Davidson Trust CO has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.9M, Apple Inc. with a value of $12.1M, Abb Vie Inc. with a value of $7.35M, Abbott Laboratories with a value of $7.05M, and Mcdonalds Corp with a value of $5.88M.
Examining the 13F form we can see an increase of $5.52M in the current position value, from $208M to 213M.
Below you can find more details about Davidson Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$213 Million
ETFs: $69.2 Million
Technology: $39.1 Million
Healthcare: $23.5 Million
Financial Services: $19.6 Million
Consumer Defensive: $14.5 Million
Industrials: $13.4 Million
Consumer Cyclical: $11.9 Million
Energy: $9.73 Million
Other: $12.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
