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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 7 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FIRST TR HIGH YIELD OPPRT 2 353,516.0 $5.0M 0.03% -29K -7.5% $14.07
122 CI THE CIGNA GROUP Healthcare 17,991.0 $5.0M 0.03% -977.0 -5.2% $275.23 +4.2%
123 KLAC KLA CORP Technology 3,985.0 $4.8M 0.03% -362.0 -8.3% $1215.17 +48.5%
124 DFAC DIMENSIONAL ETF TRUST 119,626.0 $4.7M 0.03% -2K -1.7% $39.59 +8.6%
125 TEL TE CONNECTIVITY PLC Technology 20,722.0 $4.7M 0.03% -509.0 -2.4% $227.52 -9.8%
126 RDNT RADNET INC Healthcare 65,575.0 $4.7M 0.03% -3K -4.4% $71.35 -26.6%
127 AGX ARGAN INC Industrials 14,782.0 $4.6M 0.03% -5K -25.7% $313.32 +112.2%
128 XSOE WISDOMTREE TR 117,180.0 $4.6M 0.03% -649.0 -0.6% $39.02 +18.4%
129 OTIS OTIS WORLDWIDE CORP Industrials 52,074.0 $4.5M 0.03% -2K -3.7% $87.35 -18.7%
130 PPG PPG INDS INC Basic Materials 44,076.0 $4.5M 0.03% -9K -17.6% $102.46 +0.2%
131 ISHARES TR 190,610.0 $4.4M 0.03% -22K -10.4% $22.87
132 TIP ISHARES TR 38,551.0 $4.2M 0.03% -219.0 -0.6% $109.91 +0.5%
133 MCK MCKESSON CORP Healthcare 5,126.0 $4.2M 0.03% -543.0 -9.6% $820.36 -7.3%
134 IP INTERNATIONAL PAPER CO Consumer Cyclical 106,338.0 $4.2M 0.03% -3K -2.6% $39.39 -23.2%
135 ROL ROLLINS INC Consumer Cyclical 69,570.0 $4.2M 0.03% -4K -4.9% $60.02 -11.0%
136 TXN TEXAS INSTRS INC Technology 23,631.0 $4.1M 0.03% -689.0 -2.8% $173.49 +74.5%
137 YUM YUM BRANDS INC Consumer Cyclical 26,638.0 $4.0M 0.03% -489.0 -1.8% $151.28 -0.9%
138 APD AIR PRODS & CHEMS INC Basic Materials 15,922.0 $3.9M 0.02% -2K -8.8% $247.03 +18.7%
139 GPC GENUINE PARTS CO Consumer Cyclical 31,546.0 $3.9M 0.02% -1K -3.2% $122.96 -24.5%
140 PSA PUBLIC STORAGE OPER CO Real Estate 14,748.0 $3.8M 0.02% -261.0 -1.7% $259.50 +12.7%
Page 7 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%