Davis R M Inc Incresed Positions in Q3 2025

Davis R M Inc

  • $5.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.46K
+ 0.62%
$617.65 - $666.84 $2.14M - $2.31M
559K $373M
AVGO
Broadcom Inc.

Technology
81.5K
+ 391.85%
$264.74 - $369.57 $21.6M - $30.1M
102K $33.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.5K
+ 0.67%
$62.09 - $66.51 $1.33M - $1.43M
3.22M $210M
VEA
Vanguard Ftse Developed Market

ETFs
89.6K
+ 4.29%
$56.02 - $60.3 $5.02M - $5.41M
2.18M $130M
VB
Vanguard Small Cap ETF

ETFs
4.72K
+ 0.92%
$237.58 - $259.17 $1.12M - $1.22M
520K $132M
GOOG
Alphabet Inc.

Communication Services
816
+ 0.56%
$175.16 - $255.24 $143K - $208K
147K $35.8M
GS
Goldman Sachs Group Inc

Financial Services
3.09K
+ 5.94%
$696.56 - $806.32 $2.15M - $2.49M
55.1K $43.9M
GE
General Electric CO

Industrials
5.09K
+ 4.6%
$244.75 - $305.63 $1.25M - $1.56M
116K $34.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.02K
+ 1.18%
$459.11 - $506.91 $1.39M - $1.53M
259K $130M
MRVL
Marvell Technology, Inc.

Technology
7.97K
+ 1.15%
$62.31 - $84.07 $496K - $670K
703K $59.1M
NOW
Service Now, Inc.

Technology
8.14K
+ 31.14%
$850.86 - $1044.69 $6.93M - $8.51M
34.3K $31.6M
BAC
Bank Of America Corp

Financial Services
23.9K
+ 3.44%
$44.92 - $52.42 $1.07M - $1.25M
718K $37.1M
TSCO
Tractor Supply CO

Consumer Cyclical
7.33K
+ 0.88%
$54.08 - $62.65 $397K - $459K
841K $47.8M
CAT
Caterpillar Inc

Industrials
6.07K
+ 164.83%
$390.92 - $477.15 $2.37M - $2.9M
9.76K $4.66M
LLY
Eli Lilly & CO

Healthcare
5.21K
+ 9.62%
$625.65 - $812.69 $3.26M - $4.23M
59.4K $45.3M
MDT
Medtronic PLC

Healthcare
4.46K
+ 1.7%
$87.67 - $95.74 $391K - $427K
268K $25.5M
PG
Procter & Gamble CO

Consumer Defensive
26.1K
+ 8.94%
$150.47 - $161.22 $3.93M - $4.21M
318K $48.9M
XOM
Exxon Mobil Corp

Energy
459
+ 0.1%
$105.83 - $117.22 $48.6K - $53.8K
449K $50.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
105K
+ 14.05%
$20.41 - $20.67 $2.14M - $2.17M
852K $17.5M
ROK
Rockwell Automation, Inc

Industrials
1.33K
+ 1.49%
$328.67 - $358.52 $437K - $477K
90.5K $31.6M
IVV
Ishares Core S&P 500 ETF

ETFs
2.46K
+ 66.19%
$620.67 - $670.08 $1.53M - $1.65M
6.17K $4.13M
SHW
Sherwin Williams CO

Basic Materials
4.19K
+ 5.46%
$330.88 - $375.23 $1.39M - $1.57M
81K $28M
BSCU
Invesco Exc Self Ind Tr

ETFs
96.1K
+ 25.94%
$16.67 - $17.03 $1.6M - $1.64M
467K $7.89M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
51.1K
+ 8.54%
$18.61 - $18.94 $952K - $968K
650K $12.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12K
+ 194.35%
$72.57 - $74.72 $868K - $894K
18.1K $1.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
927
+ 12.95%
$567.77 - $614.76 $526K - $570K
8.08K $4.95M
IWF
Ishares Russell 1000 Gr ETF

ETFs
664
+ 6.47%
$420.11 - $472.68 $279K - $314K
10.9K $5.12M
XLY
Select Sector Spdr Consumer Di

ETFs
142
+ 0.51%
$216.09 - $242.18 $30.7K - $34.4K
28.2K $6.76M
CVX
Chevron Corp

Energy
1.46K
+ 5.68%
$145.57 - $161.83 $212K - $236K
27.1K $4.22M
HWM
Howmet Aerospace Inc.

Industrials
2.47K
+ 150.64%
$171.0 - $196.23 $422K - $484K
4.11K $806K
NFLX
Netflix Inc

Communication Services
3.33K
+ 13.34%
$1147.87 - $1297.18 $3.83M - $4.32M
28.3K $34M
ISRG
Intuitive Surgical Inc

Healthcare
9.98K
+ 23.99%
$433.66 - $544.47 $4.33M - $5.43M
51.6K $23.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.3K
+ 1.07%
$19.61 - $19.79 $339K - $343K
1.63M $32.2M
BSCV
Invesco ETF Self Indexed Fd Tr
25.3K
+ 28.09%
$16.39 - $16.83 $414K - $425K
115K $1.92M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 0.16%
$211.65 - $238.24 $212K - $238K
637K $140M
AON
Aon PLC

Financial Services
986
+ 0.79%
$350.91 - $375.27 $346K - $370K
126K $45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
890
+ 4.17%
$108.46 - $120.63 $96.5K - $107K
22.2K $2.64M
META
Meta Platforms, Inc.

Communication Services
1.04K
+ 0.85%
$695.21 - $791.73 $724K - $825K
124K $91.2M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
+ 0.98%
$19.49 - $19.61 $252K - $254K
1.34M $26.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.32K
+ 13.54%
$87.29 - $93.61 $203K - $217K
19.5K $1.82M
IEFA
Ishares Tr

ETFs
2.7K
+ 29.44%
$81.7 - $87.53 $221K - $236K
11.9K $1.04M
IWM
Ishares Russell 2000 ETF

ETFs
156
+ 1.96%
$214.92 - $244.84 $33.5K - $38.2K
8.12K $1.96M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.15K
+ 6.07%
$50.09 - $50.73 $208K - $210K
72.5K $3.67M
MA
Mastercard Inc

Financial Services
367
+ 10.3%
$550.18 - $598.96 $202K - $220K
3.93K $2.24M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
129
+ 0.53%
$109.47 - $119.06 $14.1K - $15.4K
24.4K $2.89M
CSCO
Cisco Systems, Inc.

Technology
3.62K
+ 17.65%
$66.2 - $71.79 $240K - $260K
24.1K $1.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
938
+ 51.68%
$192.76 - $203.86 $181K - $191K
2.75K $560K
XYL
Xylem Inc.

Industrials
627
+ 12.19%
$129.67 - $147.5 $81.3K - $92.5K
5.77K $850K
MS
Morgan Stanley

Financial Services
418
+ 6.51%
$139.09 - $161.16 $58.1K - $67.4K
6.84K $1.09M
Activity Summary
Buys All Purchases 94 New Holdings 19 Increased Positions 75 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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