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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 18 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UNM UNUM GROUP Financial Services 7,778.0 $603K 0.00% -103.0 -1.3% $77.51 +6.6%
342 J JACOBS SOLUTIONS INC Industrials 4,451.0 $590K 0.00% -169.0 -3.7% $132.47 -14.1%
343 XYLD GLOBAL X FDS 14,429.0 $586K 0.00% -274.0 -1.9% $40.63 -1.3%
344 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 12,427.0 $580K 0.00% -582.0 -4.5% $46.68 -11.1%
345 HAL HALLIBURTON CO Energy 20,059.0 $567K 0.00% -1K -6.0% $28.26 +51.1%
346 RODM LATTICE STRATEGIES TR 15,145.0 $560K 0.00% -140.0 -0.9% $36.97 +11.3%
347 DWX SPDR INDEX SHS FDS 12,666.0 $556K 0.00% -538.0 -4.1% $43.94 +6.4%
348 SJM SMUCKER J M CO Consumer Defensive 5,666.0 $554K 0.00% -1K -18.9% $97.82 +5.0%
349 NULV NUSHARES ETF TR 12,236.0 $551K 0.00% -81.0 -0.7% $45.05 +10.6%
350 COWG PACER FDS TR 15,356.0 $541K 0.00% -2K -11.2% $35.21 +5.3%
351 SE SEA LTD Consumer Cyclical 4,232.0 $540K 0.00% -1K -22.7% $127.57 -31.3%
352 LITE LUMENTUM HLDGS INC Technology 1,455.0 $536K 0.00% -406.0 -21.8% $368.59 +141.1%
353 WAFD WAFD INC Financial Services 16,590.0 $531K 0.00% -14K -45.0% $32.03 +9.0%
354 LNT ALLIANT ENERGY CORP Utilities 8,092.0 $526K 0.00% -649.0 -7.4% $65.01 +9.8%
355 TDG TRANSDIGM GROUP INC Industrials 394.0 $524K 0.00% -11.0 -2.7% $1329.85 -11.2%
356 WAL WESTERN ALLIANCE BANCORP Financial Services 6,167.0 $518K 0.00% -72.0 -1.1% $84.07 -9.3%
357 IHI ISHARES TR 8,278.0 $514K 0.00% -42.0 -0.5% $62.15 -20.3%
358 TM TOYOTA MOTOR CORP Consumer Cyclical 2,383.0 $510K 0.00% -736.0 -23.6% $214.14 -12.5%
359 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,935.0 $506K 0.00% -164.0 -2.0% $63.73 +45.1%
360 PAA PLAINS ALL AMERN PIPELINE L Energy 27,986.0 $503K 0.00% -4K -11.6% $17.96 +29.4%
Page 18 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%