Harold Davidson & Associates Inc. - Portfolio Stock Holdings
Harold Davidson & Associates Inc. disclosed 40 stock positions in a recent SEC 13F filing. $133,605,945 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and GE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $390,521,587 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
40Est. Stock Holding Value:
$133,605,945Top Stock Holdings By Sector
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Portfolio Stock Holdings - Harold Davidson & Associates Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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