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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 19 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AEM AGNICO EAGLE MINES LTD Basic Materials 32,868.0 $5.6M 0.03% +6K +21.3% $169.54 +2.3%
362 WMB WILLIAMS COS INC Energy 92,371.0 $5.6M 0.03% $60.11 +29.2%
363 GRMN GARMIN LTD Technology 27,129.0 $5.5M 0.03% -2K -6.3% $202.85 +11.9%
364 ZROZ PIMCO ETF TR 85,277.0 $5.5M 0.03% +29K +52.0% $64.25 -7.5%
365 MRVL MARVELL TECHNOLOGY INC Technology 64,081.0 $5.4M 0.03% +19K +43.6% $84.98 +98.8%
366 FMDE FIDELITY COVINGTON TRUST 149,430.0 $5.4M 0.03% +12K +8.4% $36.38 +4.9%
367 NOC NORTHROP GRUMMAN CORP Industrials 9,437.0 $5.4M 0.03% +432.0 +4.8% $570.22 -3.5%
368 WY WEYERHAEUSER CO MTN BE Real Estate 226,936.0 $5.4M 0.03% -55K -19.6% $23.69 -3.5%
369 ANNALY CAPITAL MANAGEMENT I 240,078.0 $5.4M 0.03% -93K -27.9% $22.36
370 FYX FIRST TR EXCHANGE-TRADED AL 47,422.0 $5.4M 0.03% +343.0 +0.7% $113.14 +13.5%
371 JBL JABIL INC Technology 23,529.0 $5.4M 0.03% -1K -5.0% $228.02 +48.6%
372 TOTALENERGIES SE 81,915.0 $5.4M 0.03% NEW $65.42
373 SPGP INVESCO EXCHANGE TRADED FD 47,009.0 $5.4M 0.03% +4K +9.3% $113.86 +1.1%
374 SRET GLOBAL X FDS 244,240.0 $5.3M 0.03% NEW $21.78 +1.8%
375 MPC MARATHON PETE CORP Energy 32,089.0 $5.2M 0.03% -7K -17.3% $162.63 +59.6%
376 IAU ISHARES GOLD TR Financial Services 64,039.0 $5.2M 0.03% +5K +8.7% $81.17 +3.9%
377 COLB COLUMBIA BKG SYS INC Financial Services 185,930.0 $5.2M 0.03% +11K +6.1% $27.95 +3.8%
378 IVZ INVESCO LTD Financial Services 196,673.0 $5.2M 0.03% +18K +10.2% $26.27 +4.3%
379 CTRA COTERRA ENERGY INC Energy 195,938.0 $5.2M 0.03% +106K +117.5% $26.32 +23.7%
380 CARR CARRIER GLOBAL CORPORATION Industrials 97,026.0 $5.1M 0.03% -5K -5.0% $52.84 +16.3%
Page 19 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%