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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 22 of 77  ·  1,533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 62,459.0 $4.2M 0.03% NEW $66.76 -48.7%
422 DHR DANAHER CORPORATION Healthcare 20,965.0 $4.2M 0.03% NEW $198.27 -17.4%
423 LH LABCORP HOLDINGS INC Healthcare 14,461.0 $4.2M 0.03% NEW $287.06 -11.0%
424 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 45,306.0 $4.1M 0.03% NEW $91.37 -40.7%
425 MIDCAP FINANCIAL INVSTMNT CO 344,057.0 $4.1M 0.03% NEW $11.99
426 YUM YUM BRANDS INC Consumer Cyclical 27,127.0 $4.1M 0.03% NEW $152.00 +0.2%
427 IQVIA HLDGS INC 21,676.0 $4.1M 0.03% NEW $189.94
428 IVZ INVESCO LTD Financial Services 178,394.0 $4.1M 0.03% NEW $22.94 +19.4%
429 IWB ISHARES TR 11,135.0 $4.1M 0.03% NEW $365.50 +9.4%
430 FTSL FIRST TR EXCHANGE-TRADED FD 88,704.0 $4.1M 0.03% NEW $45.84 -1.7%
431 KORP AMERICAN CENTY ETF TR 84,753.0 $4.0M 0.03% NEW $47.60 -3.2%
432 GBDC GOLUB CAP BDC INC Financial Services 293,527.0 $4.0M 0.03% NEW $13.69 -5.7%
433 MDLZ MONDELEZ INTL INC Consumer Defensive 64,234.0 $4.0M 0.03% NEW $62.47 -1.3%
434 AFL AFLAC INC Financial Services 35,895.0 $4.0M 0.03% NEW $111.70 +6.0%
435 IWD ISHARES TR 19,547.0 $4.0M 0.03% NEW $203.60 +13.8%
436 SHV ISHARES TR 35,856.0 $4.0M 0.03% NEW $110.49 -0.2%
437 WSO WATSCO INC Industrials 9,750.0 $3.9M 0.03% NEW $404.30 -3.1%
438 DVY ISHARES TR 27,250.0 $3.9M 0.03% NEW $142.10 +7.5%
439 PAYX PAYCHEX INC Industrials 30,441.0 $3.9M 0.03% NEW $126.76 -25.5%
440 VIOV VANGUARD ADMIRAL FDS INC 40,341.0 $3.8M 0.03% NEW $95.22 +12.7%
Page 22 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%