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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 54 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CLW CLEARWATER PAPER CORP Basic Materials 35,600.0 $619K 0.00% +26K +267.0% $17.40 -18.2%
1062 GHYG ISHARES INC U 13,320.0 $614K 0.00% $46.13 -1.6%
1063 CENCORA INC 1,817.0 $614K 0.00% +15.0 +0.8% $337.85
1064 GNRC GENERAC HLDGS INC Industrials 4,479.0 $611K 0.00% -770.0 -14.7% $136.37 +81.7%
1065 ANGLOGOLD ASHANTI PLC 7,162.0 $611K 0.00% NEW $85.28
1066 NUVEEN DOW 30 DYNMC OVERWRT 39,943.0 $610K 0.00% -2K -3.7% $15.26
1067 ARTY ISHARES TR 12,630.0 $609K 0.00% NEW $48.18 +41.4%
1068 MCY MERCURY GENL CORP NEW Financial Services 6,445.0 $606K 0.00% +930.0 +16.9% $94.07 +8.8%
1069 HIMS HIMS & HERS HEALTH INC Healthcare 18,617.0 $604K 0.00% +2K +10.4% $32.47 -26.1%
1070 DFAE DIMENSIONAL ETF TRUST 18,554.0 $604K 0.00% +2K +12.4% $32.57 +19.8%
1071 DAL DELTA AIR LINES INC DEL Industrials 8,704.0 $604K 0.00% +348.0 +4.2% $69.41 +9.0%
1072 UNM UNUM GROUP Financial Services 7,778.0 $603K 0.00% -103.0 -1.3% $77.51 +8.2%
1073 LEMB ISHARES INC 14,450.0 $601K 0.00% $41.57 +0.4%
1074 EQIX EQUINIX INC Real Estate 774.0 $593K 0.00% $766.16 +40.8%
1075 RY ROYAL BK CDA Financial Services 3,477.0 $593K 0.00% +555.0 +19.0% $170.53 +9.8%
1076 J JACOBS SOLUTIONS INC Industrials 4,451.0 $590K 0.00% -169.0 -3.7% $132.47 -13.9%
1077 EMHY ISHARES INC J 14,567.0 $588K 0.00% $40.37 -0.7%
1078 FEP FIRST TR EXCH TRD ALPHDX FD 10,930.0 $588K 0.00% +382.0 +3.6% $53.76 +9.9%
1079 XYLD GLOBAL X FDS 14,429.0 $586K 0.00% -274.0 -1.9% $40.63 -0.7%
1080 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 7,333.0 $585K 0.00% +100.0 +1.4% $79.82 +10.7%
Page 54 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%