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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 68 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 BCC BOISE CASCADE CO DEL Basic Materials 3,753.0 $276K 0.00% -123.0 -3.2% $73.60 -8.2%
1342 FORM FORMFACTOR INC Technology 4,951.0 $276K 0.00% NEW $55.78 +126.4%
1343 FRPT FRESHPET INC Consumer Defensive 4,526.0 $276K 0.00% NEW $60.93 -19.0%
1344 CFR CULLEN FROST BANKERS INC Financial Services 2,168.0 $275K 0.00% -16.0 -0.7% $126.63 +8.8%
1345 NNN NNN REIT INC Real Estate 6,925.0 $274K 0.00% NEW $39.63 +10.3%
1346 SPDW SPDR INDEX SHS FDS 6,174.0 $274K 0.00% $44.41 +11.5%
1347 EGP EASTGROUP PPTYS INC Real Estate 1,536.0 $274K 0.00% -88.0 -5.4% $178.14 +12.7%
1348 VANGUARD MUN BD FDS 2,700.0 $272K 0.00% NEW $100.83
1349 NMCO NUVEEN MUN CR OPPORTUNITIES C Financial Services 26,608.0 $272K 0.00% +4K +19.3% $10.23 +3.6%
1350 STIP ISHARES TR 2,639.0 $270K 0.00% NEW $102.39 +1.1%
1351 OGN ORGANON & CO Healthcare 37,544.0 $269K 0.00% -24K -39.5% $7.17 +86.9%
1352 NGL NGL ENERGY PARTNERS LP Energy 26,895.0 $269K 0.00% $10.00 +78.4%
1353 RMT ROYCE MICRO-CAP TR INC C Financial Services 25,761.0 $269K 0.00% -467.0 -1.8% $10.43 +26.0%
1354 QQQI NEOS ETF TRUST 4,970.0 $268K 0.00% NEW $53.86 +4.6%
1355 HFSI HARTFORD FDS EXCHANGE TRADE 7,540.0 $268K 0.00% NEW $35.48 -1.5%
1356 DINO HF SINCLAIR CORP Energy 5,791.0 $267K 0.00% +210.0 +3.8% $46.08 +51.9%
1357 LEU CENTRUS ENERGY CORP Energy 1,096.0 $266K 0.00% +12.0 +1.1% $242.76 -24.8%
1358 AVLV AMERICAN CENTY ETF TR 3,500.0 $265K 0.00% -300.0 -7.9% $75.77 +15.8%
1359 GARP ISHARES TR 3,870.0 $264K 0.00% -80.0 -2.0% $68.10 +11.9%
1360 AES AES CORP Utilities 18,364.0 $263K 0.00% +400.0 +2.2% $14.34 +1.3%
Page 68 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%