DAVIS R M INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.44M | $268.95M |
 | APH | 1.41M | $174.08M |
 | AAPL | 1.13M | $288.62M |
 | GOOGL | 909K | $221.07M |
 | TSCO | 841K | $47.80M |
 | BAC | 718K | $37.06M |
 | MRVL | 703K | $59.07M |
 | NEE | 702K | $53.02M |
 | PANW | 698K | $142.20M |
 | TJX | 683K | $98.68M |
 | AMZN | 637K | $139.91M |
 | MSFT | 451K | $233.41M |
 | XOM | 449K | $50.65M |
 | WCN | 396K | $69.69M |
 | JPM | 368K | $115.95M |
 | COP | 367K | $34.74M |
 | PSX | 336K | $45.65M |
 | RTX | 332K | $55.59M |
 | PEP | 321K | $45.14M |
 | PG | 318K | $48.92M |
NVIDIA Corporation
NVDA
Shares Held
1.44M
Value
$268.95M
Amphenol Corporation
APH
Shares Held
1.41M
Value
$174.08M
Apple Inc.
AAPL
Shares Held
1.13M
Value
$288.62M
Alphabet Inc.
GOOGL
Shares Held
909K
Value
$221.07M
Tractor Supply Company
TSCO
Shares Held
841K
Value
$47.80M
Bank of America Corporation
BAC
Shares Held
718K
Value
$37.06M
Marvell Technology, Inc.
MRVL
Shares Held
703K
Value
$59.07M
NextEra Energy, Inc.
NEE
Shares Held
702K
Value
$53.02M
Palo Alto Networks, Inc.
PANW
Shares Held
698K
Value
$142.20M
The TJX Companies, Inc.
TJX
Shares Held
683K
Value
$98.68M
Amazon.com, Inc.
AMZN
Shares Held
637K
Value
$139.91M
Microsoft Corporation
MSFT
Shares Held
451K
Value
$233.41M
Exxon Mobil Corporation
XOM
Shares Held
449K
Value
$50.65M
Waste Connections, Inc.
WCN
Shares Held
396K
Value
$69.69M
JPMorgan Chase & Co.
JPM
Shares Held
368K
Value
$115.95M
ConocoPhillips
COP
Shares Held
367K
Value
$34.74M
Phillips 66
PSX
Shares Held
336K
Value
$45.65M
RTX Corporation
RTX
Shares Held
332K
Value
$55.59M
PepsiCo, Inc.
PEP
Shares Held
321K
Value
$45.14M
The Procter & Gamble Company
PG
Shares Held
318K
Value
$48.92M