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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 56 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 WDAY WORKDAY INC Technology 2,599.0 $558K 0.00% +16.0 +0.6% $214.78 -39.8%
1102 BGC BGC GROUP INC Financial Services 62,429.0 $557K 0.00% +20K +48.8% $8.93 +25.8%
1103 SNY SANOFI SA Healthcare 11,490.0 $557K 0.00% +6K +121.6% $48.46 -10.1%
1104 WYNN WYNN RESORTS LTD Consumer Cyclical 4,625.0 $557K 0.00% +3K +149.3% $120.33 -21.2%
1105 DWX SPDR INDEX SHS FDS 12,666.0 $556K 0.00% -538.0 -4.1% $43.94 +7.2%
1106 ANVS ANNOVIS BIO INC Healthcare 160,779.0 $556K 0.00% NEW $3.46 -41.0%
1107 CNQ CANADIAN NAT RES LTD Energy 16,427.0 $556K 0.00% +117.0 +0.7% $33.85 +46.0%
1108 OGS ONE GAS INC Utilities 7,192.0 $556K 0.00% $77.25 +7.6%
1109 SJM SMUCKER J M CO Consumer Defensive 5,666.0 $554K 0.00% -1K -18.9% $97.82 +5.3%
1110 NULV NUSHARES ETF TR 12,236.0 $551K 0.00% -81.0 -0.7% $45.05 +11.4%
1111 VCLT VANGUARD SCOTTSDALE FDS 7,246.0 $550K 0.00% +985.0 +15.7% $75.85 -2.5%
1112 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,952.0 $543K 0.00% +505.0 +20.6% $184.05 +5.3%
1113 COWG PACER FDS TR 15,356.0 $541K 0.00% -2K -11.2% $35.21 +6.8%
1114 DDOG DATADOG INC Technology 3,970.0 $540K 0.00% +1K +41.7% $135.99 +58.2%
1115 SE SEA LTD Consumer Cyclical 4,232.0 $540K 0.00% -1K -22.7% $127.57 -31.6%
1116 LITE LUMENTUM HLDGS INC Technology 1,455.0 $536K 0.00% -406.0 -21.8% $368.59 +141.5%
1117 ILPT INDUSTRIAL LOGISTICS PPTYS Real Estate 96,600.0 $535K 0.00% +58K +150.3% $5.54 +49.1%
1118 FLQL FRANKLIN TEMPLETON ETF TR 7,677.0 $532K 0.00% $69.33 +10.3%
1119 DKNG DRAFTKINGS INC NEW Consumer Cyclical 15,424.0 $532K 0.00% +707.0 +4.8% $34.46 -25.9%
1120 WAFD WAFD INC Financial Services 16,590.0 $531K 0.00% -14K -45.0% $32.03 +8.9%
Page 56 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%