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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 19 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IMO IMPERIAL OIL LTD Energy 5,822.0 $503K 0.00% -430.0 -6.9% $86.32 +60.2%
362 MPWR MONOLITHIC PWR SYS INC Technology 554.0 $502K 0.00% -14.0 -2.5% $906.36 +64.4%
363 ABR ARBOR REALTY TRUST INC Real Estate 64,622.0 $501K 0.00% -2K -3.6% $7.76 -20.8%
364 SOLV SOLVENTUM CORP Healthcare 6,270.0 $497K 0.00% -1K -14.0% $79.24 -4.5%
365 KMX CARMAX INC Consumer Cyclical 12,696.0 $491K 0.00% -310.0 -2.4% $38.64 -3.1%
366 NUSC NUSHARES ETF TR 10,902.0 $487K 0.00% -428.0 -3.8% $44.65 +7.8%
367 NULG NUSHARES ETF TR 4,977.0 $487K 0.00% -50.0 -1.0% $97.80 +11.3%
368 EMO CLEARBRIDGE ENERGY MIDSTRM Financial Services 10,754.0 $480K 0.00% -1K -11.9% $44.65 +16.7%
369 VSGX VANGUARD WORLD FD 6,669.0 $478K 0.00% -100.0 -1.5% $71.62 +9.8%
370 MTD METTLER TOLEDO INTERNATIONA Healthcare 342.0 $477K 0.00% -12.0 -3.4% $1394.19 -23.9%
371 JMTG J P MORGAN EXCHANGE TRADED 9,286.0 $474K 0.00% -4K -27.8% $51.06 -1.5%
372 WCN WASTE CONNECTIONS INC Industrials 2,702.0 $474K 0.00% -219.0 -7.5% $175.36 -9.6%
373 MDXG MIMEDX GROUP INC Healthcare 69,500.0 $471K 0.00% -2K -2.8% $6.77 -47.5%
374 DINT DAVIS FUNDAMENTAL ETF TR 16,400.0 $467K 0.00% -300.0 -1.8% $28.50 +1.3%
375 IEF ISHARES TR 4,814.0 $463K 0.00% -52.0 -1.1% $96.16 -2.8%
376 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 7,770.0 $462K 0.00% -3K -28.6% $59.43 -15.4%
377 MC MOELIS & CO Financial Services 6,666.0 $458K 0.00% -100.0 -1.5% $68.74 -6.8%
378 CWT CALIFORNIA WTR SVC GROUP Utilities 10,483.0 $454K 0.00% -64.0 -0.6% $43.33 -0.8%
379 VGSH VANGUARD SCOTTSDALE FDS 7,696.0 $452K 0.00% -63.0 -0.8% $58.73 -0.9%
380 PAAS PAN AMERN SILVER CORP Basic Materials 8,707.0 $451K 0.00% -7K -44.6% $51.81 +6.8%
Page 19 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%