DAVIS R M INC

data from 30/09/2025

Capitalization

$ 5.720 B 6.07 %

Average holding period

27 ans

Performance

$ 4.163 B 146.64 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DAVIS R M INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF 6.51% 372.585 M $ 559285 2013/06/30 26.863 M $ 7.82 %
2025/09/30 AAPL Apple Inc 5.05% 288.615 M $ 1133470 2013/06/30 56.262 M $ 24.11 %
2025/09/30 NVDA Nvidia Corp 4.70% 268.954 M $ 1441492 2020/12/31 42.119 M $ 18.10 %
2025/09/30 MSFT Microsoft Corp 4.08% 233.412 M $ 450645 2013/06/30 9.282 M $ 4.13 %
2025/09/30 GOOGL Alphabet Inc-A 3.86% 221.068 M $ 909370 2015/09/30 61.161 M $ 37.94 %
2025/09/30 IJH iShares Core S&P M/C ETF 3.68% 210.456 M $ 3224893 2013/06/30 10.379 M $ 5.22 %
2025/09/30 APH Amphenol Corp 3.04% 174.082 M $ 1406726 2013/06/30 36.856 M $ 25.32 %
2025/09/30 PANW Palo Alto Networks Inc 2.49% 142.205 M $ 698384 2019/12/31 -719.233 K $ -0.50 %
2025/09/30 AMZN Amazon.com Inc 2.45% 139.908 M $ 637192 2013/09/30 114.514 K $ 0.08 %
2025/09/30 VB Vanguard S/C ETF 2.31% 132.235 M $ 520039 2013/06/30 8.915 M $ 7.30 %
2025/09/30 VEA Vanguard FTSE DM ETF 2.28% 130.475 M $ 2177482 2013/06/30 6.076 M $ 5.10 %
2025/09/30 BRK-B Berkshire Hathaway Inc-B 2.28% 130.372 M $ 259323 2013/06/30 4.349 M $ 3.49 %
2025/09/30 JPM JP Morgan Chase & Co 2.03% 115.949 M $ 367591 2013/06/30 9.388 M $ 8.80 %
2025/09/30 V Visa Inc-A 1.75% 100.083 M $ 293172 2013/06/30 -3.981 M $ -3.85 %
2025/09/30 COST Costco Wholesale Corp 1.74% 99.618 M $ 107621 2013/06/30 -6.904 M $ -6.50 %
2025/09/30 TJX TJX Companies Inc 1.73% 98.684 M $ 682744 2013/06/30 14.489 M $ 17.05 %
2025/09/30 INTU Intuit Inc 1.64% 94.043 M $ 137708 2015/03/31 -14.546 M $ -13.30 %
2025/09/30 META Meta Platforms, Inc. 1.60% 91.249 M $ 124253 2015/09/30 -457.112 K $ -0.50 %
2025/09/30 CB Chubb Ltd 1.23% 70.417 M $ 249484 2016/03/31 -1.850 M $ -2.58 %
2025/09/30 ETN Eaton Corp PLC 1.23% 70.371 M $ 188032 2020/12/31 3.288 M $ 4.83 %
2025/09/30 WCN Waste Connections Inc 1.22% 69.694 M $ 396441 2016/06/30 -4.346 M $ -5.85 %
2025/09/30 LIN Linde Plc 1.21% 69.323 M $ 145943 2023/03/31 861.907 K $ 1.24 %
2025/09/30 TTWO Take Two Interactive Software 1.14% 64.927 M $ 251305 2023/09/30 3.827 M $ 6.39 %
2025/09/30 HD Home Depot Inc 1.11% 63.243 M $ 156082 2013/06/30 6.073 M $ 10.51 %
2025/09/30 DHR Danaher Corp 1.10% 62.791 M $ 316709 2013/06/30 231.486 K $ 0.36 %
2025/09/30 IDXX Idexx Labs Corp 1.07% 61.070 M $ 95588 2013/06/30 10.395 M $ 19.12 %
2025/09/30 TMO Thermo Fisher Scientific Inc 1.07% 61.054 M $ 125879 2015/09/30 10.213 M $ 19.62 %
2025/09/30 IWV iShares Russell 3000 ETF 1.06% 60.482 M $ 159610 2015/03/31 4.460 M $ 7.96 %
2025/09/30 AME AMETEK Inc 1.04% 59.742 M $ 317777 2014/09/30 2.259 M $ 3.89 %
2025/09/30 MRVL Marvell Technology Inc 1.03% 59.067 M $ 702594 2023/06/30 4.633 M $ 8.62 %
2025/09/30 RTX RTX Corp 0.97% 55.587 M $ 332201 2020/06/30 7.335 M $ 14.59 %
2025/09/30 AMT American Tower Corp 0.97% 55.260 M $ 287333 2013/06/30 -8.352 M $ -12.99 %
2025/09/30 NEE NextEra Energy Inc 0.93% 53.019 M $ 702332 2017/09/30 4.336 M $ 8.74 %
2025/09/30 SYK Stryker Corp 0.90% 51.285 M $ 138732 2013/06/30 -3.536 M $ -6.56 %
2025/09/30 XOM Exxon Mobil Corp 0.89% 50.653 M $ 449254 2013/06/30 2.222 M $ 4.59 %
2025/09/30 ASML ASML Holding NV 0.86% 48.984 M $ 50598 2022/06/30 9.069 M $ 20.80 %
2025/09/30 PG Procter & Gamble Co 0.86% 48.920 M $ 318384 2013/06/30 -1.657 M $ -3.56 %
2025/09/30 TSCO Tractor Supply Co 0.84% 47.800 M $ 840511 2016/12/31 3.416 M $ 7.77 %
2025/09/30 MTD Mettler-Toledo Intl Inc 0.82% 46.783 M $ 38109 2013/06/30 2.034 M $ 4.50 %
2025/09/30 PSX Phillips 66 0.80% 45.652 M $ 335625 2013/06/30 5.707 M $ 14.02 %
2025/09/30 LLY Eli Lilly & Co 0.79% 45.300 M $ 59372 2013/06/30 -895.297 K $ -2.12 %
2025/09/30 PEP Pepsico Inc 0.79% 45.141 M $ 321424 2013/06/30 2.723 M $ 6.36 %
2025/09/30 AON Aon PLC 0.79% 45.015 M $ 126242 2020/06/30 -22.546 K $ -0.05 %
2025/09/30 ROP Roper Technologies Inc 0.78% 44.414 M $ 89061 2013/06/30 -6.223 M $ -12.02 %
2025/09/30 GS Goldman Sachs Group Inc 0.77% 43.895 M $ 55120 2021/12/31 4.610 M $ 12.52 %
2025/09/30 AWK American Water Works Co Inc 0.75% 43.056 M $ 309331 2016/09/30 25.368 K $ 0.06 %
2025/09/30 QCOM Qualcomm Inc 0.73% 41.498 M $ 249448 2013/06/30 1.840 M $ 4.46 %
2025/09/30 JNJ Johnson & Johnson 0.70% 39.946 M $ 215437 2013/06/30 7.137 M $ 21.39 %
2025/09/30 VEU Vanguard FTSE All-World Ex-US 0.66% 37.590 M $ 526689 2013/06/30 2.211 M $ 6.17 %
2025/09/30 UNP Union Pacific Corp 0.65% 37.091 M $ 156918 2013/06/30 992.203 K $ 2.73 %
2025/09/30 BAC Bank of America Corp 0.65% 37.064 M $ 718426 2018/03/31 2.966 M $ 9.02 %
2025/09/30 NOC Northrop Grumman Corp 0.63% 36.242 M $ 59479 2016/12/31 7.014 M $ 21.87 %
2025/09/30 GOOG Alphabet Inc-C 0.63% 35.838 M $ 147148 2015/09/30 9.681 M $ 37.30 %
2025/09/30 GE General Electric Co 0.61% 34.872 M $ 115923 2021/09/30 4.813 M $ 16.87 %
2025/09/30 COP ConocoPhillips 0.61% 34.744 M $ 367310 2013/06/30 1.820 M $ 5.40 %
2025/09/30 NFLX Netflix Inc 0.59% 33.962 M $ 28327 2023/03/31 -3.504 M $ -10.47 %
2025/09/30 AVGO Broadcom Inc 0.59% 33.745 M $ 102285 2018/03/31 1.128 M $ 19.68 %
2025/09/30 BSCR Invesco BulletShares 2027 Corp 0.56% 32.218 M $ 1634577 2020/09/30 97.035 K $ 0.31 %
2025/09/30 ROK Rockwell Automation Corp 0.55% 31.625 M $ 90477 2017/12/31 1.548 M $ 5.23 %
2025/09/30 NOW ServiceNow Inc 0.55% 31.559 M $ 34293 2023/03/31 -2.819 M $ -10.49 %
2025/09/30 SHW Sherwin-Williams Co 0.49% 28.040 M $ 80979 2015/06/30 222.690 K $ 0.84 %
2025/09/30 BSCQ Invesco BulletShares 2026 Corp 0.46% 26.153 M $ 1337051 2019/12/31 52.964 K $ 0.20 %
2025/09/30 MDT Medtronic Plc 0.45% 25.485 M $ 267590 2015/03/31 2.123 M $ 9.26 %
2025/09/30 EQIX Equinix Inc 0.43% 24.787 M $ 31646 2020/03/31 -397.633 K $ -1.54 %
2025/09/30 DE Deere & Co 0.41% 23.376 M $ 51121 2013/06/30 -2.535 M $ -10.07 %
2025/09/30 ISRG Intuitive Surgical Inc 0.40% 23.075 M $ 51596 2017/09/30 -4.002 M $ -17.70 %
2025/09/30 IWB iShares Russell 1000 ETF 0.38% 21.980 M $ 60141 2018/06/30 1.571 M $ 7.63 %
2025/09/30 ECL Ecolab Inc 0.37% 20.977 M $ 76597 2013/06/30 393.039 K $ 1.64 %
2025/09/30 VTI Vanguard Total Stock Market ET 0.31% 17.895 M $ 54529 2013/06/30 1.359 M $ 7.98 %
2025/09/30 BSCS Invesco BulletShares 2028 Corp 0.31% 17.517 M $ 851563 2021/03/31 59.732 K $ 0.39 %
2025/09/30 TOL Toll Brothers Inc 0.29% 16.376 M $ 118547 2013/06/30 3.135 M $ 21.04 %
2025/09/30 CME CME Group Inc 0.29% 16.361 M $ 60553 2013/12/31 -371.406 K $ -1.97 %
2025/09/30 MUNI PIMCO Intermediate Muni Bond A 0.28% 16.217 M $ 310198 2020/12/31 290.124 K $ 1.79 %
2025/09/30 RBC RBC Bearings Inc 0.28% 15.908 M $ 40759 2016/12/31 232.781 K $ 1.43 %
2025/09/30 BSCP Invesco BulletShares 2025 Corp 0.27% 15.277 M $ 738357 2019/12/31 8.980 K $ 0.05 %
2025/09/30 ACN Accenture Plc 0.26% 15.064 M $ 61085 2013/06/30 -7.749 M $ -17.49 %
2025/09/30 ZTS Zoetis Inc 0.26% 14.899 M $ 101827 2020/06/30 -1.105 M $ -6.18 %
2025/09/30 BSCT Invesco BulletShares 2029 Corp 0.21% 12.228 M $ 650087 2022/12/31 65.885 K $ 0.59 %
2025/09/30 CL Colgate Palmolive Co 0.20% 11.423 M $ 142890 2013/06/30 -2.433 M $ -12.06 %
2025/09/30 MCHP Microchip Technology Inc 0.20% 11.220 M $ 174706 2013/06/30 -1.457 M $ -8.74 %
2025/09/30 BSCU Invesco BulletShares 2030 Corp 0.14% 7.889 M $ 466808 2023/12/31 44.480 K $ 0.72 %
2025/09/30 ADP Automatic Data Processing Inc 0.14% 7.824 M $ 26657 2013/06/30 -406.531 K $ -4.83 %
2025/09/30 MKC McCormick & Co Inc 0.13% 7.336 M $ 109636 2013/06/30 -994.676 K $ -11.75 %
2025/09/30 IGSB iShares 1-5 Year IG Corporate 0.12% 7.045 M $ 132853 2018/03/31 35.353 K $ 0.51 %
2025/09/30 VIG Vanguard Dividend Appreciation 0.12% 6.918 M $ 32060 2019/03/31 362.956 K $ 5.43 %
2025/09/30 XLY Consumer Discretionary Select 0.12% 6.762 M $ 28216 2021/12/31 626.330 K $ 10.27 %
2025/09/30 ORCL Oracle Corp 0.10% 5.651 M $ 20095 2013/06/30 1.304 M $ 28.64 %
2025/09/30 SCHF Schwab Intl Equity ETF 0.09% 5.400 M $ 231974 2023/06/30 273.729 K $ 5.34 %
2025/09/30 VWO Vanguard FTSE EM ETF 0.09% 5.231 M $ 96542 2013/06/30 475.813 K $ 9.54 %
2025/09/30 IWF iShares Russell 1000 Growth ET 0.09% 5.118 M $ 10926 2014/03/31 449.783 K $ 10.32 %
2025/09/30 VOO Vanguard S&P 500 ETF 0.09% 4.950 M $ 8083 2017/03/31 317.368 K $ 7.81 %
2025/09/30 CAT Caterpillar Inc 0.08% 4.656 M $ 9759 2013/06/30 327.743 K $ 22.91 %
2025/09/30 CVX Chevron Corp 0.07% 4.216 M $ 27149 2013/06/30 310.848 K $ 8.45 %
2025/09/30 IVV iShares Core S&P 500 ETF 0.07% 4.132 M $ 6174 2015/09/30 179.805 K $ 7.80 %
2025/09/30 MDY SPDR S&P M/C 400 ETF 0.07% 4.129 M $ 6927 2013/06/30 207.322 K $ 5.22 %
2025/09/30 SMMU PIMCO S/T Muni Bond Active ETF 0.06% 3.667 M $ 72517 2020/06/30 27.347 K $ 0.80 %
2025/09/30 ABBV Abbvie Inc 0.06% 3.596 M $ 15531 2013/06/30 765.027 K $ 24.74 %
2025/09/30 MCD McDonalds Corp 0.06% 3.545 M $ 11666 2013/06/30 135.940 K $ 4.01 %
2025/09/30 VUG Vanguard Growth ETF 0.05% 3.045 M $ 6349 2019/12/31 261.642 K $ 9.40 %
2025/09/30 IBM Intl Business Machines Corp 0.05% 3.030 M $ 10737 2013/06/30 -132.711 K $ -4.28 %