Harold Davidson & Associates Inc.
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 230,581
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 59 | 230,581 | 13F-HR | Harold Davidson & Associates Inc. |
| Q1 2026 | 4/30/2026 | 60 | 205,915 | 13F-HR | Harold Davidson & Associates Inc. |
| Q4 2025 | 2/11/2026 | 66 | 226,007 | 13F-HR | Harold Davidson & Associates Inc. |
| Q3 2025 | 11/7/2025 | 65 | 220,071 | 13F-HR | Harold Davidson & Associates Inc. |
| Q2 2025 | 8/11/2025 | 62 | 154,336 | 13F-HR | Harold Davidson & Associates Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.1 K | 99.8% | 25.35 K | 0 | 25.35 K |
| ETFs | 467 | 0.2% | 0 | 692 | -692 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
230,581
Holdings
59
QoQ value change ($000)
24,666
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.