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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 44 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FEMB FIRST TR EXCH TRADED FD III 36,725.0 $1.1M 0.01% +1K +3.0% $29.80 -2.5%
862 LOGI LOGITECH INTL S A Technology 10,887.0 $1.1M 0.01% NEW $100.22 +5.6%
863 BLOCK INC 16,730.0 $1.1M 0.01% +1K +7.3% $65.09
864 NXTG FIRST TR EXCHANGE-TRADED FD 10,096.0 $1.1M 0.01% $107.76 +36.7%
865 RRC RANGE RES CORP Energy 30,803.0 $1.1M 0.01% +2K +5.8% $35.26 +19.3%
866 CF CF INDS HLDGS INC Basic Materials 14,001.0 $1.1M 0.01% +495.0 +3.7% $77.34 +57.3%
867 XJH ISHARES TR 24,188.0 $1.1M 0.01% +943.0 +4.1% $44.65 +10.2%
868 ARLO ARLO TECHNOLOGIES INC Industrials 76,543.0 $1.1M 0.01% -916.0 -1.2% $13.99 -9.0%
869 THR THERMON GROUP HLDGS INC Industrials 28,678.0 $1.1M 0.01% -381.0 -1.3% $37.16 +76.1%
870 BKH BLACK HILLS CORP Utilities 15,327.0 $1.1M 0.01% -796.0 -4.9% $69.42 +6.8%
871 PGF INVESCO EXCHANGE TRADED FD 75,101.0 $1.1M 0.01% $14.14 -2.5%
872 EME EMCOR GROUP INC Industrials 1,733.0 $1.1M 0.01% $611.79 +38.8%
873 FCG FIRST TR EXCHANGE-TRADED FD 45,042.0 $1.1M 0.01% +27K +156.3% $23.41 +29.0%
874 AHRT ARMADA HOFFLER PPTYS INC Financial Services 158,685.0 $1.1M 0.01% +4K +2.5% $6.62 +3.6%
875 CUBE CUBESMART Real Estate 29,099.0 $1.0M 0.01% -1K -4.7% $36.05 +11.3%
876 FENY FIDELITY COVINGTON TRUST 42,276.0 $1.0M 0.01% +1K +3.4% $24.77 +32.9%
877 KKR KKR & CO INC Financial Services 8,192.0 $1.0M 0.01% -90.0 -1.1% $127.49 -25.7%
878 FCVT FIRST TR EXCHANGE-TRADED FD 24,262.0 $1.0M 0.01% -2K -6.2% $43.03 +20.2%
879 XBI SPDR SERIES TRUST 8,552.0 $1.0M 0.01% -481.0 -5.3% $121.94 +8.9%
880 CPRT COPART INC Industrials 26,613.0 $1.0M 0.01% -1K -5.2% $39.15 -12.1%
Page 44 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%