DAVIS R M INC

Position in AVGO — Broadcom Inc.

CIK 891287 PORTLAND, ME

Position in AVGO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$75,307,484

+$16,504,918 QoQ

Shares Held

199,358

+4.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#614

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

DAVIS R M INC holds $500,151,945 across 11 Semiconductors names. AVGO ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,449,030	$289,936,412
2	MRVL	Marvell Technology, Inc.	267,159	$79,583,994
3	AVGO	Broadcom Inc. This page	199,358	$75,307,484
4	QCOM	Qualcomm Inc/De	167,608	$30,972,282
5	MCHP	Microchip Technology Inc	110,429	$10,071,124
6	INTC	Intel Corp	63,961	$8,930,874
7	AMD	Advanced Micro Devices Inc	4,791	$2,783,139
8	MU	Micron Technology Inc	1,064	$1,228,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,307,484	199,358	+4.9%	Shares	Sole	2026-08-14
2026-03-31	$58,802,566	189,986	+27.8%	Shares	Sole	2026-05-13
2025-12-31	$51,467,146	148,706	+45.4%	Shares	Sole	2026-02-12
2025-09-30	$33,744,844	102,285	+391.8%	Shares	Sole	2025-11-12
2025-06-30	$5,732,417	20,796	+34.8%	Shares	Sole	2025-08-07
2025-03-31	$2,583,110	15,428	+5.4%	Shares	Sole	2025-05-08
2024-12-31	$3,393,905	14,639	+2.7%	Shares	Sole	2025-02-07
2024-09-30	$2,458,815	14,254	+921.8%	Shares	Sole	2024-11-13
2024-06-30	$2,239,714	1,395	-0.8%	Shares	Sole	2024-08-09
2024-03-31	$1,863,526	1,406	-8.4%	Shares	Sole	2024-05-10
2023-12-31	$1,713,443	1,535	-2.4%	Shares	Sole	2024-02-09
2023-09-30	$1,306,502	1,573	-6.4%	Shares	Sole	2023-11-14
2023-06-30	$1,457,282	1,680	-1.2%	Shares	Sole	2023-08-10
2023-03-31	$1,091,259	1,701	-5.1%	Shares	Sole	2023-05-01
2022-12-31	$1,002,520	1,793	+6.3%	Shares	Sole	2023-02-14
2022-09-30	$749,044	1,687	-19.3%	Shares	Sole	2022-11-08
2022-06-30	$1,015,828	2,091	-2.9%	Shares	Sole	2022-08-08
2022-03-31	$1,356,330	2,154	+18.5%	Shares	Sole	2022-05-05
2021-12-31	$1,209,715	1,818	+3.6%	Shares	Sole	2022-02-08
2021-09-30	$850,567	1,754	-2.0%	Shares	Sole	2021-11-08
2021-06-30	$853,543	1,790	-5.3%	Shares	Sole	2021-08-12
2021-03-31	$876,317	1,890	-2.2%	Shares	Sole	2021-05-10
2020-12-31	$846,364	1,933	+10.0%	Shares	Sole	2021-01-27
2020-09-30	$640,110	1,757	-2.8%	Shares	Sole	2020-12-01
2020-06-30	$570,307	1,807	-6.9%	Shares	Sole	2020-07-20
2020-03-31	$459,974	1,940	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.