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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 2 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EUSA ISHARES INC 307,332.0 $31.8M 0.20% -3K -1.1% $103.37 +4.7%
22 NVS NOVARTIS AG Healthcare 219,714.0 $30.3M 0.19% -5K -2.1% $137.87 +8.2%
23 SYK STRYKER CORPORATION Healthcare 85,846.0 $30.2M 0.18% -3K -3.4% $351.47 -12.7%
24 IWM ISHARES TR 119,715.0 $29.5M 0.18% -1K -1.0% $246.16 +12.8%
25 PG PROCTER AND GAMBLE CO Consumer Defensive 205,472.0 $29.4M 0.18% -3K -1.4% $143.31 -0.3%
26 DIS DISNEY WALT CO Communication Services 253,665.0 $28.9M 0.18% -25K -8.8% $113.77 -9.7%
27 EFA ISHARES TR 280,604.0 $26.9M 0.17% -72K -20.5% $96.03 +6.7%
28 ADBE ADOBE INC Technology 75,047.0 $26.3M 0.16% -7K -8.1% $349.99 -29.5%
29 FTCS FIRST TR EXCHANGE-TRADED FD 278,672.0 $25.8M 0.16% -5K -1.7% $92.51 +0.3%
30 FV FIRST TR EXCHANGE TRADED FD 407,478.0 $25.6M 0.16% -20K -4.8% $62.92 +10.4%
31 IJR ISHARES TR 209,755.0 $25.2M 0.15% -18K -7.8% $120.18 +11.7%
32 BND VANGUARD BD INDEX FDS 320,092.0 $23.7M 0.14% -183K -36.4% $74.07 -1.7%
33 BX BLACKSTONE INC Financial Services 149,097.0 $23.0M 0.14% -11K -6.9% $154.14 -24.6%
34 IJH ISHARES TR 342,782.0 $22.6M 0.14% -62K -15.3% $66.00 +9.5%
35 CALF PACER FDS TR 491,663.0 $21.8M 0.13% -41K -7.6% $44.37 +5.5%
36 EOG EOG RES INC Energy 207,555.0 $21.8M 0.13% -11K -5.2% $105.01 +31.8%
37 WFC WELLS FARGO CO NEW Financial Services 221,265.0 $20.6M 0.13% -6K -2.7% $93.20 -21.0%
38 KO COCA COLA CO Consumer Defensive 292,057.0 $20.4M 0.12% -2K -0.8% $69.91 +15.1%
39 PWR QUANTA SVCS INC Industrials 47,880.0 $20.2M 0.12% -2K -3.3% $422.06 +78.8%
40 TDIV FIRST TR EXCHANGE TRADED FD 205,250.0 $19.9M 0.12% -5K -2.4% $96.84 +15.7%
Page 2 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%