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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 5 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JCPB J P MORGAN EXCHANGE TRADED 429,881.0 $20.4M 0.12% +96K +28.6% $47.35 -1.8%
82 CGXU CAPITAL GROUP INTL FOCUS EQ 688,808.0 $20.4M 0.12% +43K +6.7% $29.55 +10.1%
83 MA MASTERCARD INCORPORATED Financial Services 35,346.0 $20.2M 0.12% +2K +5.7% $570.89 -14.2%
84 CGCP CAPITAL GRP FIXED INCM ETF 887,210.0 $20.1M 0.12% +83K +10.4% $22.64 -2.1%
85 CGUS CAPITAL GROUP CORE EQUITY E 469,277.0 $18.9M 0.12% +21K +4.7% $40.23 +8.0%
86 NFLX NETFLIX INC Communication Services 198,444.0 $18.6M 0.11% +180K +985.6% $93.76 -7.3%
87 DLN WISDOMTREE TR 210,973.0 $18.6M 0.11% +2K +0.8% $88.08 +7.5%
88 MU MICRON TECHNOLOGY INC Technology 62,136.0 $17.7M 0.11% +4K +6.7% $285.41 +171.9%
89 ISHARES TR 879,889.0 $17.5M 0.11% +37K +4.4% $19.84
90 FDVV FIDELITY COVINGTON TRUST 307,207.0 $17.4M 0.11% +23K +8.2% $56.69 +4.5%
91 COF CAPITAL ONE FINL CORP Financial Services 71,497.0 $17.3M 0.11% +3K +4.3% $242.36 -23.3%
92 JGRO J P MORGAN EXCHANGE TRADED 185,739.0 $17.2M 0.11% +15K +8.7% $92.80 +4.7%
93 LMT LOCKHEED MARTIN CORP Industrials 35,515.0 $17.2M 0.10% +3K +8.2% $483.67 +7.6%
94 CVS CVS HEALTH CORP Healthcare 214,627.0 $17.0M 0.10% +6K +2.9% $79.36 +22.4%
95 VXF VANGUARD INDEX FDS 80,643.0 $16.9M 0.10% +2K +3.0% $209.12 +7.4%
96 MGV VANGUARD WORLD FD 115,807.0 $16.3M 0.10% +6K +5.1% $141.16 +9.1%
97 VBR VANGUARD INDEX FDS 75,445.0 $16.0M 0.10% +1K +1.5% $211.79 +7.3%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 294,929.0 $15.9M 0.10% +28K +10.7% $53.94 +5.7%
99 FEGE RBB FUND TRUST 342,984.0 $15.8M 0.10% +152K +79.9% $46.03 +7.1%
100 FBND FIDELITY MERRIMACK STR TR 339,107.0 $15.6M 0.10% +96K +39.4% $46.04 -1.8%
Page 5 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%