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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 3 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 449,185.0 $50.0M 0.31% +4K +0.8% $111.41 +18.9%
42 RLY SSGA ACTIVE ETF TR 1,490,134.0 $46.9M 0.29% +92K +6.6% $31.45 +16.7%
43 BA BOEING CO Industrials 203,261.0 $44.1M 0.27% +8K +4.3% $217.12 +1.6%
44 VIG VANGUARD SPECIALIZED FUNDS 190,165.0 $41.8M 0.26% +3K +1.7% $219.78 +4.4%
45 SCHW SCHWAB CHARLES CORP Financial Services 410,192.0 $41.0M 0.25% +45K +12.5% $99.91 -10.5%
46 COWZ PACER FDS TR 676,902.0 $40.7M 0.25% +80K +13.4% $60.17 +4.6%
47 DE DEERE & CO Industrials 82,776.0 $38.5M 0.24% +4K +4.9% $465.57 +23.4%
48 CSCO CISCO SYS INC Technology 494,954.0 $38.1M 0.23% +26K +5.5% $77.03 +50.0%
49 CGGR CAPITAL GROUP GROWTH ETF 839,196.0 $37.3M 0.23% +30K +3.7% $44.47 +2.9%
50 TORTOISE CAPITAL SERIES TRUS E 4,079,815.0 $36.9M 0.23% +257K +6.7% $9.04
51 GLD SPDR GOLD TR Financial Services 91,643.0 $36.3M 0.22% +10K +12.6% $396.31 +7.8%
52 RSP INVESCO EXCHANGE TRADED FD 189,058.0 $36.2M 0.22% +11K +6.4% $191.56 +5.2%
53 BIL SPDR SERIES TRUST 392,731.0 $35.9M 0.22% +136K +53.1% $91.38 +0.2%
54 VONG VANGUARD SCOTTSDALE FDS 281,588.0 $34.3M 0.21% +18K +6.8% $121.75 +5.1%
55 MGK VANGUARD WORLD FD 81,813.0 $33.8M 0.21% +2K +2.5% $412.77 -78.5%
56 VB VANGUARD INDEX FDS 130,665.0 $33.7M 0.21% +15K +12.5% $257.95 +9.3%
57 VO VANGUARD INDEX FDS 107,776.0 $31.3M 0.19% +15K +16.4% $290.22 -73.6%
58 IWR ISHARES TR 323,817.0 $31.2M 0.19% +5K +1.6% $96.27 +7.7%
59 HD HOME DEPOT INC Consumer Cyclical 86,717.0 $29.8M 0.18% +11K +15.0% $344.10 -11.6%
60 ADSK AUTODESK INC Technology 100,484.0 $29.7M 0.18% +523.0 +0.5% $296.01 -20.1%
Page 3 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%