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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 18 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SUSA ISHARES TR 42,691.0 $5.9M 0.04% -336.0 -0.8% $139.35 +6.8%
342 AEP AMERICAN ELEC PWR CO INC Utilities 51,446.0 $5.9M 0.04% +6K +12.1% $115.31 +11.8%
343 ACGL ARCH CAP GROUP LTD Financial Services 61,449.0 $5.9M 0.04% +8K +14.6% $95.92 +0.5%
344 ALC ALCON AG Healthcare 74,779.0 $5.9M 0.04% +1K +1.7% $78.81 -15.9%
345 TBLL INVESCO EXCH TRADED FD TR I 55,630.0 $5.9M 0.04% -920.0 -1.6% $105.65 -0.2%
346 MELI MERCADOLIBRE INC Consumer Cyclical 2,913.0 $5.9M 0.04% +76.0 +2.7% $2014.26 -21.3%
347 IGE ISHARES TR 116,543.0 $5.9M 0.04% -5K -4.4% $50.20 +23.9%
348 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 64,140.0 $5.9M 0.04% +4K +6.5% $91.21 +0.6%
349 SYF SYNCHRONY FINANCIAL Financial Services 70,067.0 $5.8M 0.04% -439.0 -0.6% $83.43 -14.8%
350 XLRE SELECT SECTOR SPDR TR 144,596.0 $5.8M 0.04% -133K -47.8% $40.35 +8.9%
351 ESGV VANGUARD WORLD FD 48,186.0 $5.8M 0.04% -1K -2.5% $120.96 +6.5%
352 HTGC HERCULES CAPITAL INC Financial Services 309,211.0 $5.8M 0.04% +9K +3.0% $18.82 -18.2%
353 STZ CONSTELLATION BRANDS INC Consumer Defensive 41,895.0 $5.8M 0.04% -3K -7.3% $137.96 +7.0%
354 IWD ISHARES TR 27,314.0 $5.7M 0.04% +8K +39.7% $210.35 +10.2%
355 SOFI SOFI TECHNOLOGIES INC Financial Services 219,166.0 $5.7M 0.04% +60K +37.4% $26.18 -40.0%
356 BNDX VANGUARD CHARLOTTE FDS 118,202.0 $5.7M 0.04% +7K +5.9% $48.32 -1.5%
357 CMCSA COMCAST CORP NEW Communication Services 190,962.0 $5.7M 0.04% +11K +6.1% $29.89 -17.0%
358 IUSG ISHARES TR 33,802.0 $5.7M 0.04% +1K +4.5% $167.94 +9.3%
359 GBCI GLACIER BANCORP INC NEW Financial Services 126,639.0 $5.6M 0.03% -13K -9.0% $44.05 +6.2%
360 SPG SIMON PPTY GROUP INC NEW Real Estate 30,111.0 $5.6M 0.03% +843.0 +2.9% $185.11 +8.3%
Page 18 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%