Harold Davidson & Associates Inc. has filed its 13F form on June 04, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Billion distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.7B, Cisco Systems, Inc. with a value of $17.6B, Microsoft Corp with a value of $15.5B, Visa Inc. with a value of $7.55B, and Costco Wholesale Corp with a value of $5.28B.
Examining the 13F form we can see an decrease of $25.8B in the current position value, from $209B to 183B.
Also it can be appreciated an additional of 1 stocks purchases and 6 closed positions.
Harold Davidson & Associates Inc. is based out at Los Angeles, CA
Below you can find more details about Harold Davidson & Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$183 Billion
Technology: $95.9 Billion
Consumer Cyclical: $23 Billion
Financial Services: $22.8 Billion
Industrials: $13 Billion
Healthcare: $11.2 Billion
Communication Services: $7.29 Billion
Consumer Defensive: $6.79 Billion
Energy: $2.14 Billion
Other: $1.2 Billion
Stock Holdings Table Market Cap. of $200 Billions or more