account_balance
Investment manager · 13F filer · SEC CIK 1430022
Harold Davidson & Associates Inc.
Reported value$246Mas of Sep 30, 2026
Positions65 8 new, 2 sold out
Top 10 weight67.2%AAPL alone is 25%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
25.2%
CSCOCisco Systems, Inc.
12.2%
MSFTMicrosoft Corp
7.5%Trimmed −3%
CRWDCrowdStrike Holdings, Inc.
5.4%Trimmed −3%
NVDANVIDIA Corp
3.5%
VVisa Inc.
3.0%
GOOGLAlphabet Inc.
3.0%
GEGeneral Electric Co
2.7%
JPMJPMorgan Chase & Co
2.4%
AMZNAmazon.com Inc
2.3%
LLYELI Lilly & Co
2.2%
COST2.0%AAPLApple Inc.
25.2%
CSCOCisco Systems, Inc.
12.2%
MSFTMicrosoft Corp
7.5%Trimmed −3%
CRWDCrowdStrike Holdings, Inc.
5.4%−3%
NVDA3.5%V3.0%GOOGLGE2.7%JPM2.4%AMZN2.3%LLY2.2%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
AAPL Apple Inc. 25.2% HeldCSCO Cisco Systems, Inc. 12.2% HeldMSFT Microsoft Corp 7.5% Trimmed −3%CRWD CrowdStrike Holdings, Inc. 5.4% Trimmed −3%NVDA NVIDIA Corp 3.5% HeldV Visa Inc. 3.0% HeldGOOGL Alphabet Inc. 3.0% HeldGE General Electric Co 2.7% HeldJPM JPMorgan Chase & Co 2.4% HeldAMZN Amazon.com Inc 2.3% HeldLLY ELI Lilly & Co 2.2% HeldCOST Costco Wholesale Corp 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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