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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 Q2 2023 · Filed May 1, 2023 · Accession 0000891287-23-000003

Total Value
$3.9M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL1,150,776$189,7634.83%
2SPDR S&P 500 ETFSPY305,137$124,9203.18%
3iShares Core S&P M/C ETF464287507470,098$117,6002.99%
4Microsoft CorpMSFT393,253$113,3752.89%
5Alphabet Inc-AGOOG923,833$95,8292.44%
6Palo Alto Networks IncPANW444,991$88,8832.26%
7Danaher Corp235851102352,027$88,7252.26%
8Berkshire Hathaway Inc-BBRK-A270,562$83,5412.13%
9Thermo Fisher Scientific IncTMO143,753$82,8552.11%
10Microchip Technology IncMCHPP985,001$82,5232.10%
11Intuit IncINTU158,189$70,5251.80%
12Vanguard S/C ETF922908751362,134$68,6461.75%
13Amphenol Corp032095101834,738$68,2151.74%
14Visa Inc-AV284,906$64,2351.64%
15Linde PlcLIN179,254$63,7141.62%
16Mettler-Toledo Intl IncMTD40,904$62,5921.59%
17Waste Connections IncWCN436,326$60,6801.55%
18TJX Companies Inc872540109765,036$59,9481.53%
19American Tower Corp03027X100291,998$59,6671.52%
20Costco Wholesale Corp22160K105113,800$56,5441.44%
21NextEra Energy IncNEE-PW729,956$56,2651.43%
22Amazon.com IncAMZN536,089$55,3731.41%
23Pepsico IncPEP303,367$55,3041.41%
24AMETEK IncAME365,275$53,0851.35%
25Chubb LtdCB271,005$52,6241.34%
26American Water Works Co Inc030420103352,686$51,6651.32%
27Qualcomm IncQCOM385,334$49,1611.25%
28Idexx Labs Corp45168D10498,219$49,1171.25%
29Roper Technologies IncROP109,556$48,2801.23%
30JP Morgan Chase & CoVYLD368,410$48,0081.22%
31Vanguard FTSE DM ETF921943858976,929$44,1281.12%
32Johnson & JohnsonJNJ280,850$43,5321.11%
33iShares Russell 3000 ETF464287689178,039$41,9121.07%
34Unitedhealth Group IncUNH87,606$41,4021.05%
35Aon PLCAON131,095$41,3331.05%
36Home Depot IncHD134,881$39,8061.01%
37Phillips 66PSX386,484$39,1821.00%
38ConocoPhillipsCOP380,166$37,7160.96%
39Accenture PlcACN130,920$37,4180.95%
40Raytheon Technologies CorpRTX380,664$37,2780.95%
41Exxon Mobil CorpXOM335,895$36,8340.94%
42Nvidia CorpNVDA131,747$36,5950.93%
43Eaton Corp PLCETN211,570$36,2500.92%
44Hershey CoHSY138,749$35,2990.90%
45Tractor Supply CoTSCO146,014$34,3190.87%
46Merck & Co IncMRK318,162$33,8490.86%
47Vanguard FTSE All-World Ex-US 922042775627,367$33,5450.85%
48Walt Disney Co254687106313,423$31,3830.80%
49Stryker CorpSYK105,139$30,0140.76%
50Union Pacific CorpUNP140,210$28,2190.72%
51Procter & Gamble Co742718109189,688$28,2050.72%
52Ansys Inc03662Q10582,198$27,3550.70%
53Ecolab IncECL161,165$26,6780.68%
54Northrop Grumman CorpNOC56,858$26,2530.67%
55Activision Blizzard Inc00507V109300,687$25,7360.66%
56ASML Holding NVASMLF36,565$24,8900.63%
57CME Group IncCME127,076$24,3380.62%
58Borgwarner IncBWA488,404$23,9860.61%
59Rockwell Automation CorpROK80,102$23,5060.60%
60Sherwin-Williams CoSHW103,599$23,2860.59%
61Medtronic PlcMDT278,350$22,4410.57%
62US BancorpUSB-PS603,943$21,7720.55%
63Constellation Brands Inc-ASTZ93,110$21,0330.54%
64Equinix IncEQIX29,136$21,0080.53%
65iShares 1-5 Year IG Corporate 464288646405,110$20,4740.52%
66Invesco BulletShares 2024 CorpIVZ944,539$19,4480.50%
67Alphabet Inc-CGOOG167,669$17,4380.44%
68Vanguard FTSE EM ETF922042858425,550$17,1920.44%
69iShares Russell 1000 ETF46428762275,897$17,0940.44%
70Akamai Technologies IncAKAM217,627$17,0400.43%
71Meta Platforms, Inc.META79,992$16,9540.43%
72T Rowe Price Group IncTROW144,933$16,3630.42%
73Nordson CorpNDSN72,164$16,0390.41%
74Invesco BulletShares 2025 CorpIVZ787,109$15,9630.41%
75Deere & CoDE38,624$15,9470.41%
76Oshkosh CorpOSK188,584$15,6860.40%
77Toll Brothers IncTOL259,197$15,5600.40%
78Bank of America Corp060505104538,364$15,3970.39%
79McCormick & Co IncMKC-V176,929$14,7220.37%
80Invesco BulletShares 2023 CorpIVZ698,052$14,7150.37%
81Northern Trust CorpNTRSO166,353$14,6610.37%
82Pfizer IncPFE337,557$13,7720.35%
83RBC Bearings IncRBC57,680$13,4240.34%
84Nike IncNKE106,067$13,0080.33%
85Zoetis IncZTS75,190$12,5150.32%
86Invesco BulletShares 2026 CorpIVZ639,788$12,2580.31%
87Polaris IncPII108,101$11,9590.30%
88Cognizant Tech Solutions CorpCTSH189,679$11,5570.29%
89Vanguard Dividend Appreciation92190884472,580$11,1780.28%
90STERIS PlcSTE58,254$11,1430.28%
91Vanguard Total Stock Market ET92290876954,331$11,0890.28%
92Colgate Palmolive CoCL137,852$10,3600.26%
93Globe Life IncGL-PD92,348$10,1600.26%
94Automatic Data Processing IncADP42,678$9,5010.24%
95Consumer Discretionary Select 81369Y40756,023$8,3780.21%
96iShares TIPS Bond ETF46428717675,725$8,3490.21%
97Teleflex IncTFX30,085$7,6210.19%
98PIMCO S/T Muni Bond Active ETF72201R874123,621$6,1540.16%
99Starbucks CorpSBUX48,062$5,0050.13%
100iShares 5-10 Year IG Corporate46428863891,948$4,7150.12%
101McDonalds CorpMCD16,271$4,5500.12%
102Quaker Houghton74731610721,630$4,2820.11%
103SPDR S&P Biotech ETF78464A87055,585$4,2360.11%
104Chevron CorpCVX23,883$3,8970.10%
105Invesco BulletShares 2027 CorpIVZ198,704$3,8360.10%
106SPDR S&P M/C 400 ETFMDY7,968$3,6530.09%
107Cullen/Frost Bankers IncCFR-PB34,503$3,6350.09%
108Comcast CorpCCZ94,148$3,5690.09%
109Abbvie IncABBV22,219$3,5410.09%
110Abbott LaboratoriesABLZF32,964$3,3380.09%
111SEI Investments Co78411710357,791$3,3260.08%
112Kimberly Clark CorpKMB21,334$2,8630.07%
113Lowe's Companies Inc54866110713,707$2,7410.07%
114PIMCO Intermediate Muni Bond A72201R86650,180$2,6220.07%
115iShares Russell 1000 Growth ET46428761410,077$2,4620.06%
116iShares Core S&P S/C ETF46428780423,223$2,2460.06%
117iShares Core S&P 500 ETF4642872005,260$2,1620.06%
118Oracle CorpORCL-PD22,179$2,0610.05%
119Eli Lilly & CoLLY5,981$2,0540.05%
120Invesco S&P 500 Equal Weight EIVZ12,575$1,8190.05%
121Vanguard S/T Treasury ETF92206C10230,647$1,7940.05%
122Honeywell International Inc4385161069,342$1,7850.05%
123Vanguard ESG Intl Stock ETF92191072533,434$1,7510.04%
124Verizon Communications IncVZ41,730$1,6230.04%
125Norfolk Southern Corp6558441087,467$1,5830.04%
126Becton Dickinson & CoBDX6,352$1,5720.04%
1273M CoMMM14,902$1,5660.04%
128iShares Russell 2000 ETF4642876558,442$1,5060.04%
129Middleby CorpMIDD10,187$1,4940.04%
130iShares MSCI EAFE ETF46428746520,701$1,4810.04%
131Tesla IncTSLA6,850$1,4210.04%
132Emerson Electric CoEMR16,307$1,4210.04%
133Brown Forman Corp-BBF-B22,012$1,4150.04%
134Mastercard Inc-AMA3,876$1,4090.04%
135Vanguard S&P 500 ETF9229083633,626$1,3640.03%
136Illinois Tool Wks Inc4523081095,494$1,3380.03%
137S&P Global IncSPGI3,793$1,3080.03%
138Amgen IncAMGN5,350$1,2930.03%
139Texas Instruments Inc8825081046,864$1,2770.03%
140iShares Russell M/C ETF46428749918,084$1,2640.03%
141Henry Schein IncHSIC15,453$1,2600.03%
142Invesco BulletShares 2028 CorpIVZ61,293$1,2300.03%
143Cisco Systems IncCSCO23,079$1,2060.03%
144Coca Cola CoKO19,420$1,2050.03%
145Broadcom IncAVGO1,701$1,0910.03%
146Invesco QQQ Trust Series 1 ETFIVZ3,378$1,0840.03%
147Intl Business Machines CorpINTR8,081$1,0590.03%
148Intel CorpINTC29,672$9690.02%
149Charles Schwab CorpSCHW-PJ18,355$9610.02%
150National Grid Plc ADRNMPWP14,032$9540.02%
151BlackRock IncBLK1,363$9120.02%
152Air Products & Chemicals IncAIIR3,146$9030.02%
153TE Connectivity LtdTEL6,842$8970.02%
154Vanguard ESG US Stock ETF92191073312,319$8830.02%
155Caterpillar IncCAT3,632$8310.02%
156Walmart IncWMT5,604$8260.02%
157Estee Lauder Companies-A5184391043,044$7500.02%
158Bristol-Myers Squibb CoCELG-RI10,594$7340.02%
159Novo Nordisk A/S ADRNONOF4,562$7260.02%
160Fox CorpFOX21,320$7260.02%
161Vanguard Total Bond Mkt ETF9219378359,767$7210.02%
162Philip Morris Intl Inc7181721096,990$6800.02%
163AT&T IncT-PC34,726$6680.02%
164Salesforce IncCRM3,195$6380.02%
165Jacobs Solutions IncJ5,129$6030.02%
166Toronto-Dominion BankTORO10,049$6020.02%
167Yum Brands IncYUM4,533$5990.02%
168Applied Materials Inc0382221054,839$5940.02%
169Hologic IncHOLX7,339$5920.02%
170Crown Castle Intl Corp-REITCCI4,339$5810.01%
171Lockheed Martin CorpLMT1,215$5740.01%
172iShares Russell M/C Value ETF4642874735,376$5710.01%
173Mondelez Intl Inc6092071058,136$5670.01%
174Travelers Companies IncTRV3,303$5660.01%
175Church & Dwight IncCHD6,289$5560.01%
176Enterprise Products Partners L29379210721,478$5560.01%
177Advanced Micro Devices IncAMD5,346$5240.01%
178Vanguard Real Estate ETF9229085536,240$5180.01%
179Blackstone IncBX5,838$5130.01%
180West Pharmaceutical Services9553061051,436$4980.01%
181Vanguard Intermediate Term Cor92206C8706,200$4970.01%
182Du Pont de Nemours IncDD6,682$4800.01%
183CSX CorpCSX15,987$4790.01%
184Berkshire Hathaway Inc-ABRK-A1$4660.01%
185iShares Russell M/C Growth ETF4642874814,934$4490.01%
186Marsh & Mclennan Companies Inc5717481022,637$4390.01%
187Duke Energy CorpDUKB4,457$4300.01%
188Morgan StanleyMS-PQ4,902$4300.01%
189Yum China Holdings IncYUMC6,696$4240.01%
190Intuitive Surgical IncISRG1,654$4230.01%
191Adobe Systems IncADBE1,081$4170.01%
192Canadian National Railway Co1363751023,509$4140.01%
193Vanguard Total Intl Stock ETF9219097687,454$4120.01%
194Boeing CoBA-PA1,923$4090.01%
195CVS Health CorpCVS5,480$4070.01%
196Goldman Sachs Group IncGSCE1,238$4050.01%
197Wells Fargo & Co94974610110,584$3960.01%
198PNC Financial Services Group6934751053,105$3950.01%
199State Street CorpSTT-PG5,211$3940.01%
200General Dynamics CorpGD1,724$3930.01%
201Vanguard M/C Value ETF9229085122,931$3930.01%
202JM Smucker Co8326964052,491$3920.01%
203Target CorpTGT2,350$3890.01%
204iShares S&P GSCI Commodity ETFISMCF19,210$3870.01%
205Waste Management Inc94106L1092,366$3860.01%
206Dow IncDOW7,000$3840.01%
207Vanguard Value ETF9229087442,734$3780.01%
208United Parcel Service IncUPS1,936$3760.01%
209Vanguard Growth ETF9229087361,481$3690.01%
210Fastenal CoFAST6,795$3670.01%
211Bank of America Corp060505682310$3620.01%
212Vanguard MBS ETF92206C7717,625$3550.01%
213NVR IncNVR63$3510.01%
214Invesco BulletShares 2029 CorpIVZ19,017$3480.01%
215First Trust NASDAQ Cybersecuri33734X8468,060$3450.01%
216Financial Select Sector SPDR E81369Y60510,660$3430.01%
217Marathon Petroleum CorpMARA2,495$3360.01%
218Corteva IncCTVA5,491$3310.01%
219Paychex IncPAYX2,861$3280.01%
220Novartis AG ADRNVSEF3,559$3270.01%
221American Express CoAXP1,934$3190.01%
222Technology Select Sector SPDR 81369Y8032,106$3180.01%
223Prudential Financial IncPUKPF3,830$3170.01%
224Edwards Lifesciences CpEW3,765$3110.01%
225Vanguard Total World Stock Ind9220427423,352$3090.01%
226Sysco CorpSYY3,915$3020.01%
227Johnson Controls Intl PlcG515021055,000$3010.01%
228iShares S&P 500 Growth ETF4642873094,710$3010.01%
229Magellan Midstream Partners LP5590801065,536$3000.01%
230McKesson CorpMCK832$2960.01%
231General Electric Co3696043013,036$2900.01%
232Corning IncGLW8,056$2840.01%
233Omnicom Group IncOMC3,005$2830.01%
234Vanguard S/C Growth ETF9229085951,291$2790.01%
235Pentair PlcPNR5,001$2760.01%
236IQ Hedge Multi Strategy Tracke45409B1079,360$2730.01%
237Vanguard S&P M/C 400 ETF9219328853,228$2730.01%
238ProShares UltraShort S&P500 ET74347G4166,800$2720.01%
239Lam Research CorpLRCX491$2600.01%
240Copart IncCPRT3,400$2560.01%
241Southern CoSOMN3,652$2540.01%
242iShares S&P 500 Value ETF4642874081,669$2530.01%
243Truist Financial Corp89832Q1097,390$2520.01%
244Trane Technologies IncTT1,355$2490.01%
245Vanguard High Dividend Yield E9219464062,350$2480.01%
246iShares MSCI EM ETF4642872346,223$2460.01%
247Allstate CorpALL-PJ2,205$2440.01%
248Tyler Technologies IncTYL689$2440.01%
249Vanguard M/C Growth ETF9229085381,243$2420.01%
250ServiceNow IncNOW502$2330.01%
251SAP SE ADRSAPGF1,823$2310.01%
252Vanguard Financials ETF92204A4052,965$2310.01%
253iShares Russell 1000 Value ETF4642875981,512$2300.01%
254Assurant IncAIZN1,911$2290.01%
255Clorox CoCLX1,425$2250.01%
256Dimensional US Targeted Value 25434V6094,990$2220.01%
257Health Care Select Sector SPDR81369Y2091,712$2220.01%
258Nvent Electric PLCNVT5,000$2150.01%
259Cigna Corp125523100836$2140.01%
260Factset Research Systems Inc303075105508$2110.01%
261Netflix IncNFLX608$2100.01%
262Genuine Parts CoGPC1,254$2100.01%
263Vanguard S/C Value ETF9229086111,299$2060.01%
264Altria Group IncMO4,611$2060.01%
265Progressive Corp7433151031,425$2040.01%
266Autozone IncAZO83$2040.01%
267Shell PLC ADRRYDAF3,554$2040.01%
268Xylem IncXYL1,950$2040.01%
269Regeneron Pharmaceuticals IncREGN245$2010.01%
270Unilever Plc ADRUNLYF3,855$2000.01%