Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DAVIS R M INC (CIK 891287) reported $5.63B across 272 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($318.9M, 5.66%), AAPL ($292.2M, 5.19%), GOOGL ($259.0M, 4.60%), NVDA ($251.0M, 4.45%), IJH ($247.2M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $318.9M | 5.66% | 489,080 | Added |
| 2 | AAPL | APPLE INC | $292.2M | 5.19% | 1.2M | Added |
| 3 | GOOGL | ALPHABET INC | $259.0M | 4.60% | 900,626 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $251.0M | 4.45% | 1.4M | Added |
| 5 | IJH | ISHARES TR | $247.2M | 4.39% | 3.7M | Added |
| 6 | MSFT | MICROSOFT CORP | $176.5M | 3.13% | 476,890 | Added |
| 7 | APH | AMPHENOL CORP | $171.7M | 3.05% | 1.4M | Trimmed |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $166.0M | 2.95% | 2.6M | Added |
| 9 | VB | VANGUARD INDEX FDS | $159.1M | 2.82% | 607,527 | Added |
| 10 | AMZN | AMAZON COM INC | $140.7M | 2.50% | 675,465 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.5M | 2.19% | 257,674 | Trimmed |
| 12 | PANW | PALO ALTO NETWORKS INC | $112.2M | 1.99% | 699,810 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $109.8M | 1.95% | 373,195 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $108.8M | 1.93% | 109,233 | Added |
| 15 | TJX | TJX COS INC NEW | $106.5M | 1.89% | 666,676 | Trimmed |
| 16 | V | VISA INC | $90.4M | 1.61% | 299,217 | Added |
| 17 | CB | CHUBB LTD SWITZ | $80.6M | 1.43% | 246,632 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $76.0M | 1.35% | 447,968 | Added |
| 19 | META | META PLATFORMS INC | $74.1M | 1.32% | 129,575 | Added |
| 20 | LIN | LINDE PLC | $73.6M | 1.31% | 148,509 | Added |
| 21 | ASML | ASML HLDG NV | $67.5M | 1.20% | 51,127 | Added |
| 22 | ETN | EATON CORP PLC | $65.7M | 1.17% | 183,775 | Trimmed |
| 23 | AME | AMETEK INC | $65.8M | 1.17% | 307,111 | Trimmed |
| 24 | NEE | NEXTERA ENERGY INC | $64.7M | 1.15% | 696,817 | Added |
| 25 | WCN | WASTE CONNECTIONS INC | $63.6M | 1.13% | 391,757 | Added |
Source: SEC Form 13F filings · as of 2026-03-31