latest filings in 2025, Davis Investment Partners employs approximately 3-4 professionals. The firm operates in the United States and is regulated by the SEC.
Investment Strategy
Davis Investment Partners focuses on discretionary investment management for client accounts, emphasizing strategies tailored to high net worth individuals. The firm builds diversified portfolios using a mix of U.S. equity securities, ETFs, and index funds, with allocations across technology, financials, healthcare, and industrial sectors. The investment philosophy emphasizes long-term capital appreciation through disciplined research, strategic asset allocation, and ongoing risk management.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSPT | INVESCO EXCHANGE TRADED FD T | 20.86% | $61.1M | 1,358,996 | $31.60 | $44.58 | +$4.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | 10.77% | $31.6M | 166,007 | $145.07 | $189.70 | +$1.2M |
V VOT | VANGUARD INDEX FDS | 5.04% | $14.8M | 50,256 | $179.76 | $293.79 | +$478.9K |
A APH | AMPHENOL CORP NEW | 2.84% | $8.3M | 66,664 | $38.07 | $123.75 | +$1.8M |
J JAAA | JANUS DETROIT STR TR | 2.55% | $7.5M | 147,772 | $50.75 | $50.78 | +$624.5K |