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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 58 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PAA PLAINS ALL AMERN PIPELINE L Energy 27,986.0 $503K 0.00% -4K -11.6% $17.96 +31.5%
1142 IMO IMPERIAL OIL LTD Energy 5,822.0 $503K 0.00% -430.0 -6.9% $86.32 +59.5%
1143 MPWR MONOLITHIC PWR SYS INC Technology 554.0 $502K 0.00% -14.0 -2.5% $906.36 +62.0%
1144 ABR ARBOR REALTY TRUST INC Real Estate 64,622.0 $501K 0.00% -2K -3.6% $7.76 -25.5%
1145 YLDE LEGG MASON ETF INVT F 9,198.0 $498K 0.00% +2K +19.9% $54.19 +2.8%
1146 LSTR LANDSTAR SYS INC Industrials 3,464.0 $498K 0.00% $143.70 +26.8%
1147 SYFI AB ACTIVE ETFS INC 13,851.0 $498K 0.00% $35.93 -0.6%
1148 SOLV SOLVENTUM CORP Healthcare 6,270.0 $497K 0.00% -1K -14.0% $79.24 -5.7%
1149 UBS UBS GROUP AG Financial Services 10,719.0 $496K 0.00% +793.0 +8.0% $46.31 -1.6%
1150 ROBT FIRST TR EXCHANGE TRADED FD 9,569.0 $496K 0.00% $51.87 +4.6%
1151 MCHI ISHARES TR 8,261.0 $496K 0.00% $60.07 -5.7%
1152 SMR NUSCALE PWR CORP Utilities 34,659.0 $491K 0.00% +13K +61.6% $14.17 -29.0%
1153 KMX CARMAX INC Consumer Cyclical 12,696.0 $491K 0.00% -310.0 -2.4% $38.64 -6.1%
1154 NUSC NUSHARES ETF TR 10,902.0 $487K 0.00% -428.0 -3.8% $44.65 +8.7%
1155 NULG NUSHARES ETF TR 4,977.0 $487K 0.00% -50.0 -1.0% $97.80 +12.6%
1156 SUI SUN CMNTYS INC Real Estate 3,914.0 $485K 0.00% +598.0 +18.0% $123.91 -1.6%
1157 FNV FRANCO NEV CORP Basic Materials 2,330.0 $483K 0.00% +37.0 +1.6% $207.32 +7.4%
1158 CHKP CHECK POINT SOFTWARE TECH L Technology 2,595.0 $482K 0.00% $185.56 -32.1%
1159 EMO CLEARBRIDGE ENERGY MIDSTRM Financial Services 10,754.0 $480K 0.00% -1K -11.9% $44.65 +17.0%
1160 VSGX VANGUARD WORLD FD 6,669.0 $478K 0.00% -100.0 -1.5% $71.62 +11.3%
Page 58 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%