Harold Davidson & Associates Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 65 separate positions held by the firm, managed by Vice President Craig E. Farkas.
The portfolio is dominated by large-cap technology and industrial names. The largest holding is Apple Inc., with 62,020,313 shares. Microsoft Corp. follows with 18,402,339 shares. Other significant positions include Alphabet Inc. Class A (7,394,716 shares), Nvidia Corp. (8,701,506 shares), and Cisco Systems Inc. (30,159,971 shares).
Major financial institutions are also well represented, with JPMorgan Chase & Co. holding 5,980,414 shares and Visa Inc. Class A holding 7,439,209 shares. The portfolio also includes substantial stakes in industrial companies such as Caterpillar Inc., with 302,425 shares, and GE Aerospace, with 6,568,801 shares.
Several exchange-traded funds are listed within the holdings, including the iShares 0-3 Month Treasury Bond ETF, the iShares Russell 1000 Growth ETF, and the SPDR S&P 500 ETF Trust.
