Long-term investor
Harold Davidson & Associates Inc. @harolddavidsonassociates
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001430022).
Record
- Tracked since 2025-06-30 (476 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days -13.0% · 6 months +5.2% · 1 year +4.7% · all +4.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 23.6% · long · since 2025-06-30
- CSCO · 14.3% · long · since 2025-06-30
- MSFT · 6.0% · long · since 2025-06-30
- CRWD · 4.3% · long · since 2025-06-30
- 369604301 · 3.4% · long · since 2025-06-30
- GOOGL · 3.4% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- V · 3.1% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- COST · 2.3% · long · since 2025-06-30