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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 52 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ISCF ISHARES TR 16,650.0 $691K 0.00% +530.0 +3.3% $41.48 +7.9%
1022 HYD VANECK ETF TRUST 13,480.0 $689K 0.00% -1K -7.3% $51.12 -0.9%
1023 SIBN SI-BONE INC Healthcare 34,891.0 $688K 0.00% NEW $19.72 -24.8%
1024 JKHY HENRY JACK & ASSOC INC Technology 3,759.0 $686K 0.00% +687.0 +22.4% $182.49 -23.5%
1025 OXY OCCIDENTAL PETE CORP Energy 16,648.0 $685K 0.00% -6K -27.7% $41.12 +43.1%
1026 PLYMOUTH INDL REIT INC 31,282.0 $684K 0.00% -519.0 -1.6% $21.88
1027 EMB ISHARES TR 7,099.0 $684K 0.00% +293.0 +4.3% $96.29 -1.3%
1028 SGOL ETFS GOLD TR Financial Services 16,628.0 $683K 0.00% -1K -5.7% $41.08 +5.3%
1029 TOL TOLL BROTHERS INC Consumer Cyclical 5,027.0 $680K 0.00% -195.0 -3.7% $135.23 +0.8%
1030 CGCV CAPITAL GROUP CONSERVATIVE 22,295.0 $680K 0.00% +4K +20.0% $30.49 +4.9%
1031 KVUE KENVUE INC Consumer Defensive 39,374.0 $679K 0.00% +24K +154.8% $17.25 +1.2%
1032 FLMI FRANKLIN TEMPLETON ETF TR 27,229.0 $677K 0.00% $24.87 -0.4%
1033 CWS ADVISORSHARES TR 9,800.0 $674K 0.00% +1K +11.7% $68.73 -3.8%
1034 CAVA CAVA GROUP INC Consumer Cyclical 11,474.0 $673K 0.00% -30K -72.2% $58.69 +38.5%
1035 AME AMETEK INC Industrials 3,267.0 $671K 0.00% +225.0 +7.4% $205.33 +8.7%
1036 VOD VODAFONE GROUP PLC NEW Communication Services 50,676.0 $669K 0.00% -78K -60.6% $13.21 +15.4%
1037 STRL STERLING INFRASTRUCTURE INC Industrials 2,165.0 $663K 0.00% +75.0 +3.6% $306.23 +145.6%
1038 CWB SPDR SERIES TRUST 7,350.0 $656K 0.00% +100.0 +1.4% $89.20 +18.1%
1039 NUVEEN S&P 500 BUY-WRITE IN 44,517.0 $654K 0.00% -2K -5.3% $14.70
1040 LEN LENNAR CORP Consumer Cyclical 6,357.0 $654K 0.00% +2K +34.9% $102.80 -13.6%
Page 52 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%