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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 51 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WSBC WESBANCO INC Financial Services 22,065.0 $733K 0.00% -574.0 -2.5% $33.24 +2.8%
1002 A AGILENT TECHNOLOGIES INC Healthcare 5,343.0 $727K 0.00% +63.0 +1.2% $136.09 -15.6%
1003 ZS ZSCALER INC Technology 3,232.0 $727K 0.00% +1K +61.4% $224.92 -22.4%
1004 VMC VULCAN MATLS CO Basic Materials 2,543.0 $725K 0.00% -26.0 -1.0% $285.23 -7.7%
1005 PEBO PEOPLES BANCORP INC Financial Services 24,046.0 $722K 0.00% -311.0 -1.3% $30.03 +15.3%
1006 PRI PRIMERICA INC Financial Services 2,786.0 $720K 0.00% $258.36 +8.8%
1007 SAP SAP SE Technology 2,963.0 $720K 0.00% +86.0 +3.0% $242.91 -25.9%
1008 TRP TC ENERGY CORP Energy 13,062.0 $719K 0.00% +3K +35.0% $55.01 +27.4%
1009 EXACT SCIENCES CORP 7,065.0 $718K 0.00% $101.56
1010 NOV NOV INC Energy 45,702.0 $714K 0.00% -1K -2.9% $15.63 +33.5%
1011 WTS WATTS WATER TECHNOLOGIES IN Industrials 2,584.0 $713K 0.00% $276.02 +8.4%
1012 WU WESTERN UN CO Financial Services 76,524.0 $712K 0.00% -4K -4.5% $9.31 -7.8%
1013 IYF ISHARES TR 5,499.0 $709K 0.00% +574.0 +11.7% $128.95 -4.3%
1014 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,263.0 $708K 0.00% +424.0 +11.0% $166.04 +7.4%
1015 NRIM NORTHRIM BANCORP INC C Financial Services 26,400.0 $703K 0.00% $26.61 -8.0%
1016 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,507.0 $700K 0.00% -205.0 -7.6% $279.03 -9.0%
1017 BEN FRANKLIN RESOURCES INC Financial Services 29,121.0 $696K 0.00% +818.0 +2.9% $23.89 +29.2%
1018 MFS ACTIVE EXCHANGE TRADED 22,811.0 $695K 0.00% -2K -6.4% $30.45
1019 FCNCA FIRST CTZNS BANCSHARES INC Financial Services 323.0 $693K 0.00% $2146.18 -7.3%
1020 JHG JANUS HENDERSON GROUP PLC Financial Services 14,520.0 $691K 0.00% -447.0 -3.0% $47.57 +8.7%
Page 51 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%