Long-term investor

Davenport & Co. LLC @davenportcollc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000887777).

Record

  • Tracked since 2025-12-31 (257 days), 53 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.1%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMZN · 2.3% · long · since 2025-12-31
  • AAPL · 2.1% · long · since 2025-12-31
  • BN · 2.0% · long · since 2025-12-31
  • MKL · 2.0% · long · since 2025-12-31
  • NVDA · 2.0% · long · since 2025-12-31
  • MSFT · 1.9% · long · since 2025-12-31
  • SPY · 1.8% · long · since 2025-12-31
  • BRK-B · 1.7% · long · since 2025-12-31
  • GOOGL · 1.4% · long · since 2025-12-31
  • VOO · 1.3% · long · since 2025-12-31
  • VIG · 1.2% · long · since 2025-12-31
  • UNH · 1.1% · long · since 2025-12-31

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