DAVIS R M INC

Position in Q — Qnity Electronics, Inc.

CIK 891287 PORTLAND, ME

Position in Q

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

Position Value

$325,313

+$88,092 QoQ

Shares Held

1,992

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#819

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DAVIS R M INC holds $105,749,765 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	50,859	$101,180,923
2	AMAT	Applied Materials Inc /De	3,728	$2,695,344
3	LRCX	Lam Research Corp	2,598	$1,125,791
4	KLAC	Kla Corp	1,400	$422,394
5	Q	Qnity Electronics, Inc. This page	1,992	$325,313

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,313	1,992	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$237,221	2,056	-35.1%	Shares	Sole	2026-05-13
2025-12-31	$258,830	3,170	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.