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Portfolio (Quarterly) Guide ↗

D.A. DAVIDSON & CO.

· CIK 0001080107
13F Portfolio $16.3B AUM 1,519 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 89 New 736 Added 494 Reduced 103 Exited
Page 17 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NNI NELNET INC Financial Services 24,059.0 $3.2M 0.02% +961.0 +4.2% $132.96 -5.7%
322 VFH VANGUARD WORLD FD 23,832.0 $3.2M 0.02% +2K +8.8% $133.49 -5.0%
323 ANET ARISTA NETWORKS INC Technology 24,008.0 $3.1M 0.02% +5K +26.8% $131.03 +8.2%
324 AIRR FIRST TR EXCHANGE TRADED FD 31,818.0 $3.1M 0.02% +925.0 +3.0% $98.32 +27.1%
325 IHDG WISDOMTREE TR 63,854.0 $3.1M 0.02% +2K +2.7% $48.66 +2.6%
326 HWM HOWMET AEROSPACE INC Industrials 14,969.0 $3.1M 0.02% +126.0 +0.8% $205.03 +27.0%
327 MCO MOODYS CORP Financial Services 6,001.0 $3.1M 0.02% +837.0 +16.2% $510.92 -16.1%
328 IGLB ISHARES TR 60,772.0 $3.1M 0.02% +6K +10.3% $50.45 -3.1%
329 TMO THERMO FISHER SCIENTIFIC IN Healthcare 5,237.0 $3.0M 0.02% +375.0 +7.7% $579.56 -24.4%
330 PHO INVESCO EXCHANGE TRADED FD 43,096.0 $3.0M 0.02% +20K +85.0% $70.41 -7.9%
331 BTI BRITISH AMERN TOB PLC Consumer Defensive 52,852.0 $3.0M 0.02% +7K +16.4% $56.62 +17.2%
332 GII SPDR INDEX SHS FDS 42,429.0 $3.0M 0.02% +5K +14.4% $69.77 +8.2%
333 QQEW FIRST TR EXCHANGE-TRADED FD 20,824.0 $3.0M 0.02% +1K +5.7% $142.13 +2.0%
334 VICI VICI PPTYS INC Real Estate 104,536.0 $2.9M 0.02% +50K +93.3% $28.12 -0.8%
335 QQQM INVESCO EXCH TRADED FD TR I 11,571.0 $2.9M 0.02% +897.0 +8.4% $252.92 +14.9%
336 SHW SHERWIN WILLIAMS CO Basic Materials 8,877.0 $2.9M 0.02% +51.0 +0.6% $324.04 -7.4%
337 FAST FASTENAL CO Industrials 70,342.0 $2.8M 0.02% +1K +1.5% $40.13 +7.8%
338 HIG HARTFORD INSURANCE GROUP IN Financial Services 20,410.0 $2.8M 0.02% +153.0 +0.8% $137.80 -2.8%
339 RDVI FIRST TR EXCHANGE-TRADED FD 106,404.0 $2.8M 0.02% +5K +5.3% $26.24 +3.3%
340 WEC WEC ENERGY GROUP INC Utilities 26,318.0 $2.8M 0.02% +3K +14.1% $105.46 +3.5%
Page 17 of 37  ·  736 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 18.9%
Industrials 13.5%
Healthcare 10.5%
Consumer Cyclical 7.4%
Consumer Defensive 6.1%
Communication Services 5.6%
Energy 4.3%
Utilities 2.7%
Real Estate 2.5%