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 2025-12-31 (249 days), 38 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.4% · 6 months n/a · 1 year n/a · all +7.6%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 23.6% · long · since 2025-12-31
  • CSCO · 14.3% · long · since 2025-12-31
  • MSFT · 6.0% · long · since 2025-12-31
  • CRWD · 4.3% · long · since 2025-12-31
  • 369604301 · 3.4% · long · since 2025-12-31
  • GOOGL · 3.4% · long · since 2025-12-31
  • NVDA · 3.3% · long · since 2025-12-31
  • V · 3.1% · long · since 2025-12-31
  • JPM · 2.6% · long · since 2025-12-31
  • LLY · 2.5% · long · since 2025-12-31
  • AMZN · 2.3% · long · since 2025-12-31
  • COST · 2.3% · long · since 2025-12-31

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