D.A. DAVIDSON & CO.

CIK
0001080107
City
GREAT FALLS
State / Country
MT

Top Portfolio Positions

832 positions · $7,176,242,812 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
844,082 $408,214,936 5.69%
AAPL
Apple Inc.
1,496,845 $406,932,281 5.67%
AVGO
Broadcom Inc.
Technology
731,244 $253,083,548 3.53%
NVDA
Nvidia Corp
1,084,507 $202,260,555 2.82%
AMZN
Amazon Com Inc
752,439 $173,677,969 2.42%
RTX
RTX Corp
925,047 $169,653,619 2.36%
COST
Costco Wholesale Corp /New
Consumer Defensive
188,392 $162,457,957 2.26%
CMI
Cummins Inc
302,705 $154,515,767 2.15%
JNJ
Johnson & Johnson
714,597 $147,885,849 2.06%
GOOGL
Alphabet Inc.
442,119 $138,383,247 1.93%

Portfolio Trend

48 quarters · across all stocks

Holdings in CCB

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2025-12-31 $14,385,514 125,539
2025-09-30 $13,579,553 125,539