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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 34 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DGX QUEST DIAGNOSTICS INC Healthcare 2,289.0 $397K 0.00% +255.0 +12.5% $173.54 +8.3%
662 LUV SOUTHWEST AIRLS CO Industrials 9,511.0 $393K 0.00% +610.0 +6.8% $41.33 -4.8%
663 JAAA JANUS DETROIT STR TR 7,747.0 $392K 0.00% +3K +76.5% $50.58 +0.1%
664 IMCG ISHARES TR 4,792.0 $383K 0.00% +1K +38.8% $79.84 +11.9%
665 IYH ISHARES TR 5,851.0 $381K 0.00% +689.0 +13.3% $65.11 -6.4%
666 AVA AVISTA CORP Utilities 9,860.0 $380K 0.00% +3K +44.5% $38.54 +4.8%
667 XME SPDR SERIES TRUST 3,655.0 $379K 0.00% +268.0 +7.9% $103.61 +11.6%
668 IYR ISHARES TR 4,013.0 $377K 0.00% +188.0 +4.9% $93.90 +6.3%
669 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,842.0 $360K 0.00% +304.0 +12.0% $126.60 +16.4%
670 CHY CALAMOS CONV & HIGH INCOME Financial Services 31,695.0 $358K 0.00% +11K +50.5% $11.31 +11.0%
671 OLED UNIVERSAL DISPLAY CORP Technology 3,033.0 $354K 0.00% +142.0 +4.9% $116.78 -20.8%
672 BIZD VANECK ETF TRUST 24,891.0 $353K 0.00% +806.0 +3.4% $14.18 -11.1%
673 VTRS VIATRIS INC Healthcare 28,098.0 $350K 0.00% +9K +44.2% $12.45 +38.6%
674 BKE BUCKLE INC Consumer Cyclical 6,445.0 $344K 0.00% +2K +51.8% $53.42 -9.7%
675 JMUB J P MORGAN EXCHANGE TRADED 6,666.0 $337K 0.00% +2K +41.3% $50.50 -1.1%
676 TWLO TWILIO INC Communication Services 2,327.0 $331K 0.00% +22.0 +0.9% $142.24 +39.2%
677 EATON VANCE TAX-MANAGED BUY 22,708.0 $326K 0.00% +3K +13.4% $14.36
678 RYLD GLOBAL X FDS 21,198.0 $324K 0.00% +9K +73.4% $15.30 +1.6%
679 BR BROADRIDGE FINL SOLUTIONS I Technology 1,451.0 $324K 0.00% +167.0 +13.0% $223.17 -34.7%
680 GRC GORMAN RUPP CO Industrials 6,706.0 $320K 0.00% +229.0 +3.5% $47.75 +59.3%
Page 34 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%