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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 15 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IBB ISHARES TR 5,749.0 $970K 0.01% -8K -58.0% $168.79 -2.8%
282 NDSN NORDSON CORP Industrials 4,029.0 $969K 0.01% -118.0 -2.9% $240.43 +14.3%
283 TTC TORO CO Industrials 12,096.0 $952K 0.01% -467.0 -3.7% $78.73 +12.6%
284 CHWY CHEWY INC Consumer Cyclical 28,724.0 $949K 0.01% -3K -9.3% $33.05 -34.6%
285 EFV ISHARES TR 13,264.0 $947K 0.01% -527.0 -3.8% $71.41 +9.5%
286 WPM WHEATON PRECIOUS METALS COR Basic Materials 7,969.0 $937K 0.01% -2K -17.9% $117.53 +11.0%
287 VYMI VANGUARD WHITEHALL FDS 10,360.0 $932K 0.01% -288.0 -2.7% $90.00 +10.3%
288 PSKY PARAMOUNT SKYDANCE CORP Communication Services 69,372.0 $930K 0.01% -9K -11.0% $13.40 -26.2%
289 LNC LINCOLN NATL CORP IND Financial Services 20,782.0 $925K 0.01% -686.0 -3.2% $44.53 -22.8%
290 BLFS BIOLIFE SOLUTIONS INC Healthcare 37,556.0 $908K 0.01% -450.0 -1.2% $24.18 -7.8%
291 AVPT AVEPOINT INC Technology 64,175.0 $891K 0.01% -811.0 -1.2% $13.89 -27.1%
292 AER AERCAP HOLDINGS NV Industrials 6,176.0 $888K 0.01% -611.0 -9.0% $143.78 -2.8%
293 FFIV F5 INC Technology 3,470.0 $886K 0.01% -923.0 -21.0% $255.26 +42.0%
294 CVBF CVB FINL CORP Financial Services 47,362.0 $881K 0.01% -2K -4.0% $18.60 +5.1%
295 KTB KONTOOR BRANDS INC Consumer Cyclical 14,269.0 $872K 0.01% -3K -16.1% $61.09 +1.1%
296 ZION ZIONS BANCORPORATION N A Financial Services 14,868.0 $870K 0.01% -445.0 -2.9% $58.54 +1.9%
297 PRFZ INVESCO EXCHANGE TRADED FD 18,728.0 $859K 0.01% -5K -22.3% $45.89 +8.2%
298 EOI EATON VANCE ENHANCED EQUITY C Financial Services 41,672.0 $857K 0.01% -2K -5.1% $20.56 -5.1%
299 VRT VERTIV HOLDINGS CO Industrials 5,251.0 $851K 0.01% -7K -56.4% $162.01 +129.0%
300 SPYM SPDR SERIES TRUST 10,590.0 $850K 0.01% -738.0 -6.5% $80.23 +8.4%
Page 15 of 25  ·  494 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%