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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 9 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISRG INTUITIVE SURGICAL INC Healthcare 15,625.0 $8.8M 0.05% +206.0 +1.3% $566.36 -25.6%
162 SO SOUTHERN CO Utilities 99,386.0 $8.7M 0.05% +17K +20.5% $87.20 +6.1%
163 GEV GE VERNOVA INC Utilities 13,196.0 $8.6M 0.05% +475.0 +3.7% $653.59 +60.5%
164 CME CME GROUP INC Financial Services 31,368.0 $8.6M 0.05% +274.0 +0.9% $273.08 +11.7%
165 TJX TJX COS INC NEW Consumer Cyclical 54,311.0 $8.3M 0.05% +1K +2.6% $153.61 -4.0%
166 ETN EATON CORP PLC Industrials 25,890.0 $8.2M 0.05% +558.0 +2.2% $318.52 +25.4%
167 GILD GILEAD SCIENCES INC Healthcare 66,923.0 $8.2M 0.05% +5K +8.3% $122.74 +5.6%
168 ENB ENBRIDGE INC Energy 169,979.0 $8.1M 0.05% +8K +5.1% $47.83 +15.6%
169 OKE ONEOK INC NEW Energy 108,902.0 $8.0M 0.05% +7K +7.2% $73.50 +25.6%
170 CCJ CAMECO CORP Energy 85,579.0 $7.8M 0.05% +6K +7.8% $91.49 +14.9%
171 SMH VANECK ETF TRUST 21,481.0 $7.7M 0.05% +410.0 +1.9% $360.13 +51.7%
172 FENI FIDELITY COVINGTON TRUST 211,465.0 $7.7M 0.05% +20K +10.3% $36.58 +7.9%
173 SAMT ADVISORS INNER CIRCLE FD II 200,588.0 $7.7M 0.05% +13K +6.7% $38.51 +15.8%
174 GRID FIRST TR EXCHANGE TRADED FD 50,090.0 $7.7M 0.05% +35K +233.7% $153.02 +23.7%
175 BIV VANGUARD BD INDEX FDS 97,768.0 $7.6M 0.05% +15K +17.7% $77.88 -2.4%
176 CORPAY INC 24,990.0 $7.5M 0.05% +2K +6.6% $300.93
177 J P MORGAN EXCHANGE TRADED 118,850.0 $7.5M 0.05% +14K +13.6% $63.18
178 VHT VANGUARD WORLD FD 25,887.0 $7.5M 0.05% +774.0 +3.1% $287.85 -5.7%
179 IDV ISHARES TR 188,496.0 $7.4M 0.05% +6K +3.5% $39.45 +14.2%
180 ISHARES TR 338,805.0 $7.4M 0.05% +22K +6.8% $21.94
Page 9 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%