Harold Davidson & Associates Inc. - Portfolio overview

Harold Davidson & Associates Inc. has 68 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 23.23%
2. CSCO - CISCO SYS INC, 10.22%
3. MSFT - MICROSOFT CORP, 6.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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