Davidson Trust CO has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $239 Million distributed in 265 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26M, Apple Inc. with a value of $14.3M, Abb Vie Inc. with a value of $8.95M, Abbott Laboratories with a value of $6.82M, and Ishares Tr with a value of $5.14M.
Examining the 13F form we can see an increase of $25.3M in the current position value, from $213M to 239M.
Below you can find more details about Davidson Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$239 Million
ETFs: $78.7 Million
Technology: $48.8 Million
Healthcare: $26.5 Million
Financial Services: $23.9 Million
Industrials: $15.4 Million
Consumer Defensive: $14 Million
Communication Services: $10.5 Million
Energy: $9.91 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions