DAVIS R M INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.44M | $250.97M |
 | APH | 1.36M | $171.71M |
 | AAPL | 1.15M | $292.20M |
 | GOOGL | 901K | $258.98M |
 | TSCO | 842K | $38.16M |
 | BAC | 826K | $40.28M |
 | PANW | 700K | $112.19M |
 | NEE | 697K | $64.72M |
 | AMZN | 675K | $140.68M |
 | TJX | 667K | $106.47M |
 | MSFT | 477K | $176.53M |
 | XOM | 448K | $76.00M |
 | WCN | 392K | $63.64M |
 | JPM | 373K | $109.78M |
 | COP | 354K | $46.73M |
 | PG | 329K | $47.58M |
 | RTX | 322K | $62.03M |
 | PSX | 319K | $58.05M |
 | DHR | 310K | $58.91M |
 | PEP | 308K | $47.79M |
NVIDIA Corporation
NVDA
Shares Held
1.44M
Value
$250.97M
Amphenol Corporation
APH
Shares Held
1.36M
Value
$171.71M
Apple Inc.
AAPL
Shares Held
1.15M
Value
$292.20M
Alphabet Inc.
GOOGL
Shares Held
901K
Value
$258.98M
Tractor Supply Company
TSCO
Shares Held
842K
Value
$38.16M
Bank of America Corporation
BAC
Shares Held
826K
Value
$40.28M
Palo Alto Networks, Inc.
PANW
Shares Held
700K
Value
$112.19M
NextEra Energy, Inc.
NEE
Shares Held
697K
Value
$64.72M
Amazon.com, Inc.
AMZN
Shares Held
675K
Value
$140.68M
The TJX Companies, Inc.
TJX
Shares Held
667K
Value
$106.47M
Microsoft Corporation
MSFT
Shares Held
477K
Value
$176.53M
Exxon Mobil Corporation
XOM
Shares Held
448K
Value
$76.00M
Waste Connections, Inc.
WCN
Shares Held
392K
Value
$63.64M
JPMorgan Chase & Co.
JPM
Shares Held
373K
Value
$109.78M
ConocoPhillips
COP
Shares Held
354K
Value
$46.73M
The Procter & Gamble Company
PG
Shares Held
329K
Value
$47.58M
RTX Corporation
RTX
Shares Held
322K
Value
$62.03M
Phillips 66
PSX
Shares Held
319K
Value
$58.05M
Danaher Corporation
DHR
Shares Held
310K
Value
$58.91M
PepsiCo, Inc.
PEP
Shares Held
308K
Value
$47.79M