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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 30 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 STRL STERLING INFRASTRUCTURE INC Industrials 2,165.0 $663K 0.00% +75.0 +3.6% $306.23 +169.8%
582 CWB SPDR SERIES TRUST 7,350.0 $656K 0.00% +100.0 +1.4% $89.20 +16.2%
583 LEN LENNAR CORP Consumer Cyclical 6,357.0 $654K 0.00% +2K +34.9% $102.80 -19.3%
584 IDA IDACORP INC Utilities 5,151.0 $652K 0.00% +45.0 +0.9% $126.58 +11.8%
585 USAC USA COMPRESSION PARTNERS LP Energy 28,343.0 $652K 0.00% +4K +16.4% $23.00 +27.6%
586 EXR EXTRA SPACE STORAGE INC Real Estate 5,004.0 $652K 0.00% +3K +164.1% $130.22 +6.3%
587 PEG PUBLIC SVC ENTERPRISE GRP I Utilities 8,079.0 $649K 0.00% +2K +24.5% $80.30 -4.5%
588 MSCI MSCI INC Financial Services 1,123.0 $645K 0.00% +94.0 +9.1% $574.09 -1.3%
589 ODDITY TECH LTD 15,953.0 $641K 0.00% +2K +13.2% $40.18
590 DTE DTE ENERGY CO Utilities 4,941.0 $637K 0.00% +70.0 +1.4% $129.00 +9.9%
591 GOLD GOLD COM INC Financial Services 18,456.0 $628K 0.00% +615.0 +3.5% $34.05 +15.3%
592 TFLO ISHARES TR 12,397.0 $626K 0.00% +5K +59.3% $50.46 +0.2%
593 AFG AMERICAN FINL GROUP INC OHI Financial Services 4,572.0 $625K 0.00% +414.0 +10.0% $136.68 -1.5%
594 ALAB ASTERA LABS INC Technology 3,744.0 $623K 0.00% +2K +164.8% $166.36 +38.0%
595 CLW CLEARWATER PAPER CORP Basic Materials 35,600.0 $619K 0.00% +26K +267.0% $17.40 -23.7%
596 CENCORA INC 1,817.0 $614K 0.00% +15.0 +0.8% $337.85
597 MCY MERCURY GENL CORP NEW Financial Services 6,445.0 $606K 0.00% +930.0 +16.9% $94.07 +7.4%
598 HIMS HIMS & HERS HEALTH INC Healthcare 18,617.0 $604K 0.00% +2K +10.4% $32.47 -28.8%
599 DFAE DIMENSIONAL ETF TRUST 18,554.0 $604K 0.00% +2K +12.4% $32.57 +18.9%
600 DAL DELTA AIR LINES INC DEL Industrials 8,704.0 $604K 0.00% +348.0 +4.2% $69.41 +3.3%
Page 30 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%