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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 7 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 102,944.0 $22.6M 0.14% +12K +13.5% $219.71 +0.0%
122 CGCB CAPITAL GRP FIXED INCM ETF 839,077.0 $22.3M 0.14% +56K +7.2% $26.52 -2.1%
123 TSM TAIWAN SEMICONDUCTOR MFG LT Technology 72,349.0 $22.0M 0.14% +4K +6.6% $303.89 +33.1%
124 CALF PACER FDS TR 491,663.0 $21.8M 0.13% -41K -7.6% $44.37 +6.6%
125 EOG EOG RES INC Energy 207,555.0 $21.8M 0.13% -11K -5.2% $105.01 +33.6%
126 NOW SERVICENOW INC Technology 139,228.0 $21.3M 0.13% +122K +719.8% $153.19 -37.9%
127 WFC WELLS FARGO CO NEW Financial Services 221,265.0 $20.6M 0.13% -6K -2.7% $93.20 -21.2%
128 KO COCA COLA CO Consumer Defensive 292,057.0 $20.4M 0.12% -2K -0.8% $69.91 +15.6%
129 DGRW WISDOMTREE TR 228,203.0 $20.4M 0.12% $89.43 +7.1%
130 JCPB J P MORGAN EXCHANGE TRADED 429,881.0 $20.4M 0.12% +96K +28.6% $47.35 -1.9%
131 CGXU CAPITAL GROUP INTL FOCUS EQ 688,808.0 $20.4M 0.12% +43K +6.7% $29.55 +10.6%
132 PWR QUANTA SVCS INC Industrials 47,880.0 $20.2M 0.12% -2K -3.3% $422.06 +82.4%
133 MA MASTERCARD INCORPORATED Financial Services 35,346.0 $20.2M 0.12% +2K +5.7% $570.89 -13.4%
134 CGCP CAPITAL GRP FIXED INCM ETF 887,210.0 $20.1M 0.12% +83K +10.4% $22.64 -2.1%
135 TDIV FIRST TR EXCHANGE TRADED FD 205,250.0 $19.9M 0.12% -5K -2.4% $96.84 +15.0%
136 MO ALTRIA GROUP INC Consumer Defensive 337,708.0 $19.5M 0.12% -31K -8.4% $57.66 +26.8%
137 J P MORGAN EXCHANGE TRADED 377,522.0 $19.1M 0.12% -18K -4.5% $50.59
138 MDT MEDTRONIC PLC Healthcare 197,008.0 $18.9M 0.12% -16K -7.7% $96.06 -20.7%
139 CGUS CAPITAL GROUP CORE EQUITY E 469,277.0 $18.9M 0.12% +21K +4.7% $40.23 +7.9%
140 NFLX NETFLIX INC Communication Services 198,444.0 $18.6M 0.11% +180K +985.6% $93.76 -7.2%
Page 7 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%