Fund Holdings

Harold Davidson & Associates Inc.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)159,937203,540+43,60332,814,27451,827,39023.55%+19,013,116
MICROSOFT CORP(MSFT)34,67540,931+6,25617,247,69221,200,2119.63%+3,952,519
NVIDIA CORPORATION(NVDA)26,30538,406+12,1014,155,9277,165,7913.26%+3,009,864
GE AEROSPACE(GE)13,92121,249+7,3283,583,1266,392,1242.90%+2,808,998
ALPHABET INC(GOOG)13,11819,350+6,2322,311,7854,703,9852.14%+2,392,200
CROWDSTRIKE HLDGS INC(CRWD)8,34513,301+4,9564,250,1926,522,5442.96%+2,272,352
JPMORGAN CHASE & CO.(JPM)14,36519,994+5,6294,164,5576,306,7072.87%+2,142,150
VISA INC(V)15,95321,611+5,6585,664,1137,377,5633.35%+1,713,450
ROBINHOOD MKTS INC(HOOD)011,697+11,69701,674,7760.76%+1,674,776
AMAZON COM INC(AMZN)14,94222,541+7,5993,278,1254,949,3272.25%+1,671,202
KRATOS DEFENSE & SEC SOLUTIO(KTOS)017,431+17,43101,592,6700.72%+1,592,670
TJX COS INC NEW(TJX)26,09132,720+6,6293,221,9784,729,3492.15%+1,507,371
MASTERCARD INCORPORATED(MA)4,4927,078+2,5862,524,2344,026,0371.83%+1,501,803
HOME DEPOT INC(HD)7,73210,616+2,8842,834,8604,301,4971.95%+1,466,637
QUANTA SVCS INC3,7866,970+3,1841,431,4112,888,5071.31%+1,457,096
META PLATFORMS INC(META)3,7785,768+1,9902,788,5434,235,9481.92%+1,447,405
COSTCO WHSL CORP NEW(COST)4,0915,776+1,6854,049,7345,346,3362.43%+1,296,602
GE VERNOVA INC(GEV)3982,255+1,857210,6021,386,6000.63%+1,175,998
GOLDMAN SACHS GROUP INC(GS)2,0623,166+1,1041,459,3812,521,2441.15%+1,061,863
ELI LILLY & CO(LLY)3,1824,599+1,4172,480,4643,509,0371.59%+1,028,573
AMERICAN EXPRESS CO(AXP)4,5447,219+2,6751,449,4632,397,8921.09%+948,429
WELLS FARGO CO NEW(WFC)17,42126,861+9,4401,395,7712,251,4511.02%+855,680
NORFOLK SOUTHN CORP(NSC)4,3336,535+2,2021,109,1181,963,1790.89%+854,061
CISCO SYS INC(CSCO)264,602280,395+15,79318,358,08719,184,6268.72%+826,539
LOWES COS INC(LOW)6,4078,803+2,3961,421,5212,212,2821.01%+790,761
STRYKER CORPORATION(SYK)6,1498,687+2,5382,432,7293,211,3231.46%+778,594
ABBVIE INC(ABBV)9,56410,863+1,2991,775,2702,515,2191.14%+739,949
MCDONALDS CORP(MCD)4,9457,137+2,1921,444,7812,168,8630.99%+724,082
MARRIOTT INTL INC NEW(MAR)6,89310,010+3,1171,883,2372,607,0041.18%+723,767
NORTHROP GRUMMAN CORP(NOC)1,5242,417+893761,9701,472,7260.67%+710,756
EXXON MOBIL CORP8,78213,213+4,431946,7001,489,7660.68%+543,066
TESLA INC(TSLA)4,0193,861-1581,276,6761,717,0640.78%+440,388
INTERNATIONAL BUSINESS MACHS(IBM)01,540+1,5400434,5260.20%+434,526
REPUBLIC SVCS INC(RSG)5,3107,533+2,2231,309,4991,728,6730.79%+419,174
AUTOMATIC DATA PROCESSING IN3,8235,301+1,4781,179,0131,555,8440.71%+376,831
CHUBB LIMITED3,3834,785+1,402980,1231,350,5660.61%+370,443
SPDR S&P 500 ETF TR(SPY)0488+4880324,9570.15%+324,957
COCA COLA CO(KO)13,67819,272+5,594967,7191,278,1190.58%+310,400
JOBY AVIATION INC(JOBY)018,718+18,7180302,1090.14%+302,109
ABBOTT LABS8,59810,945+2,3471,169,4141,465,9730.67%+296,559
AMERICAN ELEC PWR CO INC4,6706,757+2,087484,559760,1630.35%+275,604
SERVICENOW INC(NOW)8901,286+396914,9911,183,4800.54%+268,489
BANK AMERICA CORP5,1138,932+3,819241,947460,8020.21%+218,855
ALLOGENE THERAPEUTICS INC135,228295,432+160,204152,808366,3360.17%+213,528
ISHARES TR03,905+3,9050208,5270.09%+208,527
BROADCOM INC(AVGO)1,9222,137+215529,799705,0180.32%+175,219
ALPHABET INC(GOOG)2,4402,4400432,832594,2620.27%+161,430
OLD DOMINION FREIGHT LINE IN(ODFL)2,6464,165+1,519429,446586,3490.27%+156,903
DISNEY WALT CO(DIS)3,7245,098+1,374461,845583,7550.27%+121,910
DUKE ENERGY CORP NEW(DUK)2,9563,674+718348,808454,6580.21%+105,850
BRISTOL-MYERS SQUIBB CO(BMY)7,85110,361+2,510363,423467,2810.21%+103,858
CHEVRON CORP NEW(CVX)2,8693,253+384410,812505,1580.23%+94,346
BERKSHIRE HATHAWAY INC DEL1,9092,016+107927,3351,013,5240.46%+86,189
FORTINET INC(FTNT)12,23616,360+4,1241,293,5901,375,5490.63%+81,959
TEXAS ROADHOUSE INC(TXRH)4,4665,460+994836,973907,1790.41%+70,206
ISHARES TR647728+81274,703341,0020.15%+66,299
MORGAN STANLEY(MS)2,2902,2900322,569364,0180.17%+41,449
BLACKSTONE INC(BX)2,3032,202-101344,483376,2120.17%+31,729
NETFLIX INC(NFLX)463541+78620,017648,6160.29%+28,599
CSX CORP(CSX)9,0109,0100293,996319,9450.15%+25,949
PALO ALTO NETWORKS INC(PANW)1,0061,056+50205,868215,0230.10%+9,155
LANDSTAR SYS INC(LSTR)1,7001,650-50236,334202,2240.09%-34,110
PAYCHEX INC(PAYX)2,2502,225-25327,285282,0410.13%-45,244
SALESFORCE INC(CRM)4,4394,638+1991,210,4711,099,2060.50%-111,265
ADOBE INC(ADBE)4,9374,992+551,910,0271,760,9280.80%-149,099
CARRIER GLOBAL CORPORATION(CARR)3,3040-3,304241,8200-241,820
LOCKHEED MARTIN CORP(LMT)1,8660-1,866864,2190-864,219
CHIPOTLE MEXICAN GRILL INC(CMG)23,5680-23,5681,323,3430-1,323,343
Page 1 of 1