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Filers›Family Office›DAVIS R M INC
DOSSIER · 13F-HR · Q1 2026

DAVIS R M INC

DAVIS R M's family office based in San Francisco, CA — $5.6B in tracked AUM across 274 positions as of Q1 2026.

DR
DAVIS R M·San Francisco, CA·Family Office
CIK 0000891287 · last filed Mar 31, 2026
Total AUM
$5.6B
▲ 5.2%
vs prior
Holdings
274
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DAVIS R M INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$319M489K5.7%
02
AAPL
APPLE INC
$292M1.2M5.2%
03
GOOGL
ALPHABET INC
$259M901K4.6%
04
NVDA
NVIDIA CORPORATION
$251M1.4M4.5%
05
IJH
ISHARES TR
$247M3.7M4.4%
06
MSFT
MICROSOFT CORP
$177M477K3.1%
07
APH
AMPHENOL CORP
$172M1.4M3.0%
08
VEA
VANGUARD TAX-MANAGED FDS
$166M2.6M2.9%
09
VB
VANGUARD INDEX FDS
$159M608K2.8%
10
AMZN
AMAZON COM INC
$141M675K2.5%

Filing history

Filing history loading…
AI Agent · grounded in DAVIS
haiku-4-5 · 274 positions indexed
Sector mix
  • Tech10%
  • Health Care9%
  • Communications25%
  • Industrials39%
  • Energy13%
  • Other4%
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