Institutions / Harold Davidson & Associates Inc.
Harold Davidson & Associates Inc.
CIK 1430022 · Institution · as of Dec 31, 2025
Portfolio value
$226.01M
Positions
66
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 66 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $55.02M | 24.3% |
| Cisco Systems, Inc. | $21.59M | 9.6% |
| Microsoft Corp | $19.65M | 8.7% |
| Visa Inc | $7.52M | 3.3% |
| NVIDIA Corp | $7.21M | 3.2% |
| Alphabet Inc. | $6.64M | 2.9% |
| General Electric Co | $6.54M | 2.9% |
| CrowdStrike Holdings, Inc. | $6.27M | 2.8% |
| JPMorgan Chase & Co | $6.20M | 2.7% |
| Amazon.com Inc | $5.21M | 2.3% |
| TJX Cos Inc/The | $5.05M | 2.2% |
| ELI LILLY & Co | $5.00M | 2.2% |
| Costco Wholesale Corp /New | $4.77M | 2.1% |
| Mastercard Inc | $4.03M | 1.8% |
| Meta Platforms Inc | $3.79M | 1.7% |
| Home Depot, Inc. | $3.47M | 1.5% |
| Marriott International Inc/MD | $3.07M | 1.4% |
| Stryker Corp | $3.03M | 1.3% |
| AbbVie Inc. | $3.02M | 1.3% |
| Quanta Services Inc | $3.00M | 1.3% |
| The Goldman Sachs Group, Inc. | $2.86M | 1.3% |
| American Express Co | $2.67M | 1.2% |
| Wells Fargo & COMPANY/MN | $2.52M | 1.1% |
| Mcdonald'S Corp | $2.08M | 0.9% |
| Lowes Companies Inc | $1.96M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.