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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 Q3 2023 · Filed August 10, 2023 · Accession 0000891287-23-000004

Total Value
$4.2M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL1,138,222$220,7815.30%
2SPDR S&P 500 ETFSPY325,705$144,3793.47%
3Microsoft CorpMSFT392,663$133,7183.21%
4iShares Core S&P M/C ETF464287507474,373$124,0392.98%
5Alphabet Inc-AGOOG923,681$110,5652.66%
6Palo Alto Networks IncPANW430,641$110,0332.64%
7Berkshire Hathaway Inc-BBRK-A269,497$91,8982.21%
8Microchip Technology IncMCHPP959,376$85,9502.06%
9Danaher Corp235851102351,336$84,3212.03%
10Thermo Fisher Scientific IncTMO141,981$74,0791.78%
11Vanguard S/C ETF922908751363,053$72,2081.73%
12Intuit IncINTU156,536$71,7231.72%
13Amazon.com IncAMZN539,874$70,3781.69%
14Amphenol Corp032095101824,264$70,0211.68%
15Visa Inc-AV285,541$67,8101.63%
16Linde PlcLIN175,884$67,0261.61%
17TJX Companies Inc872540109757,079$64,1931.54%
18Waste Connections IncWCN430,244$61,4951.48%
19Costco Wholesale Corp22160K105112,995$60,8341.46%
20Nvidia CorpNVDA140,630$59,4891.43%
21American Tower Corp03027X100304,019$58,9611.42%
22AMETEK IncAME355,126$57,4881.38%
23Pepsico IncPEP301,420$55,8291.34%
24NextEra Energy IncNEE-PW747,058$55,4321.33%
25Mettler-Toledo Intl IncMTD40,688$53,3681.28%
26JP Morgan Chase & CoVYLD362,826$52,7691.27%
27Chubb LtdCB270,166$52,0231.25%
28Roper Technologies IncROP108,073$51,9611.25%
29American Water Works Co Inc030420103355,669$50,7721.22%
30Idexx Labs Corp45168D10496,598$48,5141.17%
31Vanguard FTSE DM ETF921943858995,072$45,9521.10%
32Johnson & JohnsonJNJ275,940$45,6741.10%
33Aon PLCAON128,910$44,5001.07%
34Qualcomm IncQCOM360,882$42,9591.03%
35Eaton Corp PLCETN211,389$42,5101.02%
36Unitedhealth Group IncUNH88,156$42,3711.02%
37Accenture PlcACN134,261$41,4301.00%
38Home Depot IncHD131,977$40,9970.98%
39iShares Russell 3000 ETF464287689160,162$40,7580.98%
40ConocoPhillipsCOP385,071$39,8970.96%
41RTX CorpRTX381,643$37,3860.90%
42Merck & Co IncMRK320,280$36,9570.89%
43Exxon Mobil CorpXOM344,552$36,9530.89%
44Phillips 66PSX386,525$36,8670.89%
45Vanguard FTSE All-World Ex-US 922042775649,540$35,3410.85%
46Hershey CoHSY139,768$34,9000.84%
47Tractor Supply CoTSCO148,824$32,9050.79%
48Stryker CorpSYK104,331$31,8300.76%
49ASML Holding NVASMLF43,611$31,6070.76%
50Procter & Gamble Co742718109198,648$30,1430.72%
51Ecolab IncECL157,946$29,4870.71%
52Union Pacific CorpUNP141,579$28,9700.70%
53Walt Disney Co254687106308,075$27,5050.66%
54Ansys Inc03662Q10581,970$27,0720.65%
55Sherwin-Williams CoSHW100,835$26,7740.64%
56Activision Blizzard Inc00507V109312,541$26,3470.63%
57Northrop Grumman CorpNOC57,305$26,1200.63%
58Rockwell Automation CorpROK79,269$26,1150.63%
59Meta Platforms, Inc.META90,979$26,1090.63%
60Equinix IncEQIX31,921$25,0240.60%
61Medtronic PlcMDT276,647$24,3730.59%
62BorgWarner IncBWA488,137$23,8750.57%
63Constellation Brands Inc-ASTZ87,276$21,4810.52%
64CME Group IncCME113,268$20,9870.50%
65Invesco BulletShares 2024 CorpIVZ998,122$20,5310.49%
66Alphabet Inc-CGOOG163,944$19,8320.48%
67Toll Brothers IncTOL250,011$19,7680.47%
68Vanguard FTSE EM ETF922042858462,542$18,8160.45%
69Deere & CoDE45,756$18,5400.45%
70US BancorpUSB-PS559,098$18,4730.44%
71iShares Russell 1000 ETF46428762273,895$18,0110.43%
72iShares 1-5 Year IG Corporate 464288646356,378$17,8790.43%
73Marvell Technology IncMRVL293,064$17,5190.42%
74Nordson CorpNDSN69,620$17,2780.42%
75Invesco BulletShares 2025 CorpIVZ856,865$17,2490.41%
76McCormick & Co IncMKC-V194,981$17,0080.41%
77T Rowe Price Group IncTROW144,927$16,2350.39%
78Oshkosh CorpOSK182,629$15,8140.38%
79Bank of America Corp060505104492,383$14,1260.34%
80Vanguard Dividend Appreciation92190884485,541$13,8940.33%
81Zoetis IncZTS80,290$13,8270.33%
82Invesco BulletShares 2023 CorpIVZ643,617$13,6250.33%
83Invesco BulletShares 2026 CorpIVZ707,671$13,4070.32%
84Pfizer IncPFE346,932$12,7250.31%
85STERIS PlcSTE54,560$12,2750.29%
86Polaris IncPII100,737$12,1820.29%
87RBC Bearings IncRBC55,028$11,9670.29%
88Nike IncNKE103,800$11,4560.28%
89Colgate Palmolive CoCL147,345$11,3510.27%
90Vanguard Total Stock Market ET92290876949,752$10,9590.26%
91Globe Life IncGL-PD90,684$9,9410.24%
92Consumer Discretionary Select 81369Y40753,537$9,0910.22%
93Automatic Data Processing IncADP40,240$8,8440.21%
94Northern Trust CorpNTRSO119,227$8,8390.21%
95iShares TIPS Bond ETF46428717672,145$7,7640.19%
96Cognizant Tech Solutions CorpCTSH113,343$7,3990.18%
97Teleflex IncTFX27,740$6,7140.16%
98PIMCO S/T Muni Bond Active ETF72201R874113,378$5,6160.13%
99Akamai Technologies IncAKAM57,180$5,1390.12%
100iShares 5-10 Year IG Corporate46428863894,298$4,7690.11%
101McDonalds CorpMCD15,710$4,6880.11%
102Starbucks CorpSBUX47,246$4,6800.11%
103Schwab Intl Equity ETF808524805129,454$4,6150.11%
104SPDR S&P Biotech ETF78464A87054,148$4,5050.11%
105Jack Henry & Associates Inc42628110126,455$4,4270.11%
106Chevron CorpCVX26,432$4,1590.10%
107Quaker Houghton74731610720,608$4,0160.10%
108Invesco BulletShares 2027 CorpIVZ199,360$3,7930.09%
109Comcast CorpCCZ89,564$3,7210.09%
110SPDR S&P M/C 400 ETFMDY7,768$3,7200.09%
111Abbott LaboratoriesABLZF32,428$3,5350.08%
112Cullen/Frost Bankers IncCFR-PB31,320$3,3680.08%
113Abbvie IncABBV23,059$3,1070.07%
114Lowe's Companies Inc54866110713,608$3,0710.07%
115Kimberly Clark CorpKMB21,541$2,9740.07%
116Eli Lilly & CoLLY5,969$2,7990.07%
117iShares Russell 1000 Growth ET46428761410,027$2,7590.07%
118PIMCO Intermediate Muni Bond A72201R86649,705$2,5770.06%
119United Parcel Service IncUPS13,963$2,5030.06%
120Oracle CorpORCL-PD20,564$2,4490.06%
121iShares Core S&P 500 ETF4642872005,241$2,3360.06%
122SEI Investments Co78411710337,298$2,2240.05%
123iShares Core S&P S/C ETF46428780422,167$2,2090.05%
124Tesla IncTSLA7,223$1,8910.05%
125Invesco S&P 500 Equal Weight EIVZ12,575$1,8820.05%
126Honeywell International Inc4385161068,960$1,8590.04%
127Norfolk Southern Corp6558441087,467$1,6930.04%
128Vanguard S/T Treasury ETF92206C10228,669$1,6550.04%
129Vanguard ESG Intl Stock ETF92191072530,649$1,6280.04%
130iShares MSCI EAFE ETF46428746521,654$1,5700.04%
131Mastercard Inc-AMA3,961$1,5580.04%
132Verizon Communications IncVZ41,571$1,5460.04%
133iShares Russell 2000 ETF4642876558,215$1,5380.04%
134Emerson Electric CoEMR16,922$1,5300.04%
135Brown Forman Corp-BBF-B22,012$1,4700.04%
136Broadcom IncAVGO1,680$1,4570.03%
137S&P Global IncSPGI3,569$1,4310.03%
138Vanguard S&P 500 ETF9229083633,411$1,3890.03%
139Middleby CorpMIDD9,332$1,3800.03%
140Illinois Tool Wks Inc4523081095,344$1,3370.03%
141Becton Dickinson & CoBDX4,977$1,3140.03%
142iShares Russell M/C ETF46428749917,854$1,3040.03%
1433M CoMMM12,859$1,2870.03%
144Invesco BulletShares 2028 CorpIVZ64,405$1,2720.03%
145Invesco QQQ Trust Series 1 ETFIVZ3,252$1,2010.03%
146Henry Schein IncHSIC14,653$1,1880.03%
147Texas Instruments Inc8825081046,454$1,1620.03%
148Coca Cola CoKO19,094$1,1500.03%
149Amgen IncAMGN4,705$1,0450.03%
150Cisco Systems IncCSCO19,552$1,0120.02%
151Intl Business Machines CorpINTR7,506$1,0040.02%
152Intel CorpINTC29,965$1,0020.02%
153Vanguard ESG US Stock ETF92191073312,664$9920.02%
154TE Connectivity LtdTEL6,852$9600.02%
155Air Products & Chemicals IncAIIR3,161$9470.02%
156Charles Schwab CorpSCHW-PJ16,352$9270.02%
157Caterpillar IncCAT3,646$8970.02%
158Philip Morris Intl Inc7181721098,092$7900.02%
159Walmart IncWMT4,862$7640.02%
160Bristol-Myers Squibb CoCELG-RI11,883$7600.02%
161BlackRock IncBLK1,085$7500.02%
162Novo Nordisk A/S ADRNONOF4,586$7420.02%
163Applied Materials Inc0382221054,937$7140.02%
164Vanguard Total Bond Mkt ETF9219378359,528$6930.02%
165Salesforce IncCRM3,213$6790.02%
166Fox CorpFOX19,599$6660.02%
167Yum Brands IncYUM4,545$6300.02%
168Vanguard S/T Bond ETF9219378278,324$6290.02%
169Toronto-Dominion BankTORO10,049$6230.01%
170Church & Dwight IncCHD6,157$6170.01%
171Advanced Micro Devices IncAMD5,358$6100.01%
172Boeing CoBA-PA2,888$6100.01%
173iShares Russell M/C Value ETF4642874735,357$5880.01%
174Mondelez Intl Inc6092071058,022$5850.01%
175Vanguard Growth ETF9229087362,049$5800.01%
176Travelers Companies IncTRV3,303$5740.01%
177Enterprise Products Partners L29379210721,742$5730.01%
178Intuitive Surgical IncISRG1,666$5700.01%
179iShares Core S&P Total U.S. St4642871505,675$5550.01%
180Hologic IncHOLX6,859$5550.01%
181Adobe Systems IncADBE1,098$5370.01%
182Vanguard Real Estate ETF9229085536,355$5310.01%
183CSX CorpCSX15,430$5260.01%
184Lockheed Martin CorpLMT1,131$5210.01%
185Berkshire Hathaway Inc-ABRK-A1$5180.01%
186Du Pont de Nemours IncDD7,223$5160.01%
187AT&T IncT-PC31,798$5070.01%
188Jacobs Solutions IncJ4,129$4910.01%
189Vanguard Intermediate Term Cor92206C8706,200$4900.01%
190Estee Lauder Companies-A5184391042,474$4860.01%
191Duke Energy CorpDUKB5,357$4810.01%
192iShares Russell M/C Growth ETF4642874814,934$4770.01%
193Blackstone IncBX5,011$4660.01%
194Canadian National Railway Co1363751023,509$4250.01%
195Morgan StanleyMS-PQ4,948$4230.01%
196Vanguard Total Intl Stock ETF9219097687,454$4180.01%
197General Electric Co3696043013,744$4110.01%
198Waste Management Inc94106L1092,366$4100.01%
199Altria Group IncMO8,967$4060.01%
200Wells Fargo & Co9497461019,141$3900.01%
201Corning IncGLW11,056$3870.01%
202Fastenal CoFAST6,545$3860.01%
203iShares S&P GSCI Commodity ETFISMCF19,210$3740.01%
204Vanguard Value ETF9229087442,630$3740.01%
205Dow IncDOW6,984$3720.01%
206General Dynamics CorpGD1,725$3710.01%
207First Trust NASDAQ Cybersecuri33734X8468,060$3660.01%
208Marsh & Mclennan Companies Inc5717481021,947$3660.01%
209Yum China Holdings IncYUMC6,436$3640.01%
210Bank of America Corp060505682310$3630.01%
211Vanguard M/C Value ETF9229085122,614$3620.01%
212McKesson CorpMCK836$3570.01%
213JM Smucker Co8326964052,390$3530.01%
214Tyler Technologies IncTYL839$3490.01%
215State Street CorpSTT-PG4,752$3480.01%
216Crown Castle Intl Corp-REITCCI3,039$3460.01%
217Johnson Controls Intl PlcG515021055,062$3450.01%
218Magellan Midstream Partners LP5590801065,536$3450.01%
219American Express CoAXP1,957$3410.01%
220Goldman Sachs Group IncGSCE1,058$3410.01%
221Netflix IncNFLX774$3410.01%
222Prudential Financial IncPUKPF3,850$3400.01%
223iShares S&P 500 Growth ETF4642873094,802$3380.01%
224Invesco BulletShares 2029 CorpIVZ18,807$3370.01%
225Vanguard MBS ETF92206C7717,256$3340.01%
226iShares Select Dividend ETF4642871682,928$3320.01%
227Technology Select Sector SPDR 81369Y8031,894$3290.01%
228Lam Research CorpLRCX503$3230.01%
229Pentair PlcPNR5,001$3230.01%
230Paychex IncPAYX2,861$3200.01%
231Corteva IncCTVA5,541$3170.01%
232CVS Health CorpCVS4,515$3120.01%
233iShares Russell 1000 Value ETF4642875981,971$3110.01%
234NVR IncNVR48$3050.01%
235Vanguard S/C Growth ETF9229085951,287$2960.01%
236Sysco CorpSYY3,918$2910.01%
237Omnicom Group IncOMC3,057$2910.01%
238ServiceNow IncNOW514$2890.01%
239Vanguard S&P M/C 400 ETF9219328853,228$2860.01%
240Financial Select Sector SPDR E81369Y6058,288$2790.01%
241IQ Hedge Multi Strategy Tracke45409B1079,360$2790.01%
242United Continental HoldingsUNTCW5,087$2790.01%
243iShares S&P 500 Value ETF4642874081,709$2750.01%
244Allstate CorpALL-PJ2,519$2750.01%
245Copart IncCPRT3,000$2740.01%
246Edwards Lifesciences CpEW2,889$2730.01%
247Trane Technologies IncTT1,355$2590.01%
248Nvent Electric PLCNVT5,000$2580.01%
249Southern CoSOMN3,657$2570.01%
250Marathon Petroleum CorpMARA2,208$2570.01%
251iShares Core MSCI EAFE ETF46432F8423,759$2540.01%
252Vanguard M/C Growth ETF9229085381,235$2540.01%
253SAP SE ADRSAPGF1,832$2510.01%
254iShares MSCI EM ETF4642872346,223$2460.01%
255Vanguard Financials ETF92204A4052,965$2410.01%
256Assurant IncAIZN1,911$2400.01%
257Cigna Group125523100841$2360.01%
258Vanguard High Dividend Yield E9219464062,210$2340.01%
259ProShares UltraShort S&P500 ET74347G4166,800$2330.01%
260Sirius XM Holdings IncSIRI51,292$2320.01%
261Prologis IncPLDGP1,887$2310.01%
262Dimensional US Targeted Value 25434V6094,990$2310.01%
263Clorox CoCLX1,425$2270.01%
264Unilever Plc ADRUNLYF4,265$2220.01%
265Xylem IncXYL1,950$2200.01%
266PNC Financial Services Group6934751051,749$2200.01%
267Target CorpTGT1,670$2200.01%
268Essential Utilities Inc29670G1025,433$2170.01%
269Shell PLC ADRRYDAF3,567$2150.01%
270Vanguard S/C Value ETF9229086111,286$2130.01%
271Genuine Parts CoGPC1,234$2090.01%
272Regeneron Pharmaceuticals IncREGN290$2080.00%
273iShares S&P M/C 400 Growth ETF4642876062,764$2070.00%
274Health Care Select Sector SPDR81369Y2091,550$2060.00%
275iShares S&P M/C 400 Value ETF4642877051,923$2060.00%
276Factset Research Systems Inc303075105508$2040.00%
277Dimensional Intl Value ETF25434V8076,139$2020.00%