Harold Davidson & Associates Inc. 13F Holdings

CIK 0001430022 · Los Angeles, CA

As of Sep 30, 2025, Harold Davidson & Associates Inc. reported 65 positions worth $220.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology203,540$51.8M23.55%
MICROSOFT CORPMSFTTechnology40,931$21.2M9.63%
CISCO SYSTEMS INCCSCOTechnology280,395 9.2M8.72%
VISA INC-CLASS A SHARESVFinancial Services21,611$7.4M3.35%
NVIDIA CORPNVDATechnology38,406$7.2M3.26%
CROWDSTRIKE HOLDINGS INCCRWDTechnology13,301$6.5M2.96%
GE AEROSPACEGEIndustrials21,249$6.4M2.90%
JPMORGAN CHASE & COJPMFinancial Services19,994$6.3M2.87%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,776$5.3M2.43%
AMAZON.COM INCAMZNEquity22,541$4.9M2.25%
TJX COMPANIES INCTJXConsumer Cyclical32,720$4.7M2.15%
ALPHABET INCGOOGLEquity19,350$4.7M2.14%
HOME DEPOT INCHDConsumer Cyclical10,616$4.3M1.95%
META PLATFORMS INCMETACommunication Services5,768$4.2M1.92%
MASTERCARD INCMAFinancial Services7,078$4.0M1.83%
ELI LILLY & COLLYHealthcare4,599$3.5M1.59%
STRYKER CORPSYKHealthcare8,687$3.2M1.46%
QUANTA SERVICES INCPWRIndustrials6,970$2.9M1.31%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical10,010$2.6M1.18%
GOLDMAN SACHS GROUP INCGSFinancial Services3,166$2.5M1.15%
ABBVIE INCABBVEquity10,863$2.5M1.14%
AMERICAN EXPRESS COAXPFinancial Services7,219$2.4M1.09%
WELLS FARGO & COMPANYWFCFinancial Services26,861$2.3M1.02%
LOWES COMPANIES INCLOWConsumer Cyclical8,803$2.2M1.01%
MCDONALDS CORPMCDConsumer Cyclical7,137$2.2M0.99%