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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 6 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GVA GRANITE CONSTR INC Industrials 55,143.0 $6.4M 0.04% -833.0 -1.5% $115.35 +19.5%
102 FTC FIRST TR EXCHANGE-TRADED AL 38,107.0 $6.1M 0.04% -2K -5.3% $159.88 +8.2%
103 DON WISDOMTREE TR 117,594.0 $6.1M 0.04% -2K -1.7% $51.60 +5.6%
104 FNX FIRST TR EXCHANGE-TRADED AL 47,280.0 $6.0M 0.04% -4K -8.7% $125.98 +7.9%
105 SUSA ISHARES TR 42,691.0 $5.9M 0.04% -336.0 -0.8% $139.35 +7.6%
106 TBLL INVESCO EXCH TRADED FD TR I 55,630.0 $5.9M 0.04% -920.0 -1.6% $105.65 -0.2%
107 IGE ISHARES TR 116,543.0 $5.9M 0.04% -5K -4.4% $50.20 +24.1%
108 SYF SYNCHRONY FINANCIAL Financial Services 70,067.0 $5.8M 0.04% -439.0 -0.6% $83.43 -14.5%
109 XLRE SELECT SECTOR SPDR TR 144,596.0 $5.8M 0.04% -133K -47.8% $40.35 +8.0%
110 ESGV VANGUARD WORLD FD 48,186.0 $5.8M 0.04% -1K -2.5% $120.96 +7.0%
111 STZ CONSTELLATION BRANDS INC Consumer Defensive 41,895.0 $5.8M 0.04% -3K -7.3% $137.96 +5.5%
112 GBCI GLACIER BANCORP INC NEW Financial Services 126,639.0 $5.6M 0.03% -13K -9.0% $44.05 +5.4%
113 GRMN GARMIN LTD Technology 27,129.0 $5.5M 0.03% -2K -6.3% $202.85 +11.6%
114 WY WEYERHAEUSER CO MTN BE Real Estate 226,936.0 $5.4M 0.03% -55K -19.6% $23.69 -3.1%
115 ANNALY CAPITAL MANAGEMENT I 240,078.0 $5.4M 0.03% -93K -27.9% $22.36
116 JBL JABIL INC Technology 23,529.0 $5.4M 0.03% -1K -5.0% $228.02 +47.8%
117 MPC MARATHON PETE CORP Energy 32,089.0 $5.2M 0.03% -7K -17.3% $162.63 +58.8%
118 CARR CARRIER GLOBAL CORPORATION Industrials 97,026.0 $5.1M 0.03% -5K -5.0% $52.84 +20.8%
119 CXT CRANE NXT CO Industrials 106,842.0 $5.0M 0.03% -1K -1.3% $47.07 -16.4%
120 SIL GLOBAL X FDS 59,582.0 $5.0M 0.03% -13K -17.6% $83.52 +8.6%
Page 6 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%