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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 35 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FELC FIDELITY COVINGTON TRUST 48,906.0 $1.9M 0.01% -687.0 -1.4% $38.17 +8.9%
682 MAMA MAMAS CREATIONS INC Consumer Defensive 138,346.0 $1.9M 0.01% -36K -20.6% $13.49 +9.0%
683 TMDX TRANSMEDICS GROUP INC Healthcare 15,334.0 $1.9M 0.01% +83.0 +0.5% $121.65 -44.1%
684 BMNR BITMINE IMMERSION TECNOLOGI Financial Services 68,659.0 $1.9M 0.01% +35K +106.6% $27.15 -27.8%
685 ATO ATMOS ENERGY CORP Utilities 11,105.0 $1.9M 0.01% $167.63 +5.9%
686 BHP BHP GROUP LTD Basic Materials 30,828.0 $1.9M 0.01% -3K -8.8% $60.37 +40.7%
687 DGII DIGI INTL INC Technology 42,854.0 $1.9M 0.01% $43.29 +48.0%
688 SNA SNAP ON INC Industrials 5,371.0 $1.9M 0.01% $344.66 +4.4%
689 APA APA CORPORATION Energy 75,500.0 $1.8M 0.01% $24.46 +56.7%
690 CANADIAN PACIFIC KANSAS CIT 24,908.0 $1.8M 0.01% -2K -6.9% $73.63
691 VST VISTRA CORP Utilities 11,327.0 $1.8M 0.01% +3K +29.7% $161.34 -10.7%
692 GH GUARDANT HEALTH INC Healthcare 17,852.0 $1.8M 0.01% +2K +12.7% $102.14 +15.5%
693 ICSH ISHARES TR 35,961.0 $1.8M 0.01% +2K +4.7% $50.58 -0.1%
694 TRFK PACER FDS TR 28,350.0 $1.8M 0.01% NEW $64.06 +45.5%
695 SHLD GLOBAL X FDS 27,959.0 $1.8M 0.01% +1K +4.5% $64.79 -0.6%
696 CRH PLC 14,503.0 $1.8M 0.01% +3K +21.1% $124.80
697 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 136,188.0 $1.8M 0.01% -58K -29.8% $13.28 -19.4%
698 ZTS ZOETIS INC Healthcare 14,302.0 $1.8M 0.01% -5K -27.3% $125.83 -36.7%
699 JPLD J P MORGAN EXCHANGE TRADED 34,381.0 $1.8M 0.01% -1K -3.8% $52.34 -0.5%
700 FMB FIRST TR EXCH TRADED FD III 35,155.0 $1.8M 0.01% -13K -27.4% $51.14 -1.0%
Page 35 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%