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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 8 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AEE AMEREN CORP Utilities 36,572.0 $3.7M 0.02% -192.0 -0.5% $99.86 +6.2%
142 BKR BAKER HUGHES COMPANY Energy 80,124.0 $3.6M 0.02% -19K -19.1% $45.54 +44.0%
143 CHD CHURCH & DWIGHT CO INC Consumer Defensive 42,038.0 $3.5M 0.02% -1K -3.3% $83.85 +14.7%
144 CASY CASEYS GEN STORES INC Consumer Cyclical 6,365.0 $3.5M 0.02% -46.0 -0.7% $552.74 +54.9%
145 TRV TRAVELERS COMPANIES INC Financial Services 11,962.0 $3.5M 0.02% -197.0 -1.6% $290.07 +5.0%
146 BP BP PLC Energy 99,523.0 $3.5M 0.02% -3K -3.3% $34.73 +31.3%
147 FISV FISERV INC Technology 50,898.0 $3.4M 0.02% -92K -64.3% $67.17 -15.2%
148 SRE SEMPRA Utilities 38,480.0 $3.4M 0.02% -1K -3.3% $88.29 +2.0%
149 QTEC FIRST TR EXCHANGE-TRADED FD 14,751.0 $3.4M 0.02% -199.0 -1.3% $230.21 +24.9%
150 IVE ISHARES TR 15,974.0 $3.4M 0.02% -469.0 -2.9% $212.08 +5.6%
151 DVN DEVON ENERGY CORP NEW Energy 92,126.0 $3.4M 0.02% -57K -38.1% $36.63 +36.0%
152 HDV ISHARES TR 27,623.0 $3.4M 0.02% -450.0 -1.6% $121.61 -77.4%
153 AMWD AMERICAN WOODMARK CORPORATI Consumer Cyclical 61,884.0 $3.3M 0.02% -575.0 -0.9% $53.90 -34.8%
154 NET CLOUDFLARE INC Technology 16,748.0 $3.3M 0.02% -385.0 -2.2% $197.15 +2.5%
155 FTA FIRST TR EXCHANGE-TRADED AL 37,782.0 $3.3M 0.02% -477.0 -1.2% $86.15 +7.3%
156 WSO WATSCO INC Industrials 9,652.0 $3.3M 0.02% -98.0 -1.0% $336.95 +17.0%
157 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 87,414.0 $3.2M 0.02% -4K -4.3% $37.00 -10.1%
158 KNG FIRST TR EXCHANGE-TRADED FD 65,462.0 $3.2M 0.02% -39K -37.1% $49.15 -1.4%
159 EEM ISHARES TR 57,651.0 $3.2M 0.02% -1K -1.8% $54.71 +18.5%
160 TT TRANE TECHNOLOGIES PLC Industrials 8,052.0 $3.1M 0.02% -489.0 -5.7% $389.20 +17.9%
Page 8 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%