account_balance
Investment manager · 13F filer · SEC CIK 1140771
Davidson Investment Advisors
Reported value$2.45Bas of Jun 30, 2026
Positions123 25 new, 22 sold out
Top 10 weight38.6%IXUS alone is 8%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IXUSiShares Tr
8.3%Added +51374%
GOOGAlphabet Inc
4.8%Trimmed −30%
AMZNAmazon Com Inc
4.4%Added +8%
AAPLApple Inc
4.0%Trimmed −6%
TSMTaiwan Semiconductor
3.9%Added +11%
MSFTMicrosoft Corp
3.7%Added +13%
NVDANvidia Corp
3.2%Added +77%
HHyatt Hotels Corp
2.3%New
METAMeta Platforms Inc
2.1%Added +192%
AVGOBroadcom Inc
2.0%Trimmed −8%
ETNEaton Corporation
2.0%Added +39%
CCitigroup Inc
1.7%Trimmed −33%
IXUSiShares Tr
8.3%Added +51374%
AMZNAmazon Com Inc
4.4%Added +8%
AAPLApple Inc
4.0%Trimmed −6%
TSMTaiwan Semiconductor
3.9%Added +11%
MSFT3.7%NVDA3.2%H2.3%META2.1%AVGO2.0%ETN2.0%C1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IXUS iShares Tr 8.3% Added +51374%
GOOG Alphabet Inc 4.8% Trimmed −30%AMZN Amazon Com Inc 4.4% Added +8%AAPL Apple Inc 4.0% Trimmed −6%TSM Taiwan Semiconductor 3.9% Added +11%MSFT Microsoft Corp 3.7% Added +13%NVDA Nvidia Corp 3.2% Added +77%H Hyatt Hotels Corp 2.3% NewMETA Meta Platforms Inc 2.1% Added +192%AVGO Broadcom Inc 2.0% Trimmed −8%ETN Eaton Corporation 2.0% Added +39%C Citigroup Inc 1.7% Trimmed −33%What changed