Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
34
4
3
1
4
0
24
8
6
DAVIDSON INVESTMENT ADVISORS

Time Period2018-03-31

Total Holdings100

Total Value ($x1000)928,145
Activities
New1

Increased21

Unchanged5

Decreased73

Sold Out9

Top 10 Stock Holdingstotal 32.01%
JPM4.19

MSFT4.12

GOOG3.96

AAPL3.76

CVX3.28

 
CSCO3.27

STT2.58

WMT2.47

GILD2.31

PFE2.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPM
4.19%
COM
MSFT
4.12%
COM
GOOG
3.96%
CAP STK CL C
AAPL
3.76%
COM
CVX
3.28%
COM
CSCO
3.27%
COM
STT
2.58%
COM
WMT
2.47%
COM
GILD
2.31%
COM
PFE
2.07%
COM
BAC
2.07%
COM
SFM
1.89%
COM
PEP
1.79%
COM
JNJ
1.79%
COM
STWD
1.68%
COM
FLS
1.66%
COM
PM
1.49%
COM
CCL
1.46%
PAIRED CTF
JWN
1.42%
COM
UPS
1.41%
CL B
UTX
1.39%
COM
CMCSA
1.34%
CL A
MXIM
1.27%
COM
ZAYO
1.24%
COM
LVS
1.24%
COM
SRE
1.23%
COM
IEFA
1.22%
CORE MSCI EAFE
ALK
1.2%
COM
LH
1.16%
COM NEW
IBM
1.16%
COM
ZTS
1.15%
CL A
FDX
1.14%
COM
SBUX
1.1%
COM
MCHP
1.07%
COM
BDX
1.04%
COM
DWDP
1.03%
COM
FTNT
1.03%
COM
AMGN
1.03%
COM
ETN
1.01%
SHS
CELG
0.98%
COM
MDU
0.98%
COM
FOXA
0.98%
CL A
MS
0.98%
COM NEW
C
0.98%
COM NEW
BAX
0.98%
COM
PFG
0.97%
COM
MMM
0.93%
COM
IPG
0.93%
COM
SLB
0.9%
COM
ADS
0.89%
COM
SO
0.88%
COM
WY
0.87%
COM
INTU
0.87%
COM
PX
0.84%
COM
DATA
0.82%
CL A
CUBE
0.81%
COM
GIL
0.8%
COM
CHD
0.79%
COM
WAT
0.79%
COM
ESRX
0.78%
COM
FCFS
0.75%
COM
NLSN
0.75%
SHS EUR
ACC
0.74%
COM
FRC
0.73%
COM
MOS
0.73%
COM
SLAB
0.72%
COM
BHGE
0.71%
CL A
SHPG
0.7%
SPONSORED ADR
CERN
0.67%
COM
MRO
0.64%
COM
GE
0.63%
COM
DVN
0.54%
COM
MLM
0.53%
COM
CTL
0.28%
COM
VBR
0.16%
SM CP VAL ETF
ITOT
0.1%
CORE S&P TTL STK
GOOGL
0.08%
CAP STK CL A
HD
0.08%
COM
SCHW
0.07%
COM
ABBV
0.07%
COM
FTY
0.07%
REAL EST 50 ETF
IMTB
0.06%
CR 5 10 YR ETF
GBCI
0.06%
COM
CAT
0.06%
COM
SCHF
0.05%
INTL EQTY ETF
USB
0.05%
COM NEW
SYY
0.05%
COM
ORCL
0.05%
COM
SYK
0.05%
COM
ABT
0.04%
COM
DGRO
0.04%
CORE DIV GRWTH
XOM
0.04%
COM
INTC
0.04%
COM
TIP
0.03%
TIPS BD ETF
GM
0.03%
COM
SCHA
0.03%
US SML CAP ETF
MRK
0.03%
COM
SCHX
0.03%
US LRG CAP ETF
VZ
0.03%
COM
SPY
0.02%
TR UNIT
FB
1.01%
CL A
IVV
0.06%
CORE S&P500 ETF
DE
0.05%
COM
DIS
0.05%
COM DISNEY
GD
0.05%
COM
KMB
0.04%
COM
NKE
0.04%
CL B
WFC
0.03%
COM
MBB
0.02%
MBS ETF