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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 39 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TARS TARSUS PHARMACEUTICALS INC Healthcare 18,233.0 $1.5M 0.01% NEW $81.88 -20.9%
762 MPLX MPLX LP Energy 27,847.0 $1.5M 0.01% -655.0 -2.3% $53.37 +4.2%
763 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 125,196.0 $1.5M 0.01% +2K +1.6% $11.81 -0.7%
764 PEO ADAM NAT RES FD INC Financial Services 67,962.0 $1.5M 0.01% +2K +2.8% $21.74 +21.3%
765 RPM RPM INTL INC Basic Materials 14,191.0 $1.5M 0.01% +393.0 +2.9% $104.00 -5.3%
766 FDT FIRST TR EXCH TRD ALPHDX FD 18,576.0 $1.5M 0.01% +915.0 +5.2% $79.45 +22.2%
767 CTRE CARETRUST REIT INC Real Estate 40,781.0 $1.5M 0.01% +282.0 +0.7% $36.16 +13.4%
768 ISCV ISHARES TR M 21,487.0 $1.5M 0.01% +874.0 +4.2% $68.50 +8.2%
769 HAS HASBRO INC Consumer Cyclical 17,912.0 $1.5M 0.01% +5K +37.6% $82.00 +9.8%
770 CACI CACI INTL INC Technology 2,751.0 $1.5M 0.01% -868.0 -24.0% $532.81 -8.0%
771 NVR NVR INC Consumer Cyclical 200.0 $1.5M 0.01% +20.0 +11.1% $7292.77 -17.1%
772 BSX BOSTON SCIENTIFIC CORP Healthcare 15,287.0 $1.5M 0.01% $95.35 -40.1%
773 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 25,288.0 $1.5M 0.01% +2K +7.4% $57.49 +34.1%
774 VRSK VERISK ANALYTICS INC Industrials 6,490.0 $1.5M 0.01% $223.69 -23.7%
775 PFXF VANECK ETF TRUST 81,737.0 $1.4M 0.01% +5K +6.9% $17.66 +4.4%
776 SCHB SCHWAB STRATEGIC TR 54,868.0 $1.4M 0.01% -2K -3.1% $26.23 +9.0%
777 IDXX IDEXX LABS INC Healthcare 2,108.0 $1.4M 0.01% +156.0 +8.0% $676.53 -18.2%
778 DOW DOW INC Basic Materials 60,741.0 $1.4M 0.01% -39K -39.4% $23.38 +53.6%
779 STX SEAGATE TECHNOLOGY HLDNGS P Technology 5,111.0 $1.4M 0.01% +722.0 +16.4% $275.43 +172.7%
780 EBAY EBAY INC. Consumer Cyclical 16,133.0 $1.4M 0.01% +397.0 +2.5% $87.10 +34.5%
Page 39 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%