HD

Harold Davidson & Associates Inc.

13F
Harold Davidson & Associates Inc.
Last update 2025-06-04 59 Stocks (1 new)
Value $183.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(24.92%)CSCO(9.60%)MSFT(8.44%)V(4.12%)COST(2.88%)
Summary Stock Picks Current Portfolio
Harold Davidson & Associates I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
205,570
45,663.3
-1.56%
24.920
-0.39%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
CSCO
Cisco Systems Inc
285,185
17,598.8
0%
9.600
0%
0.010
+21.77%
+19.48%
274,705.1
Hardware
MSFT
Microsoft Corp
41,190
15,462.3
-3.74%
8.440
-0.32%
0.000
+33.94%
+18.80%
3,707,650.2
Software
V
Visa Inc
21,542
7,549.6
-1.15%
4.120
-0.04%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
COST
Costco Wholesale Corp
5,581
5,278.3
-1.20%
2.880
-0.03%
0.000
+2.19%
+7.98%
437,720.8
Retail - Defensive
CRWD
CrowdStrike Holdings Inc
13,088
4,614.6
-2.52%
2.520
-0.06%
0.010
+47.99%
+50.25%
128,138.5
Software
JPM
JPMorgan Chase & Co
18,245
4,475.5
-2.10%
2.440
-0.05%
0.000
+30.86%
+25.49%
822,612.0
Banks
AMZN
Amazon.com Inc
22,113
4,207.2
-1.49%
2.300
-0.04%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
NVDA
NVIDIA Corp
36,693
3,976.8
-0.64%
2.170
-0.02%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
TJX
TJX Companies Inc
32,294
3,933.4
-1.32%
2.150
-0.02%
0.000
+0.67%
+4.83%
140,411.4
Retail - Cyclical

Harold Davidson & Associates Inc.'s Historical Top Holdings Breakdowns

Harold Davidson & Associates Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STRL
Sterling Infrastructure Inc
2025-03-31
Sold Out
Sold Out
-1.95%
●
108.65 ($140.77) 200.56
$236.67
68.13%
Sold Out
0
-24,241
DHR
Danaher Corp
2025-03-31
Sold Out
Sold Out
-1.48%
●
201.62 ($218.33) 250.59
$203.20
-6.93%
Sold Out
0
-13,445
ROST
Ross Stores Inc
2025-03-31
Sold Out
Sold Out
-0.93%
●
123.3 ($139.96) 154.95
$131.55
-6.01%
Sold Out
0
-12,825
VRT
Vertiv Holdings Co
2025-03-31
Sold Out
Sold Out
-0.85%
●
72.2 ($106.44) 153.49
$127.84
20.11%
Sold Out
0
-15,678
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.39%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -1.56%
205,570
-3,255
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.38%
●
222.15 ($333.26) 428.22
$315.35
-5.37%
Reduce -32.32%
4,186
-1,999
ADBE
Adobe Inc
2025-03-31
Reduce
Reduce
-0.37%
●
377.84 ($428.84) 464.11
$379.31
-11.55%
Reduce -19.07%
7,370
-1,737
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.32%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -3.74%
41,190
-1,601
GS
The Goldman Sachs Group Inc
2025-03-31
Add
Add
+0.31%
●
524.81 ($601.74) 672.19
$723.68
20.26%
Add 50.07%
3,081
1,028
CMG
Chipotle Mexican Grill Inc
2025-03-31
Reduce
Reduce
-0.23%
●
47.79 ($54.38) 59.89
$57.07
4.95%
Reduce -20.38%
30,762
-7,876

Harold Davidson & Associates Inc. Total Holding History ($B)

To

Harold Davidson & Associates Inc.'s Asset Allocation

To

Harold Davidson & Associates Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Harold Davidson & Associates Inc.'s Hypothetical Growth since 2025-03-31

Harold Davidson & Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Harold Davidson & Associates Inc.'s Holdings Heat Map

Size field:

Harold Davidson & Associates Inc.'s Holdings Bubble Chart

Harold Davidson & Associates Inc. News

  • 1

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