Harold Davidson & Associates Inc. Portfolio Holdings

Harold Davidson & Associates Inc.

  • $220 Billion
  • Q3 2025

Harold Davidson & Associates Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.8B, Microsoft Corp with a value of $21.2B, Cisco Systems, Inc. with a value of $19.2B, Visa Inc. with a value of $7.38B, and Nvidia Corp with a value of $7.17B.

Examining the 13F form we can see an increase of $65.7B in the current position value, from $154B to 220B.

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 $220 Billion
Technology: $114 Billion
Financial Services: $28.4 Billion
Consumer Cyclical: $23.6 Billion
Industrials: $19.3 Billion
Healthcare: $11.5 Billion
Communication Services: $10.8 Billion
Consumer Defensive: $6.62 Billion
Energy: $1.99 Billion
Other: $2.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$51.8 Billion 23.55% of portfolio
203,540
Q3 2025 Added 27.26%
$3.78T
$21.2 Billion 9.63% of portfolio
40,931
Q3 2025 Added 18.04%
$319B
$19.2 Billion 8.72% of portfolio
280,395
Q3 2025 Added 5.97%
$533B
$7.38 Billion 3.35% of portfolio
21,611
Q3 2025 Added 35.47%
$465B
$7.17 Billion 3.26% of portfolio
38,406
Q3 2025 Added 46.0%
$115B
$6.52 Billion 2.96% of portfolio
13,301
Q3 2025 Added 59.39%
$328B
$6.39 Billion 2.9% of portfolio
21,249
Q3 2025 Added 52.64%
$881B
$6.31 Billion 2.87% of portfolio
19,994
Q3 2025 Added 39.19%
$404B
$5.35 Billion 2.43% of portfolio
5,776
Q3 2025 Added 41.19%
$2.39T
$4.95 Billion 2.25% of portfolio
22,541
Q3 2025 Added 50.86%
$170B
$4.73 Billion 2.15% of portfolio
32,720
Q3 2025 Added 25.41%
$1.65T
$4.7 Billion 2.14% of portfolio
19,350
Q3 2025 Added 47.51%
$367B
$4.3 Billion 1.95% of portfolio
10,616
Q3 2025 Added 37.3%
$1.37T
$4.24 Billion 1.92% of portfolio
5,768
Q3 2025 Added 52.67%
$512B
$4.03 Billion 1.83% of portfolio
7,078
Q3 2025 Added 57.57%
$971B
$3.51 Billion 1.59% of portfolio
4,599
Q3 2025 Added 44.53%
$61.4B
$2.89 Billion 1.31% of portfolio
6,970
Q3 2025 Added 84.1%
$92.7B
$2.61 Billion 1.18% of portfolio
10,010
Q3 2025 Added 45.22%
$265B
$2.52 Billion 1.15% of portfolio
3,166
Q3 2025 Added 53.54%
$414B
$2.52 Billion 1.14% of portfolio
10,863
Q3 2025 Added 13.58%
$255B
$2.4 Billion 1.09% of portfolio
7,219
Q3 2025 Added 58.87%
$317B
$2.25 Billion 1.02% of portfolio
26,861
Q3 2025 Added 54.19%
$140B
$2.21 Billion 1.01% of portfolio
8,803
Q3 2025 Added 37.4%
$224B
$2.17 Billion 0.99% of portfolio
7,137
Q3 2025 Added 44.33%
$65.7B
$1.96 Billion 0.89% of portfolio
6,535
Q3 2025 Added 50.82%
$151B
$1.76 Billion 0.8% of portfolio
4,992
Q3 2025 Added 1.11%
$66.3B
$1.73 Billion 0.79% of portfolio
7,533
Q3 2025 Added 41.86%
$1.29T
$1.72 Billion 0.78% of portfolio
3,861
Q3 2025 Reduced 3.93%
$102B
$1.67 Billion 0.76% of portfolio
11,697
Q3 2025 New
$9.12B
$1.59 Billion 0.72% of portfolio
17,431
Q3 2025 New
$104B
$1.56 Billion 0.71% of portfolio
5,301
Q3 2025 Added 38.66%
$490B
$1.49 Billion 0.68% of portfolio
13,213
Q3 2025 Added 50.46%
$86.7B
$1.47 Billion 0.67% of portfolio
2,417
Q3 2025 Added 58.6%
$228B
$1.47 Billion 0.67% of portfolio
10,945
Q3 2025 Added 27.3%
Ge Vernova Inc
-
$1.39 Billion 0.63% of portfolio
-
Q3 2025 Added 466.58%
$64.9B
$1.38 Billion 0.63% of portfolio
16,360
Q3 2025 Added 33.7%
$123B
$1.35 Billion 0.61% of portfolio
4,785
Q3 2025 Added 41.44%
$306B
$1.28 Billion 0.58% of portfolio
19,272
Q3 2025 Added 40.9%
$169B
$1.18 Billion 0.54% of portfolio
1,286
Q3 2025 Added 44.49%
$237B
$1.1 Billion 0.5% of portfolio
4,638
Q3 2025 Added 4.48%
$662B
$1.01 Billion 0.46% of portfolio
2,016
Q3 2025 Added 5.61%
$11.2B
$907 Million 0.41% of portfolio
5,460
Q3 2025 Added 22.26%
$62.3B
$760 Million 0.35% of portfolio
6,757
Q3 2025 Added 44.69%
$139B
$705 Million 0.32% of portfolio
2,137
Q3 2025 Added 11.19%
$49.1B
$649 Million 0.29% of portfolio
541
Q3 2025 Added 16.85%
$1.74T
$594 Million 0.27% of portfolio
2,440
Q4 2024 New
$14.8B
$586 Million 0.27% of portfolio
4,165
Q3 2025 Added 57.41%
$193B
$584 Million 0.27% of portfolio
5,098
Q3 2025 Added 36.9%
$303B
$505 Million 0.23% of portfolio
3,253
Q3 2025 Added 13.38%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $220 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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