Harold Davidson & Associates Inc. Portfolio Holdings

Harold Davidson & Associates Inc.

  • $183 Billion
  • Q1 2025

Harold Davidson & Associates Inc. has filed its 13F form on June 04, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.7B, Cisco Systems, Inc. with a value of $17.6B, Microsoft Corp with a value of $15.5B, Visa Inc. with a value of $7.55B, and Costco Wholesale Corp with a value of $5.28B.

Examining the 13F form we can see an decrease of $25.8B in the current position value, from $209B to 183B. Also it can be appreciated an additional of 1 stocks purchases and 6 closed positions.

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 $183 Billion
Technology: $95.9 Billion
Consumer Cyclical: $23 Billion
Financial Services: $22.8 Billion
Industrials: $13 Billion
Healthcare: $11.2 Billion
Communication Services: $7.29 Billion
Consumer Defensive: $6.79 Billion
Energy: $2.14 Billion
Other: $1.2 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 59
  • Current Value $183 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 04, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 40 stocks
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