DAVIDSON INVESTMENT ADVISORS Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$1.6T

Holdings

129

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC
535,811$70.6B4.50%
2
IDEVISHARES TR
1,136,639$66.2B4.22%
3
MSFTMICROSOFT CORP
205,626$64.9B4.14%
4
AMZNAMAZON COM INC
502,883$63.9B4.07%
5
AAPLAPPLE INC
368,489$63.1B4.02%
6
CVXCHEVRON CORP
257,160$43.4B2.76%
7
WMTWALMART INC
231,817$37.1B2.36%
8
MDTMEDTRONIC PLC
388,289$30.4B1.94%
9
VBVANGUARD INDEX TR
159,634$30.2B1.92%
10
HONHONEYWELL INTL INC
147,201$27.2B1.73%
11
LABORATORY CORP AMER
134,423$27.0B1.72%
12
SRESEMPRA
359,907$24.5B1.56%
13
SBUXSTARBUCKS CORP
257,107$23.5B1.49%
14
RTXRTX CORPORATION
314,002$22.6B1.44%
15
SPLKCHFSPLUNK INC
153,214$22.4B1.43%
16
VRTXVERTEX PHARMACEUTICL
62,911$21.9B1.39%
17
PGRPROGRESSIVE CORP
152,517$21.2B1.35%
18
CRMSALESFORCE INC
98,997$20.1B1.28%
19
AGNCAGNC INVT CORP
2,098,568$19.8B1.26%
20
STZCONSTELLATION BRANDS
78,637$19.8B1.26%
21
JNJJOHNSON & JOHNSON
125,649$19.6B1.25%
22
GSGOLDMAN SACHS GROUP
59,774$19.3B1.23%
23
FDXFEDEX CORP
72,774$19.3B1.23%
24
BDXBECTON DICKINSON
73,694$19.1B1.21%
25
INTUINTUIT
36,979$18.9B1.20%
26
EOGEOG RESOURCES INC
147,728$18.7B1.19%
27
ETNEATON CORPORATION
85,218$18.2B1.16%
28
ANETEURARISTA NETWORKS IN
98,308$18.1B1.15%
29
EUSAISHARES MSCI USA
237,736$17.9B1.14%
30
ADIANALOG DEVICES INC
102,000$17.9B1.14%
31
ADBEADOBE INC
34,486$17.6B1.12%
32
VWOVANGUARD FTSE
446,414$17.5B1.12%
33
CITHE CIGNA GROUP
61,186$17.5B1.12%
34
OTISOTIS WORLDWIDE CORP
207,804$16.7B1.06%
35
TRVCCITIGROUP INC
396,191$16.3B1.04%
36
APTVAPTIV PLC
161,258$15.9B1.01%
37
CMCSACOMCAST CORP
356,821$15.8B1.01%
38
CVSCVS HEALTH CORP
221,848$15.5B0.99%
39
CSCOCISCO SYSTEMS INC
287,418$15.5B0.98%
40
BACBANK OF AMERICA CORP
562,735$15.4B0.98%
41
4I1PHILIP MORRIS INTL
165,988$15.4B0.98%
42
SOSOUTHERN CO
236,995$15.3B0.98%
43
TMUST-MOBILE US INC
109,302$15.3B0.98%
44
GILGILDAN ACTIVEWEAR
543,116$15.2B0.97%
45
CTVACORTEVA INC
295,100$15.1B0.96%
46
VVISA INC
65,629$15.1B0.96%
47
TRNOTERRENO RLTY CORP
264,566$15.0B0.96%
48
FTNTFORTINET INC
255,686$15.0B0.96%
49
BMYBRISTOL MYERS SQUIBB
257,945$15.0B0.95%
50
ELANELANCO ANIMAL HEALTH
1,231,842$13.8B0.88%
51
BABOEING CO
72,126$13.8B0.88%
52
CPTCAMDEN PPTY TR
138,740$13.1B0.84%
53
EAELECTRONIC ARTS INC
106,850$12.9B0.82%
54
PEOEXELON CORP
339,958$12.8B0.82%
55
LVSLAS VEGAS SANDS CORP
278,522$12.8B0.81%
56
NFLXNETFLIX INC
33,659$12.7B0.81%
57
FULFULLER H B CO
184,498$12.7B0.81%
58
TRMBTRIMBLE INC
231,586$12.5B0.79%
59
COLBCOLUMBIA BKG SYS INC
604,403$12.3B0.78%
60
AMDADV MICRO DEVICES
118,614$12.2B0.78%
61
NSCNORFOLK SOUTHERN
60,972$12.0B0.76%
62
SCHWSCHWAB CHARLES CORP
214,966$11.8B0.75%
63
ITMVANECK VECTORS
266,088$11.7B0.75%
64
CUBECUBESMART
304,432$11.6B0.74%
65
PFEPFIZER INC
345,410$11.5B0.73%
66
AFWALIGN TECH INC
36,673$11.2B0.71%
67
FIBKFIRST INTST BANCSYS
443,274$11.1B0.70%
68
VFMOVANGUARD U.S
95,907$10.9B0.69%
69
ELESTEE LAUDER CO
74,478$10.8B0.69%
70
PYPLPAYPAL HLDGS INC
183,452$10.7B0.68%
71
SLABSILICON LABS INC
87,809$10.2B0.65%
72
FANGDIAMONDBACK ENERGY
62,002$9.6B0.61%
73
MUMICRON TECHNOLOGY
134,827$9.2B0.58%
74
PFFISHARES TR
285,524$8.6B0.55%
75
MUBISHARES TR
75,782$7.8B0.50%
76
VTEBVANGUARD INDEX TR
151,300$7.3B0.46%
77
VPUVANGUARD SECTOR INDE
55,008$7.0B0.45%
78
IFFINTL FLAVORS & FRAGR
90,538$6.2B0.39%
79
SHMSPDR
125,094$5.8B0.37%
80
MOSMOSAIC CO
149,375$5.3B0.34%
81
DGROISHARES TR
79,600$3.9B0.25%
82
AGGISHARES TR
36,379$3.4B0.22%
83
JMSTJPM
59,141$3.0B0.19%
84
FLOTISHARES TR
40,707$2.1B0.13%
85
SPYSPDR S&P 500 ETF TR
3,700$1.6B0.10%
86
VTIVANGUARD INDEX TR
5,904$1.3B0.08%
87
ORCLORACLE CORP
9,595$1.0B0.06%
88
IGIBISHARES TR
19,337$940.7M0.06%
89
JPMJPMORGAN CHASE & CO
6,302$913.9M0.06%
90
VOOVANGUARD INDEX FDS
2,059$808.6M0.05%
91
GOOGLALPHABET INC
5,065$662.8M0.04%
92
VGTVANGUARD SECTOR INDE
1,500$622.4M0.04%
93
PEPPEPSICO INC
3,585$607.4M0.04%
94
HDHOME DEPOT INC
1,660$501.6M0.03%
95
COSTCOSTCO WHSL CORP
869$490.8M0.03%
96
IUSBISHARES TR
10,782$471.3M0.03%
97
ABBVABBVIE INC
3,095$461.3M0.03%
98
VOVANGUARD INDEX TR
2,200$458.1M0.03%
99
SYKSTRYKER CORP
1,575$430.4M0.03%
100
CATCATERPILLAR INC
1,570$428.6M0.03%
Page 1 of 2Next