DAVIS R M INC Diversified Active

Location: Portland, ME

CIK: 0000891287 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 29, 2019

Total Value: $2.687B (100.0% shares, 0.0% debt)

Holdings (224)

IWV iShares Russell 3000 ETF 3.0%
Value $81.86M Shares 491,040 Est. Cost Unrealized
AAPL Apple Inc 2.9%
Value $77.13M Shares 406,070 Est. Cost Unrealized
AMT American Tower Corp 2.8%
Value $74.7M Shares 379,067 Est. Cost Unrealized
WCN Waste Connections Inc 2.1%
Value $57.42M Shares 648,212 Est. Cost Unrealized
VEA Vanguard FTSE Dev Mkts ETF 2.1%
Value $56.64M Shares 1,385,926 Est. Cost Unrealized
DHR Danaher Corp 2.1%
Value $55.24M Shares 418,434 Est. Cost Unrealized
INTU Intuit Inc 2.0%
Value $55.02M Shares 210,483 Est. Cost Unrealized
GOOGL Alphabet Inc-A 2.0%
Value $53.67M Shares 45,601 Est. Cost Unrealized
BRK/B Berkshire Hathaway Inc-B 1.8%
Value $48.29M Shares 240,368 Est. Cost Unrealized
ROP Roper Technologies Inc 1.8%
Value $47.9M Shares 140,065 Est. Cost Unrealized
MTD Mettler-Toledo Intl Inc 1.8%
Value $47.38M Shares 65,537 Est. Cost Unrealized
AWK American Water Works Co Inc 1.8%
Value $47.19M Shares 452,629 Est. Cost Unrealized
JNJ Johnson & Johnson 1.7%
Value $46.38M Shares 331,807 Est. Cost Unrealized
TJX TJX Companies Inc 1.7%
Value $46.15M Shares 867,381 Est. Cost Unrealized
MCHP Microchip Technology Inc 1.7%
Value $46.09M Shares 555,621 Est. Cost Unrealized
DIS Walt Disney Co 1.7%
Value $44.66M Shares 402,218 Est. Cost Unrealized
APH Amphenol Corp 1.6%
Value $44.16M Shares 467,648 Est. Cost Unrealized
V Visa Inc-A 1.6%
Value $44.01M Shares 281,744 Est. Cost Unrealized
TMO Thermo Fisher Scientific Inc 1.6%
Value $43.85M Shares 160,212 Est. Cost Unrealized
PEP Pepsico Inc 1.6%
Value $42.57M Shares 347,400 Est. Cost Unrealized
ECL Ecolab Inc 1.5%
Value $41.33M Shares 234,085 Est. Cost Unrealized
Dunkin Brands Group Inc 1.5%
Value $39.95M Shares 532,026 Est. Cost Unrealized
USB US Bancorp 1.5%
Value $39.2M Shares 813,433 Est. Cost Unrealized
AME Ametek Inc 1.5%
Value $39.05M Shares 470,586 Est. Cost Unrealized
PSX Phillips 66 1.4%
Value $38.6M Shares 405,631 Est. Cost Unrealized
XOM Exxon Mobil Corp 1.4%
Value $36.65M Shares 453,602 Est. Cost Unrealized
Unilever Plc ADR 1.4%
Value $36.53M Shares 632,924 Est. Cost Unrealized
Red Hat Inc 1.4%
Value $36.51M Shares 199,841 Est. Cost Unrealized
CB Chubb Ltd 1.3%
Value $36.12M Shares 257,861 Est. Cost Unrealized
United Technologies Corp 1.3%
Value $35.14M Shares 272,660 Est. Cost Unrealized
Cerner Corp 1.3%
Value $35.08M Shares 613,227 Est. Cost Unrealized
MSFT Microsoft Corp 1.2%
Value $32.62M Shares 276,615 Est. Cost Unrealized
IDXX Idexx Labs Corp 1.2%
Value $32.42M Shares 144,971 Est. Cost Unrealized
Linde Plc 1.2%
Value $32.38M Shares 184,055 Est. Cost Unrealized
VEU Vanguard FTSE All World Ex-US 1.2%
Value $32.02M Shares 638,399 Est. Cost Unrealized
MDT Medtronic Plc 1.2%
Value $31.34M Shares 344,100 Est. Cost Unrealized
OSK Oshkosh Corp 1.2%
Value $31.18M Shares 415,006 Est. Cost Unrealized
MMM 3M Co 1.1%
Value $29.19M Shares 140,478 Est. Cost Unrealized
COST Costco Wholesale Corp 1.1%
Value $28.82M Shares 119,002 Est. Cost Unrealized
CFR Cullen/Frost Bankers Inc 1.1%
Value $28.52M Shares 293,844 Est. Cost Unrealized
META Facebook Inc-A 1.0%
Value $27.76M Shares 166,541 Est. Cost Unrealized
CTSH Cognizant Tech Solutions Corp 1.0%
Value $27.05M Shares 373,286 Est. Cost Unrealized
Aon PLC 1.0%
Value $26.81M Shares 157,071 Est. Cost Unrealized
SYK Stryker Corp 1.0%
Value $25.94M Shares 131,331 Est. Cost Unrealized
HSY Hershey Co 0.9%
Value $25.03M Shares 217,998 Est. Cost Unrealized
HSIC Henry Schein Inc 0.9%
Value $24.84M Shares 413,152 Est. Cost Unrealized
NEE Nextera Energy Inc 0.9%
Value $24.79M Shares 128,237 Est. Cost Unrealized
TFX Teleflex Inc 0.9%
Value $24.67M Shares 81,653 Est. Cost Unrealized
AMZN Amazon.com Inc 0.9%
Value $24.43M Shares 13,719 Est. Cost Unrealized
ACN Accenture Plc 0.9%
Value $23.43M Shares 133,081 Est. Cost Unrealized
MRK Merck & Co Inc 0.9%
Value $23.14M Shares 278,254 Est. Cost Unrealized
BKNG Booking Holdings Inc 0.8%
Value $22.78M Shares 13,055 Est. Cost Unrealized
VWO Vanguard FTSE EM ETF 0.8%
Value $21.68M Shares 510,228 Est. Cost Unrealized
COP Conocophillips 0.8%
Value $21.13M Shares 316,648 Est. Cost Unrealized
JPM JP Morgan Chase & Co 0.8%
Value $21.01M Shares 207,528 Est. Cost Unrealized
NTRS Northern Trust Corp 0.8%
Value $20.98M Shares 232,089 Est. Cost Unrealized
SHW Sherwin-Williams Co 0.7%
Value $19.96M Shares 46,343 Est. Cost Unrealized
UNP Union Pacific Corp 0.7%
Value $19.74M Shares 118,083 Est. Cost Unrealized
CME CME Group Inc 0.7%
Value $18.78M Shares 114,090 Est. Cost Unrealized
Ansys Inc 0.7%
Value $18.61M Shares 101,828 Est. Cost Unrealized
QCOM Qualcomm Inc 0.7%
Value $18.15M Shares 318,298 Est. Cost Unrealized
HD Home Depot Inc 0.7%
Value $18.09M Shares 94,273 Est. Cost Unrealized
TROW T Rowe Price Group Inc 0.6%
Value $16.88M Shares 168,593 Est. Cost Unrealized
HOLX Hologic Inc 0.6%
Value $16.77M Shares 346,450 Est. Cost Unrealized
STZ Constellation Brands Inc-A 0.6%
Value $15.64M Shares 89,234 Est. Cost Unrealized
UNH Unitedhealth Group Inc 0.6%
Value $15.54M Shares 62,863 Est. Cost Unrealized
IJH iShares Core S&P M/C ETF 0.6%
Value $15.41M Shares 81,343 Est. Cost Unrealized
BWA Borgwarner Inc 0.5%
Value $14.37M Shares 374,164 Est. Cost Unrealized
CCL Carnival Corp 0.5%
Value $13.75M Shares 271,164 Est. Cost Unrealized
NOC Northrop Grumman Corp 0.5%
Value $13.72M Shares 50,875 Est. Cost Unrealized
ROK Rockwell Automation Corp 0.5%
Value $13.71M Shares 78,153 Est. Cost Unrealized
GOOG Alphabet Inc-C 0.5%
Value $12.9M Shares 10,998 Est. Cost Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value $12.72M Shares 45,026 Est. Cost Unrealized
NKE Nike Inc 0.5%
Value $12.24M Shares 145,349 Est. Cost Unrealized
RBC RBC Bearings Inc 0.4%
Value $12.05M Shares 94,731 Est. Cost Unrealized
MKC McCormick & Co Inc 0.4%
Value $11.74M Shares 77,962 Est. Cost Unrealized
NDSN Nordson Corp 0.4%
Value $11.38M Shares 85,842 Est. Cost Unrealized
PG Procter & Gamble Co 0.4%
Value $10.39M Shares 99,820 Est. Cost Unrealized
ADP Automatic Data Processing Inc 0.4%
Value $10.01M Shares 62,682 Est. Cost Unrealized
Torchmark Corp 0.4%
Value $9.643M Shares 117,674 Est. Cost Unrealized
Cooper Companies Inc 0.3%
Value $9.05M Shares 30,557 Est. Cost Unrealized
SBUX Starbucks Corp 0.3%
Value $8.888M Shares 119,557 Est. Cost Unrealized
CL Colgate Palmolive Co 0.3%
Value $8.635M Shares 125,988 Est. Cost Unrealized
BA Boeing Co 0.3%
Value $8.485M Shares 22,246 Est. Cost Unrealized
TOL Toll Brothers Inc 0.3%
Value $7.187M Shares 198,529 Est. Cost Unrealized
CMCSA Comcast Corp 0.2%
Value $6.125M Shares 153,206 Est. Cost Unrealized
TSCO Tractor Supply Co 0.2%
Value $5.802M Shares 59,349 Est. Cost Unrealized
Cyberark Software Ltd 0.2%
Value $5.647M Shares 47,436 Est. Cost Unrealized
Invesco Bulletshares 2021 Corp 0.2%
Value $5.091M Shares 242,070 Est. Cost Unrealized
Invesco Bulletshares 2022 Corp 0.2%
Value $4.923M Shares 233,118 Est. Cost Unrealized
Invesco Bulletshares 2020 Corp 0.2%
Value $4.879M Shares 229,941 Est. Cost Unrealized
IWB iShares Russell 1000 ETF 0.2%
Value $4.261M Shares 27,089 Est. Cost Unrealized
VTI Vanguard Total Stock Mkt ETF 0.2%
Value $4.204M Shares 29,053 Est. Cost Unrealized
Invesco Bulletshares 2023 Corp 0.2%
Value $4.138M Shares 198,966 Est. Cost Unrealized
CVX Chevron Corp 0.1%
Value $3.661M Shares 29,717 Est. Cost Unrealized
Covetrus Inc 0.1%
Value $3.616M Shares 113,520 Est. Cost Unrealized
VFC VF Corp 0.1%
Value $3.282M Shares 37,766 Est. Cost Unrealized
Invesco Bulletshares 2019 Corp 0.1%
Value $3.188M Shares 151,302 Est. Cost Unrealized
MCD McDonalds Corp 0.1%
Value $3.12M Shares 16,431 Est. Cost Unrealized
IGSB iShares S/T Corporate Bond ETF 0.1%
Value $2.843M Shares 53,832 Est. Cost Unrealized
Activision Blizzard Inc 0.1%
Value $2.622M Shares 57,585 Est. Cost Unrealized
HON Honeywell International Inc 0.1%
Value $2.527M Shares 15,902 Est. Cost Unrealized
ABT Abbott Labs 0.1%
Value $2.411M Shares 30,162 Est. Cost Unrealized
PFE Pfizer Inc 0.1%
Value $2.348M Shares 55,286 Est. Cost Unrealized
EMR Emerson Electric Co 0.1%
Value $2.186M Shares 31,929 Est. Cost Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value $2.088M Shares 32,193 Est. Cost Unrealized
MDY SPDR S&P M/C 400 ETF 0.1%
Value $1.981M Shares 5,734 Est. Cost Unrealized
YUM Yum Brands Inc 0.1%
Value $1.938M Shares 19,420 Est. Cost Unrealized
ABBV Abbvie Inc 0.1%
Value $1.936M Shares 24,022 Est. Cost Unrealized
IGIB iShares I/T Corporate Bond ETF 0.1%
Value $1.932M Shares 35,041 Est. Cost Unrealized
VB Vanguard S/C ETF 0.1%
Value $1.874M Shares 12,267 Est. Cost Unrealized
VZ Verizon Communications Inc 0.1%
Value $1.829M Shares 30,931 Est. Cost Unrealized
Invesco Bulletshares 2024 Corp 0.1%
Value $1.554M Shares 74,961 Est. Cost Unrealized
OMC Omnicom Group Inc 0.1%
Value $1.529M Shares 20,948 Est. Cost Unrealized
KMB Kimberly Clark Corp 0.1%
Value $1.528M Shares 12,331 Est. Cost Unrealized
LOW Lowe's Companies Inc 0.1%
Value $1.484M Shares 13,557 Est. Cost Unrealized
IBM Intl Business Machines Corp 0.1%
Value $1.446M Shares 10,248 Est. Cost Unrealized
RSP Invesco S&P 500 Equal Weight E 0.1%
Value $1.363M Shares 13,055 Est. Cost Unrealized
DE Deere & Co 0.1%
Value $1.351M Shares 8,452 Est. Cost Unrealized
NSC Norfolk Southern Corp 0.0%
Value $1.341M Shares 7,177 Est. Cost Unrealized
BF/B Brown Forman Corp-B 0.0%
Value $1.307M Shares 24,763 Est. Cost Unrealized
IJR iShares Core S&P S/C ETF 0.0%
Value $1.298M Shares 16,826 Est. Cost Unrealized
IWR iShares Russell M/C ETF 0.0%
Value $1.273M Shares 23,592 Est. Cost Unrealized
STT State Street Corp 0.0%
Value $1.218M Shares 18,510 Est. Cost Unrealized
T AT&T Inc 0.0%
Value $1.215M Shares 38,730 Est. Cost Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value $1.21M Shares 7,901 Est. Cost Unrealized
AMGN Amgen Inc 0.0%
Value $1.158M Shares 6,093 Est. Cost Unrealized
KO Coca Cola Co 0.0%
Value $1.147M Shares 24,483 Est. Cost Unrealized
CLX Clorox Co 0.0%
Value $1.076M Shares 6,703 Est. Cost Unrealized
CSCO Cisco Systems Inc 0.0%
Value $1.047M Shares 19,399 Est. Cost Unrealized
INTC Intel Corp 0.0%
Value $1.041M Shares 19,391 Est. Cost Unrealized
IWF iShares Russell 1000 Gwth ETF 0.0%
Value $1.001M Shares 6,613 Est. Cost Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value $910K Shares 3,197 Est. Cost Unrealized
ITW Illinois Tool Wks Inc 0.0%
Value $902K Shares 6,283 Est. Cost Unrealized
YUMC Yum China Holdings Inc 0.0%
Value $888K Shares 19,780 Est. Cost Unrealized
DowDupont Inc 0.0%
Value $855K Shares 16,032 Est. Cost Unrealized
LLY Eli Lilly & Co 0.0%
Value $849K Shares 6,544 Est. Cost Unrealized
ORCL Oracle Corp 0.0%
Value $842K Shares 15,679 Est. Cost Unrealized
IJK iShares S&P M/C 400 Gwth ETF 0.0%
Value $792K Shares 3,616 Est. Cost Unrealized
Royal Dutch Shell ADR-A 0.0%
Value $787K Shares 12,570 Est. Cost Unrealized
APD Air Products & Chemicals Inc 0.0%
Value $764K Shares 3,999 Est. Cost Unrealized
EPD Enterprise Products Partners L 0.0%
Value $741K Shares 25,455 Est. Cost Unrealized
BAC Bank of America Corp 0.0%
Value $709K Shares 25,683 Est. Cost Unrealized
PM Philip Morris Intl Inc 0.0%
Value $685K Shares 7,745 Est. Cost Unrealized
TD Toronto-Dominion Bank 0.0%
Value $681K Shares 12,540 Est. Cost Unrealized
MA Mastercard Inc-A 0.0%
Value $679K Shares 2,883 Est. Cost Unrealized
Unilever NV-NY Shares 0.0%
Value $677K Shares 11,609 Est. Cost Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value $672K Shares 14,093 Est. Cost Unrealized
MO Altria Group Inc 0.0%
Value $670K Shares 11,660 Est. Cost Unrealized
HCSG Healthcare Svcs Grp Inc 0.0%
Value $636K Shares 19,275 Est. Cost Unrealized
CHD Church & Dwight Inc 0.0%
Value $634K Shares 8,905 Est. Cost Unrealized
BND Vanguard Total Bond Mkt ETF 0.0%
Value $617K Shares 7,596 Est. Cost Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value $604K Shares 2,327 Est. Cost Unrealized
BRK/A Berkshire Hathaway Inc-A 0.0%
Value $602K Shares 2 Est. Cost Unrealized
AVGO Broadcom Ltd 0.0%
Value $542K Shares 1,803 Est. Cost Unrealized
SJM Smucker JM Co 0.0%
Value $538K Shares 4,618 Est. Cost Unrealized
BB&T Corp 0.0%
Value $536K Shares 11,517 Est. Cost Unrealized
WY Weyerhaeuser Co 0.0%
Value $529K Shares 20,073 Est. Cost Unrealized
IVW iShares S&P 500 Gwth ETF 0.0%
Value $517K Shares 3,001 Est. Cost Unrealized
FFIV F5 Networks Inc 0.0%
Value $512K Shares 3,260 Est. Cost Unrealized
AIZ Assurant Inc 0.0%
Value $466K Shares 4,905 Est. Cost Unrealized
DEO Diageo Plc ADR 0.0%
Value $457K Shares 2,792 Est. Cost Unrealized
General Electric Co 0.0%
Value $456K Shares 45,681 Est. Cost Unrealized
CAT Caterpillar Inc 0.0%
Value $449K Shares 3,317 Est. Cost Unrealized
TRV Travelers Companies Inc 0.0%
Value $432K Shares 3,153 Est. Cost Unrealized
Magellan Midstream Partners LP 0.0%
Value $424K Shares 6,990 Est. Cost Unrealized
FTV Fortive Corp 0.0%
Value $420K Shares 5,012 Est. Cost Unrealized
ADBE Adobe Systems Inc 0.0%
Value $417K Shares 1,566 Est. Cost Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value $413K Shares 6,798 Est. Cost Unrealized
Total SA ADR 0.0%
Value $383K Shares 6,878 Est. Cost Unrealized
VNQ Vanguard REIT ETF 0.0%
Value $369K Shares 4,249 Est. Cost Unrealized
PNC PNC Financial Services Group 0.0%
Value $367K Shares 2,994 Est. Cost Unrealized
IWP iShares Russell M/C Gwth ETF 0.0%
Value $343K Shares 2,527 Est. Cost Unrealized
MDLZ Mondelez Intl Inc-A 0.0%
Value $341K Shares 6,840 Est. Cost Unrealized
Blackstone Group LP 0.0%
Value $325K Shares 9,300 Est. Cost Unrealized
Walgreens Boots Alliance Inc 0.0%
Value $323K Shares 5,100 Est. Cost Unrealized
FISV Fiserv Inc 0.0%
Value $323K Shares 3,655 Est. Cost Unrealized
IVE iShares S&P 500 Value 0.0%
Value $319K Shares 2,828 Est. Cost Unrealized
SYY Sysco Corp 0.0%
Value $317K Shares 4,744 Est. Cost Unrealized
VMC Vulcan Materials Co 0.0%
Value $317K Shares 2,675 Est. Cost Unrealized
XYL Xylem Inc 0.0%
Value $305K Shares 3,864 Est. Cost Unrealized
EOG EOG Resources Inc 0.0%
Value $299K Shares 3,142 Est. Cost Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value $296K Shares 519 Est. Cost Unrealized
WM Waste Management Inc 0.0%
Value $294K Shares 2,829 Est. Cost Unrealized
PRU Prudential Financial Inc 0.0%
Value $293K Shares 3,192 Est. Cost Unrealized
WEX WEX Inc 0.0%
Value $291K Shares 1,515 Est. Cost Unrealized
VIG Vanguard Dvd Appreciation ETF 0.0%
Value $290K Shares 2,648 Est. Cost Unrealized
CSX CSX Corp 0.0%
Value $289K Shares 3,858 Est. Cost Unrealized
Blackrock Inc 0.0%
Value $288K Shares 674 Est. Cost Unrealized
PAYX Paychex Inc 0.0%
Value $283K Shares 3,524 Est. Cost Unrealized
SCHW Charles Schwab Corp 0.0%
Value $281K Shares 6,564 Est. Cost Unrealized
SLB Schlumberger Ltd 0.0%
Value $280K Shares 6,424 Est. Cost Unrealized
QQQ Invesco QQQ Trust Series 1 ETF 0.0%
Value $279K Shares 1,551 Est. Cost Unrealized
CNI Canadian Natl Railway 0.0%
Value $275K Shares 3,070 Est. Cost Unrealized
SMMU Pimco S/T Muni Bond ETF 0.0%
Value $269K Shares 5,350 Est. Cost Unrealized
EEM iShares MSCI EM ETF 0.0%
Value $267K Shares 6,212 Est. Cost Unrealized
JKHY Jack Henry & Associates Inc 0.0%
Value $264K Shares 1,902 Est. Cost Unrealized
Harris Corp 0.0%
Value $260K Shares 1,625 Est. Cost Unrealized
Wells Fargo New 0.0%
Value $258K Shares 200 Est. Cost Unrealized
BNS Bank of Nova Scotia 0.0%
Value $245K Shares 4,600 Est. Cost Unrealized
NVO Novo-Nordisk A/S ADR 0.0%
Value $245K Shares 4,675 Est. Cost Unrealized
AFL Aflac Inc 0.0%
Value $243K Shares 4,860 Est. Cost Unrealized
Seagate Technology 0.0%
Value $242K Shares 5,062 Est. Cost Unrealized
AXP American Express Co 0.0%
Value $239K Shares 2,184 Est. Cost Unrealized
WFC Wells Fargo & Co 0.0%
Value $236K Shares 4,878 Est. Cost Unrealized
IEMG iShares Core MSCI EM ETF 0.0%
Value $231K Shares 4,461 Est. Cost Unrealized
DUK Duke Energy Corp 0.0%
Value $229K Shares 2,544 Est. Cost Unrealized
XLF Financial Select Sector SPDR 0.0%
Value $229K Shares 8,910 Est. Cost Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value $229K Shares 2,345 Est. Cost Unrealized
Varian Medical Systems Inc 0.0%
Value $227K Shares 1,600 Est. Cost Unrealized
SBAC SBA Communications Corp-REIT 0.0%
Value $222K Shares 1,111 Est. Cost Unrealized
NVS Novartis Ag ADR 0.0%
Value $221K Shares 2,295 Est. Cost Unrealized
IJJ iShares S&P M/C 400 Value ETF 0.0%
Value $220K Shares 1,404 Est. Cost Unrealized
LMT Lockheed Martin Corp 0.0%
Value $215K Shares 715 Est. Cost Unrealized
Aqua America Inc 0.0%
Value $214K Shares 5,875 Est. Cost Unrealized
BP BP Plc ADR 0.0%
Value $209K Shares 4,779 Est. Cost Unrealized
PYPL Paypal Holdings Inc 0.0%
Value $209K Shares 2,016 Est. Cost Unrealized
GSG iShares S&P GSCI Commodity ETF 0.0%
Value $208K Shares 13,040 Est. Cost Unrealized
VUG Vanguard Gwth ETF 0.0%
Value $208K Shares 1,327 Est. Cost Unrealized
D Dominion Energy Inc 0.0%
Value $205K Shares 2,680 Est. Cost Unrealized
CAC Camden Natl Corp 0.0%
Value $204K Shares 4,900 Est. Cost Unrealized
QAI IQ Hedge Multi Strategy Tracke 0.0%
Value $202K Shares 6,710 Est. Cost Unrealized
ET Energy Transfer LP 0.0%
Value $190K Shares 12,384 Est. Cost Unrealized
Sirius XM Holdings Inc 0.0%
Value $65,000 Shares 11,500 Est. Cost Unrealized