DAVIDSON INVESTMENT ADVISORS

PrivateCIK: 1140771
Location

GREAT FALLS, MT

120
Positions
$2.03B
Total AUM (reported)
22.71M
Total Shares

Allocation by class

TOTAL AUM$2.03B120 positions
COMMON$1.24B61.2%
CORE MSCI INTL$107.05M5.3%
COM$101.29M5.0%
CLASS C$73.80M3.6%
CLASS A$72.64M3.6%
COM USD1$60.73M3.0%
COMMON USD0.01$39.72M2.0%

Portfolio Concentration

Top 313.3%4–1018.0%11–2521.9%Rest46.9%TOP 1031.2%0%100%
Top 3$268.55M13.3%
4–10$364.11M18.0%
11–25$443.38M21.9%
Rest$949.27M46.9%

Top 3 weight

13.3%

Top 10 weight

31.2%

Voting Authority Distribution

Total shares with voting rights: 22.71M

Sole

Full voting authority

22.41M

shares

% of voting shares98.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

294.49K

shares

% of voting shares1.3%

Investment Discretion (by position count)

Sole120
Shared0
Other0
Dominant voting typeSole · 98.7% of voting shares
Institutional Holdings120
Rows:

ISHARES TR

SOLE
CORE MSCI INTL
Shares1.55M
TypeSH
Market value$107.05M
5.29%
Sole
1.55M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COMMON
Shares215.52K
TypeSH
Market value$80.90M
3.99%
Sole
215.52K
Shared
0.00
None
0.00

APPLE INC

SOLE
COMMON
Shares362.85K
TypeSH
Market value$80.60M
3.98%
Sole
362.85K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COMMON
Shares416.05K
TypeSH
Market value$79.16M
3.91%
Sole
416.05K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CLASS C
Shares472.37K
TypeSH
Market value$73.80M
3.64%
Sole
472.37K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM USD1
Shares368.58K
TypeSH
Market value$48.82M
2.41%
Sole
368.58K
Shared
0.00
None
0.00

WALMART INC

SOLE
COMMON
Shares551.08K
TypeSH
Market value$48.38M
2.39%
Sole
551.08K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COMMON
Shares189.57K
TypeSH
Market value$40.14M
1.98%
Sole
189.57K
Shared
0.00
None
0.00

LABCORP HOLDINGS INC

SOLE
COMMON
Shares158.77K
TypeSH
Market value$36.95M
1.82%
Sole
158.77K
Shared
0.00
None
0.00

VANGUARD INDEX TR

SOLE
SMALL CAP
Shares166.24K
TypeSH
Market value$36.86M
1.82%
Sole
166.24K
Shared
0.00
None
0.00

CHEVRON CORP

SOLE
COMMON
Shares214.85K
TypeSH
Market value$35.94M
1.77%
Sole
214.85K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
ORDINARY SHS $0.0001
Shares373.04K
TypeSH
Market value$33.52M
1.66%
Sole
373.04K
Shared
0.00
None
0.00

AGNC INVT CORP

SOLE
COM
Shares3.43M
TypeSH
Market value$32.84M
1.62%
Sole
3.43M
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COMMON
Shares447.93K
TypeSH
Market value$31.80M
1.57%
Sole
447.93K
Shared
0.00
None
0.00

VISA INC

SOLE
CLASS A
Shares89.39K
TypeSH
Market value$31.33M
1.55%
Sole
89.39K
Shared
0.00
None
0.00

SEMPRA

SOLE
COMMON
Shares433.31K
TypeSH
Market value$30.92M
1.53%
Sole
433.31K
Shared
0.00
None
0.00

VERTEX PHARMA

SOLE
COMMON
Shares62.88K
TypeSH
Market value$30.49M
1.51%
Sole
62.88K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR

SOLE
SP ADR (5 ORD)
Shares181.03K
TypeSH
Market value$30.05M
1.48%
Sole
181.03K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COMMON
Shares32.02K
TypeSH
Market value$29.85M
1.47%
Sole
32.02K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP

SOLE
COMMON
Shares51.56K
TypeSH
Market value$28.17M
1.39%
Sole
51.56K
Shared
0.00
None
0.00

INTUIT

SOLE
COMMON
Shares42.99K
TypeSH
Market value$26.39M
1.30%
Sole
42.99K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COMMON
Shares98.70K
TypeSH
Market value$26.32M
1.30%
Sole
98.70K
Shared
0.00
None
0.00

FORTINET INC

SOLE
COMMON
Shares270.70K
TypeSH
Market value$26.06M
1.29%
Sole
270.70K
Shared
0.00
None
0.00

BECTON DICKINSON

SOLE
COMMON
Shares111.42K
TypeSH
Market value$25.52M
1.26%
Sole
111.42K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COMMON
Shares65.96K
TypeSH
Market value$24.17M
1.19%
Sole
65.96K
Shared
0.00
None
0.00
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