account_balance
Investment manager · 13F filer · SEC CIK 891287
R. M. Davis, INC.
Reported value$6.46Bas of Sep 30, 2026
Positions278 9 new, 11 sold out
Top 10 weight43.1%AAPL alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.9%
SPYSPDR S&P 500 ETF Trust
5.9%
NVDANVIDIA Corp
5.2%
GOOGLAlphabet Inc.
4.8%
IJHiShares Tr
4.2%
PANWPalo Alto Networks Inc
4.2%Trimmed −2%
MSFTMicrosoft Corp
3.9%
APHAmphenol Corp
3.3%Trimmed −2%
VEAVanguard Tax-Managed FDS
2.9%
VBVanguard Index FDS
2.8%
AMZNAmazon.com Inc
2.7%
BRK-BBerkshire Hathaway Inc
1.9%
AAPLApple Inc.
5.9%
SPYSPDR S&P 500 ETF Trust
5.9%
NVDANVIDIA Corp
5.2%
GOOGLAlphabet Inc.
4.8%
IJHiShares Tr
4.2%
PANWPalo Alto Networks Inc
4.2%−2%
MSFTMicrosoft Corp
3.9%
APHAmphenol Corp
3.3%
VEAVanguard Tax-Managed FDS
2.9%
VB2.8%
AMZN2.7%BRK-B1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.9% HeldSPY SPDR S&P 500 ETF Trust 5.9% HeldNVDA NVIDIA Corp 5.2% HeldGOOGL Alphabet Inc. 4.8% Held
IJH iShares Tr 4.2% Held
PANW Palo Alto Networks Inc 4.2% Trimmed −2%MSFT Microsoft Corp 3.9% HeldAPH Amphenol Corp 3.3% Trimmed −2%VEA Vanguard Tax-Managed FDS 2.9% Held
VB Vanguard Index FDS 2.8% Held
AMZN Amazon.com Inc 2.7% HeldBRK-B Berkshire Hathaway Inc 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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