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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 10 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PLTR PALANTIR TECHNOLOGIES INC Technology 80,012.0 $14.2M 0.09% -560.0 -0.7% $177.75 -24.6%
182 VV VANGUARD INDEX FDS 44,991.0 $14.2M 0.09% +364.0 +0.8% $314.80 +7.9%
183 RKT ROCKET COS INC Financial Services 726,942.0 $14.1M 0.09% +266K +57.7% $19.36 -31.0%
184 AXP AMERICAN EXPRESS CO Financial Services 37,926.0 $14.0M 0.09% +2K +6.5% $369.95 -15.6%
185 IGIB ISHARES TR 257,051.0 $13.8M 0.09% +16K +6.6% $53.88 -2.3%
186 BKLN INVESCO EXCH TRADED FD TR I 656,098.0 $13.8M 0.08% +11K +1.6% $21.00 -2.3%
187 CSX CSX CORP Industrials 375,609.0 $13.6M 0.08% +24K +6.9% $36.25 +26.0%
188 DHI D R HORTON INC Consumer Cyclical 94,515.0 $13.6M 0.08% +11K +13.6% $144.03 -6.0%
189 PRU PRUDENTIAL FINL INC Financial Services 120,268.0 $13.6M 0.08% +5K +4.5% $112.88 -9.7%
190 CIBR FIRST TR EXCHANGE TRADED FD 189,731.0 $13.6M 0.08% +8K +4.6% $71.45 +13.3%
191 VMI VALMONT INDS INC Industrials 33,638.0 $13.5M 0.08% -681.0 -2.0% $402.32 +26.0%
192 EVTR MORGAN STANLEY ETF TRUST 261,140.0 $13.4M 0.08% +98K +60.3% $51.50 -2.2%
193 LIN LINDE PLC Basic Materials 31,089.0 $13.3M 0.08% +6K +24.3% $426.40 +18.7%
194 GE GE AEROSPACE Industrials 42,823.0 $13.2M 0.08% +2K +4.6% $308.03 -8.6%
195 PM PHILIP MORRIS INTL INC Consumer Defensive 82,102.0 $13.2M 0.08% -595.0 -0.7% $160.40 +18.2%
196 PANW PALO ALTO NETWORKS INC Technology 71,352.0 $13.1M 0.08% $184.20 +31.8%
197 USMV ISHARES TR 139,415.0 $13.1M 0.08% -20K -12.8% $94.16 +2.0%
198 BLK BLACKROCK INC Financial Services 12,114.0 $13.0M 0.08% +2K +14.3% $1070.37 +1.1%
199 AIG AMERICAN INTL GROUP INC Financial Services 151,015.0 $12.9M 0.08% -23K -13.1% $85.55 -8.4%
200 UPS UNITED PARCEL SERVICE INC Industrials 128,917.0 $12.8M 0.08% -2K -1.2% $99.19 -0.3%
Page 10 of 76  ·  1,519 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%