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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 55 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 AOS SMITH A O CORP Industrials 8,745.0 $585K 0.00% +341.0 +4.1% $66.88 -14.5%
1082 MAS MASCO CORP Industrials 9,210.0 $584K 0.00% $63.46 +5.8%
1083 IJT ISHARES TR 4,133.0 $583K 0.00% +2K +71.1% $141.18 +13.7%
1084 WTRG ESSENTIAL UTILS INC Utilities 15,194.0 $583K 0.00% +425.0 +2.9% $38.36 -4.7%
1085 CGHM CAPITAL GRP FIXED INCM ETF 22,814.0 $581K 0.00% NEW $25.48 -0.3%
1086 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 12,427.0 $580K 0.00% -582.0 -4.5% $46.68 -8.4%
1087 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 11,922.0 $579K 0.00% NEW $48.58 +73.9%
1088 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,451.0 $577K 0.00% +154.0 +1.9% $68.23 +12.2%
1089 SPDR SERIES TRUST 17,956.0 $577K 0.00% $32.11
1090 EBND SPDR SERIES TRUST 26,971.0 $576K 0.00% $21.37 -2.7%
1091 NTRA NATERA INC Healthcare 2,490.0 $570K 0.00% NEW $229.09 -11.1%
1092 MDB MONGODB INC Technology 1,357.0 $570K 0.00% +196.0 +16.9% $419.69 -24.3%
1093 HAL HALLIBURTON CO Energy 20,059.0 $567K 0.00% -1K -6.0% $28.26 +48.5%
1094 XJR ISHARES TR 13,300.0 $566K 0.00% +663.0 +5.2% $42.58 +12.9%
1095 CSQ CALAMOS STRATEGIC TOTAL RETU C Financial Services 29,458.0 $566K 0.00% +3K +11.8% $19.20 +5.2%
1096 CEMB ISHARES INC 12,269.0 $563K 0.00% $45.87 -0.8%
1097 FXH FIRST TR EXCHANGE TRADED FD 4,942.0 $563K 0.00% $113.82 +0.5%
1098 DOV DOVER CORP Industrials 2,873.0 $561K 0.00% $195.24 +6.4%
1099 GTES GATES INDL CORP PLC Industrials 26,124.0 $561K 0.00% +8K +43.6% $21.47 +12.1%
1100 RODM LATTICE STRATEGIES TR 15,145.0 $560K 0.00% -140.0 -0.9% $36.97 +12.3%
Page 55 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%