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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 5 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESGD ISHARES TR 364,023.0 $34.6M 0.21% -11K -2.8% $95.09 +5.7%
82 VONG VANGUARD SCOTTSDALE FDS 281,588.0 $34.3M 0.21% +18K +6.8% $121.75 +5.1%
83 MGK VANGUARD WORLD FD 81,813.0 $33.8M 0.21% +2K +2.5% $412.77 -78.5%
84 VB VANGUARD INDEX FDS 130,665.0 $33.7M 0.21% +15K +12.5% $257.95 +9.3%
85 EUSA ISHARES INC 307,332.0 $31.8M 0.20% -3K -1.1% $103.37 +4.7%
86 VO VANGUARD INDEX FDS 107,776.0 $31.3M 0.19% +15K +16.4% $290.22 -73.6%
87 IWR ISHARES TR 323,817.0 $31.2M 0.19% +5K +1.6% $96.27 +7.7%
88 NVS NOVARTIS AG Healthcare 219,714.0 $30.3M 0.19% -5K -2.1% $137.87 +8.6%
89 SYK STRYKER CORPORATION Healthcare 85,846.0 $30.2M 0.18% -3K -3.4% $351.47 -13.1%
90 HD HOME DEPOT INC Consumer Cyclical 86,717.0 $29.8M 0.18% +11K +15.0% $344.10 -11.6%
91 ADSK AUTODESK INC Technology 100,484.0 $29.7M 0.18% +523.0 +0.5% $296.01 -20.1%
92 IWM ISHARES TR 119,715.0 $29.5M 0.18% -1K -1.0% $246.16 +12.8%
93 PG PROCTER AND GAMBLE CO Consumer Defensive 205,472.0 $29.4M 0.18% -3K -1.4% $143.31 -0.4%
94 DUK DUKE ENERGY CORP NEW Utilities 250,095.0 $29.3M 0.18% +11K +4.6% $117.21 +6.1%
95 GD GENERAL DYNAMICS CORP Industrials 86,688.0 $29.2M 0.18% $336.66 +1.2%
96 DIS DISNEY WALT CO Communication Services 253,665.0 $28.9M 0.18% -25K -8.8% $113.77 -7.3%
97 SHOP SHOPIFY INC Technology 175,889.0 $28.3M 0.17% +14K +9.0% $160.97 -39.5%
98 CGGO CAPITAL GROUP GBL GROWTH EQ 809,229.0 $28.0M 0.17% +8K +1.0% $34.65 +11.7%
99 UMH UMH PPTYS INC Real Estate 1,700,296.0 $27.1M 0.17% +230K +15.6% $15.91 -4.5%
100 JBND J P MORGAN EXCHANGE TRADED 499,423.0 $27.0M 0.17% +205K +69.9% $54.07 -2.0%
Page 5 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%