Harold Davidson & Associates Inc. has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $246 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and highlights its positions in major corporations.

The filing, which is categorized as a 13F-HR, indicates that the firm is actively managing a diverse portfolio. Notably, the report shows substantial investments in well-known companies such as Apple Inc., Amazon.com Inc., and Microsoft Corporation, among others. These holdings reflect the firm's strategy to invest in high-performing sectors and established market leaders.

Background

Harold Davidson & Associates Inc. is an investment management firm based in Los Angeles, California. The company operates under the Central Index Key (CIK) number 0001430022 and has been filing with the SEC to provide transparency regarding its investment activities. The firm does not currently have a designated SIC code or ticker symbol listed in the filing.

Recent filings from Harold Davidson & Associates include a 13F-HR on October 29, 2026, along with previous filings such as an N-PX on August 20, 2026, and several other 13F-HR submissions throughout 2026.

What the Filing Says

The filing indicates that the total value of the firm's reported holdings is approximately $246,376,310. It includes 65 different positions, showcasing a diverse investment strategy. The report is signed by Craig E. Farkas, Vice President of the firm, confirming the accuracy of the information provided.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors in the financial services sector. The disclosure of significant investments in major companies can influence market perceptions and investor confidence. Firms looking to understand market trends may analyze Harold Davidson's investment choices to gauge potential shifts in the industry.

What's Next

The filing does not specify what happens next regarding the company's investment strategy or any upcoming changes in management. However, stakeholders may anticipate further updates in future filings as the firm continues to manage its portfolio.

For more details, refer to the SEC filing under accession number 0002085853-26-001337.