DAVIDSON TRUST CO
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1133119
Institutional-grade research for retail investors
13F Reported Value
ⓘ$232.0M
Holdings
176
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
DAVIDSON TRUST CO disclosed 176 positions worth $232.0M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 6.4% of the equity portfolio, followed by $AAPL and $ABBV. During the quarter the fund opened 10 new positions and exited 7 and a full exit from $NAC. The portfolio is most concentrated in Other (37.3% of disclosed assets). All figures are sourced directly from DAVIDSON TRUST CO’s Form 13F-HR filing with the SEC under CIK 1133119.
AI Fund Analysis
Diversifying
$MSFT6.4% weight
Held 9 quarters
$AAPL6.2% weight
Held 9 quarters
$ABBV3.4% weight
Held 9 quarters
VANGUARD VALUE ETF
2.5% weight
Held 9 quarters
VANGUARD GROWTH ETF (MKT)
2.3% weight
Held 9 quarters
VANGUARD GROWTH ETF (MKT)
5 quarters accumulating
VANGUARD FTSE EMERGING MKT
5 quarters accumulating
ISHARES S&P MIDCAP 400 GRO
5 quarters accumulating
ISHARES MSCI USA QUALITY F
5 quarters accumulating
ISHARES CORE US AGGREGATE
4 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 83.7#15
Quality
$14.8M40,046 sh - 76.1#112
Quality
$14.4M56,916 sh - 59.3#933
Quality
$7.9M36,350 sh VANGUARD VALUE ETF
—Quality
$5.7M29,078 shVANGUARD GROWTH ETF (MKT)
—Quality
$5.4M12,266 shISHARES CORE MSCI TOT INTL STOC
—Quality
$5.3M61,732 sh- 67.0
Quality
$4.9M47,613 sh SCHWAB U S LARGE CAP ETF
—Quality
$4.8M189,035 sh- 72.8
Quality
$4.7M19,041 sh - 67.0
Quality
$4.6M4,575 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $14.8M | 40,046 |
| Apple Inc.$AAPL | 76.1#112 | $14.4M | 56,916 |
| AbbVie Inc.$ABBV | 59.3#933 | $7.9M | 36,350 |
| VANGUARD VALUE ETF | — | $5.7M | 29,078 |
| VANGUARD GROWTH ETF (MKT) | — | $5.4M | 12,266 |
| ISHARES CORE MSCI TOT INTL STOC | — | $5.3M | 61,732 |
 ABBOTT LABORATORIES$ABT | 67.0 | $4.9M | 47,613 |
| SCHWAB U S LARGE CAP ETF | — | $4.8M | 189,035 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $4.7M | 19,041 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $4.6M | 4,575 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DAVIDSON TRUST CO's 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Other
$86.6M
Technology
$46.5M
Healthcare
$24.7M
Financials
$21.6M
Consumer Discretionary
$12.9M
Industrials
$12.8M
Energy
$8.8M
Consumer Staples
$7.6M
Full Holdings — DAVIDSON TRUST CO (Q1 2026)
All 176 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $14.8M | 6.4% | -7% | 83.7 |
| 2 | $AAPL | Apple Inc. | $14.4M | 6.2% | -2% | 76.1 |
| 3 | $ABBV | AbbVie Inc. | $7.9M | 3.4% | -7% | 59.3 |
| 4 | — | VANGUARD VALUE ETF | $5.7M | 2.5% | -0% | — |
| 5 | — | VANGUARD GROWTH ETF (MKT) | $5.4M | 2.3% | +8% | — |
| 6 | — | ISHARES CORE MSCI TOT INTL STOC | $5.3M | 2.3% | +6% | — |
| 7 | $ABT | ABBOTT LABORATORIES | $4.9M | 2.1% | -6% | 67 |
| 8 | — | SCHWAB U S LARGE CAP ETF | $4.8M | 2.1% | +121% | — |
| 9 | $JNJ | JOHNSON & JOHNSON | $4.7M | 2.0% | -6% | 72.8 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 2.0% | -1% | 67 |
| 11 | — | ISHARES CORE S&P 500 (MKT) ETF | $4.6M | 2.0% | +0% | — |
| 12 |  $XOM | EXXON MOBIL CORP | $4.3M | 1.9% | -15% | 61.8 |
| 13 | — | ISHARES RUSSELL MID-CAP (MKT) | $4.3M | 1.9% | +0% | — |
| 14 |  $GOOGL | Alphabet Inc. | $4.2M | 1.8% | +0% | 80.2 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $3.9M | 1.7% | +5% | 35.6 |
| 16 | — | ISHARES CORE US AGGREGATE BOND | $3.9M | 1.7% | +6% | — |
| 17 | — | VANGUARD HIGH DIVIDEND YIELD ET | $3.7M | 1.6% | +0% | — |
| 18 | — | ISHARES RUSSELL 2000 (MKT) | $3.5M | 1.5% | +0% | — |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 1.4% | +14% | — |
| 20 |  $GBCI | GLACIER BANCORP, INC. | $3.2M | 1.4% | +1% | 62.1 |
| 21 |  $RTX | RTX Corp | $2.6M | 1.1% | -11% | 70 |
| 22 | — | VANGUARD FTSE DEVELOPED MARKETS | $2.5M | 1.1% | -0% | — |
| 23 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.3M | 1.0% | +0% | — |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 1.0% | -1% | 64.5 |
| 25 |  $PG | PROCTER & GAMBLE Co | $2.3M | 1.0% | -16% | 72.9 |
| 26 |  $AMZN | AMAZON COM INC | $2.2M | 1.0% | +4% | 74.6 |
| 27 | — | ISHARES MSCI EAFE (MKT) | $2.1M | 0.9% | +0% | — |
| 28 |  $CB | Chubb Ltd | $2.1M | 0.9% | -12% | — |
| 29 | — | VANGUARD FTSE EMERGING MKTS ETF | $2.0M | 0.9% | +4% | — |
| 30 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.8% | -8% | 71.7 |
| 31 | — | FIRST TRUST ETF VI HIGH INC ETF | $2.0M | 0.8% | +2% | — |
| 32 |  $PEP | PEPSICO INC | $1.9M | 0.8% | -2% | 62.7 |
| 33 | — | VANGUARD LARGE CAP ETF | $1.9M | 0.8% | +0% | — |
| 34 |  $CVX | CHEVRON CORP | $1.9M | 0.8% | -1% | 54.7 |
| 35 | — | VANGUARD TOTAL STOCK MARKET ETF | $1.9M | 0.8% | +0% | — |
| 36 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.8M | 0.8% | -7% | 77.9 |
| 37 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.7% | +1% | 65.7 |
| 38 |  $PFE | PFIZER INC | $1.5M | 0.7% | +23% | 69 |
| 39 |  $GOOG | Alphabet Inc. | $1.5M | 0.6% | -28% | 80.2 |
| 40 | — | SPDR PORT INTERMEDIATE TERM COR | $1.4M | 0.6% | +6% | — |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.6% | +5% | 72.3 |
| 42 |  $DIS | Walt Disney Co | $1.4M | 0.6% | -5% | 68.9 |
| 43 |  $KO | COCA COLA CO | $1.4M | 0.6% | -3% | 74 |
| 44 | — | ISHARES RUSSELL 1000 GROWTH | $1.4M | 0.6% | -2% | — |
| 45 |  $CMI | CUMMINS INC | $1.3M | 0.6% | -2% | 58.9 |
| 46 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.6% | +1% | 63.5 |
| 47 | — | ISHARES SELECT DIVIDEND (MKT) | $1.3M | 0.5% | +0% | — |
| 48 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.5% | +3% | 71.6 |
| 49 |  $AVGO | Broadcom Inc. | $1.3M | 0.5% | -51% | 86.4 |
| 50 | — | SPDR SERIES TRUST SPDR DOW JONE | $1.2M | 0.5% | +0% | — |
| 51 |  $MCD | MCDONALDS CORP | $1.2M | 0.5% | +6% | 73.9 |
| 52 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.5% | -2% | — |
| 53 | — | TORTOISE ENERGY FUND ETF | $1.2M | 0.5% | -13% | — |
| 54 |  $T | AT&T INC. | $1.2M | 0.5% | +2% | 71.9 |
| 55 | — | SCHWAB INTL EQUITY ETF | $1.1M | 0.5% | NEW | — |
| 56 | — | ISHARES RUSSELL 2000 GROWTH | $1.1M | 0.5% | +3% | — |
| 57 | — | VANGUARD RUSSELL 1000 GROWTH IN | $1.1M | 0.5% | -12% | — |
| 58 | — | VANGUARD RUSSELL 1000 VALUE IND | $1.1M | 0.5% | -9% | — |
| 59 | — | ISHARES CORE MSCI EAFE ETF | $1.1M | 0.5% | -2% | — |
| 60 | — | ISHARES S&P MID-CAP 400 VALUE | $1.0M | 0.4% | +10% | — |
| 61 |  $V | VISA INC. | $994,672 | 0.4% | -10% | 83.5 |
| 62 |  $WMT | Walmart Inc. | $985,665 | 0.4% | -3% | 63.2 |
| 63 |  $NKE | NIKE, Inc. | $962,592 | 0.4% | -5% | 53.4 |
| 64 |  $CSX | CSX CORP | $924,323 | 0.4% | +2% | 66.4 |
| 65 |  $USB | US BANCORP DE | $898,057 | 0.4% | +1% | 71.4 |
| 66 |  $LIN | LINDE PLC | $886,419 | 0.4% | +2% | — |
| 67 | — | ISHARES CORE MSCI EMERGING MKTS | $869,690 | 0.4% | -1% | — |
| 68 |  $ORCL | ORACLE CORP | $867,066 | 0.4% | -2% | 67.2 |
| 69 |  $MO | ALTRIA GROUP, INC. | $849,753 | 0.4% | +3% | 72.1 |
| 70 |  $MRK | Merck & Co., Inc. | $807,988 | 0.3% | +23% | 70.9 |
| 71 |  $IVZ | Invesco Ltd. | $803,808 | 0.3% | +14% | — |
| 72 | — | ISHARES S&P MIDCAP 400 GROWTH E | $796,399 | 0.3% | +5% | — |
| 73 | — | ISHARES RUSSELL 2000 VALUE | $787,707 | 0.3% | +2% | — |
| 74 |  $GE | GENERAL ELECTRIC CO | $779,232 | 0.3% | -1% | 74.8 |
| 75 | — | ISHARES MSCI USA QUALITY FACTOR | $778,410 | 0.3% | +11% | — |
| 76 | — | ISHARES MSCI EMG MKT ETF | $764,986 | 0.3% | +0% | — |
| 77 |  $QCOM | QUALCOMM INC/DE | $762,764 | 0.3% | -3% | 81.9 |
| 78 |  $ADI | ANALOG DEVICES INC | $762,581 | 0.3% | +5% | 76.2 |
| 79 |  $META | Meta Platforms, Inc. | $752,050 | 0.3% | -2% | 80.9 |
| 80 |  $SPGI | S&P Global Inc. | $747,322 | 0.3% | +2% | 79.4 |
| 81 | — | SCHWAB US SMALL CAP ETF | $744,099 | 0.3% | +0% | — |
| 82 |  $BMY | BRISTOL MYERS SQUIBB CO | $736,352 | 0.3% | +2% | 70.1 |
| 83 | — | VANGUARD MID CAP ETF | $722,408 | 0.3% | +6% | — |
| 84 |  $PM | Philip Morris International Inc. | $720,717 | 0.3% | +7% | 80.5 |
| 85 |  $MCO | MOODYS CORP /DE/ | $715,886 | 0.3% | +0% | 81.3 |
| 86 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $709,718 | 0.3% | -11% | 66.7 |
| 87 |  $CAT | CATERPILLAR INC | $708,460 | 0.3% | -14% | 67.8 |
| 88 | — | ISHARES CORE TOTAL USD BOND MAR | $696,129 | 0.3% | +0% | — |
| 89 |  $GEV | GE Vernova Inc. | $677,371 | 0.3% | -4% | 70.1 |
| 90 | — | VANGUARD S&P 500 INDEX ETF | $677,205 | 0.3% | +18% | — |
| 91 |  $BA | BOEING CO | $664,561 | 0.3% | -14% | 51.8 |
| 92 |  $SO | SOUTHERN CO | $652,668 | 0.3% | +2% | 65.1 |
| 93 |  $PLD | Prologis, Inc. | $652,572 | 0.3% | -15% | 67.5 |
| 94 | $META | Meta Platforms, Inc. | $651,656 | 0.3% | -37% | 80.9 |
| 95 |  $DE | DEERE & CO | $647,232 | 0.3% | -16% | 57.4 |
| 96 |  $FDX | FEDEX CORP | $599,095 | 0.3% | -2% | 60.3 |
| 97 |  $ECL | ECOLAB INC. | $594,821 | 0.3% | -16% | 64.3 |
| 98 |  $AXP | AMERICAN EXPRESS CO | $594,071 | 0.3% | +2% | 73.2 |
| 99 |  $INTC | INTEL CORP | $594,034 | 0.3% | +2% | 41.5 |
| 100 |  $SUN | Sunoco LP | $584,730 | 0.3% | +0% | 64.8 |
| 101 | — | ISHARES BROAD USD INVT GRADE CO | $581,402 | 0.3% | -8% | — |
| 102 | $IVZ | Invesco Ltd. | $565,588 | 0.2% | NEW | — |
| 103 |  $NVS | NOVARTIS AG | $562,884 | 0.2% | -1% | — |
| 104 | — | ISHARES NATIONAL AMT-FREE MUNI | $545,611 | 0.2% | -0% | — |
| 105 |  $CVS | CVS HEALTH Corp | $544,827 | 0.2% | +2% | 51.3 |
| 106 |  $ACN | Accenture plc | $532,211 | 0.2% | +12% | — |
| 107 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $527,412 | 0.2% | +13% | 63.7 |
| 108 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $512,047 | 0.2% | +0% | 71.2 |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $483,892 | 0.2% | +1% | 68.4 |
| 110 |  $AMGN | AMGEN INC | $477,461 | 0.2% | -1% | 79.5 |
| 111 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $468,737 | 0.2% | +5% | — |
| 112 |  $BP | BP PLC | $461,540 | 0.2% | +0% | — |
| 113 |  $WM | WASTE MANAGEMENT INC | $454,065 | 0.2% | +64% | 70.7 |
| 114 |  $MDT | Medtronic plc | $447,634 | 0.2% | +1% | — |
| 115 | — | VANGUARD DIVIDEND APPREC IDX ET | $445,604 | 0.2% | +0% | — |
| 116 |  $BDX | BECTON DICKINSON & CO | $440,716 | 0.2% | -5% | 50.7 |
| 117 |  $NSC | NORFOLK SOUTHERN CORP | $439,684 | 0.2% | +0% | 70.8 |
| 118 | — | VANGUARD US MOMENTUM FACTOR ETF | $437,168 | 0.2% | +0% | — |
| 119 |  $LLY | ELI LILLY & Co | $435,051 | 0.2% | -13% | 89.3 |
| 120 |  $C | CITIGROUP INC | $433,907 | 0.2% | -1% | 54.8 |
| 121 | — | SPDR SSGA MULTI ASSET REAL RTN | $431,261 | 0.2% | +2% | — |
| 122 |  $SCHW | SCHWAB CHARLES CORP | $426,105 | 0.2% | +4% | 77.2 |
| 123 |  $YUM | YUM BRANDS INC | $420,262 | 0.2% | +0% | 71.7 |
| 124 | — | ISHARES RUSSELL MID-CAP VALUE | $409,529 | 0.2% | +0% | — |
| 125 |  $SLF | SUN LIFE FINANCIAL INC | $399,320 | 0.2% | +0% | — |
| 126 |  $HD | HOME DEPOT, INC. | $395,326 | 0.2% | +12% | 69.2 |
| 127 | — | VANGUARD RUSSELL 2000 INDEX FD | $393,732 | 0.2% | -6% | — |
| 128 |  $SBUX | STARBUCKS CORP | $390,075 | 0.2% | +4% | 54.6 |
| 129 | — | VANGUARD REIT ETF (MKT) | $377,507 | 0.2% | +0% | — |
| 130 | — | ISHARES CORE S&P TOTAL US STK M | $369,321 | 0.2% | NEW | — |
| 131 |  $PSX | Phillips 66 | $366,364 | 0.2% | +7% | 47.6 |
| 132 |  $MMM | 3M CO | $366,270 | 0.2% | +0% | 60.7 |
| 133 |  $SLB | SLB LIMITED/NV | $361,683 | 0.2% | +0% | 63.2 |
| 134 |  $TGT | TARGET CORP | $361,661 | 0.2% | +3% | 53.1 |
| 135 |  $ETN | Eaton Corp plc | $343,363 | 0.1% | +9% | — |
| 136 |  $ITW | ILLINOIS TOOL WORKS INC | $341,240 | 0.1% | +4% | 71.2 |
| 137 | — | VANGUARD SMALL CAP ETF | $340,772 | 0.1% | +0% | — |
| 138 | — | SPDR SERIES TRUST SPDR S&P | $329,970 | 0.1% | +0% | — |
| 139 |  $BOH | BANK OF HAWAII CORP | $327,814 | 0.1% | +0% | 34.7 |
| 140 |  $STT | STATE STREET CORP | $306,781 | 0.1% | +0% | 61.5 |
| 141 |  $SRE | SEMPRA | $305,794 | 0.1% | +4% | 47.6 |
| 142 |  $PH | Parker-Hannifin Corp | $305,277 | 0.1% | +18% | 73.8 |
| 143 |  $DKL | Delek Logistics Partners, LP | $303,536 | 0.1% | +0% | 61.8 |
| 144 | — | ISHARES S&P 500 GROWTH ETF | $289,109 | 0.1% | +0% | — |
| 145 | — | VANGUARD MEGA CAP GROWTH ETF | $286,603 | 0.1% | +0% | — |
| 146 |  $CPT | CAMDEN PROPERTY TRUST | $286,144 | 0.1% | +0% | 69.4 |
| 147 | — | ISHARES TIPS BOND (MKT) | $277,004 | 0.1% | +0% | — |
| 148 |  $STX | Seagate Technology Holdings plc | $272,273 | 0.1% | NEW | — |
| 149 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $262,080 | 0.1% | +0% | — |
| 150 |  $GILD | GILEAD SCIENCES, INC. | $261,876 | 0.1% | +4% | 77.8 |
| 151 | — | ISHARES MSCI EAFE SMALL CAP ETF | $261,497 | 0.1% | NEW | — |
| 152 |  $CEF | Sprott Physical Gold & Silver Trust | $260,599 | 0.1% | +0% | — |
| 153 |  $BLK | BlackRock, Inc. | $258,700 | 0.1% | +5% | 70.3 |
| 154 |  $CQP | Cheniere Energy Partners, L.P. | $258,520 | 0.1% | +0% | 74.1 |
| 155 |  $LH | LABCORP HOLDINGS INC. | $257,472 | 0.1% | -1% | 54.8 |
| 156 | — | ISHARES MSCI EAFE VALUE ETF | $256,582 | 0.1% | +0% | — |
| 157 |  $EQT | EQT Corp | $255,578 | 0.1% | +4% | 83.3 |
| 158 |  $GS | GOLDMAN SACHS GROUP INC | $254,643 | 0.1% | -7% | — |
| 159 | — | ISHARES MSCI USA EQUAL WEIGHTED | $254,629 | 0.1% | +0% | — |
| 160 |  $CL | COLGATE PALMOLIVE CO | $245,377 | 0.1% | +3% | 72.4 |
| 161 | — | ISHARES BROAD USD HIGH YIELD CO | $242,770 | 0.1% | -9% | — |
| 162 |  $SAJ | SARATOGA INVESTMENT CORP. | $240,570 | 0.1% | +0% | — |
| 163 |  $CCZ | COMCAST CORP | $237,604 | 0.1% | +9% | 70.4 |
| 164 |  $MDLZ | Mondelez International, Inc. | $236,497 | 0.1% | NEW | 53.9 |
| 165 |  $AGNC | AGNC Investment Corp. | $234,110 | 0.1% | +4% | — |
| 166 |  $GD | GENERAL DYNAMICS CORP | $233,046 | 0.1% | +10% | 73 |
| 167 | — | VANGUARD MEGA CAP INDEX ETF | $233,041 | 0.1% | +0% | — |
| 168 | — | SECTOR TECHNOLOGY SELECT SPDR E | $222,209 | 0.1% | +0% | — |
| 169 |  $SOLS | Solstice Advanced Materials Inc. | $216,066 | 0.1% | NEW | — |
| 170 | — | ISHARES JPMORGAN EMER MKTS BD E | $213,879 | 0.1% | +0% | — |
| 171 |  $AZN | ASTRAZENECA PLC | $207,771 | 0.1% | NEW | — |
| 172 |  $LRCX | LAM RESEARCH CORP | $206,396 | 0.1% | NEW | 82.4 |
| 173 |  $WBD | Warner Bros. Discovery, Inc. | $205,840 | 0.1% | +0% | 42.1 |
| 174 |  $FIBK | FIRST INTERSTATE BANCSYSTEM INC | $200,534 | 0.1% | NEW | — |
| 175 | — | VANECK VECTORS GOLD MINERS ETF | $200,059 | 0.1% | NEW | — |
| 176 |  $KNOP | KNOT Offshore Partners LP | $139,104 | 0.1% | +0% | — |
New Positions (10)
SCHWAB INTL EQUITY ETF$1.1M
ISHARES CORE S&P TOTAL US STK M$369,321
$STX Seagate Technology Holdings plc$272,273 ISHARES MSCI EAFE SMALL CAP ETF$261,497
$MDLZ Mondelez International, Inc.$236,497$SOLS Solstice Advanced Materials Inc.$216,066$AZN ASTRAZENECA PLC$207,771$LRCX LAM RESEARCH CORP$206,396$FIBK FIRST INTERSTATE BANCSYSTEM INC$200,534 VANECK VECTORS GOLD MINERS ETF$200,059
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