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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DAVIS R M INC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000891287-23-000002

Total Value
$3.7M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL1,166,829$151,6064.09%
2SPDR S&P 500 ETFSPY291,641$111,5323.01%
3iShares Core S&P M/C ETF464287507415,475$100,4992.71%
4Microsoft CorpMSFT393,467$94,3612.54%
5Danaher Corp235851102353,319$93,7782.53%
6Berkshire Hathaway Inc-BBRK-A271,355$83,8222.26%
7Alphabet Inc-AGOOG932,262$82,2532.22%
8Thermo Fisher Scientific IncTMO144,639$79,6512.15%
9Microchip Technology IncMCHPP1,019,555$71,6241.93%
10Amphenol Corp032095101841,287$64,0561.73%
11Palo Alto Networks IncPANW457,031$63,7741.72%
12Intuit IncINTU161,298$62,7811.69%
13American Tower Corp03027X100291,774$61,8151.67%
14TJX Companies Inc872540109776,340$61,7971.67%
15NextEra Energy IncNEE-PW737,055$61,6181.66%
16Vanguard S/C ETF922908751329,558$60,4871.63%
17Chubb LtdCB272,755$60,1701.62%
18Mettler-Toledo Intl IncMTD41,488$59,9691.62%
19Visa Inc-AV284,681$59,1451.59%
20Linde PlcLIN181,088$59,0671.59%
21Waste Connections IncWCN441,366$58,5081.58%
22Pepsico IncPEP308,086$55,6591.50%
23American Water Works Co Inc030420103357,274$54,4561.47%
24AMETEK IncAME377,269$52,7121.42%
25JP Morgan Chase & CoVYLD380,386$51,0101.37%
26Johnson & JohnsonJNJ288,013$50,8781.37%
27Costco Wholesale Corp22160K105108,209$49,3971.33%
28Roper Technologies IncROP113,364$48,9831.32%
29Qualcomm IncQCOM412,906$45,3951.22%
30Unitedhealth Group IncUNH85,042$45,0881.22%
31Amazon.com IncAMZN525,281$44,1241.19%
32ConocoPhillipsCOP370,600$43,7311.18%
33Home Depot IncHD136,679$43,1711.16%
34Phillips 66PSX390,268$40,6191.09%
35Idexx Labs Corp45168D10498,933$40,3611.09%
36Aon PLCAON134,265$40,2981.09%
37iShares Russell 3000 ETF464287689178,039$39,2901.06%
38Vanguard FTSE DM ETF921943858910,800$38,2261.03%
39Raytheon Technologies CorpRTX370,208$37,3611.01%
40Exxon Mobil CorpXOM336,098$37,0721.00%
41Merck & Co IncMRK315,792$35,0370.94%
42Accenture PlcACN130,540$34,8330.94%
43Tractor Supply CoTSCO151,403$34,0610.92%
44Eaton Corp PLCETN211,409$33,1810.89%
45Hershey CoHSY135,411$31,3570.85%
46Vanguard FTSE All-World Ex-US 922042775622,595$31,2170.84%
47Northrop Grumman CorpNOC54,492$29,7320.80%
48Union Pacific CorpUNP139,039$28,7910.78%
49Walt Disney Co254687106329,037$28,5870.77%
50Procter & Gamble Co742718109181,195$27,4620.74%
51US BancorpUSB-PS628,346$27,4020.74%
52Sherwin-Williams CoSHW109,138$25,9020.70%
53Stryker CorpSYK104,927$25,6540.69%
54iShares 1-5 Year IG Corporate 464288646512,716$25,5440.69%
55Constellation Brands Inc-ASTZ108,333$25,1060.68%
56Ecolab IncECL166,006$24,1640.65%
57Akamai Technologies IncAKAM262,142$22,0990.60%
58Borgwarner IncBWA547,195$22,0250.59%
59Activision Blizzard Inc00507V109284,861$21,8060.59%
60Rockwell Automation CorpROK83,202$21,4300.58%
61Medtronic PlcMDT273,875$21,2860.57%
62CME Group IncCME123,815$20,8210.56%
63Equinix IncEQIX29,743$19,4820.53%
64ASML Holding NVASMLF35,262$19,2670.52%
65Invesco BulletShares 2023 CorpIVZ890,262$18,6780.50%
66Nvidia CorpNVDA127,029$18,5640.50%
67Bank of America Corp060505104542,087$17,9540.48%
68Invesco BulletShares 2024 CorpIVZ871,778$17,8580.48%
69Ansys Inc03662Q10571,634$17,3060.47%
70Nordson CorpNDSN72,227$17,1700.46%
71Oshkosh CorpOSK193,711$17,0830.46%
72Vanguard FTSE EM ETF922042858431,440$16,8180.45%
73Pfizer IncPFE323,048$16,5530.45%
74iShares Russell 1000 ETF46428762276,756$16,1590.44%
75Northern Trust CorpNTRSO175,627$15,5410.42%
76T Rowe Price Group IncTROW142,311$15,5200.42%
77McCormick & Co IncMKC-V184,464$15,2900.41%
78Alphabet Inc-CGOOG172,253$15,2840.41%
79Deere & CoDE33,439$14,3370.39%
80Invesco BulletShares 2025 CorpIVZ702,218$14,1430.38%
81Toll Brothers IncTOL282,282$14,0920.38%
82Polaris IncPII134,592$13,5940.37%
83Cognizant Tech Solutions CorpCTSH227,760$13,0260.35%
84Nike IncNKE107,551$12,5850.34%
85Globe Life IncGL-PD102,003$12,2960.33%
86RBC Bearings IncRBC58,567$12,2610.33%
87STERIS PlcSTE63,507$11,7290.32%
88Vanguard Total Stock Market ET92290876960,705$11,6060.31%
89Colgate Palmolive CoCL132,384$10,4310.28%
90Automatic Data Processing IncADP43,631$10,4220.28%
91Zoetis IncZTS70,282$10,3000.28%
92Meta Platforms, Inc.META84,785$10,2030.27%
93Consumer Discretionary Select 81369Y40768,044$8,7890.24%
94Teleflex IncTFX33,766$8,4290.23%
95iShares TIPS Bond ETF46428717675,719$8,0600.22%
96Invesco BulletShares 2026 CorpIVZ377,974$7,1530.19%
97PIMCO S/T Muni Bond Active ETF72201R874118,408$5,8370.16%
98Cullen/Frost Bankers IncCFR-PB40,916$5,4700.15%
99SPDR S&P Biotech ETF78464A87062,948$5,2250.14%
100iShares 5-10 Year IG Corporate464288638102,010$5,0510.14%
101Starbucks CorpSBUX49,451$4,9060.13%
102McDonalds CorpMCD16,357$4,3110.12%
103SEI Investments Co78411710371,511$4,1690.11%
104Chevron CorpCVX23,083$4,1430.11%
105Quaker Houghton74731610724,306$4,0570.11%
106Abbvie IncABBV23,456$3,7910.10%
107Abbott LaboratoriesABLZF34,223$3,7570.10%
108Invesco BulletShares 2027 CorpIVZ191,275$3,6330.10%
109SPDR S&P M/C 400 ETFMDY8,038$3,5590.10%
110Comcast CorpCCZ100,408$3,5110.09%
111Kimberly Clark CorpKMB21,346$2,8980.08%
112PIMCO Intermediate Muni Bond A72201R86653,780$2,7630.07%
113Lowe's Companies Inc54866110713,837$2,7570.07%
114Eli Lilly & CoLLY6,091$2,2280.06%
115iShares Core S&P S/C ETF46428780423,276$2,2030.06%
116iShares Core S&P 500 ETF4642872005,631$2,1630.06%
117iShares Russell 1000 Growth ET46428761410,077$2,1590.06%
118Honeywell International Inc4385161069,418$2,0180.05%
119Vanguard S/T Treasury ETF92206C10234,562$1,9980.05%
1203M CoMMM16,450$1,9730.05%
121Oracle CorpORCL-PD23,669$1,9350.05%
122Norfolk Southern Corp6558441087,817$1,9260.05%
123iShares Russell 2000 ETF46428765510,719$1,8690.05%
124Middleby CorpMIDD13,777$1,8450.05%
125Invesco S&P 500 Equal Weight EIVZ12,600$1,7800.05%
126Verizon Communications IncVZ43,158$1,7000.05%
127Emerson Electric CoEMR17,555$1,6860.05%
128Vanguard ESG Intl Stock ETF92191072532,978$1,6220.04%
129Becton Dickinson & CoBDX6,246$1,5880.04%
130Charles Schwab CorpSCHW-PJ18,587$1,5480.04%
131Amgen IncAMGN5,593$1,4690.04%
132Vanguard Dividend Appreciation9219088449,632$1,4630.04%
133Brown Forman Corp-BBF-B22,012$1,4460.04%
134iShares MSCI EAFE ETF46428746521,630$1,4200.04%
135Mastercard Inc-AMA3,894$1,3540.04%
136Coca Cola CoKO20,416$1,2990.04%
137iShares Russell M/C ETF46428749919,178$1,2940.03%
138S&P Global IncSPGI3,793$1,2700.03%
139Illinois Tool Wks Inc4523081095,655$1,2460.03%
140Henry Schein IncHSIC14,893$1,1900.03%
141Intl Business Machines CorpINTR8,136$1,1460.03%
142Texas Instruments Inc8825081046,878$1,1360.03%
143Cisco Systems IncCSCO23,243$1,1070.03%
144Air Products & Chemicals IncAIIR3,481$1,0730.03%
145Vanguard S&P 500 ETF9229083632,983$1,0480.03%
146Broadcom IncAVGO1,793$1,0030.03%
147Tesla IncTSLA8,145$1,0030.03%
148BlackRock IncBLK1,400$9920.03%
149Invesco BulletShares 2028 CorpIVZ49,763$9760.03%
150Vanguard Total Bond Mkt ETF92193783512,532$9000.02%
151TE Connectivity LtdTEL7,086$8130.02%
152Caterpillar IncCAT3,332$7980.02%
153Intel CorpINTC30,172$7970.02%
154Vanguard ESG US Stock ETF92191073312,067$7950.02%
155Bristol-Myers Squibb CoCELG-RI10,529$7580.02%
156Estee Lauder Companies-A5184391043,044$7550.02%
157Cooper Companies Inc2166484022,191$7250.02%
158Philip Morris Intl Inc7181721096,990$7070.02%
159Invesco QQQ Trust Series 1 ETFIVZ2,619$6970.02%
160Walmart IncWMT4,804$6810.02%
161Toronto-Dominion BankTORO10,249$6640.02%
162Fox CorpFOX21,755$6610.02%
163AT&T IncT-PC35,324$6500.02%
164Novo Nordisk A/S ADRNONOF4,675$6330.02%
165Hologic IncHOLX8,402$6290.02%
166Lockheed Martin CorpLMT1,276$6210.02%
167Travelers Companies IncTRV3,303$6190.02%
168Jacobs Solutions IncJ5,129$6160.02%
169Crown Castle Intl Corp-REITCCI4,403$5970.02%
170Vanguard MBS ETF92206C77112,842$5850.02%
171Yum Brands IncYUM4,533$5810.02%
172Church & Dwight IncCHD7,103$5730.02%
173CVS Health CorpCVS6,143$5720.02%
174iShares Russell M/C Value ETF4642874735,376$5660.02%
175Mondelez Intl Inc6092071058,308$5540.01%
176PNC Financial Services Group6934751053,373$5330.01%
177Enterprise Products Partners L29379210721,678$5230.01%
178Vanguard Growth ETF9229087362,415$5150.01%
179Vanguard Real Estate ETF9229085536,240$5150.01%
180Applied Materials Inc0382221055,227$5090.01%
181iShares Gold Trust ETFIAU14,540$5030.01%
182CSX CorpCSX15,987$4950.01%
183Vanguard Intermediate Term Cor92206C8706,238$4840.01%
184Adobe Systems IncADBE1,431$4820.01%
185Duke Energy CorpDUKB4,580$4720.01%
186Berkshire Hathaway Inc-ABRK-A1$4690.01%
187Du Pont de Nemours IncDD6,682$4590.01%
188Marsh & Mclennan Companies Inc5717481022,697$4460.01%
189Goldman Sachs Group IncGSCE1,281$4400.01%
190Intuitive Surgical IncISRG1,654$4390.01%
191Wells Fargo & Co94974610110,584$4370.01%
192Salesforce IncCRM3,276$4340.01%
193Blackstone IncBX5,808$4310.01%
194State Street CorpSTT-PG5,544$4300.01%
195General Dynamics CorpGD1,724$4280.01%
196Morgan StanleyMS-PQ4,982$4240.01%
197Canadian National Railway Co1363751023,509$4170.01%
198iShares Russell M/C Growth ETF4642874814,934$4120.01%
199JM Smucker Co8326964052,591$4110.01%
200iShares S&P GSCI Commodity ETFISMCF19,210$4080.01%
201Waste Management Inc94106L1092,591$4060.01%
202Target CorpTGT2,677$3990.01%
203Vanguard M/C Value ETF9229085122,931$3960.01%
204Advanced Micro Devices IncAMD6,007$3890.01%
205Prudential Financial IncPUKPF3,830$3810.01%
206Financial Select Sector SPDR E81369Y60511,085$3790.01%
207United Parcel Service IncUPS2,166$3770.01%
208Vanguard Value ETF9229087442,630$3690.01%
209Yum China Holdings IncYUMC6,696$3660.01%
210Bank of America Corp060505682310$3600.01%
211Boeing CoBA-PA1,870$3560.01%
212Dow IncDOW6,980$3520.01%
213Fastenal CoFAST7,191$3400.01%
214West Pharmaceutical Services9553061051,436$3380.01%
215Nuveen All American Muni Bond NU33,898$3380.01%
216Paychex IncPAYX2,861$3310.01%
217Johnson Controls Intl PlcG515021055,153$3300.01%
218Sysco CorpSYY4,248$3250.01%
219Corteva IncCTVA5,491$3230.01%
220Novartis AG ADRNVSEF3,559$3230.01%
221Allstate CorpALL-PJ2,349$3190.01%
222Truist Financial Corp89832Q1097,390$3180.01%
223ProShares UltraShort S&P500 ET74347G4166,800$3130.01%
224First Trust NASDAQ Cybersecuri33734X8468,060$3120.01%
225Marathon Petroleum CorpMARA2,661$3100.01%
226Unilever Plc ADRUNLYF5,955$3000.01%
227NVR IncNVR65$3000.01%
228Vanguard S&P M/C 400 ETF9219328851,734$2840.01%
229Magellan Midstream Partners LP5590801065,636$2830.01%
230Edwards Lifesciences CpEW3,784$2820.01%
231Cigna Corp125523100844$2800.01%
232iShares S&P 500 Growth ETF4642873094,710$2760.01%
233Omnicom Group IncOMC3,330$2720.01%
234IQ Hedge Multi Strategy Tracke45409B1079,360$2660.01%
235iShares Russell 1000 Value ETF4642875981,744$2640.01%
236Technology Select Sector SPDR 81369Y8032,106$2620.01%
237Southern CoSOMN3,652$2610.01%
238Vanguard S/C Growth ETF9229085951,291$2590.01%
239General Electric Co3696043013,086$2590.01%
240Assurant IncAIZN2,061$2580.01%
241Corning IncGLW8,056$2570.01%
242Vanguard High Dividend Yield E9219464062,350$2540.01%
243Vanguard M/C Growth ETF9229085381,383$2490.01%
244American Express CoAXP1,676$2480.01%
245Invesco BulletShares 2029 CorpIVZ13,805$2450.01%
246Vanguard Financials ETF92204A4052,948$2440.01%
247Trane Technologies IncTT1,451$2440.01%
248iShares S&P 500 Value ETF4642874081,669$2420.01%
249First Republic Bank33616C1001,980$2410.01%
250Tyler Technologies IncTYL736$2370.01%
251Camden National Corp1330341085,650$2360.01%
252Genuine Parts CoGPC1,354$2350.01%
253Shell PLC ADRRYDAF3,979$2270.01%
254iShares 1-3 Year Treasury Bond4642874572,800$2270.01%
255Xylem IncXYL2,050$2270.01%
256Pentair PlcPNR5,001$2250.01%
257National Grid Plc ADRNMPWP3,646$2200.01%
258Dimensional US Targeted Value 25434V6094,990$2190.01%
259Clorox CoCLX1,546$2170.01%
260SPDR Gold TrustGLD1,277$2170.01%
261Lam Research CorpLRCX514$2160.01%
262Autozone IncAZO86$2120.01%
263Essential Utilities Inc29670G1024,433$2120.01%
264Health Care Select Sector SPDR81369Y2091,550$2110.01%
265Altria Group IncMO4,611$2110.01%
266EOG Resources IncEOG1,624$2100.01%
267Copart IncCPRT3,400$2070.01%
268Vanguard S/C Value ETF9229086111,299$2060.01%
269Generac Holdings IncGNRC2,051$2060.01%
270iShares MSCI EM ETF4642872345,423$2060.01%
271Factset Research Systems Inc303075105511$2050.01%
272BlackRock National Muni FdBLK20,381$2030.01%
273Charles Schwab Corp808513BD6160,000$1560.00%
274JP Morgan Chase & Co48126HAC4125,000$1220.00%
275Northern Trust CorpNTRSO100,000$880.00%
276Sirius XM Holdings IncSIRI11,645$680.00%
277JP Morgan Chase & CoVYLD50,000$500.00%