Harold Davidson & Associates as of Sept. 30, 2025
Portfolio Holdings for Harold Davidson & Associates
Harold Davidson & Associates holds 65 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 23.6 | $52M | 204k | 254.63 | |
| Microsoft Corporation (MSFT) | 9.6 | $21M | 41k | 517.95 | |
| Cisco Systems (CSCO) | 8.7 | $19M | 280k | 68.42 | |
| Visa Com Cl A (V) | 3.4 | $7.4M | 22k | 341.38 | |
| NVIDIA Corporation (NVDA) | 3.3 | $7.2M | 38k | 186.58 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $6.5M | 13k | 490.38 | |
| Ge Aerospace Com New (GE) | 2.9 | $6.4M | 21k | 300.82 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $6.3M | 20k | 315.43 | |
| Costco Wholesale Corporation (COST) | 2.4 | $5.3M | 5.8k | 925.61 | |
| Amazon (AMZN) | 2.2 | $4.9M | 23k | 219.57 | |
| TJX Companies (TJX) | 2.1 | $4.7M | 33k | 144.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.7M | 19k | 243.10 | |
| Home Depot (HD) | 2.0 | $4.3M | 11k | 405.19 | |
| Meta Platforms Cl A (META) | 1.9 | $4.2M | 5.8k | 734.39 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $4.0M | 7.1k | 568.81 | |
| Eli Lilly & Co. (LLY) | 1.6 | $3.5M | 4.6k | 763.00 | |
| Stryker Corporation (SYK) | 1.5 | $3.2M | 8.7k | 369.67 | |
| Quanta Services (PWR) | 1.3 | $2.9M | 7.0k | 414.42 | |
| Marriott Intl Cl A (MAR) | 1.2 | $2.6M | 10k | 260.44 | |
| Goldman Sachs (GS) | 1.1 | $2.5M | 3.2k | 796.35 | |
| Abbvie (ABBV) | 1.1 | $2.5M | 11k | 231.54 | |
| American Express Company (AXP) | 1.1 | $2.4M | 7.2k | 332.16 | |
| Wells Fargo & Company (WFC) | 1.0 | $2.3M | 27k | 83.82 | |
| Lowe's Companies (LOW) | 1.0 | $2.2M | 8.8k | 251.31 | |
| McDonald's Corporation (MCD) | 1.0 | $2.2M | 7.1k | 303.89 | |
| Norfolk Southern (NSC) | 0.9 | $2.0M | 6.5k | 300.41 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.8M | 5.0k | 352.75 | |
| Republic Services (RSG) | 0.8 | $1.7M | 7.5k | 229.48 | |
| Tesla Motors (TSLA) | 0.8 | $1.7M | 3.9k | 444.72 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $1.7M | 12k | 143.18 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.7 | $1.6M | 17k | 91.37 | |
| Automatic Data Processing (ADP) | 0.7 | $1.6M | 5.3k | 293.50 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 13k | 112.75 | |
| Northrop Grumman Corporation (NOC) | 0.7 | $1.5M | 2.4k | 609.32 | |
| Abbott Laboratories (ABT) | 0.7 | $1.5M | 11k | 133.94 | |
| Ge Vernova (GEV) | 0.6 | $1.4M | 2.3k | 614.90 | |
| Fortinet (FTNT) | 0.6 | $1.4M | 16k | 84.08 | |
| Chubb (CB) | 0.6 | $1.4M | 4.8k | 282.25 | |
| Coca-Cola Company (KO) | 0.6 | $1.3M | 19k | 66.32 | |
| Servicenow (NOW) | 0.5 | $1.2M | 1.3k | 920.28 | |
| salesforce (CRM) | 0.5 | $1.1M | 4.6k | 237.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | 2.0k | 502.74 | |
| Texas Roadhouse (TXRH) | 0.4 | $907k | 5.5k | 166.15 | |
| American Electric Power Company (AEP) | 0.3 | $760k | 6.8k | 112.50 | |
| Broadcom (AVGO) | 0.3 | $705k | 2.1k | 329.91 | |
| Netflix (NFLX) | 0.3 | $649k | 541.00 | 1198.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $594k | 2.4k | 243.55 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $586k | 4.2k | 140.78 | |
| Walt Disney Company (DIS) | 0.3 | $584k | 5.1k | 114.51 | |
| Chevron Corporation (CVX) | 0.2 | $505k | 3.3k | 155.29 | |
| Bristol Myers Squibb (BMY) | 0.2 | $467k | 10k | 45.10 | |
| Bank of America Corporation (BAC) | 0.2 | $461k | 8.9k | 51.59 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $455k | 3.7k | 123.75 | |
| International Business Machines (IBM) | 0.2 | $435k | 1.5k | 282.16 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $376k | 2.2k | 170.85 | |
| Allogene Therapeutics (ALLO) | 0.2 | $366k | 295k | 1.24 | |
| Morgan Stanley Com New (MS) | 0.2 | $364k | 2.3k | 158.96 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $341k | 728.00 | 468.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $325k | 488.00 | 665.90 | |
| CSX Corporation (CSX) | 0.1 | $320k | 9.0k | 35.51 | |
| Joby Aviation Common Stock (JOBY) | 0.1 | $302k | 19k | 16.14 | |
| Paychex (PAYX) | 0.1 | $282k | 2.2k | 126.76 | |
| Palo Alto Networks (PANW) | 0.1 | $215k | 1.1k | 203.62 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $209k | 3.9k | 53.40 | |
| Landstar System (LSTR) | 0.1 | $202k | 1.7k | 122.56 |