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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 2024 · Filed November 13, 2024 · Accession 0000891287-24-000011

Total Value
$5.17B
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY517,546$296.9M5.74%
2Apple IncAAPL1,119,159$260.8M5.04%
3iShares Core S&P M/C ETF4642875072,999,064$186.9M3.61%
4Microsoft CorpMSFT429,667$184.9M3.57%
5Nvidia CorpNVDA1,496,400$181.7M3.51%
6Alphabet Inc-AGOOG917,434$152.2M2.94%
7Palo Alto Networks IncPANW367,784$125.7M2.43%
8Berkshire Hathaway Inc-BBRK-A255,177$117.4M2.27%
9Vanguard S/C ETF922908751491,341$116.6M2.25%
10Amazon.com IncAMZN599,989$111.8M2.16%
11Amphenol Corp0320951011,485,069$96.8M1.87%
12Costco Wholesale Corp22160K105104,989$93.1M1.80%
13Danaher Corp235851102326,049$90.6M1.75%
14Intuit IncINTU139,271$86.5M1.67%
15Vanguard FTSE DM ETF9219438581,591,495$84.0M1.62%
16Thermo Fisher Scientific IncTMO131,893$81.6M1.58%
17TJX Companies Inc872540109693,760$81.5M1.58%
18Visa Inc-AV284,030$78.1M1.51%
19Linde PlcLIN154,388$73.6M1.42%
20JP Morgan Chase & CoVYLD341,073$71.9M1.39%
21Waste Connections IncWCN401,187$71.7M1.39%
22Chubb LtdCB244,316$70.5M1.36%
23American Tower Corp03027X100298,156$69.3M1.34%
24Meta Platforms, Inc.META118,615$67.9M1.31%
25Eaton Corp PLCETN199,399$66.1M1.28%
26NextEra Energy IncNEE-PW727,487$61.5M1.19%
27Home Depot IncHD150,416$60.9M1.18%
28Mettler-Toledo Intl IncMTD39,406$59.1M1.14%
29Microchip Technology IncMCHPP713,729$57.3M1.11%
30AMETEK IncAME330,210$56.7M1.10%
31Unitedhealth Group IncUNH91,527$53.5M1.03%
32Roper Technologies IncROP96,134$53.5M1.03%
33Idexx Labs Corp45168D104103,378$52.2M1.01%
34iShares Russell 3000 ETF464287689159,477$52.1M1.01%
35Accenture PlcACN144,667$51.1M0.99%
36American Water Works Co Inc030420103334,208$48.9M0.94%
37Qualcomm IncQCOM280,476$47.7M0.92%
38RTX CorpRTX392,111$47.5M0.92%
39Exxon Mobil CorpXOM402,115$47.1M0.91%
40Phillips 66PSX348,460$45.8M0.89%
41Tractor Supply CoTSCO155,247$45.2M0.87%
42Stryker CorpSYK123,960$44.8M0.87%
43Pepsico IncPEP262,109$44.6M0.86%
44Marvell Technology IncMRVL605,335$43.7M0.84%
45Aon PLCAON125,870$43.5M0.84%
46ASML Holding NVASMLF51,937$43.3M0.84%
47Procter & Gamble Co742718109248,442$43.0M0.83%
48ConocoPhillipsCOP387,082$40.8M0.79%
49Union Pacific CorpUNP156,261$38.5M0.74%
50Johnson & JohnsonJNJ229,639$37.2M0.72%
51Merck & Co IncMRK312,511$35.5M0.69%
52Vanguard FTSE All-World Ex-US922042775560,607$35.3M0.68%
53Take Two Interactive SoftwareTTWO218,725$33.6M0.65%
54Northrop Grumman CorpNOC61,527$32.5M0.63%
55Eli Lilly & CoLLY36,236$32.1M0.62%
56Equinix IncEQIX35,351$31.4M0.61%
57Ecolab IncECL119,332$30.5M0.59%
58Sherwin-Williams CoSHW73,387$28.0M0.54%
59Invesco BulletShares 2027 CorpIVZ1,391,902$27.4M0.53%
60Ansys Inc03662Q10585,452$27.2M0.53%
61Hershey CoHSY136,632$26.2M0.51%
62Zoetis IncZTS133,115$26.0M0.50%
63Toll Brothers IncTOL162,531$25.1M0.49%
64Alphabet Inc-CGOOG148,194$24.8M0.48%
65Medtronic PlcMDT267,396$24.1M0.47%
66Rockwell Automation CorpROK85,468$22.9M0.44%
67Invesco BulletShares 2025 CorpIVZ1,106,798$22.9M0.44%
68Walt Disney Co254687106231,905$22.3M0.43%
69Invesco BulletShares 2026 CorpIVZ1,071,711$21.0M0.41%
70CME Group IncCME94,766$20.9M0.40%
71Bank of America Corp060505104502,726$19.9M0.39%
72Constellation Brands Inc-ASTZ76,763$19.8M0.38%
73Deere & CoDE46,444$19.4M0.37%
74Colgate Palmolive CoCL182,016$18.9M0.37%
75US BancorpUSB-PS407,928$18.7M0.36%
76iShares Russell 1000 ETF46428762257,773$18.2M0.35%
77T Rowe Price Group IncTROW153,511$16.7M0.32%
78Vanguard Total Stock Market ET92290876957,761$16.4M0.32%
79Vanguard FTSE EM ETF922042858331,302$15.9M0.31%
80Oshkosh CorpOSK151,585$15.2M0.29%
81PIMCO Intermediate Muni Bond A72201R866276,000$14.6M0.28%
82Jack Henry & Associates Inc42628110177,337$13.7M0.26%
83RBC Bearings IncRBC45,149$13.5M0.26%
84Nordson CorpNDSN50,576$13.3M0.26%
85STERIS PlcSTE40,618$9.9M0.19%
86Invesco BulletShares 2024 CorpIVZ437,021$9.2M0.18%
87McCormick & Co IncMKC-V111,999$9.2M0.18%
88iShares 1-5 Year IG Corporate464288646159,665$8.4M0.16%
89Automatic Data Processing IncADP29,840$8.3M0.16%
90Consumer Discretionary Select81369Y40734,084$6.8M0.13%
91Vanguard Dividend Appreciation92190884432,684$6.5M0.13%
92Invesco BulletShares 2028 CorpIVZ307,764$6.3M0.12%
93Nike IncNKE67,574$6.0M0.12%
94Schwab Intl Equity ETF808524805128,612$5.3M0.10%
95BorgWarner IncBWA132,044$4.8M0.09%
96Invesco BulletShares 2029 CorpIVZ229,124$4.3M0.08%
97Chevron CorpCVX28,489$4.2M0.08%
98McDonalds CorpMCD13,416$4.1M0.08%
99Veralto CorpVLTO36,084$4.0M0.08%
100SPDR S&P M/C 400 ETFMDY6,874$3.9M0.08%
101iShares Russell 1000 Growth ET46428761410,308$3.9M0.07%
102Abbvie IncABBV19,293$3.8M0.07%
103PIMCO S/T Muni Bond Active ETF72201R87467,923$3.4M0.07%
104Lowe's Companies Inc54866110712,443$3.4M0.07%
105iShares 5-10 Year IG Corporate46428863861,291$3.3M0.06%
106Oracle CorpORCL-PD18,903$3.2M0.06%
107Starbucks CorpSBUX32,894$3.2M0.06%
108Abbott LaboratoriesABLZF25,645$2.9M0.06%
109Kimberly Clark CorpKMB20,179$2.9M0.06%
110iShares Core S&P 500 ETF4642872004,805$2.8M0.05%
111Vanguard S&P 500 ETF9229083635,136$2.7M0.05%
112Comcast CorpCCZ64,670$2.7M0.05%
113Invesco S&P 500 Equal Weight EIVZ14,666$2.6M0.05%
114SPDR S&P Biotech ETF78464A87026,498$2.6M0.05%
115Broadcom IncAVGO14,254$2.5M0.05%
116iShares Core S&P S/C ETF46428780419,651$2.3M0.04%
117Vanguard ESG US Stock ETF92191073321,618$2.2M0.04%
118Norfolk Southern Corp6558441088,835$2.2M0.04%
119Vanguard ESG Intl Stock ETF92191072533,140$2.0M0.04%
120Invesco QQQ Trust Series 1 ETFIVZ3,789$1.8M0.04%
121Intl Business Machines CorpINTR8,351$1.8M0.04%
122Vanguard S/T Treasury ETF92206C10230,128$1.8M0.03%
123S&P Global IncSPGI3,426$1.8M0.03%
124iShares Russell 2000 ETF4642876557,891$1.7M0.03%
125iShares MSCI EAFE ETF46428746520,444$1.7M0.03%
126Mastercard Inc-AMA3,238$1.6M0.03%
127Tesla IncTSLA6,105$1.6M0.03%
128United Parcel Service IncUPS11,628$1.6M0.03%
129iShares Russell M/C ETF46428749917,898$1.6M0.03%
130Pfizer IncPFE53,057$1.5M0.03%
131Verizon Communications IncVZ32,256$1.4M0.03%
132Illinois Tool Wks Inc4523081095,515$1.4M0.03%
133Caterpillar IncCAT3,601$1.4M0.03%
134Vanguard Total Intl Stock ETF92190976821,601$1.4M0.03%
135Vanguard Growth ETF9229087363,630$1.4M0.03%
136Honeywell International Inc4385161066,738$1.4M0.03%
137Emerson Electric CoEMR12,643$1.4M0.03%
138Invesco BulletShares 2030 CorpIVZ79,509$1.3M0.03%
139Technology Select Sector SPDR81369Y8035,844$1.3M0.03%
140Texas Instruments Inc8825081046,140$1.3M0.02%
141Coca Cola CoKO17,575$1.3M0.02%
142Becton Dickinson & CoBDX4,873$1.2M0.02%
143Vanguard Information Technolog92204A7021,974$1.2M0.02%
144Health Care Select Sector SPDR81369Y2097,347$1.1M0.02%
145Amgen IncAMGN3,473$1.1M0.02%
146Financial Select Sector SPDR E81369Y60522,932$1.0M0.02%
147TE Connectivity PlcTEL6,781$1.0M0.02%
148Cisco Systems IncCSCO19,196$1.0M0.02%
149Walmart IncWMT12,548$1.0M0.02%
150Blackstone IncBX6,393$978,9600.02%
151Invesco S&P 500 Equal Weight TIVZ25,930$977,5450.02%
152Charles Schwab CorpSCHW-PJ15,002$972,2800.02%
153Cullen/Frost Bankers IncCFR-PB8,439$943,9870.02%
154Tyler Technologies IncTYL1,490$869,7430.02%
155Applied Materials Inc0382221054,293$867,4010.02%
156Cognizant Tech Solutions CorpCTSH10,551$814,3260.02%
157AT&T IncT-PC36,416$801,1520.02%
158Salesforce IncCRM2,901$794,0330.02%
159Travelers Companies IncTRV3,245$759,7190.01%
160Northern Trust CorpNTRSO8,404$756,6120.01%
161General Electric Co3696043013,939$742,8170.01%
162Intuitive Surgical IncISRG1,508$740,8350.01%
163Advanced Micro Devices IncAMD4,440$728,5150.01%
164Vanguard S/C Growth ETF9229085952,668$713,3430.01%
165Fox CorpFOX16,406$694,4660.01%
166Berkshire Hathaway Inc-ABRK-A1$691,1800.01%
167First Trust Dow Jones Internet33733E3023,256$689,7180.01%
168iShares Russell M/C Value ETF4642874735,170$683,7320.01%
169Iron Mountain Inc46284V1015,686$675,6670.01%
170Philip Morris Intl Inc7181721095,507$668,5500.01%
171Air Products & Chemicals IncAIIR2,240$666,9380.01%
172iShares Core S&P Total U.S. St4642871505,300$665,7860.01%
173Netflix IncNFLX934$662,4580.01%
174Shell PLC ADRRYDAF10,040$662,1380.01%
175Invesco BulletShares 2031 CorpIVZ39,289$654,9480.01%
176Yum Brands IncYUM4,544$634,8420.01%
177Morgan StanleyMS-PQ5,984$623,7720.01%
178Lockheed Martin CorpLMT1,040$607,9420.01%
179Goldman Sachs Group IncGSCE1,184$586,0350.01%
180Toronto-Dominion BankTORO9,132$577,6900.01%
181Du Pont de Nemours IncDD6,393$569,6800.01%
182Cooper Companies Inc2166485015,101$562,8470.01%
183Teleflex IncTFX2,271$561,6640.01%
184Axon Enterprise IncAXON1,350$539,4600.01%
185Vanguard Total Bond Mkt ETF9219378357,177$539,0640.01%
186iShares S&P 500 Growth ETF4642873095,608$536,9660.01%
187Corning IncGLW11,755$530,7380.01%
188Jacobs Solutions IncJ4,037$528,4430.01%
189Oneok IncOKE5,774$526,1850.01%
190Mondelez Intl Inc6092071057,132$525,4090.01%
1913M CoMMM3,781$516,8630.01%
192Adobe Systems IncADBE990$512,6020.01%
193Wells Fargo & Co9497461019,051$511,2950.01%
194Pentair PlcPNR5,040$492,8240.01%
195CSX CorpCSX13,907$480,2090.01%
196First Trust NASDAQ Cybersecuri33734X8468,060$477,3940.01%
197iShares Russell M/C Growth ETF4642874814,000$469,1600.01%
198iShares Core MSCI EAFE ETF46432F8425,879$458,8560.01%
199Boeing CoBA-PA3,000$456,1200.01%
200ServiceNow IncNOW508$454,3500.01%
201Vanguard Intermediate Term Cor92206C8705,372$449,9050.01%
202iShares MSCI India ETF46429B5987,579$443,5990.01%
203Vanguard Real Estate ETF9229085534,551$443,3580.01%
204Duke Energy CorpDUKB3,815$439,8630.01%
205Vanguard M/C Growth ETF9229085381,782$433,8640.01%
206West Pharmaceutical Services9553061051,435$430,7300.01%
207Hubbell IncHUBB1,005$430,4920.01%
208McKesson CorpMCK866$427,9380.01%
209SAP SE ADRSAPGF1,854$424,6490.01%
210Industrial Select Sector SPDR81369Y7043,119$422,4560.01%
211Intel CorpINTC17,945$420,9980.01%
212General Dynamics CorpGD1,363$411,8990.01%
213Dow IncDOW7,466$407,8680.01%
214iShares Select Dividend ETF4642871682,999$405,0620.01%
215American Express CoAXP1,491$404,3590.01%
216Vanguard S/T Bond ETF9219378275,100$401,3190.01%
217Vertex Pharmaceuticals IncVRTX840$390,6670.01%
218Johnson Controls Intl PlcG515021055,003$388,2830.01%
219Globe Life IncGL-PD3,639$385,4060.01%
220Altria Group IncMO7,331$374,1740.01%
221Marsh & Mclennan Companies Inc5717481021,662$370,7760.01%
222Target CorpTGT2,302$358,8140.01%
223Bristol-Myers Squibb CoCELG-RI6,895$356,7470.01%
224Nvent Electric PLCNVT5,000$351,3000.01%
225Hologic IncHOLX4,259$346,9380.01%
226Chipotle Mexican GrillCMG6,000$345,7200.01%
227Enterprise Products Partners L29379210711,531$335,6670.01%
228iShares Russell 1000 Value ETF4642875981,768$335,5660.01%
229Marathon Petroleum CorpMARA2,030$330,7070.01%
230Prudential Financial IncPUKPF2,624$317,7660.01%
231Henry Schein IncHSIC4,348$316,9690.01%
232Xylem IncXYL2,300$310,5690.01%
233Canadian National Railway Co1363751022,525$295,8040.01%
234Regeneron Pharmaceuticals IncREGN281$295,3980.01%
235Southern CoSOMN3,236$291,7840.01%
236Allstate CorpALL-PJ1,531$290,3540.01%
237Brown Forman Corp-BBF-B5,850$287,8200.01%
238Quaker Houghton7473161071,708$287,7800.01%
239Corteva IncCTVA4,839$284,4850.01%
240Vanguard High Dividend Yield E9219464062,210$283,3220.01%
241PNC Financial Services Group6934751051,531$282,9800.01%
242Vulcan Materials Co9291601091,124$281,4830.01%
243Waste Management Inc94106L1091,337$277,5610.01%
244Cigna Group125523100788$273,0570.01%
245Yum China Holdings IncYUMC5,937$267,2840.01%
246NVR IncNVR27$264,9190.01%
247Progressive Corp7433151031,029$261,1190.01%
248Vanguard Value ETF9229087441,473$257,1420.00%
249Crown Castle Intl Corp-REITCCI2,129$252,6190.00%
250CrowdStrike Holdings Inc-ACRWD896$251,3010.00%
251Aflac IncAFL2,229$249,2020.00%
252Metlife IncMET-PF3,021$249,1720.00%
253iShares Gold Trust ETFIAU5,004$248,6990.00%
254Clorox CoCLX1,525$248,4380.00%
255Novartis AG ADRNVSEF2,109$242,5770.00%
256AppFolio IncAPPF1,000$235,4000.00%
257WW Grainger Inc384802104225$233,7320.00%
258Vanguard M/C ETF922908629874$230,5870.00%
259Fastenal CoFAST3,226$230,4010.00%
260Estee Lauder Companies-A5184391042,304$229,7150.00%
261Hewlett Packard Enterprise CoHPE-PC11,012$225,3060.00%
262Assurant IncAIZN1,100$218,7460.00%
263iShares National Muni Bond ETF4642884142,000$217,2600.00%
264Truist Financial Corp89832Q1094,998$213,7640.00%
265JM Smucker Co8326964051,754$212,4090.00%
266IQ Hedge Multi Strategy Tracke45409B1076,545$209,9640.00%
267Carrier Global CorpCARR2,542$204,6060.00%
268Invesco BulletShares 2032 CorpIVZ9,574$200,7670.00%
269iShares Core Dividend Growth E46434V6213,200$200,6080.00%
270Wells Fargo & Co949746804156$200,0230.00%
271MFS High Income Municipal Trus59318D10431,104$124,5720.00%
272Vera Bradley IncVRA20,000$109,2000.00%