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
$96.4B
$455 Million 0.21% of portfolio
3,674
Q3 2025 Added 24.29%
$413B
$461 Million 0.21% of portfolio
8,932
Q3 2025 Added 74.69%
$99.5B
$467 Million 0.21% of portfolio
10,361
Q3 2025 Added 31.97%
$266B
$435 Million 0.2% of portfolio
1,540
Q3 2025 New
$98.1B
$376 Million 0.17% of portfolio
2,202
Q3 2025 Reduced 4.39%
$177M
$366 Million 0.17% of portfolio
295,432
Q3 2025 Added 118.47%
$270B
$364 Million 0.17% of portfolio
2,290
Q2 2025 New
$0
$341 Million 0.15% of portfolio
728
Q3 2025 Added 12.52%
$0
$325 Million 0.15% of portfolio
488
Q3 2025 New
$73.4B
$320 Million 0.15% of portfolio
9,010
Q4 2024 New
$8.76B
$302 Million 0.14% of portfolio
18,718
Q3 2025 New
$40.4B
$282 Million 0.13% of portfolio
2,225
Q3 2025 Reduced 1.11%
$61.4B
$215 Million 0.1% of portfolio
1,056
Q3 2025 Added 4.97%
$4.52B
$202 Million 0.09% of portfolio
1,650
Q3 2025 Reduced 2.94%
$0
$209 Million 0.09% of portfolio
3,905
Q3 2025 New

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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