The Davenport Funds Insider Buying Fund Q1 2026 Commentary

Davenport Asset Management14 FollowersFollow5ShareSavePlay(8min)CommentsSummaryThe Davenport Insider Buying Fund gained 2.73% during the first quarter compared to a decline of 4.33% for the S&P 500 Index.Keysight posted a sizable beat-and-raise quarter, with several of its heretofore moribund markets beginning to show signs of improvement.Microsoft appears well positioned via its minority ownership stake in OpenAI, as well as its sizable market share in data centers/cloud computing.Abbott is a diversified healthcare company, serving end markets across medical devices, diagnostics, established pharmaceuticals, and nutrition.Activists see value beyond what the market currently ascribes and are likely to hold management’s feet to the fire in terms of delivering that value.

Aldi Irvan Darmansyah/iStock via Getty Images Q1 2026 Market Review The Davenport Insider Buying Fund (DBUYX) gained 2.73% during the first quarter compared to a decline of 4.33% for the S&P 500 ® Index. The market's proverbial "wall ofThis article was written byDavenport Asset Management14 FollowersFollowDavenport Asset Management is a boutique money manager founded in 1984 with over $12 billion in assets under management. Their competitive advantages come from our history, partnership, independence, experience, and process refined over the 160-year history of the firm. Note: This account is not managed or monitored by Davenport Asset Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Davenport Asset Management's official channels.