Davidson Trust CO has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $170 Million distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.9M, Apple Inc. with a value of $9.44M, Abb Vie Inc. with a value of $7.88M, Abbott Laboratories with a value of $4.55M, and Costco Wholesale Corp with a value of $4.13M.
Examining the 13F form we can see an increase of $16.3M in the current position value, from $154M to 170M.
Below you can find more details about Davidson Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $55.7 Million
Technology: $30.6 Million
Healthcare: $21.9 Million
Financial Services: $14.4 Million
Consumer Defensive: $13.1 Million
Industrials: $10.8 Million
Energy: $9.08 Million
Consumer Cyclical: $6.29 Million
Other: $8.26 Million
Stock Holdings Table Market Cap. of $200 Billions or more