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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 62 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 XLB SELECT SECTOR SPDR TR 8,910.0 $404K 0.00% +6K +221.1% $45.35 +8.1%
1222 GGG GRACO INC Industrials 4,928.0 $404K 0.00% $81.97 -7.6%
1223 CYBERARK SOFTWARE LTD 904.0 $403K 0.00% +122.0 +15.6% $446.06
1224 KLIC KULICKE & SOFFA INDS INC Technology 8,848.0 $403K 0.00% -388.0 -4.2% $45.56 +118.1%
1225 BBN BLACKROCK TAX MUNICPAL BD T Financial Services 24,623.0 $402K 0.00% -441.0 -1.8% $16.32 -4.9%
1226 GSLC GOLDMAN SACHS ETF TR 3,022.0 $400K 0.00% $132.37 +5.1%
1227 CRVL CORVEL CORP Financial Services 5,853.0 $400K 0.00% $68.26 -13.4%
1228 WPC WP CAREY INC Real Estate 6,197.0 $399K 0.00% -494.0 -7.4% $64.36 +14.8%
1229 SDOG ALPS ETF TR 6,582.0 $398K 0.00% $60.47 +9.9%
1230 DGX QUEST DIAGNOSTICS INC Healthcare 2,289.0 $397K 0.00% +255.0 +12.5% $173.54 +9.4%
1231 AIOT POWERFLEET INC Technology 74,623.0 $397K 0.00% -5K -6.3% $5.32 -41.0%
1232 LUV SOUTHWEST AIRLS CO Industrials 9,511.0 $393K 0.00% +610.0 +6.8% $41.33 -7.2%
1233 JAAA JANUS DETROIT STR TR 7,747.0 $392K 0.00% +3K +76.5% $50.58 +0.1%
1234 EL LAUDER ESTEE COS INC Consumer Defensive 3,705.0 $388K 0.00% -298.0 -7.4% $104.74 -23.6%
1235 KAI KADANT INC Industrials 1,356.0 $386K 0.00% $285.02 +10.2%
1236 FIRST HAWAIIAN INC 15,104.0 $386K 0.00% $25.58
1237 BAX BAXTER INTL INC Healthcare 20,182.0 $386K 0.00% -4K -15.1% $19.11 -4.1%
1238 AEIS ADVANCED ENERGY INDS Industrials 1,842.0 $386K 0.00% -18.0 -1.0% $209.37 +44.6%
1239 RSG REPUBLIC SVCS INC Industrials 1,816.0 $385K 0.00% -10K -84.8% $211.93 +1.2%
1240 FCAL FIRST TR EXCH TRADED FD III 7,788.0 $384K 0.00% -100.0 -1.3% $49.31 -0.8%
Page 62 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%