Harold Davidson & Associates Inc. — 13F holdings

Harold Davidson & Associates Inc. reported 59 holdings worth $231M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

1. AAPL APPLE INC — $54.4M (23.6%)
2. CSCO CISCO SYS INC — $32.9M (14.3%)
3. MSFT MICROSOFT CORP — $13.8M (6.0%)
4. CRWD CROWDSTRIKE HLDGS INC — $9.95M (4.3%)
5. GE GE AEROSPACE — $7.90M (3.4%)
6. GOOGL ALPHABET INC — $7.77M (3.4%)
7. NVDA NVIDIA CORPORATION — $7.71M (3.3%)
8. V VISA INC — $7.15M (3.1%)
9. JPM JPMorgan Chase & Co. — $5.92M (2.6%)
10. LLY ELI LILLY & CO — $5.72M (2.5%)