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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 9 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDLZ MONDELEZ INTL INC Consumer Defensive 57,841.0 $3.1M 0.02% -6K -9.9% $53.83 +12.3%
162 PVAL PUTNAM ETF TRUST F 68,321.0 $3.1M 0.02% -70K -50.7% $45.57 +9.2%
163 QGRO AMERICAN CENTY ETF TR 27,160.0 $3.1M 0.02% -1K -5.2% $114.52 -2.6%
164 AVDE AMERICAN CENTY ETF TR 37,726.0 $3.1M 0.02% -4K -10.5% $82.32 +9.4%
165 MAR MARRIOTT INTL INC NEW Consumer Cyclical 9,939.0 $3.1M 0.02% -2K -14.3% $310.25 +13.8%
166 FEX FIRST TR EXCHANGE-TRADED AL 25,591.0 $3.0M 0.02% -350.0 -1.4% $118.62 +9.3%
167 GIS GENERAL MLS INC Consumer Defensive 65,196.0 $3.0M 0.02% -3K -3.9% $46.50 -29.1%
168 HL HECLA MNG CO Basic Materials 157,284.0 $3.0M 0.02% -31K -16.6% $19.19 -8.1%
169 PH PARKER-HANNIFIN CORP Industrials 3,423.0 $3.0M 0.02% -199.0 -5.5% $878.97 -1.8%
170 SPMO INVESCO EXCH TRADED FD TR I 25,121.0 $3.0M 0.02% -313.0 -1.2% $119.32 +18.5%
171 SKYY FIRST TR EXCHANGE TRADED FD 22,969.0 $3.0M 0.02% -645.0 -2.7% $130.08 -0.6%
172 WELL WELLTOWER INC Real Estate 16,062.0 $3.0M 0.02% -389.0 -2.4% $185.62 +15.2%
173 BLUE OWL CAPITAL CORPORATION 237,435.0 $3.0M 0.02% -182K -43.4% $12.43
174 GWW WW GRAINGER INC Industrials 2,907.0 $2.9M 0.02% -382.0 -11.6% $1009.36 +26.1%
175 FTSL FIRST TR EXCHANGE-TRADED FD 63,892.0 $2.9M 0.02% -25K -28.0% $45.88 -1.6%
176 TSCO TRACTOR SUPPLY CO Consumer Cyclical 57,184.0 $2.9M 0.02% -3K -5.7% $50.01 -38.9%
177 WES WESTERN MIDSTREAM PARTNERS Energy 71,881.0 $2.8M 0.02% -571.0 -0.8% $39.50 +16.5%
178 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,645.0 $2.8M 0.02% -68.0 -0.7% $293.59 +3.3%
179 FTGC FIRST TR EXCHANGE TRAD FD V 118,916.0 $2.8M 0.02% -9K -6.7% $23.23 +29.3%
180 IQDG WISDOMTREE TR 65,538.0 $2.7M 0.02% -9K -11.9% $41.48 +1.2%
Page 9 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%