Davidson Investment Advisors
Davidson Investment Advisors is an independent investment adviser headquartered in Great Falls, Montana. The firm has approximately 31 employees and manages assets for a diverse set of clients including individuals (both high net worth and retail), charitable organizations, pension plans, businesses, and other institutions. Davidson Investment Advisors offers customized portfolio management and investment advisory services, with an emphasis on prudent asset allocation and client-focused solutions. The company has been active since at least 2001 and serves clients primarily in the United States.
Investment Strategy
Davidson Investment Advisors primarily implements discretionary investment management for its clients, focusing on long-term value through diversified portfolios holding U.S. equities, fixed income, and select international investments. The firm uses both fundamental and quantitative analysis to construct portfolios, seeks broad diversification across sectors, and tailors investment solutions to client risk tolerance and goals. Their client base includes individuals, high net worth investors, non-profits, pension/profit sharing plans, municipalities, insurance companies, and corporations.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IXUS | ISHARES TR | 7.03% | $165.7M | 2,006,552 | $78.07 | $82.58 | +$34.2M |
M MSFT | MICROSOFT CORP | 4.74% | $111.7M | 215,609 | $101.17 | $517.95 | +$3.6M |
G GOOG | ALPHABET INC | 4.65% | $109.6M | 449,877 | $56.58 | $243.55 | +$25.3M |
A AMZN | AMAZON COM INC | 4.06% | $95.7M | 435,893 | $126.50 | $219.57 | -$183.3K |
A AAPL | APPLE INC | 3.92% | $92.5M | 363,142 | $45.41 | $254.63 | +$18.1M |