Sponsored

The Analysis of DAVIS R M INC's Holdings & P&L

Currently, DAVIS R M INC holds 273 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in N/A (+41.3K shares, valued at $12.8M), MSFT (+20.4K shares, valued at $7.5M), VEA (+108.7K shares, valued at $7.0M); decreased their positions in N/A (-178.0K shares, valued at $17.6M), BSCQ (-298.7K shares, valued at $5.8M), ECL (-15.5K shares, valued at $4.1M); initiated new positions in N/A (+1.7K shares, valued at $339.5K), ET (+15.9K shares, valued at $307.4K), EOG (+2.0K shares, valued at $288.1K).

1M P&L

+130.7M+2.57%

3M P&L

+112.3M+2.20%

HY P&L

+248.6M+5.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B

24.8%

2Software - Infrastructure352.7M

7.1%

3Semiconductors319.0M

6.4%

Top Industries by Stock Count

1N/A78 stocks

31.7%

2Specialty Industrial Machinery9 stocks

3.7%

3Semiconductors8 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T489.1K shares1.95%2026-03-312026-05-13

AAPL APPLE INC1.2M shares2.05%2026-03-312026-05-13

ALPHABET INC ALPHABET INC900.6K shares0.12%2026-03-312026-05-13

NVDA NVIDIA CORPORATION1.4M shares1.38%2026-03-312026-05-13

IJH ISHARES TR3.7M shares2.54%2026-03-312026-05-13

MSFT MICROSOFT CORP476.9K shares4.46%2026-03-312026-05-13

APH AMPHENOL CORP1.4M shares-1.39%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS2.6M shares4.38%2026-03-312026-05-13

Sponsored

VB VANGUARD INDEX FDS607.5K shares3.14%2026-03-312026-05-13

AMZN AMAZON COM INC675.5K shares4.18%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL257.7K shares-0.02%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC699.8K shares1.14%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO373.2K shares1.39%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION109.2K shares1.39%2026-03-312026-05-13

TJX TJX COS INC NEW666.7K shares-1.60%2026-03-312026-05-13

V VISA INC299.2K shares1.47%2026-03-312026-05-13

Sponsored

CB CHUBB LTD SWITZ246.6K shares-0.52%2026-03-312026-05-13

XOM EXXON MOBIL CORP448.0K shares0.08%2026-03-312026-05-13

META META PLATFORMS INC129.6K shares2.96%2026-03-312026-05-13

LINDE PLC LINDE PLC148.5K shares1.81%2026-03-312026-05-13

ASML ASML HLDG NV51.1K shares1.33%2026-03-312026-05-13

AME AMETEK INC307.1K shares-1.35%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC183.8K shares-0.20%2026-03-312026-05-13

NEE NEXTERA ENERGY INC696.8K shares0.56%2026-03-312026-05-13

Sponsored

WCN WASTE CONNECTIONS INC391.8K shares0.21%2026-03-312026-05-13

RTX RTX CORPORATION321.5K shares-1.53%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC123.0K shares-0.92%2026-03-312026-05-13

INTU INTUIT136.9K shares0.02%2026-03-312026-05-13

IWV ISHARES TR159.7K shares0.00%2026-03-312026-05-13

DHR DANAHER CORP DEL310.1K shares-0.45%2026-03-312026-05-13

BROADCOM INC BROADCOM INC190.0K shares27.76%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON239.2K shares-0.31%2026-03-312026-05-13

Sponsored

PSX PHILLIPS 66318.6K shares-1.62%2026-03-312026-05-13

LLY ELI LILLY & CO61.0K shares1.18%2026-03-312026-05-13

HD HOME DEPOT INC165.0K shares3.76%2026-03-312026-05-13

IDXX IDEXX LABS INC92.0K shares-1.63%2026-03-312026-05-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR255.1K shares4.33%2026-03-312026-05-13

AMT AMERICAN TOWER CORP289.2K shares1.41%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC56.6K shares0.79%2026-03-312026-05-13

PEP PEPSICO INC307.8K shares-1.97%2026-03-312026-05-13

Sponsored

PG PROCTER & GAMBLE CO329.4K shares2.70%2026-03-312026-05-13

COP CONOCOPHILLIPS354.0K shares-0.58%2026-03-312026-05-13

SYK STRYKER CORPORATION141.8K shares2.04%2026-03-312026-05-13

MTD METTLER TOLEDO INTERNATIONAL37.0K shares-0.93%2026-03-312026-05-13

AWK AMERICAN WTR WKS CO INC NEW303.7K shares-0.12%2026-03-312026-05-13

AON PLC AON PLC127.8K shares1.06%2026-03-312026-05-13

ALPHABET INC ALPHABET INC141.2K shares-2.54%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP59.2K shares0.59%2026-03-312026-05-13

Sponsored

BAC BANK AMERICA CORP826.3K shares4.84%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F531.3K shares2.55%2026-03-312026-05-13

UNP UNION PAC CORP162.8K shares3.53%2026-03-312026-05-13

TSCO TRACTOR SUPPLY CO842.4K shares0.01%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE123.1K shares3.40%2026-03-312026-05-13

BSCR INVESCO EXCH TRD SLF IDX FD1.7M shares3.59%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC83.7K shares0.17%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC302.4K shares-37.06%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.303.5K shares6.88%2026-03-312026-05-13

QCOM QUALCOMM INC225.4K shares-8.47%2026-03-312026-05-13

EQIX EQUINIX INC29.2K shares-2.26%2026-03-312026-05-13

DE DEERE & CO48.9K shares-5.22%2026-03-312026-05-13

ROP ROPER TECHNOLOGIES INC76.9K shares-7.57%2026-03-312026-05-13

BSCS INVESCO EXCH TRD SLF IDX FD1.3M shares7.56%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO82.6K shares1.72%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC56.6K shares1.69%2026-03-312026-05-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC281.5K shares4.08%2026-03-312026-05-13

IWB ISHARES TR58.9K shares-2.89%2026-03-312026-05-13

BSCQ INVESCO EXCH TRD SLF IDX FD1.0M shares-22.30%2026-03-312026-05-13

RBC RBC BEARINGS INC37.0K shares-5.17%2026-03-312026-05-13

BSCT INVESCO EXCH TRD SLF IDX FD975.3K shares32.71%2026-03-312026-05-13

MUNI PIMCO ETF TR334.5K shares0.24%2026-03-312026-05-13

NOW SERVICENOW INC161.6K shares5.30%2026-03-312026-05-13

VTI VANGUARD INDEX FDS49.9K shares-3.26%2026-03-312026-05-13

Sponsored

ECL ECOLAB INC57.2K shares-21.28%2026-03-312026-05-13

CME CME GROUP INC49.9K shares-9.53%2026-03-312026-05-13

CAT CATERPILLAR INC19.1K shares11.94%2026-03-312026-05-13

BSCU INVESCO EXCH TRD SLF IDX FD808.7K shares10.74%2026-03-312026-05-13

TOL TOLL BROTHERS INC98.0K shares-8.76%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.124.8K shares-15.75%2026-03-312026-05-13

BSCV INVESCO EXCH TRD SLF IDX FD422.1K shares122.72%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND33.9K shares-27.09%2026-03-312026-05-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS29.7K shares-8.94%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR55.0K shares-1.62%2026-03-312026-05-13

IGSB ISHARES TR111.7K shares-10.92%2026-03-312026-05-13

CVX CHEVRON CORPORATION28.2K shares-0.41%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR232.0K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS9.2K shares3.34%2026-03-312026-05-13

IVV ISHARES TR7.9K shares33.55%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F94.7K shares-0.39%2026-03-312026-05-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN24.0K shares-1.78%2026-03-312026-05-13

IWF ISHARES TR10.9K shares-1.67%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 406.8K shares-0.10%2026-03-312026-05-13

MKC MCCORMICK & CO INC80.9K shares-24.10%2026-03-312026-05-13

ABBV ABBVIE INC17.9K shares5.14%2026-03-312026-05-13

ORCL ORACLE CORP25.8K shares27.62%2026-03-312026-05-13

MCD MCDONALDS CORP11.8K shares0.71%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC24.4K shares1.25%2026-03-312026-05-13

Sponsored

VSGX VANGUARD WORLD FD40.0K shares-0.87%2026-03-312026-05-13

VUG VANGUARD INDEX FDS6.3K shares0.73%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.3K shares1.91%2026-03-312026-05-13

WMT WALMART INC22.0K shares31.49%2026-03-312026-05-13

ESGV VANGUARD WORLD FD24.2K shares-1.86%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO31.0K shares-29.00%2026-03-312026-05-13

IJR ISHARES TR19.9K shares-7.54%2026-03-312026-05-13

LOW LOWES COS INC10.3K shares-2.49%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS9.9K shares-4.40%2026-03-312026-05-13

AMGN AMGEN INC6.7K shares-9.84%2026-03-312026-05-13

BSCW INVESCO EXCH TRD SLF IDX FD109.2K shares22.87%2026-03-312026-05-13

SBUX STARBUCKS CORP24.8K shares6.66%2026-03-312026-05-13

IGIB ISHARES TR40.8K shares-12.86%2026-03-312026-05-13

GLW CORNING INC16.0K shares-4.69%2026-03-312026-05-13

VGT VANGUARD WORLD FD3.1K shares-0.74%2026-03-312026-05-13

ABT ABBOTT LABORATORIES20.1K shares-3.51%2026-03-312026-05-13

Sponsored

OSK OSHKOSH CORP13.9K shares-28.07%2026-03-312026-05-13

SMMU PIMCO ETF TR40.1K shares1.83%2026-03-312026-05-13

IWM ISHARES TR8.1K shares0.37%2026-03-312026-05-13

TSLA TESLA INC5.4K shares-0.39%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR3.4K shares5.28%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC11.5K shares-2.22%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP6.6K shares-0.53%2026-03-312026-05-13

MA MASTERCARD INCORPORATED3.7K shares-2.74%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO18.9K shares3.91%2026-03-312026-05-13

CSCO CISCO SYS INC23.1K shares-2.10%2026-03-312026-05-13

IWR ISHARES TR17.4K shares-2.49%2026-03-312026-05-13

SPGI S&P GLOBAL INC4.0K shares-3.00%2026-03-312026-05-13

EFA ISHARES TR17.2K shares0.00%2026-03-312026-05-13

VTV VANGUARD INDEX FDS8.5K shares-3.12%2026-03-312026-05-13

VXUS VANGUARD STAR FDS21.4K shares0.90%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR12.4K shares0.23%2026-03-312026-05-13

Sponsored

EMR EMERSON ELEC CO11.8K shares-0.05%2026-03-312026-05-13

KO COCA COLA CO19.2K shares-2.00%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC6.9K shares3.38%2026-03-312026-05-13

HSY HERSHEY CO6.9K shares-31.13%2026-03-312026-05-13

USB US BANCORP27.1K shares-11.08%2026-03-312026-05-13

CSX CSX CORP32.6K shares0.12%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC5.1K shares3.41%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST33.0K shares-49.75%2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC3.7K shares-2.02%2026-03-312026-05-13

NKE NIKE INC23.8K shares-31.11%2026-03-312026-05-13

HON HONEYWELL INTL INC5.6K shares3.39%2026-03-312026-05-13

CMCSA COMCAST CORP NEW42.9K shares-20.68%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP12.8K shares-12.66%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS20.1K shares-5.00%2026-03-312026-05-13

BSCX INVESCO EXCH TRD SLF IDX FD55.3K shares44.33%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR12.8K shares-4.11%2026-03-312026-05-13

Sponsored

XBI SPDR SERIES TRUST8.7K shares-6.98%2026-03-312026-05-13

IEFA ISHARES TR12.1K shares-2.51%2026-03-312026-05-13

T AT&T INC37.5K shares-8.74%2026-03-312026-05-13

GLD SPDR GOLD TR2.5K shares19.96%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC1.1K shares-2.14%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR19.6K shares-1.62%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC4.7K shares0.19%2026-03-312026-05-13

WM WASTE MGMT INC DEL4.0K shares13.66%2026-03-312026-05-13

Sponsored

MO ALTRIA GROUP INC13.7K shares1.54%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP1.0K shares-2.15%2026-03-312026-05-13

MS MORGAN STANLEY5.4K shares-14.20%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC3.3K shares-10.00%2026-03-312026-05-13

FOXA FOX CORP15.1K shares0.00%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC3.8K shares-7.46%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC3.0K shares-3.23%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC16.8K shares-16.37%2026-03-312026-05-13

Sponsored

CMI CUMMINS INC1.6K shares0.00%2026-03-312026-05-13

IVW ISHARES TR7.1K shares-2.53%2026-03-312026-05-13

ITOT ISHARES TR5.6K shares-4.58%2026-03-312026-05-13

IWP ISHARES TR6.2K shares-0.24%2026-03-312026-05-13

WFC WELLS FARGO & CO9.9K shares8.01%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC6.8K shares-0.70%2026-03-312026-05-13

NTRS NORTHERN TR CORP5.5K shares-0.68%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP1.3K shares0.08%2026-03-312026-05-13

Sponsored

IWS ISHARES TR5.1K shares-5.09%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC2.2K shares30.98%2026-03-312026-05-13

GEV GE VERNOVA INC835 shares-15.40%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-13

IWD ISHARES TR3.2K shares3.21%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I2.3K shares5.03%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION5.0K shares-0.52%2026-03-312026-05-13

NVT NVENT ELEC PLC5.4K shares-15.82%2026-03-312026-05-13

Sponsored

MDLZ MONDELEZ INTL INC11.0K shares1.36%2026-03-312026-05-13

ALL ALLSTATE CORP3.0K shares-6.18%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS8.4K shares7.60%2026-03-312026-05-13

BA BOEING CO3.1K shares-1.59%2026-03-312026-05-13

SHEL SHELL PLC6.5K shares-11.17%2026-03-312026-05-13

VLO VALERO ENERGY CORP2.4K shares40.94%2026-03-312026-05-13

TROW PRICE T ROWE GROUP INC6.6K shares-50.60%2026-03-312026-05-13

NDSN NORDSON CORP2.1K shares-78.84%2026-03-312026-05-13

Sponsored

XYL XYLEM INC4.8K shares-16.26%2026-03-312026-05-13

BDX BECTON DICKINSON & CO3.6K shares-0.06%2026-03-312026-05-13

TD TORONTO DOMINION BK ONT5.9K shares0.00%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares-12.25%2026-03-312026-05-13

TYL TYLER TECHNOLOGIES INC1.6K shares0.00%2026-03-312026-05-13

MPC MARATHON PETE CORP2.3K shares-2.71%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR17.4K shares1.63%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares-3.97%2026-03-312026-05-13

Sponsored

DVY ISHARES TR3.3K shares10.31%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD8.0K shares0.58%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-1.23%2026-03-312026-05-13

VO VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-13

VHT VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS6.0K shares11.69%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC5.0K shares-3.85%2026-03-312026-05-13

VOT VANGUARD INDEX FDS1.8K shares-8.91%2026-03-312026-05-13

Sponsored

MMM 3M CO3.1K shares-23.56%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares0.00%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares-15.67%2026-03-312026-05-13

PNR PENTAIR PLC5.0K shares0.00%2026-03-312026-05-13

INTC INTEL CORP9.8K shares63.11%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP3.5K shares24.14%2026-03-312026-05-13

CRM SALESFORCE INC2.2K shares-19.06%2026-03-312026-05-13

TXN TEXAS INSTRS INC2.1K shares-60.15%2026-03-312026-05-13

Sponsored

OKE ONEOK INC NEW4.4K shares-22.99%2026-03-312026-05-13

BSCY INVESCO EXCH TRD SLF IDX FD18.9K shares36.95%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP4.0K shares-79.29%2026-03-312026-05-13

HUBBELL INC HUBBELL INC780 shares0.00%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC975 shares-8.19%2026-03-312026-05-13

FIX COMFORT SYS USA INC276 shares-1.78%2026-03-312026-05-13

FAST FASTENAL CO8.2K shares-1.38%2026-03-312026-05-13

PFE PFIZER INC13.3K shares12.65%2026-03-312026-05-13

Sponsored

VYM VANGUARD WHITEHALL FDS2.5K shares9.91%2026-03-312026-05-13

BAC-PL BANK AMERICA CORP310 shares0.00%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR6.0K shares-3.62%2026-03-312026-05-13

J JACOBS SOLUTIONS INC2.8K shares0.00%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS4.5K shares0.00%2026-03-312026-05-13

CTVA CORTEVA INC4.2K shares-38.40%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L9.3K shares-1.07%2026-03-312026-05-13

BSCZ INVESCO EXCH TRD SLF IDX FD16.9K shares15.85%2026-03-312026-05-13

Sponsored

MMC MARSH & MCLENNAN COS INC2.0K shares23.05%2026-03-312026-05-13

KKR & CO INC KKR & CO INC3.7K shares-0.13%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.0K shares-3.81%2026-03-312026-05-13

ZTS ZOETIS INC2.9K shares-56.76%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC1.7K sharesnew addition2026-03-312026-05-13

IRM IRON MTN INC DEL3.3K shares0.00%2026-03-312026-05-13

VLTO VERALTO CORP3.7K shares-9.18%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC2.9K shares0.00%2026-03-312026-05-13

Sponsored

ENB ENBRIDGE INC6.0K shares33.55%2026-03-312026-05-13

SPMD SPDR SERIES TRUST5.4K shares-24.31%2026-03-312026-05-13

SAP SAP SE1.8K shares-1.54%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC916 shares-8.49%2026-03-312026-05-13

ET ENERGY TRANSFER L P15.9K sharesnew addition2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.2K shares26.10%2026-03-312026-05-13

HOLX HOLOGIC INC4.0K shares-9.51%2026-03-312026-05-13

GSG ISHARES S&P GSCI COMMODITY-9.2K shares0.00%2026-03-312026-05-13

Sponsored

IWO ISHARES TR930 shares43.96%2026-03-312026-05-13

DGRO ISHARES TR4.1K shares-3.35%2026-03-312026-05-13

EOG EOG RES INC2.0K sharesnew addition2026-03-312026-05-13

VNQ VANGUARD INDEX FDS3.1K shares3.83%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO911 shares-34.60%2026-03-312026-05-13

ESGU ISHARES TR1.9K sharesnew addition2026-03-312026-05-13

NVS NOVARTIS AG1.7K sharesnew addition2026-03-312026-05-13

VMC VULCAN MATLS CO975 shares0.00%2026-03-312026-05-13

Sponsored

DGX QUEST DIAGNOSTICS INC1.3K sharesnew addition2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO4.2K sharesnew addition2026-03-312026-05-13

SO SOUTHERN CO2.6K shares-0.41%2026-03-312026-05-13

MOAT VANECK ETF TRUST2.6K shares0.00%2026-03-312026-05-13

MCK MCKESSON CORP287 shares-15.09%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP887 sharesnew addition2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.1K shares-35.14%2026-03-312026-05-13

Sponsored

CNI CANADIAN NATL RY CO2.3K shares0.00%2026-03-312026-05-13

VDC VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-13

CAC CAMDEN NATL CORP4.9K shares0.00%2026-03-312026-05-13

TFC TRUIST FINL CORP4.9K shares1.50%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-05-13

QAI NEW YORK LIFE INVESTMENTS ET6.5K shares0.00%2026-03-312026-05-13

IDU ISHARES TR1.9K sharesnew addition2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR1.5K shares7.02%2026-03-312026-05-13

Sponsored

SPYM SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRISE C8.8K shares0.00%2026-03-312026-05-13

YUM YUM BRANDS INC1.3K shares-32.40%2026-03-312026-05-13

IVE ISHARES TR982 shares0.00%2026-03-312026-05-13

EEM ISHARES TR3.6K shares-2.69%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW627 shares-9.65%2026-03-312026-05-13

LH LABCORP HOLDINGS INC767 shares-14.40%2026-03-312026-05-13

EME EMCOR GROUP INC274 shares-21.49%2026-03-312026-05-13

Sponsored

CXE MFS HIGH INCOME MUN TR23.1K shares-25.72%2026-03-312026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

1.95%

Shares489.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

2.05%

Shares1.2M

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.12%

Shares900.6K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

1.38%

Shares1.4M

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

2.54%

Shares3.7M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

4.46%

Shares476.9K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

-1.39%

Shares1.4M

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

4.38%

Shares2.6M

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

3.14%

Shares607.5K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

4.18%

Shares675.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-0.02%

Shares257.7K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

1.14%

Shares699.8K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.39%

Shares373.2K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

1.39%

Shares109.2K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-1.60%

Shares666.7K

Event2026-03-31

Filed2026-05-13

VISA INC

1.47%

Shares299.2K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

-0.52%

Shares246.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

0.08%

Shares448.0K

Event2026-03-31

Filed2026-05-13