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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 15 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GLW CORNING INC Technology 88,949.0 $7.8M 0.05% -1K -1.5% $87.56 +103.9%
282 SOURCE CAPITAL C 170,018.0 $7.8M 0.05% $45.76
283 NOBL PROSHARES TR 74,480.0 $7.8M 0.05% -5K -5.8% $104.07 +2.3%
284 SMH VANECK ETF TRUST 21,481.0 $7.7M 0.05% +410.0 +1.9% $360.13 +51.0%
285 FENI FIDELITY COVINGTON TRUST 211,465.0 $7.7M 0.05% +20K +10.3% $36.58 +7.0%
286 SAMT ADVISORS INNER CIRCLE FD II 200,588.0 $7.7M 0.05% +13K +6.7% $38.51 +15.3%
287 GRID FIRST TR EXCHANGE TRADED FD 50,090.0 $7.7M 0.05% +35K +233.7% $153.02 +20.9%
288 BIV VANGUARD BD INDEX FDS 97,768.0 $7.6M 0.05% +15K +17.7% $77.88 -2.8%
289 CORPAY INC 24,990.0 $7.5M 0.05% +2K +6.6% $300.93
290 J P MORGAN EXCHANGE TRADED 118,850.0 $7.5M 0.05% +14K +13.6% $63.18
291 VHT VANGUARD WORLD FD 25,887.0 $7.5M 0.05% +774.0 +3.1% $287.85 -4.8%
292 IDV ISHARES TR 188,496.0 $7.4M 0.05% +6K +3.5% $39.45 +13.4%
293 ISHARES TR 338,805.0 $7.4M 0.05% +22K +6.8% $21.94
294 SPOT SPOTIFY TECHNOLOGY S A Communication Services 12,798.0 $7.4M 0.05% -413.0 -3.1% $580.71 -23.4%
295 INTC INTEL CORP Technology 200,135.0 $7.4M 0.04% -30K -13.0% $36.90 +193.1%
296 ENSG ENSIGN GROUP INC Healthcare 42,112.0 $7.3M 0.04% -298.0 -0.7% $174.20 +1.4%
297 MOD MODINE MFG CO Consumer Cyclical 54,801.0 $7.3M 0.04% -3K -5.8% $133.51 +85.1%
298 DUSA DAVIS FUNDAMENTAL ETF TR 142,073.0 $7.3M 0.04% $51.13 +8.5%
299 AZO AUTOZONE INC Consumer Cyclical 2,098.0 $7.1M 0.04% +249.0 +13.5% $3391.50 -1.3%
300 AIQ GLOBAL X FDS 139,424.0 $7.1M 0.04% +20K +17.1% $50.86 +18.8%
Page 15 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%