DAVIS R M INC
Top Portfolio Positions
195 positions ·
$4,524,491,324 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
489,080 | $318,068,287 | 7.03% |
| AAPL |
Apple Inc.
Technology
|
1,151,352 | $292,201,624 | 6.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
900,626 | $258,984,012 | 5.72% |
| NVDA |
Nvidia Corp
Technology
|
1,438,997 | $250,961,076 | 5.55% |
| MSFT |
Microsoft Corp
Technology
|
476,890 | $176,530,371 | 3.90% |
| APH |
Amphenol Corp /De/
Technology
|
1,356,402 | $171,381,392 | 3.79% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
675,465 | $140,679,095 | 3.11% |
| PANW |
Palo Alto Networks Inc
Technology
|
699,810 | $112,193,539 | 2.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
373,195 | $109,779,041 | 2.43% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
109,233 | $108,843,038 | 2.41% |
Holdings in MTD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,602,601 | 36,951 | Shares | Sole | 2026-05-13 | |
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