DAVENPORT CORE LEADERS FUND

DAVENPORT CORE LEADERS FUND is a registered fund series of Williamsburg Investment Trust (series S000001559). Net assets $1.2B as of 2026-03-31.

Profile

Advisers

Top holdings (40 reported)

Showing 15 of 40 holdings by value.

HoldingTickerValue% of fund
Amazon.com, Inc.$62.8M542.14%
NVIDIA Corp.$62.5M539.46%
First American Funds Inc.$56.0M483.31%
Microsoft Corp.$53.1M458.50%
Brookfield Corp.$52.6M453.76%
Apple Inc.$48.7M420.52%
Rockwell Automation, Inc.$36.1M311.45%
UnitedHealth Group Inc.$36.0M311.19%
Alphabet Inc.$33.9M292.77%
Analog Devices Inc.$31.8M274.33%
The TJX Companies Inc.$31.2M269.39%
MasterCard Incorporated$30.8M265.84%
Berkshire Hathaway Inc.$29.9M257.83%
Martin Marietta Materials Inc$29.3M253.16%
EOG Resources Inc.$29.1M250.93%

Net asset history

Report dateNet assets
2026-03-31$1.2B
2025-12-31$1.2B
2025-09-30$1.2B
2025-06-30$1.2B
2025-03-31$1.1B
2024-12-31$1.1B
2024-09-30$1.1B
2024-06-30$1.0B

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