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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 72 of 76  ·  1,519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 COKE COCA COLA CONS INC Consumer Defensive 1,480.0 $227K 0.00% NEW $153.30 +12.5%
1422 FTAI AVIATION LTD 1,150.0 $226K 0.00% -100.0 -8.0% $196.85
1423 BWB BRIDGEWATER BANCSHARES INC Financial Services 12,900.0 $226K 0.00% $17.53 +4.5%
1424 PI IMPINJ INC Technology 1,299.0 $226K 0.00% +101.0 +8.4% $174.01 -20.8%
1425 DFAR DIMENSIONAL ETF TRUST 9,807.0 $225K 0.00% NEW $22.90 +11.6%
1426 VIRC VIRCO MFG CO Consumer Cyclical 35,100.0 $224K 0.00% +5K +16.2% $6.39 -4.5%
1427 BE BLOOM ENERGY CORP Industrials 2,580.0 $224K 0.00% -7K -73.2% $86.89 +195.6%
1428 374WATER INC 109,294.0 $223K 0.00% NEW $2.04
1429 ITT ITT INC Industrials 1,282.0 $223K 0.00% +8.0 +0.6% $173.60 +12.2%
1430 SEB SEABOARD CORP DEL C Industrials 50.0 $222K 0.00% NEW $4444.82 +4.7%
1431 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,013.0 $222K 0.00% NEW $73.71 +4.6%
1432 RMBS RAMBUS INC DEL Technology 2,400.0 $221K 0.00% -263.0 -9.9% $91.89 +32.6%
1433 NTSK NETSKOPE INC Technology 12,550.0 $220K 0.00% NEW $17.54 -35.2%
1434 CRWV COREWEAVE INC Technology 3,063.0 $219K 0.00% -3K -46.5% $71.61 +39.5%
1435 INTF ISHARES TR 5,776.0 $218K 0.00% NEW $37.75 +8.2%
1436 GVI ISHARES TR 2,022.0 $217K 0.00% $107.35 -1.6%
1437 SLAB SILICON LABORATORIES INC Technology 1,659.0 $217K 0.00% +10.0 +0.6% $130.70 +65.8%
1438 CNI CANADIAN NATL RY CO Industrials 2,183.0 $216K 0.00% -33.0 -1.5% $98.88 +14.0%
1439 MHK MOHAWK INDS INC Consumer Cyclical 1,968.0 $215K 0.00% -2K -55.7% $109.30 -10.9%
1440 IOO ISHARES TR 1,693.0 $214K 0.00% NEW $126.67 +11.1%
Page 72 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%