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| Davis Investment Partners LLC
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| CRD # | 318783 |
| SEC # | 801-123320 |
| CIK # | 0001963865 |
| AUM | 390.0 M (2026-01-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 704-741-4200 |
| Address | 4521 Sharon Road Charlotte, NC 28211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amphenol Corp /DE/ | 7.4 | ||
| Johnson & Johnson | 7.0 | ||
| Apple Inc | 6.0 | ||
| Royal Bank of Canada | 3.8 | ||
| Microsoft Corp | 3.7 | ||
| Duke Energy Corp | 2.5 | ||
| AbbVie Inc | 2.2 | ||
| Raymond James Financial Inc | 2.0 | ||
| BB&T Corp | 2.0 | ||
| GE Vernova Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 32.6 |
| (b) Individuals (high net worth individuals) | 84 | 357.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 390.0 |
| By Discretionary | ||
| Discretionary | 448 | 380.9 |
| Non-Discretionary | 4 | 9.1 |
| Total | 452 | 390.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.0 | |
| Total | 452 | 390.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963865] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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