Harold Davidson & Associates Inc.
Q3 2026 13F filing
Updated 7 days ago65 disclosed positions worth $246.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $62M | 186.2K | 25.17% | — |
| 2 | C Cisco Systems Inc | $30.2M | 280.2K | 12.24% | — |
| 3 | M MICROSOFT CORP | $18.4M | 35.9K | 7.47% | — |
| 4 | C Crowdstrike Holdings Inc Class A | $13.4M | 50.7K | 5.44% | — |
| 5 | N Nvidia Corp | $8.7M | 38.1K | 3.53% | — |
| 6 | V Visa Inc Class A | $7.4M | 20.7K | 3.02% | — |
| 7 | G Alphabet Inc Class A | $7.4M | 21.5K | 3.00% | — |
| 8 | G GE AEROSPACE | $6.6M | 21.0K | 2.67% | — |
| 9 | J JP Morgan Chase & Co | $6M | 18.1K | 2.43% | — |
| 10 | A AMAZON COM INC | $5.6M | 22.3K | 2.26% | — |
| 11 | L ELI LILLY & CO | $5.5M | 4.7K | 2.22% | — |
| 12 | C Costco Wholesale COrp New | $5M | 5.5K | 2.04% | — |
| 13 | P Quanta Services Inc | $4.5M | 7.1K | 1.84% | — |
| 14 | T TJX COS INC NEW | $4.1M | 31.1K | 1.67% | — |
| 15 | M Meta Platforms, Inc Class A | $3.9M | 5.3K | 1.57% | — |
| 16 | M Mastercard Inc Class A | $3.8M | 6.9K | 1.54% | — |
| 17 | A Abbvie Inc | $3.7M | 14.1K | 1.50% | — |
| 18 | M MARRIOTT INTL INC NEW | $3.4M | 9.5K | 1.37% | — |
| 19 | G The Goldman Sachs Group Inc | $2.9M | 3.3K | 1.19% | — |
| 20 | F Fortinet Inc. | $2.9M | 16.1K | 1.17% | — |
| 21 | H HOME DEPOT INC | $2.7M | 9.3K | 1.08% | — |
| 22 | G GE Vernova Inc | $2.5M | 2.6K | 1.02% | — |
| 23 | A AMERICAN EXPRESS CO | $2.2M | 7.3K | 0.90% | — |
| 24 | S STRYKER CORPORATION | $2.2M | 7.9K | 0.88% | — |
| 25 | N NORFOLK SOUTHN CORP | $1.9M | 6.1K | 0.77% | — |
| 26 | X Exxon Mobil Holdings Corp | $1.8M | 11.1K | 0.73% | — |
| 27 | R REPUBLIC SVCS INC | $1.5M | 7.2K | 0.62% | — |
| 28 | U Uber Technologies Inc | $1.5M | 21.4K | 0.59% | — |
| 29 | C Chubb Limited | $1.4M | 4.4K | 0.58% | — |
| 30 | L LOWES COS INC | $1.3M | 7.2K | 0.54% | — |
| 31 | K COCA COLA CO | $1.3M | 15.5K | 0.54% | — |
| 32 | A Broadcom Inc | $1.3M | 3.8K | 0.54% | — |
| 33 | T Tesla Inc | $1.2M | 3.5K | 0.51% | — |
| 34 | D DYCOM INDS INC | $1.2M | 4.6K | 0.50% | — |
| 35 | W WELLS FARGO & CO | $1.1M | 14.0K | 0.45% | — |
| 36 | G CORNING INC | $1.1M | 7.0K | 0.44% | — |
| 37 | M MCDONALDS CORP | $1M | 4.4K | 0.41% | — |
| 38 | N NORTHROP GRUMMAN CORP | $1M | 2.1K | 0.41% | — |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $941K | 1.9K | 0.38% | — |
| 40 | A AUTOMATIC DATA PROCESSING IN | $902K | 3.5K | 0.37% | — |
| 41 | A ABBOTT LABORATORIES | $852K | 8.6K | 0.35% | — |
| 42 | G Alphabet Inc Class C | $823K | 2.4K | 0.33% | — |
| 43 | A AMERICAN ELEC PWR CO INC | $709K | 6.0K | 0.29% | — |
| 44 | O OLD DOMINION FREIGHT LINE IN | $665K | 3.8K | 0.27% | — |
| 45 | T TEXAS ROADHOUSE INC | $608K | 3.9K | 0.25% | — |
| 46 | E ISHARES 0-3 MONTH TREASURY BOND ETF | $527K | 5.2K | 0.21% | — |
| 47 | C BRISTOL-MYERS SQUIBB CO | $521K | 8.3K | 0.21% | — |
| 48 | C CHEVRON CORPORATION | $511K | 2.5K | 0.21% | — |
| 49 | A ALLOGENE THERAPEUTICS INC | $450K | 281.4K | 0.18% | — |
| 50 | M MORGAN STANLEY | $434K | 2.3K | 0.18% | — |