Institutions / Davidson Investment Advisors

Davidson Investment Advisors

CIK 1140771 · Institution · as of Mar 31, 2026
Portfolio value
$2.32B
Positions
126
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$2.32B-3.5%
$2.40B$2.36B$2.32BQ4 '25Q1 '26

Positions

126+5.9%
126123119Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 126 →
CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$183.77M2,121,1177.9%
Alphabet Inc.$103.97M362,4524.5%
Amazon.com Inc$96.65M464,0634.2%
Microsoft Corp$92.28M249,2954.0%
Apple Inc.$89.77M353,7183.9%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$70.78M209,4433.1%
NVIDIA Corp$59.17M339,2932.6%
RTX Corp$48.98M253,9102.1%
Meta Platforms Inc$48.51M84,7932.1%
Hyatt Hotels Corp$42.20M293,5041.8%
Sempra$41.34M425,4341.8%
AGNC Investment Corp.$40.36M4,023,8891.7%
Labcorp Holdings Inc.$36.56M137,0081.6%
Citigroup Inc$36.01M317,5391.6%
Broadcom Inc.$31.56M101,9651.4%
Medtronic plc$31.51M363,7001.4%
Vanguard U.S$30.26M153,5181.3%
Eaton Corp plc$29.38M82,1331.3%
Walmart Inc.$27.95M224,8761.2%
Chevron Corp$27.65M133,6181.2%
The Goldman Sachs Group, Inc.$27.35M32,3271.2%
Analog Devices Inc$27.18M85,4281.2%
Cigna Group$26.64M99,8691.1%
FedEx Corp$26.48M74,3401.1%
Visa Inc$26.37M87,2551.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewG0593M107$22.75M+115K
115,341
0.98% of portfolio
medium
Q1 2026
as of
Exit046353108$-22.07M-240K
-100.00%
medium
Q1 2026
as of
ExitFortinet Inc$-21.75M-274K
-100.00%
medium
Q1 2026
as of
NewThermo Fisher Scientific Inc.$19.61M+40K
39,886
0.85% of portfolio
medium
Q1 2026
as of
TrimSilicon Laboratories Inc$-19.41M-93K
-63.97%
52,517
0.47% of portfolio
medium
Q1 2026
as of
NewPalo Alto Networks Inc$17.08M+107K
106,518
0.74% of portfolio
medium
Q1 2026
as of
TrimBecton Dickinson & Co$-16.31M-104K
-98.04%
2,072
0.01% of portfolio
medium
Q1 2026
as of
ExitNorfolk Southern Corp$-15.77M-55K
-100.00%
medium
Q1 2026
as of
New13646K108$14.83M+188K
188,472
0.64% of portfolio
medium
Q1 2026
as of
NewGlacier Bancorp, Inc.$13.38M+300K
299,582
0.58% of portfolio
medium