The Analysis of Harold Davidson & Associates Inc.'s Holdings


Currently, Harold Davidson & Associates Inc. holds 65 types of securities in its portfolio with a total value $220.1M. In the most recent quarter, they have increased their positions in AAPL (+43.6K shares, valued at $11.1M), MSFT (+6.3K shares, valued at $3.2M), CRWD (+5.0K shares, valued at $2.4M); decreased their positions in TSLA (-158 shares, valued at $70.3K), BX (-101 shares, valued at $17.3K), LSTR (-50 shares, valued at $6.1K); initiated new positions in HOOD (+11.7K shares, valued at $1.7M), KTOS (+17.4K shares, valued at $1.6M), IBM (+1.5K shares, valued at $434.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC203.5K shares27.26%2025-09-302025-11-07history
MSFT MICROSOFT CORP40.9K shares18.04%2025-09-302025-11-07history
CSCO CISCO SYS INC280.4K shares5.97%2025-09-302025-11-07history
V VISA INC21.6K shares35.47%2025-09-302025-11-07history
NVDA NVIDIA CORPORATION38.4K shares46.00%2025-09-302025-11-07history
CRWD CROWDSTRIKE HLDGS INC13.3K shares59.39%2025-09-302025-11-07history
GE GE AEROSPACE21.2K shares52.64%2025-09-302025-11-07history
JPM JPMORGAN CHASE & CO.20.0K shares39.19%2025-09-302025-11-07history
Sponsored
COST COSTCO WHSL CORP NEW5.8K shares41.19%2025-09-302025-11-07history
AMZN AMAZON COM INC22.5K shares50.86%2025-09-302025-11-07history
TJX TJX COS INC NEW32.7K shares25.41%2025-09-302025-11-07history
GOOGL ALPHABET INC19.4K shares47.51%2025-09-302025-11-07history
HD HOME DEPOT INC10.6K shares37.30%2025-09-302025-11-07history
META META PLATFORMS INC5.8K shares52.67%2025-09-302025-11-07history
MA MASTERCARD INCORPORATED7.1K shares57.57%2025-09-302025-11-07history
LLY ELI LILLY & CO4.6K shares44.53%2025-09-302025-11-07history
Sponsored
SYK STRYKER CORPORATION8.7K shares41.28%2025-09-302025-11-07history
PWR QUANTA SVCS INC7.0K shares84.10%2025-09-302025-11-07history
MAR MARRIOTT INTL INC NEW10.0K shares45.22%2025-09-302025-11-07history
GS GOLDMAN SACHS GROUP INC3.2K shares53.54%2025-09-302025-11-07history
ABBV ABBVIE INC10.9K shares13.58%2025-09-302025-11-07history
AXP AMERICAN EXPRESS CO7.2K shares58.87%2025-09-302025-11-07history
WFC WELLS FARGO CO NEW26.9K shares54.19%2025-09-302025-11-07history
LOW LOWES COS INC8.8K shares37.40%2025-09-302025-11-07history
Sponsored
MCD MCDONALDS CORP7.1K shares44.33%2025-09-302025-11-07history
NSC NORFOLK SOUTHN CORP6.5K shares50.82%2025-09-302025-11-07history
ADBE ADOBE INC5.0K shares1.11%2025-09-302025-11-07history
RSG REPUBLIC SVCS INC7.5K shares41.86%2025-09-302025-11-07history
TSLA TESLA INC3.9K shares-3.93%2025-09-302025-11-07history
HOOD ROBINHOOD MKTS INC11.7K sharesnew addition2025-09-302025-11-07history
KTOS KRATOS DEFENSE & SEC SOLUTIO17.4K sharesnew addition2025-09-302025-11-07history
ADP AUTOMATIC DATA PROCESSING IN5.3K shares38.66%2025-09-302025-11-07history
Sponsored
XOM EXXON MOBIL CORP13.2K shares50.46%2025-09-302025-11-07history
NOC NORTHROP GRUMMAN CORP2.4K shares58.60%2025-09-302025-11-07history
ABT ABBOTT LABS10.9K shares27.30%2025-09-302025-11-07history
GEV GE VERNOVA INC2.3K shares466.58%2025-09-302025-11-07history
FTNT FORTINET INC16.4K shares33.70%2025-09-302025-11-07history
CB CHUBB LIMITED4.8K shares41.44%2025-09-302025-11-07history
KO COCA COLA CO19.3K shares40.90%2025-09-302025-11-07history
NOW SERVICENOW INC1.3K shares44.49%2025-09-302025-11-07history
Sponsored
CRM SALESFORCE INC4.6K shares4.48%2025-09-302025-11-07history
BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares5.61%2025-09-302025-11-07history
TXRH TEXAS ROADHOUSE INC5.5K shares22.26%2025-09-302025-11-07history
AEP AMERICAN ELEC PWR CO INC6.8K shares44.69%2025-09-302025-11-07history
AVGO BROADCOM INC2.1K shares11.19%2025-09-302025-11-07history
NFLX NETFLIX INC541 shares16.85%2025-09-302025-11-07history
GOOG ALPHABET INC2.4K shares0.00%2025-09-302025-11-07history
ODFL OLD DOMINION FREIGHT LINE IN4.2K shares57.41%2025-09-302025-11-07history
Sponsored
DIS DISNEY WALT CO5.1K shares36.90%2025-09-302025-11-07history
CVX CHEVRON CORP NEW3.3K shares13.38%2025-09-302025-11-07history
BMY BRISTOL-MYERS SQUIBB CO10.4K shares31.97%2025-09-302025-11-07history
BAC BANK AMERICA CORP8.9K shares74.69%2025-09-302025-11-07history
DUK DUKE ENERGY CORP NEW3.7K shares24.29%2025-09-302025-11-07history
IBM INTERNATIONAL BUSINESS MACHS1.5K sharesnew addition2025-09-302025-11-07history
BX BLACKSTONE INC2.2K shares-4.39%2025-09-302025-11-07history
ALLO ALLOGENE THERAPEUTICS INC295.4K shares118.47%2025-09-302025-11-07history
Sponsored
MS MORGAN STANLEY2.3K shares0.00%2025-09-302025-11-07history
IWF ISHARES TR728 shares12.52%2025-09-302025-11-07history
SPY SPDR S&P 500 ETF TR488 sharesnew addition2025-09-302025-11-07history
CSX CSX CORP9.0K shares0.00%2025-09-302025-11-07history
JOBY JOBY AVIATION INC18.7K sharesnew addition2025-09-302025-11-07history
PAYX PAYCHEX INC2.2K shares-1.11%2025-09-302025-11-07history
PANW PALO ALTO NETWORKS INC1.1K shares4.97%2025-09-302025-11-07history
EEM ISHARES TR3.9K sharesnew addition2025-09-302025-11-07history
Sponsored
LSTR LANDSTAR SYS INC1.6K shares-2.94%2025-09-302025-11-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available