Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harold Davidson & Associates Inc. (CIK 1430022) reported $205.9M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($49.4M, 24.00%), CSCO ($21.8M, 10.56%), MSFT ($14.6M, 7.08%), NVDA ($6.6M, 3.23%), V ($6.5M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $49.4M | 24.00% | 194,761 | Trimmed |
| 2 | CSCO | CISCO SYS INC | $21.8M | 10.56% | 280,370 | Added |
| 3 | MSFT | MICROSOFT CORP | $14.6M | 7.08% | 39,362 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $6.6M | 3.23% | 38,107 | Trimmed |
| 5 | V | VISA INC | $6.5M | 3.13% | 21,355 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $6.1M | 2.96% | 21,227 | Added |
| 7 | GE | GE AEROSPACE | $5.9M | 2.89% | 20,963 | Trimmed |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 2.67% | 5,519 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $5.4M | 2.64% | 18,457 | Trimmed |
| 10 | TJX | TJX COS INC NEW | $5.2M | 2.52% | 32,460 | Trimmed |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $5.1M | 2.49% | 13,125 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $4.7M | 2.28% | 22,508 | Trimmed |
| 13 | LLY | ELI LILLY & CO | $4.3M | 2.09% | 4,670 | Added |
| 14 | PWR | QUANTA SVCS INC | $4.0M | 1.93% | 7,251 | Added |
| 15 | MA | MASTERCARD INCORPORATED | $3.5M | 1.71% | 7,064 | Added |
| 16 | HD | HOME DEPOT INC | $3.3M | 1.58% | 9,923 | Trimmed |
| 17 | META | META PLATFORMS INC | $3.2M | 1.54% | 5,544 | Trimmed |
| 18 | MAR | MARRIOTT INTL INC NEW | $3.2M | 1.54% | 9,714 | Trimmed |
| 19 | ABBV | ABBVIE INC | $2.9M | 1.42% | 13,406 | Added |
| 20 | SYK | STRYKER CORPORATION | $2.8M | 1.38% | 8,668 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $2.8M | 1.36% | 3,300 | Added |
| 22 | GEV | GE VERNOVA INC | $2.2M | 1.05% | 2,470 | Added |
| 23 | XOM | EXXON MOBIL CORP | $2.2M | 1.05% | 12,690 | Trimmed |
| 24 | AXP | AMERICAN EXPRESS CO | $2.2M | 1.04% | 7,112 | Trimmed |
| 25 | MCD | MCDONALDS CORP | $2.0M | 0.99% | 6,579 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31