DAVIS R M INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.42M | $264.71M |
 | APH | 1.38M | $185.89M |
 | AAPL | 1.13M | $306.71M |
 | GOOGL | 900K | $281.57M |
 | TSCO | 842K | $42.13M |
 | BAC | 788K | $43.35M |
 | NEE | 693K | $55.63M |
 | PANW | 692K | $127.46M |
 | TJX | 678K | $104.07M |
 | AMZN | 648K | $149.66M |
 | MRVL | 480K | $40.83M |
 | MSFT | 457K | $220.78M |
 | XOM | 448K | $53.86M |
 | WCN | 391K | $68.55M |
 | JPM | 368K | $118.61M |
 | COP | 356K | $33.33M |
 | RTX | 327K | $59.89M |
 | PSX | 324K | $41.79M |
 | PG | 321K | $45.97M |
 | PEP | 314K | $45.06M |
NVIDIA Corporation
NVDA
Shares Held
1.42M
Value
$264.71M
Amphenol Corporation
APH
Shares Held
1.38M
Value
$185.89M
Apple Inc.
AAPL
Shares Held
1.13M
Value
$306.71M
Alphabet Inc.
GOOGL
Shares Held
900K
Value
$281.57M
Tractor Supply Company
TSCO
Shares Held
842K
Value
$42.13M
Bank of America Corporation
BAC
Shares Held
788K
Value
$43.35M
NextEra Energy, Inc.
NEE
Shares Held
693K
Value
$55.63M
Palo Alto Networks, Inc.
PANW
Shares Held
692K
Value
$127.46M
The TJX Companies, Inc.
TJX
Shares Held
678K
Value
$104.07M
Amazon.com, Inc.
AMZN
Shares Held
648K
Value
$149.66M
Marvell Technology, Inc.
MRVL
Shares Held
480K
Value
$40.83M
Microsoft Corporation
MSFT
Shares Held
457K
Value
$220.78M
Exxon Mobil Corporation
XOM
Shares Held
448K
Value
$53.86M
Waste Connections, Inc.
WCN
Shares Held
391K
Value
$68.55M
JPMorgan Chase & Co.
JPM
Shares Held
368K
Value
$118.61M
ConocoPhillips
COP
Shares Held
356K
Value
$33.33M
RTX Corporation
RTX
Shares Held
327K
Value
$59.89M
Phillips 66
PSX
Shares Held
324K
Value
$41.79M
The Procter & Gamble Company
PG
Shares Held
321K
Value
$45.97M
PepsiCo, Inc.
PEP
Shares Held
314K
Value
$45.06M