DAVIDSON INVESTMENT ADVISORS Diversified Active

Location: Great Falls, MT

CIK: 0001140771 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 4, 2015

Total Value: $668M (100.0% shares, 0.0% debt)

Holdings (181)

AAPL APPLE INC 3.6%
Value $24.29M Shares 195,240 Est. Cost $22.81 Unrealized +17.7%
GENERAL ELECTRIC 2.9%
Value $19.57M Shares 788,792 Est. Cost $23.53 Unrealized
JPM J P MORGAN CHASE & CO 2.5%
Value $16.93M Shares 279,527 Est. Cost $42.01 Unrealized +5.4%
PEP PEPSICO INC 2.2%
Value $15M Shares 156,888 Est. Cost $56.32 Unrealized +23.7%
JNJ JOHNSON & JOHNSON 2.2%
Value $14.79M Shares 147,087 Est. Cost $60.45 Unrealized +24.3%
GOOGLE INC CL C 2.1%
Value $14.28M Shares 26,058 Est. Cost $560.81 Unrealized
MBB ISHARES BARCLAYS MBS BOND FD (MBB) 2.1%
Value $13.78M Shares 124,855 Est. Cost $105.27 Unrealized
STT STATE STREET CORP 2.0%
Value $13.66M Shares 185,781 Est. Cost $45.24 Unrealized +21.9%
WFC WELLS FARGO & COMPANY DEL 2.0%
Value $13.26M Shares 243,727 Est. Cost $27.73 Unrealized +43.7%
STWD STARWOOD PROPERTY TRUST INC 2.0%
Value $13.14M Shares 540,719 Est. Cost $24.66 Unrealized
MS MORGAN STANLEY 1.9%
Value $12.56M Shares 352,038 Est. Cost $17.64 Unrealized +51.2%
GIS GENERAL MILLS INC 1.9%
Value $12.39M Shares 218,909 Est. Cost $34.68 Unrealized +5.7%
PFE PFIZER 1.8%
Value $12.3M Shares 353,723 Est. Cost $16.60 Unrealized +21.1%
CVX CHEVRON CORP 1.8%
Value $11.93M Shares 113,697 Est. Cost $70.61 Unrealized -5.2%
CCL CARNIVAL CORP PAIRED CTF 1.7%
Value $11.62M Shares 242,961 Est. Cost $27.85 Unrealized +38.3%
UPS UNITED PARCEL SERVICE 1.6%
Value $10.36M Shares 106,895 Est. Cost $55.87 Unrealized +24.2%
TIME WARNER CABLE INC 1.5%
Value $10.21M Shares 68,140 Est. Cost $124.56 Unrealized
DHI DR HORTON INC 1.5%
Value $10.21M Shares 358,540 Est. Cost $19.08 Unrealized +21.2%
GOOGLE INC CL A 1.5%
Value $10.17M Shares 18,333 Est. Cost $879.42 Unrealized
FRCB FIRST REPUBLIC BANK SAN FRANCISCO CA 1.5%
Value $9.977M Shares 174,830 Est. Cost $39.37 Unrealized +30.2%
CPT CAMDEN PROPERTY TRUST 1.5%
Value $9.808M Shares 125,567 Est. Cost $42.93 Unrealized +16.6%
SLB SCHLUMBERGER LIMITED 1.4%
Value $9.08M Shares 108,845 Est. Cost $54.26 Unrealized +13.0%
ZTS ZOETIS INC 1.3%
Value $8.889M Shares 192,069 Est. Cost $29.16 Unrealized +42.1%
DVN DEVON ENERGY 1.2%
Value $8.304M Shares 137,746 Est. Cost $37.40 Unrealized +11.1%
BAX BAXTER INTERNATIONAL 1.2%
Value $8.173M Shares 119,337 Est. Cost $30.50 Unrealized +3.8%
MLM MARTIN MARIETTA MATERIALS INC 1.2%
Value $7.972M Shares 57,042 Est. Cost $94.50 Unrealized +24.8%
CHIMERA INVESTMENT CORP 1.2%
Value $7.87M Shares 2,507,405 Est. Cost $3.00 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $7.816M Shares 192,316 Est. Cost $27.22 Unrealized +36.8%
INFORMATICA CORP 1.1%
Value $7.671M Shares 174,969 Est. Cost $35.55 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.1%
Value $7.631M Shares 156,110 Est. Cost $14.10 Unrealized +37.2%
FTNT FORTINET INC 1.1%
Value $7.015M Shares 200,902 Est. Cost $3.83 Unrealized +70.4%
EXPRESS SCRIPTS HOLDING CO 1.0%
Value $6.985M Shares 80,521 Est. Cost $62.12 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 1.0%
Value $6.923M Shares 91,940 Est. Cost $48.75 Unrealized -3.4%
MMM 3M CO 1.0%
Value $6.781M Shares 41,125 Est. Cost $62.87 Unrealized +54.1%
TWENTY FIRST CENTURY FOX INC CL A 1.0%
Value $6.499M Shares 192,090 Est. Cost $34.23 Unrealized
BDX BECTON DICKINSON & CO 1.0%
Value $6.476M Shares 45,118 Est. Cost $79.55 Unrealized +49.0%
UNITED TECHNOLOGIES 0.9%
Value $6.24M Shares 53,261 Est. Cost $93.97 Unrealized
INTERPUBLIC GROUP OF COMPANIES 0.9%
Value $6.219M Shares 281,280 Est. Cost $9.28 Unrealized +53.8%
INTU INTUIT INC 0.9%
Value $6.097M Shares 62,907 Est. Cost $56.00 Unrealized +52.1%
DKS DICKS SPORTING GOODS INC 0.9%
Value $6.022M Shares 105,696 Est. Cost $37.52 Unrealized +10.0%
XILINX INC 0.9%
Value $5.929M Shares 140,215 Est. Cost $42.34 Unrealized
SRE SEMPRA ENERGY 0.9%
Value $5.877M Shares 53,932 Est. Cost $31.27 Unrealized +25.2%
PFG PRINCIPAL FINANCIAL GROUP INC 0.9%
Value $5.856M Shares 114,045 Est. Cost $23.91 Unrealized +40.8%
MAXIM INTEGRATED PRODUCTS 0.9%
Value $5.85M Shares 168,143 Est. Cost $27.86 Unrealized
WMT WAL-MART 0.9%
Value $5.815M Shares 70,722 Est. Cost $20.09 Unrealized +14.7%
ETN EATON CORP PLC 0.9%
Value $5.766M Shares 84,910 Est. Cost $47.25 Unrealized +11.2%
WAT WATERS CORP 0.9%
Value $5.749M Shares 46,266 Est. Cost $96.43 Unrealized +23.7%
GILD GILEAD SCIENCES INC 0.9%
Value $5.746M Shares 58,574 Est. Cost $47.46 Unrealized +48.6%
BFH ALLIANCE DATA SYSTEM CORP 0.9%
Value $5.725M Shares 19,335 Est. Cost $143.36 Unrealized +37.6%
CSCO CISCO SYSTEMS INC 0.9%
Value $5.689M Shares 206,794 Est. Cost $15.45 Unrealized +30.1%
RWT REDWOOD TRUST INC REITS 0.8%
Value $5.578M Shares 312,182 Est. Cost $18.29 Unrealized
PCAR PACCAR INC 0.8%
Value $5.527M Shares 87,586 Est. Cost $22.09 Unrealized +27.7%
LEVEL 3 COMMUNICATIONS INC (NEW) 0.8%
Value $5.509M Shares 102,367 Est. Cost $49.45 Unrealized
XOM EXXON MOBIL 0.8%
Value $5.495M Shares 64,671 Est. Cost $53.94 Unrealized +3.0%
CAT CATERPILLAR INC 0.8%
Value $5.478M Shares 68,476 Est. Cost $62.35 Unrealized +1.3%
ENERGIZER HOLDINGS INC 0.8%
Value $5.194M Shares 37,645 Est. Cost $100.08 Unrealized
LABORATORY CORP OF AMER HLDGS 0.8%
Value $5.155M Shares 40,896 Est. Cost $100.50 Unrealized
FLEETMATICS 0.8%
Value $5.115M Shares 114,110 Est. Cost $44.83 Unrealized
AMGN AMGEN INC 0.8%
Value $5.099M Shares 31,913 Est. Cost $74.84 Unrealized +53.7%
ATI ALLEGHENY TECHNOLOGIES INC 0.8%
Value $5.082M Shares 169,455 Est. Cost $28.83 Unrealized +3.4%
UBIQUITI NETWORKS 0.7%
Value $4.98M Shares 168,630 Est. Cost $32.53 Unrealized
PRAXAIR INC 0.7%
Value $4.885M Shares 40,472 Est. Cost $115.96 Unrealized
CHD CHURCH & DWIGHT CO INC 0.7%
Value $4.813M Shares 56,376 Est. Cost $26.45 Unrealized +36.3%
STARWOOD WAYPOINT RESIDENTIAL TR 0.7%
Value $4.709M Shares 182,284 Est. Cost $26.93 Unrealized
F FORD MOTOR CO 0.7%
Value $4.686M Shares 290,401 Est. Cost $7.90 Unrealized +11.8%
BUFFALO WILD WINGS INC 0.7%
Value $4.673M Shares 25,800 Est. Cost $102.32 Unrealized
BAKER HUGHES INC 0.7%
Value $4.618M Shares 72,674 Est. Cost $47.11 Unrealized
PALL CORP 0.7%
Value $4.477M Shares 44,628 Est. Cost $66.73 Unrealized
DUPONT 0.6%
Value $4.292M Shares 60,083 Est. Cost $52.59 Unrealized
FDX FEDEX CORPORATION 0.6%
Value $4.128M Shares 24,964 Est. Cost $84.30 Unrealized +75.4%
ROYAL DUTCH SHELL PLC-CL A ADR 0.6%
Value $3.879M Shares 65,059 Est. Cost $64.77 Unrealized
MASI MASIMO CORPORATION 0.5%
Value $3.543M Shares 107,530 Est. Cost $21.96 Unrealized +30.9%
PLUM CREEK TIMBER 0.5%
Value $3.442M Shares 79,283 Est. Cost $42.89 Unrealized
MARATHON OIL CORP 0.5%
Value $3.397M Shares 130,178 Est. Cost $33.50 Unrealized
CMCSA COMCAST CORP CL A NEW 0.5%
Value $3.204M Shares 56,781 Est. Cost $19.81 Unrealized +13.1%
TRNO TERRENO REALTY CORP 0.5%
Value $3.052M Shares 133,987 Est. Cost $18.24 Unrealized
CAPELLA EDUCATION COMPANY 0.4%
Value $2.98M Shares 45,975 Est. Cost $48.61 Unrealized
WWD WOODWARD GOVERNOR CO 0.4%
Value $2.957M Shares 58,050 Est. Cost $37.21 Unrealized +19.1%
COBIZ FINANCIAL INC 0.4%
Value $2.768M Shares 224,974 Est. Cost $8.57 Unrealized
REALPAGE INC 0.4%
Value $2.65M Shares 131,707 Est. Cost $19.06 Unrealized
SSD SIMPSON MFG CO INC 0.4%
Value $2.544M Shares 68,145 Est. Cost $26.73 Unrealized +15.2%
SELECT COMFORT CORPORATION 0.4%
Value $2.35M Shares 68,275 Est. Cost $23.65 Unrealized
INNERWORKINGS INC 0.4%
Value $2.343M Shares 348,905 Est. Cost $8.98 Unrealized
AIRGAS INC 0.3%
Value $2.33M Shares 22,000 Est. Cost $100.35 Unrealized
SPSC SPS COMMERCE INC 0.3%
Value $2.283M Shares 34,045 Est. Cost $28.13 Unrealized +13.4%
USPH US PHYSICAL THERAPY INC 0.3%
Value $2.278M Shares 48,030 Est. Cost $29.02 Unrealized +46.5%
DIGITAL GLOBE INC 0.3%
Value $2.234M Shares 65,660 Est. Cost $28.72 Unrealized
IMAX IMAX CORP 0.3%
Value $1.884M Shares 55,982 Est. Cost $26.80 Unrealized +24.1%
FIRST CASH FINL SVCS INC 0.3%
Value $1.848M Shares 39,797 Est. Cost $48.49 Unrealized
FLIR SYSTEMS INC 0.3%
Value $1.827M Shares 58,515 Est. Cost $29.35 Unrealized
WADDELL & REED FINANCIAL - A 0.3%
Value $1.814M Shares 36,699 Est. Cost $47.12 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.3%
Value $1.751M Shares 49,820 Est. Cost $30.52 Unrealized +16.0%
IRBTQ IROBOT CORP 0.2%
Value $1.644M Shares 50,470 Est. Cost $38.33 Unrealized -15.3%
GDOT GREEN DOT CORP 0.2%
Value $1.626M Shares 102,310 Est. Cost $17.73 Unrealized -3.6%
QRVO QORVO INC 0.2%
Value $1.585M Shares 19,910 Est. Cost $71.21 Unrealized 0.0%
HORIZON PHARMA PLC 0.2%
Value $1.582M Shares 60,975 Est. Cost $12.25 Unrealized
CVGW CALAVO GROWERS INC 0.2%
Value $1.542M Shares 30,055 Est. Cost $22.14 Unrealized +67.4%
SVB FINANCIAL GROUP 0.2%
Value $1.387M Shares 10,945 Est. Cost $84.58 Unrealized
SUPERIOR ENERGY SERVICES INC 0.2%
Value $1.376M Shares 61,756 Est. Cost $25.64 Unrealized
STERIS CORP 0.2%
Value $1.293M Shares 18,433 Est. Cost $42.86 Unrealized
YELP YELP INC CL A 0.2%
Value $1.215M Shares 25,725 Est. Cost $58.53 Unrealized -15.4%
JACOBS ENGINEERING GROUP INC (DEL) 0.2%
Value $1.205M Shares 26,758 Est. Cost $51.93 Unrealized
ATHENAHEALTH INC 0.2%
Value $1.08M Shares 9,073 Est. Cost $122.71 Unrealized
IGIB ISHARES BARCLAYS INTERM CREDIT BD FD (CIU) 0.2%
Value $1.038M Shares 9,398 Est. Cost $107.74 Unrealized
BLUE NILE INC 0.2%
Value $1.007M Shares 31,685 Est. Cost $38.87 Unrealized
WHITING PETROLEUM 0.1%
Value $979K Shares 31,774 Est. Cost $50.29 Unrealized
CBKCQ CHRISTOPHER & BANKS 0.1%
Value $945K Shares 170,375 Est. Cost $6.38 Unrealized -16.7%
USA TECHNOLOGIES INC COM NO PAR 0.1%
Value $930K Shares 339,205 Est. Cost $1.96 Unrealized
NKE NIKE INC 0.1%
Value $868K Shares 8,653 Est. Cost $26.53 Unrealized +57.1%
NVEC NVE CORPORATION 0.1%
Value $855K Shares 12,465 Est. Cost $58.55 Unrealized +13.5%
EVERYDAY HEALTH INC 0.1%
Value $815K Shares 63,635 Est. Cost $12.81 Unrealized
ALK ALASKA AIRGROUP INC 0.1%
Value $790K Shares 11,990 Est. Cost $59.43 Unrealized 0.0%
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value $782K Shares 17,875 Est. Cost $37.35 Unrealized +18.3%
DIS DISNEY WALT CO 0.1%
Value $757K Shares 7,225 Est. Cost $58.09 Unrealized +58.2%
RITCHIE BROS AUCTIONEERS ADR 0.1%
Value $754K Shares 30,380 Est. Cost $19.50 Unrealized
ORCL ORACLE INC 0.1%
Value $750K Shares 17,416 Est. Cost $28.45 Unrealized +29.5%
VALSPAR CORP 0.1%
Value $709K Shares 8,480 Est. Cost $83.61 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value $608K Shares 3,790 Est. Cost $114.70 Unrealized -15.9%
IGSB ISHARES BARCLAYS 1-3 YEAR CR BD FD (CSJ) 0.1%
Value $412K Shares 3,923 Est. Cost $105.07 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $384K Shares 2,833 Est. Cost $56.44 Unrealized +92.0%
DE DEERE & COMPANY 0.1%
Value $350K Shares 4,000 Est. Cost $68.04 Unrealized +7.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value $338K Shares 3,160 Est. Cost $63.90 Unrealized +19.4%
VZ VERIZON COMMUNICATIONS 0.0%
Value $326K Shares 6,724 Est. Cost $27.67 Unrealized -0.2%
ABBV ABBVIE INC 0.0%
Value $318K Shares 5,447 Est. Cost $27.68 Unrealized +40.3%
APACHE CORP 0.0%
Value $247K Shares 4,103 Est. Cost $83.54 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $229K Shares 4,947 Est. Cost $28.85 Unrealized +29.7%
PG PROCTER & GAMBLE CO 0.0%
Value $180K Shares 2,200 Est. Cost $55.00 Unrealized +15.6%
MRK MERCK & CO INC (NEW) 0.0%
Value $179K Shares 3,130 Est. Cost $31.85 Unrealized +26.5%
T AT&T INC 0.0%
Value $177K Shares 5,448 Est. Cost $11.43 Unrealized +3.1%
TIME WARNER INC 0.0%
Value $169K Shares 2,013 Est. Cost $57.96 Unrealized
NORTHWEST NATURAL GAS CO 0.0%
Value $137K Shares 2,872 Est. Cost $42.48 Unrealized
CVS CVS CAREMARK CORP 0.0%
Value $135K Shares 1,315 Est. Cost $41.44 Unrealized +79.3%
MDT MEDTRONIC PLC 0.0%
Value $129K Shares 1,658 Est. Cost $58.10 Unrealized 0.0%
SLAB SILICON LABORATORIES INC 0.0%
Value $126K Shares 2,500 Est. Cost $48.54 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value $124K Shares 1,755 Est. Cost $37.12 Unrealized +50.0%
TAP MOLSON COORS BREWING CO 0.0%
Value $109K Shares 1,474 Est. Cost $37.25 Unrealized +55.1%
MET METLIFE INC 0.0%
Value $106K Shares 2,113 Est. Cost $24.43 Unrealized +27.8%
MO ALTRIA GROUP INC 0.0%
Value $105K Shares 2,100 Est. Cost $19.11 Unrealized +37.0%
USB US BANCORP DEL (NEW) 0.0%
Value $98,000 Shares 2,250 Est. Cost $25.47 Unrealized +17.0%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value $95,000 Shares 1,690 Est. Cost $30.44 Unrealized +32.5%
COP CONOCOPHILLIPS 0.0%
Value $92,000 Shares 1,489 Est. Cost $44.66 Unrealized +2.0%
AFL AFLAC CORP 0.0%
Value $91,000 Shares 1,437 Est. Cost $20.11 Unrealized +17.4%
CPB CAMPBELL SOUP CO 0.0%
Value $90,000 Shares 1,940 Est. Cost $30.86 Unrealized +6.8%
HYG ISHARES IBOXX HIGH YIELD CORP BD FD (HYG) 0.0%
Value $90,000 Shares 1,000 Est. Cost $90.65 Unrealized
INTC INTEL CORP 0.0%
Value $86,000 Shares 2,775 Est. Cost $19.90 Unrealized +30.7%
ZBH ZIMMER HOLDINGS INC 0.0%
Value $84,000 Shares 720 Est. Cost $67.30 Unrealized +55.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value $83,000 Shares 2,000 Est. Cost $22.74 Unrealized +25.4%
DOW CHEMICAL CO 0.0%
Value $83,000 Shares 1,745 Est. Cost $31.52 Unrealized
CL COLGATE PALMOLIVE 0.0%
Value $83,000 Shares 1,200 Est. Cost $44.38 Unrealized +21.0%
IJH ISHARES S&P MID CAP 400 INDEX (IJH) 0.0%
Value $76,000 Shares 504 Est. Cost $119.81 Unrealized
PNC PNC FINANCIAL SVCS GROUP INC 0.0%
Value $73,000 Shares 791 Est. Cost $47.34 Unrealized +35.8%
SYY SYSCO CORP 0.0%
Value $72,000 Shares 1,925 Est. Cost $26.99 Unrealized +9.5%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value $64,000 Shares 1,000 Est. Cost $30.05 Unrealized +44.6%
HEWLETT-PACKARD CO 0.0%
Value $61,000 Shares 1,980 Est. Cost $32.15 Unrealized
BA BOEING CO 0.0%
Value $60,000 Shares 400 Est. Cost $80.37 Unrealized +59.0%
MCD MCDONALDS CORP 0.0%
Value $58,000 Shares 600 Est. Cost $71.80 Unrealized +0.5%
SYK STRYKER CORP 0.0%
Value $46,000 Shares 500 Est. Cost $71.62 Unrealized +14.5%
TEVA TEVA PHARMACEUTICAL SP ADR 0.0%
Value $43,000 Shares 700 Est. Cost $51.43 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value $42,000 Shares 1,990 Est. Cost $6.96 Unrealized -12.9%
HSY HERSHEY FOOD CORP 0.0%
Value $40,000 Shares 400 Est. Cost $65.69 Unrealized +22.5%
DISCOVERY COMMUNICATIONS CLASS C 0.0%
Value $28,000 Shares 950 Est. Cost $56.32 Unrealized
GLW CORNING INC 0.0%
Value $28,000 Shares 1,275 Est. Cost $13.82 Unrealized +29.0%
CELGENE CORP 0.0%
Value $27,000 Shares 237 Est. Cost $109.65 Unrealized
MAT MATTEL INC 0.0%
Value $27,000 Shares 1,200 Est. Cost $44.76 Unrealized -40.7%
HAL HALLIBURTON CO 0.0%
Value $25,000 Shares 575 Est. Cost $42.79 Unrealized -21.0%
BMO BANK OF MONTREAL 0.0%
Value $25,000 Shares 426 Est. Cost $36.25 Unrealized +10.0%
WM WASTE MANAGEMENT INC 0.0%
Value $24,000 Shares 450 Est. Cost $42.98 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value $22,000 Shares 200 Est. Cost $60.23 Unrealized +41.7%
GBCI GLACIER BANCORP INC 0.0%
Value $22,000 Shares 890 Est. Cost $17.29 Unrealized 0.0%
PFF ISHARES S&P US PFD STOCK INDEX (PFF) 0.0%
Value $20,000 Shares 500 Est. Cost $40.00 Unrealized
HALYARD HEALTH INC 0.0%
Value $18,000 Shares 369 Est. Cost $43.36 Unrealized
GT GOODYEAR TIRE & RUBBER 0.0%
Value $15,000 Shares 575 Est. Cost $25.47 Unrealized +2.6%
SCHW CHARLES SCHWAB CORP 0.0%
Value $15,000 Shares 500 Est. Cost $25.40 Unrealized 0.0%
VARIAN MEDICAL SYSTEMS INC 0.0%
Value $11,000 Shares 125 Est. Cost $88.00 Unrealized
MAA MID-AMER APARTMENT COMMUNITIES 0.0%
Value $9,000 Shares 121 Est. Cost $47.75 Unrealized +10.0%
NVS NOVARTIS AG ADR 0.0%
Value $9,000 Shares 100 Est. Cost $90.00 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value $9,000 Shares 190 Est. Cost $23.98 Unrealized +44.2%
TIME INC NEW 0.0%
Value $5,000 Shares 251 Est. Cost $23.90 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value $4,000 Shares 300 Est. Cost $13.33 Unrealized
SMITH & WESSON 0.0%
Value $1,000 Shares 100 Est. Cost Unrealized
SEVENTY SEVEN ENERGY INC 0.0%
Value $0 Shares 21 Est. Cost Unrealized