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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 2024 · Filed May 10, 2024 · Accession 0000891287-24-000005

Total Value
$4.78B
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY448,458$234.6M4.91%
2Apple IncAAPL1,092,878$187.4M3.92%
3Microsoft CorpMSFT412,541$173.6M3.63%
4iShares Core S&P M/C ETF4642875072,730,773$165.9M3.47%
5Alphabet Inc-AGOOG922,560$139.2M2.92%
6Nvidia CorpNVDA149,221$134.8M2.82%
7Palo Alto Networks IncPANW387,290$110.0M2.30%
8Berkshire Hathaway Inc-BBRK-A256,329$107.8M2.26%
9Amazon.com IncAMZN575,788$103.9M2.17%
10Vanguard S/C ETF922908751440,655$100.7M2.11%
11Intuit IncINTU144,195$93.7M1.96%
12Amphenol Corp032095101780,439$90.0M1.88%
13Danaher Corp235851102332,847$83.1M1.74%
14Costco Wholesale Corp22160K105109,535$80.2M1.68%
15Visa Inc-AV278,011$77.6M1.62%
16Thermo Fisher Scientific IncTMO130,356$75.8M1.59%
17Linde PlcLIN160,222$74.4M1.56%
18TJX Companies Inc872540109724,965$73.5M1.54%
19Waste Connections IncWCN410,717$70.6M1.48%
20Vanguard FTSE DM ETF9219438581,407,847$70.6M1.48%
21Microchip Technology IncMCHPP787,300$70.6M1.48%
22JP Morgan Chase & CoVYLD347,871$69.7M1.46%
23Chubb LtdCB256,272$66.4M1.39%
24Eaton Corp PLCETN206,854$64.7M1.35%
25American Tower Corp03027X100304,526$60.2M1.26%
26Phillips 66PSX359,479$58.7M1.23%
27AMETEK IncAME320,806$58.7M1.23%
28Roper Technologies IncROP101,159$56.7M1.19%
29Home Depot IncHD144,936$55.6M1.16%
30Mettler-Toledo Intl IncMTD40,986$54.6M1.14%
31Meta Platforms, Inc.META111,366$54.1M1.13%
32Idexx Labs Corp45168D10498,836$53.4M1.12%
33Qualcomm IncQCOM309,644$52.4M1.10%
34ASML Holding NVASMLF51,942$50.4M1.06%
35ConocoPhillipsCOP388,700$49.5M1.04%
36NextEra Energy IncNEE-PW755,648$48.3M1.01%
37iShares Russell 3000 ETF464287689160,272$48.1M1.01%
38Pepsico IncPEP274,728$48.1M1.01%
39Accenture PlcACN134,366$46.6M0.98%
40Unitedhealth Group IncUNH91,121$45.1M0.94%
41Exxon Mobil CorpXOM386,684$44.9M0.94%
42American Water Works Co Inc030420103349,172$42.7M0.89%
43Tractor Supply CoTSCO161,176$42.2M0.88%
44Merck & Co IncMRK318,476$42.0M0.88%
45Stryker CorpSYK116,278$41.6M0.87%
46Johnson & JohnsonJNJ253,122$40.0M0.84%
47Aon PLCAON115,503$38.5M0.81%
48RTX CorpRTX393,478$38.4M0.80%
49Marvell Technology IncMRVL534,485$37.9M0.79%
50Vanguard FTSE All-World Ex-US922042775618,495$36.3M0.76%
51Union Pacific CorpUNP144,375$35.5M0.74%
52Procter & Gamble Co742718109217,424$35.3M0.74%
53Ecolab IncECL134,897$31.1M0.65%
54Equinix IncEQIX36,813$30.4M0.64%
55Northrop Grumman CorpNOC61,557$29.5M0.62%
56Ansys Inc03662Q10584,774$29.4M0.62%
57Sherwin-Williams CoSHW84,660$29.4M0.62%
58Walt Disney Co254687106226,119$27.7M0.58%
59Hershey CoHSY137,673$26.8M0.56%
60Take Two Interactive SoftwareTTWO176,469$26.2M0.55%
61Invesco BulletShares 2027 CorpIVZ1,334,439$25.7M0.54%
62Toll Brothers IncTOL195,371$25.3M0.53%
63Medtronic PlcMDT273,815$23.9M0.50%
64Alphabet Inc-CGOOG154,573$23.5M0.49%
65Constellation Brands Inc-ASTZ84,024$22.8M0.48%
66Eli Lilly & CoLLY29,077$22.6M0.47%
67CME Group IncCME103,261$22.2M0.47%
68Rockwell Automation CorpROK75,129$21.9M0.46%
69Invesco BulletShares 2025 CorpIVZ1,069,728$21.9M0.46%
70Zoetis IncZTS127,445$21.6M0.45%
71Oshkosh CorpOSK162,474$20.3M0.42%
72US BancorpUSB-PS449,670$20.1M0.42%
73Invesco BulletShares 2026 CorpIVZ973,859$18.7M0.39%
74Deere & CoDE44,945$18.5M0.39%
75T Rowe Price Group IncTROW145,369$17.7M0.37%
76Bank of America Corp060505104459,504$17.4M0.36%
77Vanguard FTSE EM ETF922042858412,644$17.2M0.36%
78Nordson CorpNDSN60,877$16.7M0.35%
79iShares Russell 1000 ETF46428762257,892$16.7M0.35%
80Colgate Palmolive CoCL159,094$14.3M0.30%
81Vanguard Total Stock Market ET92290876954,026$14.0M0.29%
82RBC Bearings IncRBC47,395$12.8M0.27%
83Invesco BulletShares 2024 CorpIVZ573,009$12.0M0.25%
84Jack Henry & Associates Inc42628110167,557$11.7M0.25%
85STERIS PlcSTE47,783$10.7M0.22%
86iShares 1-5 Year IG Corporate464288646192,949$9.9M0.21%
87McCormick & Co IncMKC-V125,551$9.6M0.20%
88BorgWarner IncBWA265,905$9.2M0.19%
89Globe Life IncGL-PD73,944$8.6M0.18%
90Veralto CorpVLTO95,465$8.5M0.18%
91Automatic Data Processing IncADP32,809$8.2M0.17%
92Nike IncNKE81,251$7.6M0.16%
93Consumer Discretionary Select81369Y40738,244$7.0M0.15%
94Vanguard Dividend Appreciation92190884429,559$5.4M0.11%
95Schwab Intl Equity ETF808524805129,454$5.1M0.11%
96Chevron CorpCVX28,634$4.5M0.09%
97McDonalds CorpMCD13,912$3.9M0.08%
98SPDR S&P M/C 400 ETFMDY6,962$3.9M0.08%
99PIMCO S/T Muni Bond Active ETF72201R87474,525$3.7M0.08%
100Abbvie IncABBV19,361$3.5M0.07%
101SPDR S&P Biotech ETF78464A87035,460$3.4M0.07%
102iShares Russell 1000 Growth ET4642876149,980$3.4M0.07%
103iShares 5-10 Year IG Corporate46428863865,163$3.4M0.07%
104Starbucks CorpSBUX36,778$3.4M0.07%
105Abbott LaboratoriesABLZF29,272$3.3M0.07%
106Lowe's Companies Inc54866110712,580$3.2M0.07%
107Comcast CorpCCZ71,901$3.1M0.07%
108Invesco BulletShares 2028 CorpIVZ147,769$3.0M0.06%
109iShares Core S&P 500 ETF4642872005,024$2.6M0.06%
110Kimberly Clark CorpKMB20,020$2.6M0.05%
111PIMCO Intermediate Muni Bond A72201R86649,150$2.6M0.05%
112Oracle CorpORCL-PD19,978$2.5M0.05%
113iShares Core S&P S/C ETF46428780421,645$2.4M0.05%
114Polaris IncPII21,465$2.1M0.04%
115Cullen/Frost Bankers IncCFR-PB18,616$2.1M0.04%
116Norfolk Southern Corp6558441088,130$2.1M0.04%
117Pfizer IncPFE72,531$2.0M0.04%
118Vanguard ESG Intl Stock ETF92191072534,405$2.0M0.04%
119Vanguard S&P 500 ETF9229083634,066$2.0M0.04%
120Invesco S&P 500 Equal Weight EIVZ11,439$1.9M0.04%
121Broadcom IncAVGO1,406$1.9M0.04%
122Vanguard S/T Treasury ETF92206C10231,684$1.8M0.04%
123United Parcel Service IncUPS11,355$1.7M0.04%
124Emerson Electric CoEMR14,828$1.7M0.04%
125Invesco QQQ Trust Series 1 ETFIVZ3,763$1.7M0.03%
126Mastercard Inc-AMA3,449$1.7M0.03%
127iShares MSCI EAFE ETF46428746520,477$1.6M0.03%
128Honeywell International Inc4385161067,744$1.6M0.03%
129Illinois Tool Wks Inc4523081095,677$1.5M0.03%
130iShares Russell 2000 ETF4642876557,167$1.5M0.03%
131Quaker Houghton7473161077,284$1.5M0.03%
132Vanguard ESG US Stock ETF92191073316,042$1.5M0.03%
133Akamai Technologies IncAKAM13,625$1.5M0.03%
134Verizon Communications IncVZ34,841$1.5M0.03%
135S&P Global IncSPGI3,433$1.5M0.03%
136Intl Business Machines CorpINTR7,542$1.4M0.03%
137Cognizant Tech Solutions CorpCTSH18,794$1.4M0.03%
138Teleflex IncTFX5,932$1.3M0.03%
139iShares Russell M/C ETF46428749915,804$1.3M0.03%
140Northern Trust CorpNTRSO14,789$1.3M0.03%
141Invesco BulletShares 2029 CorpIVZ69,825$1.3M0.03%
142Becton Dickinson & CoBDX5,151$1.3M0.03%
143Caterpillar IncCAT3,407$1.2M0.03%
144Coca Cola CoKO19,878$1.2M0.03%
145Tesla IncTSLA6,617$1.2M0.02%
146Amgen IncAMGN4,066$1.2M0.02%
147Texas Instruments Inc8825081046,181$1.1M0.02%
148Charles Schwab CorpSCHW-PJ14,379$1.0M0.02%
149Applied Materials Inc0382221054,814$992,7910.02%
150Intel CorpINTC22,297$984,8580.02%
151TE Connectivity LtdTEL6,779$984,6050.02%
152Cisco Systems IncCSCO19,193$957,9230.02%
153Salesforce IncCRM3,144$946,9100.02%
154Advanced Micro Devices IncAMD5,138$927,3580.02%
155Tyler Technologies IncTYL2,165$920,1470.02%
156BlackRock IncBLK957$797,8510.02%
157Vanguard Growth ETF9229087362,226$766,1890.02%
158Travelers Companies IncTRV3,237$744,9630.02%
159Toronto-Dominion BankTORO11,288$681,5690.01%
160Walmart IncWMT11,318$680,9930.01%
161General Electric Co3696043013,696$648,7590.01%
162Blackstone IncBX4,933$648,0480.01%
163Air Products & Chemicals IncAIIR2,654$642,9290.01%
164Vanguard Total Intl Stock ETF92190976810,645$641,8930.01%
165Berkshire Hathaway Inc-ABRK-A1$634,4400.01%
166Intuitive Surgical IncISRG1,565$624,5760.01%
167Jacobs Solutions IncJ4,037$620,6080.01%
168iShares Russell M/C Value ETF4642874734,907$614,9940.01%
169Cooper Companies Inc2166485016,041$612,9230.01%
170iShares Core S&P Total U.S. St4642871505,300$611,0900.01%
171Boeing CoBA-PA3,029$584,6460.01%
172CSX CorpCSX15,622$579,1080.01%
173Enterprise Products Partners L29379210719,744$576,1300.01%
174West Pharmaceutical Services9553061051,436$568,2400.01%
175Du Pont de Nemours IncDD7,335$562,3740.01%
176Yum Brands IncYUM4,042$560,4230.01%
177Philip Morris Intl Inc7181721096,109$559,7070.01%
178Fox CorpFOX17,670$552,5410.01%
179Vanguard Total Bond Mkt ETF9219378357,466$542,2560.01%
180Adobe Systems IncADBE1,035$522,2610.01%
181Wells Fargo & Co9497461018,715$505,1210.01%
182Mondelez Intl Inc6092071057,178$502,4540.01%
183Dow IncDOW8,564$496,1120.01%
184Bristol-Myers Squibb CoCELG-RI9,144$495,8790.01%
185Lockheed Martin CorpLMT1,083$492,4770.01%
186AT&T IncT-PC27,022$475,5860.01%
187Morgan StanleyMS-PQ4,948$465,9040.01%
188McKesson CorpMCK865$464,1260.01%
189Technology Select Sector SPDR81369Y8032,221$462,5680.01%
190Netflix IncNFLX753$457,3190.01%
191iShares Russell M/C Growth ETF4642874814,000$456,5600.01%
192General Dynamics CorpGD1,614$455,9390.01%
193First Trust NASDAQ Cybersecuri33734X8468,060$454,5030.01%
194Oneok IncOKE5,612$449,9140.01%
195Goldman Sachs Group IncGSCE1,074$448,4520.01%
196Invesco BulletShares 2030 CorpIVZ27,301$447,4630.01%
197Henry Schein IncHSIC5,743$433,7110.01%
198Pentair PlcPNR5,001$427,2520.01%
199American Express CoAXP1,862$424,0200.01%
200Hologic IncHOLX5,348$416,9300.01%
2013M CoMMM3,899$413,5670.01%
202Canadian National Railway Co1363751023,125$411,5940.01%
203Hubbell IncHUBB985$408,8240.01%
204Vanguard Real Estate ETF9229085534,717$407,9260.01%
205Marathon Petroleum CorpMARA2,008$404,6120.01%
206Trane Technologies IncTT1,330$399,2660.01%
207Duke Energy CorpDUKB4,058$392,4900.01%
208ServiceNow IncNOW513$391,1110.01%
209Corteva IncCTVA6,765$390,1380.01%
210iShares Select Dividend ETF4642871683,159$389,1140.01%
211Estee Lauder Companies-A5184391042,469$380,5960.01%
212Nvent Electric PLCNVT5,000$377,0000.01%
213Corning IncGLW11,011$362,9230.01%
214Vanguard S/T Bond ETF9219378274,699$360,2720.01%
215SAP SE ADRSAPGF1,843$359,3540.01%
216Financial Select Sector SPDR E81369Y6058,168$344,0150.01%
217Altria Group IncMO7,787$339,6690.01%
218Johnson Controls Intl PlcG515021055,110$333,7850.01%
219iShares Russell 1000 Value ETF4642875981,816$325,2640.01%
220Marsh & Mclennan Companies Inc5717481021,568$322,9770.01%
221Crown Castle Intl Corp-REITCCI3,039$321,6170.01%
222Vulcan Materials Co9291601091,174$320,4080.01%
223iShares S&P GSCI Commodity ETFISMCF14,185$312,9210.01%
224NVR IncNVR38$307,7980.01%
225Target CorpTGT1,714$303,7380.01%
226Brown Forman Corp-BBF-B5,850$301,9770.01%
227Shell PLC ADRRYDAF4,468$299,5350.01%
228JM Smucker Co8326964052,342$294,7880.01%
229Cigna Group125523100787$285,8960.01%
230Regeneron Pharmaceuticals IncREGN297$285,8600.01%
231iShares Core Dividend Growth E46434V6214,862$282,2880.01%
232Allstate CorpALL-PJ1,631$282,1790.01%
233Assurant IncAIZN1,495$281,4190.01%
234Iron Mountain Inc46284V1013,418$274,1580.01%
235Progressive Corp7433151031,306$270,1070.01%
236Vanguard High Dividend Yield E9219464062,210$267,3880.01%
237Southern CoSOMN3,653$262,0650.01%
238Omnicom Group IncOMC2,682$259,5100.01%
239PNC Financial Services Group6934751051,554$251,1040.01%
240Fastenal CoFAST3,225$248,7760.01%
241AppFolio IncAPPF1,000$246,7400.01%
242Xylem IncXYL1,900$245,5560.01%
243CVS Health CorpCVS3,010$240,0780.01%
244Waste Management Inc94106L1091,116$237,8750.00%
245CrowdStrike Holdings Inc-ACRWD741$237,5570.00%
246Yum China Holdings IncYUMC5,936$236,1930.00%
247WW Grainger Inc384802104225$228,8920.00%
248State Street CorpSTT-PG2,850$220,3620.00%
249Vanguard S&P M/C 400 ETF9219328852,120$218,3810.00%
250Health Care Select Sector SPDR81369Y2091,450$214,2080.00%
251Dimensional US Targeted Value25434V6093,930$213,9100.00%
252Middleby CorpMIDD1,312$210,9560.00%
253Clorox CoCLX1,375$210,5260.00%
254Vertex Pharmaceuticals IncVRTX497$207,7510.00%
255Dimensional Intl Value ETF25434V8075,619$206,4980.00%
256Autozone IncAZO65$204,8570.00%
257Novartis AG ADRNVSEF2,099$203,0360.00%
258IQ Hedge Multi Strategy Tracke45409B1076,545$202,1750.00%
259EOG Resources IncEOG1,573$201,0920.00%
260Novo Nordisk A/S ADRNONOF1,563$200,6890.00%