Arkolith/Funds/DAVIDSON INVESTMENT ADVISORS

DAVIDSON INVESTMENT ADVISORS

CIK: 1140771Q1 2026
Active Filer
Portfolio Value
$2.0B
Positions
120
New Buys
120
Changes
0 ↑ / 0 ↓

Top HoldingsQ1 2026

120 total positions
#SecurityValueShares% PortChangeΔ Shares
1ISHARES TR
CORE MSCI INTL
$107.0M1.55M5.3%
NEW
2MICROSOFT CORP
COMMON
$80.9M215.5K4.0%
NEW
3APPLE INC
COMMON
$80.6M362.8K4.0%
NEW
4AMAZON COM INC
COMMON
$79.2M416.0K3.9%
NEW
5ALPHABET INC
CLASS C
$73.8M472.4K3.6%
NEW
6RTX CORPORATION
COM USD1
$48.8M368.6K2.4%
NEW
7WALMART INC
COMMON
$48.4M551.1K2.4%
NEW
8HONEYWELL INTL INC
COMMON
$40.1M189.6K2.0%
NEW
9LABCORP HOLDINGS INC
COMMON
$37.0M158.8K1.8%
NEW
10VANGUARD INDEX TR
SMALL CAP
$36.9M166.2K1.8%
NEW
11CHEVRON CORP
COMMON
$35.9M214.9K1.8%
NEW
12
MEDTRONIC PLC
ORDINARY SHS $0.0001
$33.5M373.0K1.7%
NEW
13AGNC INVT CORP
COM
$32.8M3.43M1.6%
NEW
14CITIGROUP INC
COMMON
$31.8M447.9K1.6%
NEW
15VISA INC
CLASS A
$31.3M89.4K1.5%
NEW
16SEMPRA
COMMON
$30.9M433.3K1.5%
NEW
17VERTEX PHARMA
COMMON
$30.5M62.9K1.5%
NEW
18TAIWAN SEMICONDUCTOR
SP ADR (5 ORD)
$30.1M181.0K1.5%
NEW
19NETFLIX INC
COMMON
$29.9M32.0K1.5%
NEW
20GOLDMAN SACHS GROUP
COMMON
$28.2M51.6K1.4%
NEW
21INTUIT
COMMON
$26.4M43.0K1.3%
NEW
22T-MOBILE US INC
COMMON
$26.3M98.7K1.3%
NEW
23FORTINET INC
COMMON
$26.1M270.7K1.3%
NEW
24BECTON DICKINSON
COMMON
$25.5M111.4K1.3%
NEW
25HOME DEPOT INC
COMMON
$24.2M66.0K1.2%
NEW
Showing top 25 of 120 positions

Filing History

Q1 2026120 pos
$2.0B
Q1 2026126 pos
$2.3B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 21, 2026