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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 25 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ALL ALLSTATE CORP Financial Services 17,120.0 $3.6M 0.02% +1K +7.2% $208.16 +3.2%
482 SGDM SPROTT ETF TRUST 50,735.0 $3.5M 0.02% +24K +90.6% $69.63 +1.6%
483 CHD CHURCH & DWIGHT CO INC Consumer Defensive 42,038.0 $3.5M 0.02% -1K -3.3% $83.85 +13.2%
484 CASY CASEYS GEN STORES INC Consumer Cyclical 6,365.0 $3.5M 0.02% -46.0 -0.7% $552.74 +49.0%
485 MP MP MATERIALS CORP Basic Materials 69,429.0 $3.5M 0.02% +49K +240.8% $50.52 +21.7%
486 FLAGSTAR BANK NATIONAL ASSO 277,250.0 $3.5M 0.02% +21K +8.2% $12.59
487 BROS DUTCH BROS INC Consumer Cyclical 56,830.0 $3.5M 0.02% +5K +10.4% $61.22 -12.4%
488 TRV TRAVELERS COMPANIES INC Financial Services 11,962.0 $3.5M 0.02% -197.0 -1.6% $290.07 +6.4%
489 EMLP FIRST TR EXCHANGE-TRADED FD 91,582.0 $3.5M 0.02% +5K +6.2% $37.87 +17.0%
490 BP BP PLC Energy 99,523.0 $3.5M 0.02% -3K -3.3% $34.73 +31.1%
491 CTVA CORTEVA INC Basic Materials 51,476.0 $3.5M 0.02% +672.0 +1.3% $67.03 +17.5%
492 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 45,394.0 $3.4M 0.02% $75.91 -28.5%
493 FISV FISERV INC Technology 50,898.0 $3.4M 0.02% -92K -64.3% $67.17 -17.6%
494 STPZ PIMCO ETF TR 63,400.0 $3.4M 0.02% +6K +11.3% $53.66 +0.5%
495 SRE SEMPRA Utilities 38,480.0 $3.4M 0.02% -1K -3.3% $88.29 +3.6%
496 QTEC FIRST TR EXCHANGE-TRADED FD 14,751.0 $3.4M 0.02% -199.0 -1.3% $230.21 +28.7%
497 IVE ISHARES TR 15,974.0 $3.4M 0.02% -469.0 -2.9% $212.08 +6.0%
498 SDY SPDR SERIES TRUST 24,298.0 $3.4M 0.02% +283.0 +1.2% $139.16 +6.2%
499 DVN DEVON ENERGY CORP NEW Energy 92,126.0 $3.4M 0.02% -57K -38.1% $36.63 +31.0%
500 HDV ISHARES TR 27,623.0 $3.4M 0.02% -450.0 -1.6% $121.61 -77.3%
Page 25 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%