DAVIS R M INC Diversified Active

Location: Portland, ME

CIK: 0000891287 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 18, 2019

Total Value: $2.443B (100.0% shares, 0.0% debt)

Holdings (214)

IWV iShares Russell 3000 ETF 2.9%
Value $69.95M Shares 476,110 Est. Cost Unrealized
AAPL Apple Inc 2.7%
Value $65.9M Shares 417,768 Est. Cost Unrealized
AMT American Tower Corp 2.5%
Value $60.73M Shares 383,937 Est. Cost Unrealized
Red Hat Inc 2.5%
Value $60.05M Shares 341,863 Est. Cost Unrealized
WCN Waste Connections Inc 2.2%
Value $54.93M Shares 739,847 Est. Cost Unrealized
VEA Vanguard FTSE Developed Market 2.2%
Value $52.67M Shares 1,419,575 Est. Cost Unrealized
GOOGL Alphabet Inc-A 2.0%
Value $47.74M Shares 45,683 Est. Cost Unrealized
BRK/B Berkshire Hathaway Inc-B 1.9%
Value $46.34M Shares 226,967 Est. Cost Unrealized
INTU Intuit Inc 1.9%
Value $45.67M Shares 232,014 Est. Cost Unrealized
JNJ Johnson & Johnson 1.8%
Value $44.3M Shares 343,317 Est. Cost Unrealized
DHR Danaher Corp 1.8%
Value $43.72M Shares 423,948 Est. Cost Unrealized
DIS Walt Disney Co 1.7%
Value $41.41M Shares 377,690 Est. Cost Unrealized
AWK American Water Works Co Inc 1.7%
Value $40.71M Shares 448,501 Est. Cost Unrealized
PEP Pepsico Inc 1.6%
Value $39.65M Shares 358,842 Est. Cost Unrealized
ROP Roper Technologies Inc 1.6%
Value $39.47M Shares 148,087 Est. Cost Unrealized
MTD Mettler-Toledo Intl Inc 1.6%
Value $39.43M Shares 69,724 Est. Cost Unrealized
V Visa Inc-A 1.6%
Value $39.08M Shares 296,171 Est. Cost Unrealized
APH Amphenol Corp 1.6%
Value $38.8M Shares 478,863 Est. Cost Unrealized
Dunkin Brands Group Inc 1.6%
Value $38.26M Shares 596,699 Est. Cost Unrealized
USB US Bancorp 1.5%
Value $37.6M Shares 822,704 Est. Cost Unrealized
MCHP Microchip Technology Inc 1.5%
Value $37.37M Shares 519,640 Est. Cost Unrealized
TJX TJX Companies Inc 1.5%
Value $36.87M Shares 824,127 Est. Cost Unrealized
TMO Thermo Fisher Scientific Inc 1.5%
Value $36.09M Shares 161,258 Est. Cost Unrealized
ECL Ecolab Inc 1.5%
Value $36.09M Shares 244,913 Est. Cost Unrealized
PSX Phillips 66 1.4%
Value $35.18M Shares 408,327 Est. Cost Unrealized
AME Ametek Inc 1.4%
Value $34.03M Shares 502,655 Est. Cost Unrealized
HSIC Henry Schein Inc 1.4%
Value $34M Shares 433,031 Est. Cost Unrealized
Cerner Corp 1.4%
Value $33.53M Shares 639,403 Est. Cost Unrealized
Unilever Plc ADR 1.4%
Value $33.13M Shares 634,057 Est. Cost Unrealized
XOM Exxon Mobil Corp 1.3%
Value $32.65M Shares 478,795 Est. Cost Unrealized
CB Chubb Ltd 1.3%
Value $32.35M Shares 250,403 Est. Cost Unrealized
MDT Medtronic Plc 1.3%
Value $32.18M Shares 353,737 Est. Cost Unrealized
United Technologies Corp 1.2%
Value $30.16M Shares 283,194 Est. Cost Unrealized
IDXX Idexx Labs Corp 1.2%
Value $28.45M Shares 152,934 Est. Cost Unrealized
VEU Vanguard FTSE All World Ex-US 1.2%
Value $28.2M Shares 618,681 Est. Cost Unrealized
OSK Oshkosh Corp 1.1%
Value $28.09M Shares 458,099 Est. Cost Unrealized
MMM 3M Co 1.1%
Value $28.07M Shares 147,336 Est. Cost Unrealized
Linde Plc 1.1%
Value $25.96M Shares 166,393 Est. Cost Unrealized
MSFT Microsoft Corp 1.0%
Value $25.39M Shares 249,938 Est. Cost Unrealized
HOLX Hologic Inc 1.0%
Value $24.84M Shares 604,431 Est. Cost Unrealized
HSY Hershey Co 1.0%
Value $24.64M Shares 229,846 Est. Cost Unrealized
COST Costco Wholesale Corp 1.0%
Value $24.1M Shares 118,314 Est. Cost Unrealized
Aon PLC 1.0%
Value $24.01M Shares 165,194 Est. Cost Unrealized
CFR Cullen/Frost Bankers Inc 1.0%
Value $23.7M Shares 269,559 Est. Cost Unrealized
SYK Stryker Corp 0.9%
Value $22.83M Shares 145,622 Est. Cost Unrealized
CME CME Group Inc 0.9%
Value $22.59M Shares 120,098 Est. Cost Unrealized
META Facebook Inc-A 0.9%
Value $22.4M Shares 170,850 Est. Cost Unrealized
BKNG Booking Holdings Inc 0.9%
Value $22.32M Shares 12,960 Est. Cost Unrealized
CTSH Cognizant Tech Solutions Corp 0.9%
Value $21.78M Shares 343,102 Est. Cost Unrealized
MRK Merck & Co Inc 0.9%
Value $21.38M Shares 279,851 Est. Cost Unrealized
NTRS Northern Trust Corp 0.8%
Value $20.33M Shares 243,228 Est. Cost Unrealized
COP Conocophillips 0.8%
Value $20.23M Shares 324,381 Est. Cost Unrealized
TFX Teleflex Inc 0.8%
Value $19.71M Shares 76,253 Est. Cost Unrealized
JPM JP Morgan Chase & Co 0.8%
Value $19.54M Shares 200,115 Est. Cost Unrealized
ACN Accenture Plc 0.8%
Value $19.53M Shares 138,497 Est. Cost Unrealized
VWO Vanguard FTSE EM ETF 0.8%
Value $19.1M Shares 501,424 Est. Cost Unrealized
QCOM Qualcomm Inc 0.7%
Value $17.87M Shares 314,058 Est. Cost Unrealized
Cyberark Software Ltd 0.7%
Value $17.59M Shares 237,266 Est. Cost Unrealized
SHW Sherwin Williams Co 0.7%
Value $17.58M Shares 44,679 Est. Cost Unrealized
UNP Union Pacific Corp 0.7%
Value $17.56M Shares 127,021 Est. Cost Unrealized
BWA Borgwarner Inc 0.7%
Value $17.41M Shares 501,000 Est. Cost Unrealized
TROW T Rowe Price Group Inc 0.7%
Value $16.96M Shares 183,742 Est. Cost Unrealized
AMZN Amazon.com Inc 0.6%
Value $15.35M Shares 10,220 Est. Cost Unrealized
Ansys Inc 0.6%
Value $14.89M Shares 104,143 Est. Cost Unrealized
HD Home Depot Inc 0.6%
Value $14.61M Shares 85,034 Est. Cost Unrealized
UNH Unitedhealth Group Inc 0.6%
Value $13.79M Shares 55,343 Est. Cost Unrealized
MKC Mccormick & Co Inc 0.6%
Value $13.68M Shares 98,232 Est. Cost Unrealized
CCL Carnival Corp 0.5%
Value $13.29M Shares 269,627 Est. Cost Unrealized
ROK Rockwell Automation Corp 0.5%
Value $13.25M Shares 88,031 Est. Cost Unrealized
Cooper Companies Inc 0.5%
Value $13.24M Shares 52,023 Est. Cost Unrealized
NOC Northrop Grumman Corp 0.5%
Value $12.92M Shares 52,758 Est. Cost Unrealized
RBC RBC Bearings Inc 0.5%
Value $12.44M Shares 94,855 Est. Cost Unrealized
GOOG Alphabet Inc-C 0.5%
Value $12.22M Shares 11,796 Est. Cost Unrealized
IJH iShares Core S&P M/C ETF 0.5%
Value $12.17M Shares 73,299 Est. Cost Unrealized
STZ Constellation Brands Inc-A 0.5%
Value $12.12M Shares 75,374 Est. Cost Unrealized
NKE Nike Inc 0.5%
Value $11.55M Shares 155,817 Est. Cost Unrealized
SBUX Starbucks Corp 0.5%
Value $11.43M Shares 177,444 Est. Cost Unrealized
NDSN Nordson Corp 0.5%
Value $11.37M Shares 95,284 Est. Cost Unrealized
NEE Nextera Energy Inc 0.5%
Value $11.33M Shares 65,206 Est. Cost Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value $10.84M Shares 43,355 Est. Cost Unrealized
Torchmark Corp 0.4%
Value $9.381M Shares 125,865 Est. Cost Unrealized
PG Procter & Gamble Co 0.4%
Value $9.273M Shares 100,878 Est. Cost Unrealized
ADP Automatic Data Processing Inc 0.4%
Value $9.125M Shares 69,591 Est. Cost Unrealized
CL Colgate Palmolive Co 0.3%
Value $7.668M Shares 128,834 Est. Cost Unrealized
TOL Toll Brothers Inc 0.3%
Value $7.131M Shares 216,554 Est. Cost Unrealized
CMCSA Comcast Corp 0.3%
Value $6.934M Shares 203,629 Est. Cost Unrealized
TSCO Tractor Supply Co 0.2%
Value $5.037M Shares 60,368 Est. Cost Unrealized
VFC VF Corp 0.2%
Value $4.621M Shares 64,769 Est. Cost Unrealized
BA Boeing Co 0.2%
Value $4.428M Shares 13,730 Est. Cost Unrealized
Invesco Bulletshares 2022 Corp 0.1%
Value $3.545M Shares 171,981 Est. Cost Unrealized
Invesco Bulletshares 2021 Corp 0.1%
Value $3.491M Shares 168,237 Est. Cost Unrealized
CVX Chevron Corp 0.1%
Value $3.472M Shares 31,918 Est. Cost Unrealized
VTI Vanguard Total Stock Mkt ETF 0.1%
Value $3.422M Shares 26,812 Est. Cost Unrealized
MCD McDonalds Corp 0.1%
Value $3.206M Shares 18,055 Est. Cost Unrealized
Invesco Bulletshares 2019 Corp 0.1%
Value $3.111M Shares 147,702 Est. Cost Unrealized
Invesco Bulletshares 2020 Corp 0.1%
Value $2.935M Shares 139,303 Est. Cost Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value $2.9M Shares 20,910 Est. Cost Unrealized
Invesco Bulletshares 2023 Corp 0.1%
Value $2.694M Shares 133,572 Est. Cost Unrealized
IGSB iShares S/T Corporate Bond ETF 0.1%
Value $2.601M Shares 50,368 Est. Cost Unrealized
ABBV Abbvie Inc 0.1%
Value $2.473M Shares 26,822 Est. Cost Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value $2.416M Shares 41,104 Est. Cost Unrealized
ABT Abbott Labs 0.1%
Value $2.375M Shares 32,834 Est. Cost Unrealized
WY Weyerhaeuser Co 0.1%
Value $2.3M Shares 105,193 Est. Cost Unrealized
HON Honeywell International Inc 0.1%
Value $2.254M Shares 17,058 Est. Cost Unrealized
PFE Pfizer Inc 0.1%
Value $2.103M Shares 48,179 Est. Cost Unrealized
EMR Emerson Electric Co 0.1%
Value $2.013M Shares 33,689 Est. Cost Unrealized
VZ Verizon Communications Inc 0.1%
Value $1.801M Shares 32,031 Est. Cost Unrealized
YUM Yum Brands Inc 0.1%
Value $1.793M Shares 19,502 Est. Cost Unrealized
OMC Omnicom Group Inc 0.1%
Value $1.758M Shares 23,998 Est. Cost Unrealized
MDY SPDR S&P M/C 400 ETF 0.1%
Value $1.651M Shares 5,455 Est. Cost Unrealized
VB Vanguard S/C ETF 0.1%
Value $1.593M Shares 12,071 Est. Cost Unrealized
KMB Kimberly Clark Corp 0.1%
Value $1.56M Shares 13,695 Est. Cost Unrealized
IGIB iShares I/T Corporate Bond ETF 0.1%
Value $1.527M Shares 29,130 Est. Cost Unrealized
FFIV F5 Networks Inc 0.1%
Value $1.485M Shares 9,165 Est. Cost Unrealized
LOW Lowe's Companies Inc 0.1%
Value $1.382M Shares 14,968 Est. Cost Unrealized
DE Deere & Co 0.1%
Value $1.345M Shares 9,014 Est. Cost Unrealized
AMGN Amgen Inc 0.1%
Value $1.294M Shares 6,647 Est. Cost Unrealized
IBM Intl Business Machines Corp 0.1%
Value $1.253M Shares 11,022 Est. Cost Unrealized
IJR iShares Core S&P S/C ETF 0.1%
Value $1.233M Shares 17,787 Est. Cost Unrealized
SLB Schlumberger Ltd 0.1%
Value $1.223M Shares 33,898 Est. Cost Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value $1.212M Shares 13,260 Est. Cost Unrealized
T AT&T Inc 0.0%
Value $1.198M Shares 41,959 Est. Cost Unrealized
KO Coca Cola Co 0.0%
Value $1.183M Shares 24,991 Est. Cost Unrealized
BF/B Brown Forman Corp-B 0.0%
Value $1.178M Shares 24,763 Est. Cost Unrealized
STT State Street Corp 0.0%
Value $1.177M Shares 18,660 Est. Cost Unrealized
IWR iShares Russell M/C ETF 0.0%
Value $1.124M Shares 24,189 Est. Cost Unrealized
LLY Eli Lilly & Co 0.0%
Value $1.105M Shares 9,548 Est. Cost Unrealized
NSC Norfolk Southern Corp 0.0%
Value $1.088M Shares 7,276 Est. Cost Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value $1.043M Shares 7,791 Est. Cost Unrealized
HCSG Healthcare Svcs Grp Inc 0.0%
Value $1.016M Shares 25,275 Est. Cost Unrealized
CLX Clorox Co 0.0%
Value $998K Shares 6,472 Est. Cost Unrealized
VMC Vulcan Materials Co 0.0%
Value $986K Shares 9,975 Est. Cost Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value $977K Shares 3,882 Est. Cost Unrealized
INTC Intel Corp 0.0%
Value $959K Shares 20,435 Est. Cost Unrealized
DowDupont Inc 0.0%
Value $924K Shares 17,281 Est. Cost Unrealized
CSCO Cisco Systems Inc 0.0%
Value $864K Shares 19,947 Est. Cost Unrealized
ITW Illinois Tool Wks Inc 0.0%
Value $855K Shares 6,746 Est. Cost Unrealized
IWF iShares Russell 1000 Gwth ETF 0.0%
Value $836K Shares 6,387 Est. Cost Unrealized
ORCL Oracle Corp 0.0%
Value $794K Shares 17,578 Est. Cost Unrealized
Royal Dutch Shell ADR-A 0.0%
Value $751K Shares 12,895 Est. Cost Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value $747K Shares 14,368 Est. Cost Unrealized
BAC Bank of America Corp 0.0%
Value $745K Shares 30,246 Est. Cost Unrealized
EPD Enterprise Products Partners L 0.0%
Value $745K Shares 30,285 Est. Cost Unrealized
MA Mastercard Inc-A 0.0%
Value $726K Shares 3,848 Est. Cost Unrealized
CHD Church & Dwight Inc 0.0%
Value $707K Shares 10,753 Est. Cost Unrealized
YUMC Yum China Holdings Inc 0.0%
Value $676K Shares 20,173 Est. Cost Unrealized
APD Air Products & Chemicals Inc 0.0%
Value $664K Shares 4,151 Est. Cost Unrealized
TD Toronto-Dominion Bank 0.0%
Value $657K Shares 13,210 Est. Cost Unrealized
Unilever NV-NY Shares 0.0%
Value $635K Shares 11,809 Est. Cost Unrealized
BRK/A Berkshire Hathaway Inc-A 0.0%
Value $612K Shares 2 Est. Cost Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value $583K Shares 2,535 Est. Cost Unrealized
MO Altria Group Inc 0.0%
Value $573K Shares 11,610 Est. Cost Unrealized
PM Philip Morris Intl Inc 0.0%
Value $569K Shares 8,522 Est. Cost Unrealized
BND Vanguard Total Bond Mkt ETF 0.0%
Value $550K Shares 6,948 Est. Cost Unrealized
PNC PNC Financial Services Group 0.0%
Value $535K Shares 4,575 Est. Cost Unrealized
FTV Fortive Corp 0.0%
Value $512K Shares 7,561 Est. Cost Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value $505K Shares 9,187 Est. Cost Unrealized
BB&T Corp 0.0%
Value $504K Shares 11,627 Est. Cost Unrealized
AVGO Broadcom Ltd 0.0%
Value $497K Shares 1,953 Est. Cost Unrealized
IJK iShares S&P M/C 400 Gwth ETF 0.0%
Value $490K Shares 2,560 Est. Cost Unrealized
SJM Smucker J M Co 0.0%
Value $488K Shares 5,218 Est. Cost Unrealized
CAT Caterpillar Inc 0.0%
Value $454K Shares 3,574 Est. Cost Unrealized
AIZ Assurant Inc 0.0%
Value $439K Shares 4,905 Est. Cost Unrealized
TRV Travelers Companies Inc 0.0%
Value $430K Shares 3,593 Est. Cost Unrealized
General Electric Co 0.0%
Value $427K Shares 56,357 Est. Cost Unrealized
Magellan Midstream Partners LP 0.0%
Value $405K Shares 7,090 Est. Cost Unrealized
CNI Canadian Natl Railway 0.0%
Value $403K Shares 5,440 Est. Cost Unrealized
FISV Fiserv Inc 0.0%
Value $401K Shares 5,459 Est. Cost Unrealized
DEO Diageo Plc ADR 0.0%
Value $401K Shares 2,830 Est. Cost Unrealized
XYL Xylem Inc 0.0%
Value $386K Shares 5,790 Est. Cost Unrealized
ADBE Adobe Sys Inc 0.0%
Value $382K Shares 1,689 Est. Cost Unrealized
EOG EOG Resources Inc 0.0%
Value $377K Shares 4,321 Est. Cost Unrealized
Total SA ADR 0.0%
Value $375K Shares 7,193 Est. Cost Unrealized
Walgreens Boots Alliance Inc 0.0%
Value $373K Shares 5,453 Est. Cost Unrealized
WM Waste Management Inc 0.0%
Value $341K Shares 3,829 Est. Cost Unrealized
BNS Bank of Nova Scotia 0.0%
Value $340K Shares 6,825 Est. Cost Unrealized
IWP iShares Russell M/C Gwth ETF 0.0%
Value $333K Shares 2,930 Est. Cost Unrealized
QQQ Invesco QQQ Trust Series 1 ETF 0.0%
Value $316K Shares 2,051 Est. Cost Unrealized
BDX Becton Dickinson & Co 0.0%
Value $308K Shares 1,366 Est. Cost Unrealized
Blackstone Group LP 0.0%
Value $307K Shares 10,300 Est. Cost Unrealized
SYY Sysco Corp 0.0%
Value $299K Shares 4,775 Est. Cost Unrealized
XLF Financial Select Sector SPDR 0.0%
Value $289K Shares 12,113 Est. Cost Unrealized
WFC Wells Fargo Co 0.0%
Value $287K Shares 6,233 Est. Cost Unrealized
JKHY Jack Henry & Associates Inc 0.0%
Value $282K Shares 2,227 Est. Cost Unrealized
MDLZ Mondelez Intl Inc-A 0.0%
Value $275K Shares 6,866 Est. Cost Unrealized
SCHW Charles Schwab Corp 0.0%
Value $274K Shares 6,600 Est. Cost Unrealized
SBAC SBA Communications Corp-Reit 0.0%
Value $273K Shares 1,684 Est. Cost Unrealized
Blackrock Inc 0.0%
Value $271K Shares 691 Est. Cost Unrealized
SMMU Pimco S/T Muni Bond ETF 0.0%
Value $267K Shares 5,350 Est. Cost Unrealized
IEMG iShares Core MSCI EM ETF 0.0%
Value $259K Shares 5,501 Est. Cost Unrealized
PRU Prudential Financial Inc 0.0%
Value $256K Shares 3,136 Est. Cost Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value $255K Shares 2,733 Est. Cost Unrealized
Wells Fargo New 0.0%
Value $252K Shares 200 Est. Cost Unrealized
WEX Wex Inc 0.0%
Value $249K Shares 1,776 Est. Cost Unrealized
CSX CSX Corp 0.0%
Value $245K Shares 3,938 Est. Cost Unrealized
VNQ Vanguard REIT ETF 0.0%
Value $243K Shares 3,252 Est. Cost Unrealized
EEM iShares MSCI EM ETF 0.0%
Value $242K Shares 6,186 Est. Cost Unrealized
Aqua America Inc 0.0%
Value $239K Shares 6,981 Est. Cost Unrealized
CVS CVS Health Corp 0.0%
Value $236K Shares 3,601 Est. Cost Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value $225K Shares 469 Est. Cost Unrealized
AFL Aflac Inc 0.0%
Value $223K Shares 4,902 Est. Cost Unrealized
Harris Corp 0.0%
Value $220K Shares 1,637 Est. Cost Unrealized
NVS Novartis Ag ADR 0.0%
Value $219K Shares 2,550 Est. Cost Unrealized
AXP American Express Co 0.0%
Value $219K Shares 2,294 Est. Cost Unrealized
PAYX Paychex Inc 0.0%
Value $218K Shares 3,348 Est. Cost Unrealized
DUK Duke Energy Corp 0.0%
Value $217K Shares 2,515 Est. Cost Unrealized
NVO Novo-Nordisk A/S ADR 0.0%
Value $215K Shares 4,675 Est. Cost Unrealized
LMT Lockheed Martin Corp 0.0%
Value $213K Shares 812 Est. Cost Unrealized
VLO Valero Energy Corp 0.0%
Value $207K Shares 2,763 Est. Cost Unrealized
D Dominion Energy Inc 0.0%
Value $206K Shares 2,884 Est. Cost Unrealized
BP BP Plc ADR 0.0%
Value $204K Shares 5,387 Est. Cost Unrealized
GD General Dynamics Corp 0.0%
Value $202K Shares 1,282 Est. Cost Unrealized
ET Energy Transfer LP 0.0%
Value $166K Shares 12,576 Est. Cost Unrealized
Sirius XM Holdings Inc 0.0%
Value $66,000 Shares 11,500 Est. Cost Unrealized