DAVIDSON INVESTMENT ADVISORS Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1.7B

Holdings

114

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
IDEVISHARES TR
1,235,947$78.7T4506665.51%
2
AMZNAMAZON COM INC
507,463$77.1T4416368.94%
3
MSFTMICROSOFT CORP
204,457$76.9T4403780.76%
4
GOOGALPHABET INC
536,423$75.6T4330117.53%
5
AAPLAPPLE INC
367,048$70.7T4047713.60%
6
CVXCHEVRON CORP
258,887$38.6T2211824.33%
7
VBVANGUARD INDEX TR
174,009$37.1T2126246.67%
8
WMTWALMART INC
231,135$36.4T2087128.11%
9
MDTMEDTRONIC PLC
382,176$31.5T1803324.25%
10
LABORATORY CORP AMER
136,313$31.0T1774620.40%
11
HONHONEYWELL INTL INC
147,528$30.9T1772077.37%
12
SRESEMPRA
367,440$27.5T1572789.62%
13
RTXRTX CORPORATION
316,200$26.6T1523888.53%
14
CRMSALESFORCE INC
100,638$26.5T1516832.78%
15
SBUXSTARBUCKS CORP
260,474$25.0T1432418.79%
16
PGRPROGRESSIVE CORP
155,586$24.8T1419451.94%
17
INTUINTUIT
37,672$23.5T1348669.34%
18
ANETEURARISTA NETWORKS IN
99,967$23.5T1348512.11%
19
GSGOLDMAN SACHS GROUP
60,313$23.3T1332685.88%
20
EUSAISHARES MSCI USA
269,602$22.8T1303947.72%
21
SPLKCHFSPLUNK INC
138,364$21.1T1207408.98%
22
ETNEATON CORPORATION
86,793$20.9T1197199.84%
23
AGNCAGNC INVT CORP
2,091,640$20.5T1175289.30%
24
ADIANALOG DEVICES INC
101,699$20.2T1156636.22%
25
TRVCCITIGROUP INC
390,323$20.1T1150041.78%
26
ADBEADOBE INC
33,624$20.1T1149003.79%
27
VWOVANGUARD FTSE
480,490$19.7T1131136.51%
28
JNJJOHNSON & JOHNSON
124,187$19.5T1114925.19%
29
STZCONSTELLATION BRANDS
80,351$19.4T1112619.35%
30
OTISOTIS WORLDWIDE CORP
211,794$18.9T1085375.29%
31
BACBANK OF AMERICA CORP
559,611$18.8T1079239.77%
32
FDXFEDEX CORP
74,162$18.8T1074574.41%
33
BABOEING CO
71,913$18.7T1073669.59%
34
CITHE CIGNA GROUP
62,449$18.7T1071128.67%
35
GILGILDAN ACTIVEWEAR
556,637$18.4T1054056.18%
36
BDXBECTON DICKINSON
75,265$18.4T1051164.21%
37
ELANELANCO ANIMAL HEALTH
1,221,766$18.2T1042709.04%
38
EOGEOG RESOURCES INC
149,811$18.1T1037861.48%
39
VRTXVERTEX PHARMACEUTICAL
44,519$18.1T1037555.32%
40
SCHWSCHWAB CHARLES CORP
260,855$17.9T1027960.55%
41
AMDADV MICRO DEVICES
121,452$17.9T1025464.08%
42
TMUST-MOBILE US INC
111,528$17.9T1024206.54%
43
CVSCVS HEALTH CORP
218,947$17.3T990225.89%
44
VVISA INC
65,803$17.1T981284.03%
45
APTVAPTIV PLC
186,909$16.8T960524.20%
46
NFLXNETFLIX INC
34,353$16.7T958021.95%
47
TRNOTERRENO RLTY CORP
264,018$16.5T947725.69%
48
SOSOUTHERN CO
235,506$16.5T945873.94%
49
CMCSACOMCAST CORP
357,168$15.7T897079.33%
50
4I1PHILIP MORRIS INTL
166,275$15.6T896009.09%
51
FULFULLER H B CO
187,656$15.3T875042.31%
52
FTNTFORTINET INC
260,372$15.2T872894.27%
53
VFMOVANGUARD U.S
115,542$15.2T868891.04%
54
EAELECTRONIC ARTS INC
109,384$15.0T857157.22%
55
NSCNORFOLK SOUTHERN
61,101$14.4T827277.05%
56
CUBECUBESMART
309,825$14.4T822536.25%
57
CTVACORTEVA INC
298,967$14.3T820595.04%
58
CSCOCISCO SYSTEMS INC
281,065$14.2T813315.50%
59
LVSLAS VEGAS SANDS CORP
281,620$13.9T793790.54%
60
AZNASTRAZENECA
204,562$13.8T789135.20%
61
CPTCAMDEN PPTY TR
138,076$13.7T785258.33%
62
FIBKFIRST INTST BANCSYS
431,242$13.3T759547.83%
63
BMYBRISTOL MYERS SQUIBB
251,510$12.9T739174.52%
64
COLBCOLUMBIA BKG SYS INC
466,525$12.4T712933.80%
65
PEOEXELON CORP
345,782$12.4T711026.33%
66
TRMBTRIMBLE INC
225,064$12.0T685814.27%
67
SLABSILICON LABS INC
89,514$11.8T678174.05%
68
MUMICRON TECHNOLOGY
138,002$11.8T674569.77%
69
ITMVANECK VECTORS
247,102$11.6T665641.03%
70
PYPLPAYPAL HLDGS INC
178,946$11.0T629433.63%
71
ELESTEE LAUDER CO
73,651$10.8T616969.05%
72
AFWALIGN TECH INC
36,724$10.1T576354.10%
73
PFEPFIZER INC
337,921$9.7T557244.68%
74
FANGDIAMONDBACK ENERGY
62,502$9.7T555186.05%
75
PFFISHARES TR
292,503$9.1T522558.08%
76
VTEBVANGUARD INDEX TR
155,727$7.9T455353.30%
77
MUBISHARES TR
70,719$7.7T439131.22%
78
VPUVANGUARD SECTOR INDE
55,057$7.5T432258.76%
79
IFFINTL FLAVORS & FRAGR
91,390$7.4T423849.47%
80
SHMSPDR
116,866$5.6T319899.85%
81
MOSMOSAIC CO
147,775$5.3T302427.85%
82
DGROISHARES TR
91,982$5.0T283552.41%
83
AGGISHARES TR
32,742$3.2T186133.54%
84
JMSTJPM
58,451$3.0T169875.71%
85
FLOTISHARES TR
35,301$1.8T102352.41%
86
VTIVANGUARD INDEX TR
5,904$1.4T80220.72%
87
IGIBISHARES TR
18,289$951.0B54473.11%
88
JPMJPMORGAN CHASE & CO
4,642$789.6B45227.04%
89
ORCLORACLE CORP
7,240$763.3B43721.14%
90
GOOGLALPHABET INC
5,195$725.7B41566.17%
91
IUSBISHARES TR
10,633$489.9B28058.38%
92
ABBVABBVIE INC
3,095$479.6B27472.42%
93
CATCATERPILLAR INC
1,570$464.2B26588.62%
94
COSTCOSTCO WHSL CORP
699$461.2B26418.56%
95
SYKSTRYKER CORP
1,535$459.7B26329.10%
96
GMGENERAL MOTORS CO
11,175$401.4B22991.79%
97
EQIXEQUINIX INC
494$397.9B22788.85%
98
PEPPEPSICO INC
2,317$393.5B22540.03%
99
IWVISHARES
1,321$361.6B20712.40%
100
HDHOME DEPOT INC
1,019$353.1B20226.86%
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