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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 Q4 2023 · Filed November 14, 2023 · Accession 0000891287-23-000005

Total Value
$4.0M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL1,120,994$191,9254.81%
2SPDR S&P 500 ETFSPY352,815$150,8213.78%
3Microsoft CorpMSFT414,350$130,8313.28%
4iShares Core S&P M/C ETF464287507495,891$123,6503.10%
5Alphabet Inc-AGOOG919,888$120,3773.02%
6Palo Alto Networks IncPANW417,211$97,8112.45%
7Berkshire Hathaway Inc-BBRK-A264,705$92,7262.33%
8Danaher Corp235851102342,087$84,8722.13%
9Intuit IncINTU151,806$77,5641.95%
10Microchip Technology IncMCHPP928,160$72,4431.82%
11Vanguard S/C ETF922908751379,282$71,7111.80%
12Thermo Fisher Scientific IncTMO138,303$70,0051.76%
13Amazon.com IncAMZN546,894$69,5211.74%
14Amphenol Corp032095101809,196$67,9641.70%
15TJX Companies Inc872540109730,692$64,9441.63%
16Visa Inc-AV279,282$64,2381.61%
17Linde PlcLIN171,687$63,9281.60%
18Costco Wholesale Corp22160K105111,734$63,1251.58%
19Nvidia CorpNVDA142,970$62,1911.56%
20Waste Connections IncWCN421,992$56,6741.42%
21Chubb LtdCB263,662$54,8891.38%
22JP Morgan Chase & CoVYLD356,021$51,6301.30%
23American Tower Corp03027X100312,366$51,3691.29%
24Roper Technologies IncROP105,242$50,9671.28%
25AMETEK IncAME343,352$50,7341.27%
26Pepsico IncPEP294,516$49,9031.25%
27Vanguard FTSE DM ETF9219438581,102,369$48,1961.21%
28ConocoPhillipsCOP390,560$46,7891.17%
29Phillips 66PSX381,200$45,8011.15%
30Unitedhealth Group IncUNH90,108$45,4321.14%
31Mettler-Toledo Intl IncMTD40,707$45,1061.13%
32Eaton Corp PLCETN211,128$45,0291.13%
33American Water Works Co Inc030420103362,443$44,8811.13%
34NextEra Energy IncNEE-PW778,620$44,6071.12%
35Idexx Labs Corp45168D10497,058$42,4411.06%
36Johnson & JohnsonJNJ267,610$41,6801.05%
37Accenture PlcACN134,366$41,2651.04%
38Exxon Mobil CorpXOM350,738$41,2401.03%
39Aon PLCAON123,354$39,9941.00%
40Home Depot IncHD131,822$39,8311.00%
41iShares Russell 3000 ETF464287689161,332$39,5360.99%
42Qualcomm IncQCOM344,121$38,2180.96%
43Vanguard FTSE All-World Ex-US 922042775644,883$33,4500.84%
44Merck & Co IncMRK324,365$33,3930.84%
45Tractor Supply CoTSCO157,600$32,0010.80%
46Procter & Gamble Co742718109204,127$29,7740.75%
47Meta Platforms, Inc.META99,045$29,7340.75%
48Union Pacific CorpUNP143,408$29,2020.73%
49Stryker CorpSYK105,742$28,8960.72%
50Hershey CoHSY139,481$27,9070.70%
51RTX CorpRTX386,267$27,8000.70%
52ASML Holding NVASMLF46,897$27,6060.69%
53Equinix IncEQIX36,265$26,3380.66%
54Northrop Grumman CorpNOC57,323$25,2330.63%
55Ecolab IncECL148,740$25,1970.63%
56Sherwin-Williams CoSHW97,159$24,7800.62%
57Ansys Inc03662Q10582,440$24,5300.62%
58Walt Disney Co254687106292,394$23,6990.59%
59Activision Blizzard Inc00507V109247,953$23,2160.58%
60CME Group IncCME109,559$21,9360.55%
61Rockwell Automation CorpROK76,698$21,9260.55%
62Constellation Brands Inc-ASTZ86,285$21,6860.54%
63Medtronic PlcMDT274,629$21,5200.54%
64Alphabet Inc-CGOOG162,156$21,3800.54%
65Invesco BulletShares 2024 CorpIVZ1,013,963$20,9590.53%
66BorgWarner IncBWA510,100$20,5930.52%
67Marvell Technology IncMRVL360,876$19,5340.49%
68Invesco BulletShares 2025 CorpIVZ897,361$18,0460.45%
69Deere & CoDE47,372$17,8770.45%
70Vanguard FTSE EM ETF922042858453,259$17,7720.45%
71US BancorpUSB-PS529,847$17,5170.44%
72Zoetis IncZTS100,427$17,4720.44%
73Oshkosh CorpOSK177,229$16,9130.42%
74Toll Brothers IncTOL228,205$16,8780.42%
75iShares Russell 1000 ETF46428762271,133$16,7100.42%
76T Rowe Price Group IncTROW143,212$15,0190.38%
77Nordson CorpNDSN66,652$14,8750.37%
78iShares 1-5 Year IG Corporate 464288646292,619$14,5810.37%
79Vanguard Dividend Appreciation92190884493,204$14,4820.36%
80Invesco BulletShares 2026 CorpIVZ762,845$14,3300.36%
81McCormick & Co IncMKC-V187,352$14,1710.36%
82Bank of America Corp060505104482,992$13,2240.33%
83Invesco BulletShares 2023 CorpIVZ598,057$12,6970.32%
84RBC Bearings IncRBC51,493$12,0560.30%
85STERIS PlcSTE53,515$11,7420.29%
86Vanguard Total Stock Market ET92290876952,177$11,0830.28%
87Colgate Palmolive CoCL151,484$10,7720.27%
88Polaris IncPII92,679$9,6520.24%
89Globe Life IncGL-PD87,317$9,4940.24%
90Nike IncNKE97,158$9,2900.23%
91Pfizer IncPFE279,103$9,2580.23%
92Jack Henry & Associates Inc42628110161,056$9,2280.23%
93Automatic Data Processing IncADP38,096$9,1650.23%
94Consumer Discretionary Select 81369Y40748,368$7,7860.20%
95Eli Lilly & CoLLY12,242$6,5760.16%
96iShares TIPS Bond ETF46428717656,840$5,8950.15%
97PIMCO S/T Muni Bond Active ETF72201R874110,993$5,4330.14%
98Schwab Intl Equity ETF808524805129,454$4,3960.11%
99iShares 5-10 Year IG Corporate46428863889,881$4,3730.11%
100Chevron CorpCVX25,627$4,3210.11%
101Take Two Interactive Software TTWO30,711$4,3120.11%
102Teleflex IncTFX20,681$4,0620.10%
103Invesco BulletShares 2027 CorpIVZ213,227$3,9950.10%
104Comcast CorpCCZ88,484$3,9230.10%
105McDonalds CorpMCD14,886$3,9220.10%
106Cognizant Tech Solutions CorpCTSH55,122$3,7340.09%
107Starbucks CorpSBUX40,574$3,7030.09%
108SPDR S&P Biotech ETF78464A87047,727$3,4850.09%
109Akamai Technologies IncAKAM32,339$3,4450.09%
110SPDR S&P M/C 400 ETFMDY7,383$3,3710.08%
111Abbvie IncABBV21,543$3,2110.08%
112Northern Trust CorpNTRSO43,105$2,9950.08%
113Abbott LaboratoriesABLZF30,897$2,9920.08%
114Lowe's Companies Inc54866110713,528$2,8120.07%
115iShares Russell 1000 Growth ET4642876149,651$2,5670.06%
116PIMCO Intermediate Muni Bond A72201R86651,205$2,5640.06%
117Kimberly Clark CorpKMB20,666$2,4970.06%
118Quaker Houghton74731610715,053$2,4080.06%
119iShares Core S&P 500 ETF4642872005,284$2,2690.06%
120Cullen/Frost Bankers IncCFR-PB24,236$2,2110.06%
121Oracle CorpORCL-PD20,446$2,1660.05%
122iShares Core S&P S/C ETF46428780422,050$2,0800.05%
123Invesco S&P 500 Equal Weight EIVZ12,970$1,8380.05%
124United Parcel Service IncUPS11,463$1,7870.04%
125Tesla IncTSLA6,939$1,7360.04%
126Vanguard S/T Treasury ETF92206C10229,046$1,6730.04%
127Honeywell International Inc4385161068,489$1,5680.04%
128Emerson Electric CoEMR15,537$1,5000.04%
129Norfolk Southern Corp6558441087,405$1,4580.04%
130iShares MSCI EAFE ETF46428746521,009$1,4480.04%
131Mastercard Inc-AMA3,646$1,4430.04%
132Vanguard S&P 500 ETF9229083633,543$1,3910.03%
133Invesco BulletShares 2028 CorpIVZ71,207$1,3790.03%
134Vanguard ESG Intl Stock ETF92191072527,274$1,3760.03%
135iShares Russell 2000 ETF4642876557,656$1,3530.03%
136Broadcom IncAVGO1,573$1,3070.03%
137Becton Dickinson & CoBDX4,977$1,2870.03%
138S&P Global IncSPGI3,519$1,2860.03%
139Verizon Communications IncVZ38,030$1,2330.03%
140iShares Russell M/C ETF46428749917,755$1,2300.03%
141Invesco QQQ Trust Series 1 ETFIVZ3,409$1,2210.03%
142Amgen IncAMGN4,525$1,2160.03%
143Illinois Tool Wks Inc4523081095,064$1,1660.03%
144SEI Investments Co78411710318,486$1,1130.03%
145Intl Business Machines CorpINTR7,757$1,0880.03%
146Brown Forman Corp-BBF-B18,500$1,0670.03%
147Middleby CorpMIDD8,267$1,0580.03%
148Cisco Systems IncCSCO19,380$1,0420.03%
149Vanguard ESG US Stock ETF92191073313,702$1,0310.03%
150Henry Schein IncHSIC13,878$1,0300.03%
151Texas Instruments Inc8825081046,354$1,0100.03%
152Caterpillar IncCAT3,599$9830.02%
153Coca Cola CoKO16,328$9140.02%
154Charles Schwab CorpSCHW-PJ16,233$8910.02%
1553M CoMMM9,402$8800.02%
156Intel CorpINTC24,533$8720.02%
157Air Products & Chemicals IncAIIR3,051$8650.02%
158TE Connectivity LtdTEL6,852$8460.02%
159BlackRock IncBLK1,074$6940.02%
160Walmart IncWMT4,308$6890.02%
161Vanguard Growth ETF9229087362,494$6790.02%
162Salesforce IncCRM3,213$6520.02%
163Applied Materials Inc0382221054,662$6450.02%
164Philip Morris Intl Inc7181721096,780$6280.02%
165Fox CorpFOX19,840$6190.02%
166Bristol-Myers Squibb CoCELG-RI10,512$6100.02%
167Toronto-Dominion BankTORO9,946$5990.02%
168Vanguard Total Bond Mkt ETF9219378358,570$5980.02%
169Enterprise Products Partners L29379210721,742$5950.01%
170Cooper Companies Inc2166484021,798$5720.01%
171Vanguard S/T Bond ETF9219378277,594$5710.01%
172Boeing CoBA-PA2,891$5540.01%
173Yum Brands IncYUM4,428$5530.01%
174Jacobs Solutions IncJ4,037$5510.01%
175Du Pont de Nemours IncDD7,231$5390.01%
176West Pharmaceutical Services9553061051,436$5390.01%
177Blackstone IncBX5,011$5370.01%
178Adobe Systems IncADBE1,045$5330.01%
179Berkshire Hathaway Inc-ABRK-A1$5310.01%
180Travelers Companies IncTRV3,237$5290.01%
181Mondelez Intl Inc6092071057,497$5200.01%
182Advanced Micro Devices IncAMD5,023$5160.01%
183iShares Core S&P Total U.S. St4642871505,450$5130.01%
184iShares Russell M/C Value ETF4642874734,907$5120.01%
185Technology Select Sector SPDR 81369Y8033,028$4960.01%
186Intuitive Surgical IncISRG1,657$4840.01%
187AT&T IncT-PC31,758$4770.01%
188CSX CorpCSX15,430$4740.01%
189Vanguard Intermediate Term Cor92206C8706,200$4710.01%
190Hologic IncHOLX6,584$4570.01%
191Duke Energy CorpDUKB5,132$4530.01%
192Tyler Technologies IncTYL1,165$4500.01%
193Lockheed Martin CorpLMT1,042$4260.01%
194Vanguard Value ETF9229087443,059$4220.01%
195McKesson CorpMCK936$4070.01%
196iShares Russell M/C Growth ETF4642874814,434$4050.01%
197Morgan StanleyMS-PQ4,948$4040.01%
198Vanguard Total Intl Stock ETF9219097687,454$3990.01%
199Vanguard Real Estate ETF9229085535,200$3930.01%
200Oneok IncOKE6,066$3850.01%
201Invesco BulletShares 2029 CorpIVZ21,956$3850.01%
202Canadian National Railway Co1363751023,509$3800.01%
203General Electric Co3696043013,436$3800.01%
204General Dynamics CorpGD1,690$3730.01%
205Marsh & Mclennan Companies Inc5717481021,953$3720.01%
206First Trust NASDAQ Cybersecuri33734X8468,060$3660.01%
207Prudential Financial IncPUKPF3,850$3650.01%
208Wells Fargo & Co9497461018,836$3610.01%
209Estee Lauder Companies-A5184391042,474$3580.01%
210Fastenal CoFAST6,447$3520.01%
211Dow IncDOW6,821$3520.01%
212Altria Group IncMO8,221$3460.01%
213Goldman Sachs Group IncGSCE1,058$3420.01%
214Corning IncGLW11,056$3370.01%
215Yum China Holdings IncYUMC5,936$3310.01%
216Vanguard M/C Value ETF9229085122,518$3300.01%
217Pentair PlcPNR5,001$3240.01%
218iShares S&P GSCI Commodity ETFISMCF14,185$3190.01%
219iShares Core MSCI EAFE ETF46432F8424,867$3130.01%
220iShares Select Dividend ETF4642871682,893$3110.01%
221Lam Research CorpLRCX492$3080.01%
222Marathon Petroleum CorpMARA2,008$3040.01%
223State Street CorpSTT-PG4,517$3020.01%
224Netflix IncNFLX791$2990.01%
225Omnicom Group IncOMC3,974$2960.01%
226Financial Select Sector SPDR E81369Y6058,814$2920.01%
227JM Smucker Co8326964052,358$2900.01%
228American Express CoAXP1,934$2890.01%
229iShares Russell 1000 Value ETF4642875981,871$2840.01%
230Crown Castle Intl Corp-REITCCI3,039$2800.01%
231ServiceNow IncNOW498$2780.01%
232Vanguard S/C Growth ETF9229085951,287$2760.01%
233Assurant IncAIZN1,911$2740.01%
234Graco IncGGG3,743$2730.01%
235Vanguard S&P M/C 400 ETF9219328853,228$2730.01%
236Corteva IncCTVA5,312$2720.01%
237Trane Technologies IncTT1,330$2700.01%
238Cigna Group125523100937$2680.01%
239Johnson Controls Intl PlcG515021055,000$2660.01%
240Nvent Electric PLCNVT5,000$2650.01%
241Copart IncCPRT6,000$2590.01%
242ProShares UltraShort S&P500 ET74347G4166,800$2520.01%
243Sysco CorpSYY3,799$2510.01%
244Vanguard M/C Growth ETF9229085381,235$2410.01%
245iShares Core Dividend Growth E46434V6214,862$2410.01%
246Enphase Energy IncENPH2,000$2400.01%
247Regeneron Pharmaceuticals IncREGN290$2390.01%
248NVR IncNVR40$2390.01%
249SAP SE ADRSAPGF1,843$2380.01%
250Southern CoSOMN3,657$2370.01%
251CVS Health CorpCVS3,299$2300.01%
252Shell PLC ADRRYDAF3,558$2290.01%
253Paychex IncPAYX1,978$2280.01%
254Vanguard High Dividend Yield E9219464062,210$2280.01%
255Dimensional US Targeted Value 25434V6094,990$2280.01%
256iShares MSCI EM ETF4642872345,966$2260.01%
257Novartis AG ADRNVSEF2,099$2140.01%
258Health Care Select Sector SPDR81369Y2091,652$2130.01%
259Allstate CorpALL-PJ1,916$2130.01%
260Prologis IncPLDGP1,887$2120.01%
261EOG Resources IncEOG1,637$2080.01%
262Vanguard S/C Value ETF9229086111,286$2050.01%
263Iron Mountain Inc46284V1013,418$2030.01%
264Waste Management Inc94106L1091,316$2010.01%
265Plug Power IncPLUG20,030$1520.00%
266Vanguard I/T IG Fd-Adm92203181018,099$1470.00%
267PIMCO National Intm Muni Bond 72201U10910,250$1010.00%
268Sirius XM Holdings IncSIRI14,895$670.00%
269Sunhydrogen IncHYSR28,600$00.00%