You're signed outSign in or to get full access.
Davis R M Inc.
R.M. Davis, Inc. is an independent, Portland, Maine-based wealth management and investment advisory firm founded in 1978. With around 60 employees, the firm specializes in offering investment management, financial planning, trustee, estate, and tax strategy services to high-net-worth individuals and families, serving over 1,000 clients as of their most recent filings.
Investment Strategy
R.M. Davis employs a personalized, fiduciary-focused approach to wealth management, emphasizing long-term relationships and unbiased financial advice tailored to the unique needs and aspirations of each client. Their strategy integrates investment management with estate and tax planning, trustee services, risk management, and retirement planning. The firm combines disciplined, team-based investment research and planning with a commitment to objectivity, integrity, and building deep client trust over decades.
Latest 13F Filing Activity
Davis R M Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 268 equity positions with a total 13F market value of $5B. The fund increased holdings in Nvidia Corp., Microsoft Corp., Amphenol Corp. among other positions. Davis R M Inc. reduced exposure to Unitedhealth Group Inc., Walt Disney Co., Apple Inc. among others.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 6.37% | $343.4M | 555,825 | $428.24 | $617.85 | +$37.8M |
A AAPL | Apple Inc | 4.33% | $233.4M | 1,137,516 | $29.73 | $205.17 | -$15.8M |
N NVDA | Nvidia Corp | 4.32% | $232.8M | 1,473,215 | $30.26 | $157.99 | +$75.5M |
M MSFT | Microsoft Corp | 4.17% | $224.8M | 451,910 | $148.54 | $497.41 | +$59.1M |
I IJH | iShares Core S&P M/C ETF | 3.68% | $198.7M | 3,203,403 | $49.21 | $62.02 | +$14.3M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President and Portfolio Manager | Portland, ME , United States | |
J John Doughty | Chief Investment Officer and Shareholder | Portland, ME , United States | |
 | Principal and Portfolio Manager. | Portsmouth, NH , United States | |
M Michael Neff | Portfolio Manager | Portland, ME , United States | |
 | Vice President, Portfolio Manager | Portland, ME , United States | |
 | Senior Securities Analyst | Portland, ME , United States | |
 | Portfolio Manager and Vice President | Portland, ME , United States | |
 | Associate | Portland, ME , United States | |
M Mark Fernandez | Portfolio Manager | Portland, ME , United States | |
T Tim Acquaviva | Vice President, Portfolio Manager | Portsmouth, NH , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more