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Portfolio (Quarterly) Guide ↗

D.A. DAVIDSON & CO.

· CIK 0001080107
13F Portfolio $15.6B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1533 New
Page 10 of 77  ·  1,533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AIG AMERICAN INTL GROUP INC Financial Services 173,776.0 $13.6M 0.09% NEW $78.54 -0.2%
182 CCB COASTAL FINL CORP WA Financial Services 125,539.0 $13.6M 0.09% NEW $108.17 -35.6%
183 PSX PHILLIPS 66 Energy 99,819.0 $13.6M 0.09% NEW $136.02 +29.5%
184 BKLN INVESCO EXCH TRADED FD TR II 645,438.0 $13.5M 0.09% NEW $20.93 -2.0%
185 PYPL PAYPAL HLDGS INC Financial Services 200,542.0 $13.4M 0.09% NEW $67.06 -33.8%
186 PM PHILIP MORRIS INTL INC Consumer Defensive 82,697.0 $13.4M 0.09% NEW $162.20 +16.9%
187 COP CONOCOPHILLIPS Energy 140,829.0 $13.3M 0.09% NEW $94.59 +29.4%
188 VMI VALMONT INDS INC Industrials 34,319.0 $13.3M 0.09% NEW $387.73 +30.7%
189 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 631,809.0 $13.3M 0.09% NEW $21.04 +12.0%
190 JEPI J P MORGAN EXCHANGE TRADED F 230,664.0 $13.2M 0.08% NEW $57.10 -1.7%
191 IGIB ISHARES TR 241,042.0 $13.0M 0.08% NEW $54.09 -2.6%
192 WCC WESCO INTL INC Industrials 61,133.0 $12.9M 0.08% NEW $211.50 +69.6%
193 TMUS T-MOBILE US INC Communication Services 53,523.0 $12.8M 0.08% NEW $239.38 -22.6%
194 SHEL SHELL PLC Energy 178,829.0 $12.8M 0.08% NEW $71.53 +19.3%
195 VOT VANGUARD INDEX FDS 42,936.0 $12.6M 0.08% NEW $293.80 -3.3%
196 LRCX LAM RESEARCH CORP Technology 93,743.0 $12.6M 0.08% NEW $133.90 +112.6%
197 CSX CSX CORP Industrials 351,496.0 $12.5M 0.08% NEW $35.51 +28.6%
198 XLK SELECT SECTOR SPDR TR 44,100.0 $12.4M 0.08% NEW $281.86 -38.1%
199 BLK BLACKROCK INC Financial Services 10,594.0 $12.4M 0.08% NEW $1165.92 -7.2%
200 GE GE AEROSPACE Industrials 40,923.0 $12.3M 0.08% NEW $300.82 -6.4%
Page 10 of 77  ·  1,533 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 27.0%
Financial Services 18.2%
Industrials 13.5%
Healthcare 9.8%
Consumer Cyclical 7.5%
Consumer Defensive 6.5%
Communication Services 5.3%
Energy 4.6%
Utilities 2.6%
Basic Materials 2.5%