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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$32.8 Billion 21.26% of portfolio
159,937
Q2 2025 Reduced 22.2%
$276B
$18.4 Billion 11.89% of portfolio
264,602
Q2 2025 Reduced 7.22%
$3.72T
$17.2 Billion 11.18% of portfolio
34,675
Q2 2025 Reduced 15.82%
$562B
$5.66 Billion 3.67% of portfolio
15,953
Q2 2025 Reduced 25.94%
$92B
$4.25 Billion 2.75% of portfolio
8,345
Q2 2025 Reduced 36.24%
$874B
$4.16 Billion 2.7% of portfolio
14,365
Q2 2025 Reduced 21.27%
$426B
$4.16 Billion 2.69% of portfolio
26,305
Q2 2025 Reduced 28.31%
$433B
$4.05 Billion 2.62% of portfolio
4,091
Q2 2025 Reduced 26.7%
$302B
$3.58 Billion 2.32% of portfolio
13,921
Q2 2025 Reduced 29.14%
$2.4T
$3.28 Billion 2.12% of portfolio
14,942
Q2 2025 Reduced 32.43%
$164B
$3.22 Billion 2.09% of portfolio
26,091
Q2 2025 Reduced 19.21%
$425B
$2.83 Billion 1.84% of portfolio
7,732
Q2 2025 Reduced 25.37%
$1.72T
$2.79 Billion 1.81% of portfolio
3,778
Q2 2025 Reduced 31.47%
$557B
$2.52 Billion 1.64% of portfolio
4,492
Q2 2025 Reduced 36.56%
$713B
$2.48 Billion 1.61% of portfolio
3,182
Q2 2025 Reduced 22.09%
$149B
$2.43 Billion 1.58% of portfolio
6,149
Q2 2025 Reduced 30.09%
$165B
$1.91 Billion 1.24% of portfolio
4,937
Q2 2025 Reduced 33.01%
$87B
$1.88 Billion 1.22% of portfolio
6,893
Q2 2025 Reduced 38.38%
$372B
$1.78 Billion 1.15% of portfolio
9,564
Q2 2025 Reduced 1.77%
$253B
$1.46 Billion 0.95% of portfolio
2,062
Q2 2025 Reduced 33.07%
$243B
$1.45 Billion 0.94% of portfolio
4,544
Q2 2025 Reduced 39.64%
$230B
$1.44 Billion 0.94% of portfolio
4,945
Q2 2025 Reduced 42.29%
$53.7B
$1.43 Billion 0.93% of portfolio
3,786
Q2 2025 New
$169B
$1.42 Billion 0.92% of portfolio
6,407
Q2 2025 Reduced 15.8%
$300B
$1.4 Billion 0.9% of portfolio
17,421
Q2 2025 New
$1.1B
$1.32 Billion 0.86% of portfolio
23,568
Q2 2025 Reduced 23.39%
$72.1B
$1.31 Billion 0.85% of portfolio
5,310
Q2 2025 Reduced 28.17%
$63.4B
$1.29 Billion 0.84% of portfolio
12,236
Q2 2025 Reduced 49.25%
$1.1T
$1.28 Billion 0.83% of portfolio
4,019
Q2 2025 Reduced 3.99%
$252B
$1.21 Billion 0.78% of portfolio
4,439
Q2 2025 Reduced 30.27%
$124B
$1.18 Billion 0.76% of portfolio
3,823
Q2 2025 Reduced 24.8%
$231B
$1.17 Billion 0.76% of portfolio
8,598
Q2 2025 Reduced 20.95%
$63.8B
$1.11 Billion 0.72% of portfolio
4,333
Q2 2025 Reduced 35.74%
$115B
$980 Million 0.64% of portfolio
3,383
Q2 2025 Reduced 30.28%
$293B
$968 Million 0.63% of portfolio
13,678
Q2 2025 Reduced 24.95%
$461B
$947 Million 0.61% of portfolio
8,782
Q2 2025 Reduced 34.53%
$650B
$927 Million 0.6% of portfolio
1,909
Q2 2025 Reduced 2.4%
$190B
$915 Million 0.59% of portfolio
890
Q2 2025 Reduced 30.58%
$120B
$864 Million 0.56% of portfolio
1,866
Q2 2025 Reduced 21.53%
$11.2B
$837 Million 0.54% of portfolio
4,466
Q2 2025 Reduced 30.28%
$89.6B
$762 Million 0.49% of portfolio
1,524
Q2 2025 Reduced 38.47%
$554B
$620 Million 0.4% of portfolio
463
Q2 2025 Reduced 0.64%
$136B
$530 Million 0.34% of portfolio
1,922
Q2 2025 Added 4.12%
$55.3B
$485 Million 0.31% of portfolio
4,670
Q2 2025 Reduced 33.4%
$214B
$462 Million 0.3% of portfolio
3,724
Q2 2025 Reduced 23.06%
$1.46T
$433 Million 0.28% of portfolio
2,440
Q4 2024 New
$16.9B
$429 Million 0.28% of portfolio
2,646
Q2 2025 Reduced 34.97%
$303B
$411 Million 0.27% of portfolio
2,869
Q2 2025 Reduced 12.34%
$100B
$363 Million 0.24% of portfolio
7,851
Q2 2025 Reduced 31.65%

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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