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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 63 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 IMCG ISHARES TR 4,792.0 $383K 0.00% +1K +38.8% $79.84 +10.3%
1242 SHYG ISHARES TR 8,911.0 $382K 0.00% -1K -12.8% $42.87 -1.6%
1243 HII HUNTINGTON INGALLS INDS INC Industrials 1,121.0 $381K 0.00% -3K -73.6% $340.07 -3.2%
1244 IYH ISHARES TR 5,851.0 $381K 0.00% +689.0 +13.3% $65.11 -5.0%
1245 AVA AVISTA CORP Utilities 9,860.0 $380K 0.00% +3K +44.5% $38.54 +6.2%
1246 XME SPDR SERIES TRUST 3,655.0 $379K 0.00% +268.0 +7.9% $103.61 +6.3%
1247 SPTS SPDR SERIES TRUST 12,895.0 $378K 0.00% NEW $29.28 -1.0%
1248 IYR ISHARES TR 4,013.0 $377K 0.00% +188.0 +4.9% $93.90 +7.8%
1249 IONQ IONQ INC Technology 8,332.0 $374K 0.00% -20K -70.4% $44.87 +9.9%
1250 FE FIRSTENERGY CORP Utilities 8,297.0 $371K 0.00% NEW $44.77 -1.0%
1251 HUM HUMANA INC Healthcare 1,448.0 $371K 0.00% -1K -47.4% $256.17 +19.5%
1252 UFPI UFP INDUSTRIES INC Basic Materials 4,072.0 $371K 0.00% -65.0 -1.6% $91.05 -10.9%
1253 BROWN FORMAN CORP 14,192.0 $370K 0.00% NEW $26.06
1254 SOXQ INVESCO EXCH TRADED FD TR I 6,600.0 $368K 0.00% $55.77 +59.6%
1255 NVG NUVEEN AMT FREE MUN CR INC Financial Services 28,875.0 $366K 0.00% -2K -7.6% $12.66 -4.2%
1256 GEN GEN DIGITAL INC Technology 13,421.0 $365K 0.00% -2K -11.2% $27.19 -10.5%
1257 ON ON SEMICONDUCTOR CORP Technology 6,736.0 $365K 0.00% -242.0 -3.5% $54.15 +102.1%
1258 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 30,091.0 $362K 0.00% $12.02 -4.2%
1259 THOMSON REUTERS CORP 2,739.0 $361K 0.00% $131.89
1260 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,842.0 $360K 0.00% +304.0 +12.0% $126.60 +15.0%
Page 63 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%