Harold Davidson & Associates Inc. Portfolio Holdings

Harold Davidson & Associates Inc.

  • $154 Billion
  • Q2 2025

Harold Davidson & Associates Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.8B, Cisco Systems, Inc. with a value of $18.4B, Microsoft Corp with a value of $17.2B, Visa Inc. with a value of $5.66B, and Crowd Strike Holdings, Inc. with a value of $4.25B.

Examining the 13F form we can see an decrease of $28.9B in the current position value, from $183B to 154B.

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 $154 Billion
Technology: $82.9 Billion
Financial Services: $19.5 Billion
Consumer Cyclical: $17.5 Billion
Industrials: $11.8 Billion
Healthcare: $8.37 Billion
Communication Services: $6.62 Billion
Consumer Defensive: $5.02 Billion
Energy: $1.36 Billion
Other: $1.11 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $154 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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