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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 29 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HWKN HAWKINS INC Basic Materials 5,417.0 $770K 0.01% +2K +50.1% $142.06 +11.2%
562 EATON VANCE TAX-MANAGED GLO 82,831.0 $764K 0.01% +6K +8.4% $9.22
563 NTLA INTELLIA THERAPEUTICS INC Healthcare 84,000.0 $755K 0.01% +20K +30.8% $8.99 +45.9%
564 QQQE DIREXION SHS ETF TR 7,306.0 $747K 0.01% +258.0 +3.7% $102.31 +10.1%
565 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,424.0 $744K 0.01% +5K +82.1% $65.09 -21.9%
566 FTXO FIRST TR EXCHANGE TRADED FD 19,532.0 $738K 0.01% +1K +7.7% $37.79 -1.1%
567 A AGILENT TECHNOLOGIES INC Healthcare 5,343.0 $727K 0.00% +63.0 +1.2% $136.09 -17.8%
568 ZS ZSCALER INC Technology 3,232.0 $727K 0.00% +1K +61.4% $224.92 -26.6%
569 SAP SAP SE Technology 2,963.0 $720K 0.00% +86.0 +3.0% $242.91 -30.6%
570 TRP TC ENERGY CORP Energy 13,062.0 $719K 0.00% +3K +35.0% $55.01 +23.8%
571 IYF ISHARES TR 5,499.0 $709K 0.00% +574.0 +11.7% $128.95 -5.3%
572 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,263.0 $708K 0.00% +424.0 +11.0% $166.04 +6.3%
573 BEN FRANKLIN RESOURCES INC Financial Services 29,121.0 $696K 0.00% +818.0 +2.9% $23.89 +33.4%
574 ISCF ISHARES TR 16,650.0 $691K 0.00% +530.0 +3.3% $41.48 +7.5%
575 JKHY HENRY JACK & ASSOC INC Technology 3,759.0 $686K 0.00% +687.0 +22.4% $182.49 -25.9%
576 EMB ISHARES TR 7,099.0 $684K 0.00% +293.0 +4.3% $96.29 -1.6%
577 CGCV CAPITAL GROUP CONSERVATIVE 22,295.0 $680K 0.00% +4K +20.0% $30.49 +4.1%
578 KVUE KENVUE INC Consumer Defensive 39,374.0 $679K 0.00% +24K +154.8% $17.25 -0.2%
579 CWS ADVISORSHARES TR 9,800.0 $674K 0.00% +1K +11.7% $68.73 -2.3%
580 AME AMETEK INC Industrials 3,267.0 $671K 0.00% +225.0 +7.4% $205.33 +10.3%
Page 29 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%