HAROLD DAVIDSON & ASSOCIATES INC.

PrivateCIK: 1430022
Location

LOS ANGELES, CA

59
Positions
$230.58M
Total AUM (reported)
1.25M
Total Shares

Allocation by class

TOTAL AUM$230.58M59 positions
COM$184.21M79.9%
CL A$20.14M8.7%
COM NEW$8.83M3.8%
CAP STK CL A$7.77M3.4%
COM CL A$7.15M3.1%
CL B NEW$947.8K0.4%
CAP STK CL C$853.3K0.4%

Portfolio Concentration

Top 343.8%4–1022.6%11–2521.8%Rest11.7%TOP 1066.4%0%100%
Top 3$101.10M43.8%
4–10$52.10M22.6%
11–25$50.34M21.8%
Rest$27.04M11.7%

Top 3 weight

43.8%

Top 10 weight

66.4%

Voting Authority Distribution

Total shares with voting rights: 1.25M

Sole

Full voting authority

1.25M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:

APPLE INC

SOLE
COM
Shares187.94K
TypeSH
Market value$54.38M
23.58%
Sole
187.94K
Shared
0.00
None
0.00

Cisco Systems Inc

SOLE
COM
Shares280.50K
TypeSH
Market value$32.95M
14.29%
Sole
280.50K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares36.93K
TypeSH
Market value$13.78M
5.97%
Sole
36.93K
Shared
0.00
None
0.00

Crowdstrike Hldgs Inc

SOLE
CL A
Shares13.03K
TypeSH
Market value$9.95M
4.31%
Sole
13.03K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares21.13K
TypeSH
Market value$7.90M
3.42%
Sole
21.13K
Shared
0.00
None
0.00

Alphabet Inc. Class A

SOLE
CAP STK CL A
Shares21.75K
TypeSH
Market value$7.77M
3.37%
Sole
21.75K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
COM
Shares38.52K
TypeSH
Market value$7.71M
3.34%
Sole
38.52K
Shared
0.00
None
0.00

Visa Inc Class A

SOLE
COM CL A
Shares20.83K
TypeSH
Market value$7.15M
3.10%
Sole
20.83K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares18.07K
TypeSH
Market value$5.92M
2.57%
Sole
18.07K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares4.77K
TypeSH
Market value$5.72M
2.48%
Sole
4.77K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares22.46K
TypeSH
Market value$5.35M
2.32%
Sole
22.46K
Shared
0.00
None
0.00

Costco Wholesale Co

SOLE
COM
Shares5.57K
TypeSH
Market value$5.21M
2.26%
Sole
5.57K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares31.20K
TypeSH
Market value$4.73M
2.05%
Sole
31.20K
Shared
0.00
None
0.00

Mastercard Inc Class A

SOLE
CL A
Shares6.92K
TypeSH
Market value$3.56M
1.54%
Sole
6.92K
Shared
0.00
None
0.00

MARRIOTT INTL INC NEW

SOLE
CL A
Shares9.55K
TypeSH
Market value$3.54M
1.54%
Sole
9.55K
Shared
0.00
None
0.00

Abbvie Inc

SOLE
COM
Shares14.06K
TypeSH
Market value$3.54M
1.53%
Sole
14.06K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares9.42K
TypeSH
Market value$3.32M
1.44%
Sole
9.42K
Shared
0.00
None
0.00

Goldman Sachs Group

SOLE
COM
Shares3.25K
TypeSH
Market value$3.29M
1.43%
Sole
3.25K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares5.50K
TypeSH
Market value$3.10M
1.34%
Sole
5.50K
Shared
0.00
None
0.00

DYCOM INDS INC

SOLE
COM
Shares5.85K
TypeSH
Market value$2.96M
1.28%
Sole
5.85K
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares7.92K
TypeSH
Market value$2.49M
1.08%
Sole
7.92K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares7.28K
TypeSH
Market value$2.46M
1.07%
Sole
7.28K
Shared
0.00
None
0.00

Fortinet Inc

SOLE
COM
Shares15.72K
TypeSH
Market value$2.41M
1.05%
Sole
15.72K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares8.78K
TypeSH
Market value$2.24M
0.97%
Sole
8.78K
Shared
0.00
None
0.00

MASTEC INC

SOLE
COM
Shares5.13K
TypeSH
Market value$2.13M
0.93%
Sole
5.13K
Shared
0.00
None
0.00
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