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Series Portfolios Tr shares owned by Davis Investment Partners

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Davis Investment Partners from 13F filings

Historical chart of Davis Investment Partners investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Davis Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Davis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $341k 7.8k 43.73

More positions owned by Davis Investment Partners

Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Amphenol Corp Cl A (APH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Johnson & Johnson (JNJ)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)

View all positions for Davis Investment Partners

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Napa Wealth Management
Stephens
SHP Wealth Management
TD Waterhouse Canada
Worth Asset Management
West Michigan Advisors
Davis Investment Partners
SeaCrest Wealth Management
Accel Wealth Management
Sound View Wealth Advisors Group
IFP Advisors
Global Retirement Partners

View all funds holding Series Portfolios Tr