D.A. DAVIDSON & CO.
Top Portfolio Positions
952 positions ·
$7,574,147,080 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,523,959 | $386,765,554 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
885,023 | $327,608,963 | 4.33% | |
| AVGO |
Broadcom Inc.
Technology
|
714,286 | $221,078,659 | 2.92% | |
| NVDA |
Nvidia Corp
Technology
|
1,082,530 | $188,793,231 | 2.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
189,386 | $188,709,891 | 2.49% | |
| RTX |
RTX Corp
Industrials
|
895,509 | $172,743,686 | 2.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
663,775 | $162,253,161 | 2.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
776,250 | $161,669,586 | 2.13% | |
| CMI |
Cummins Inc
Industrials
|
271,554 | $146,101,483 | 1.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
296,807 | $142,229,914 | 1.88% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,643,829 | 114,094 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,938,285 | 124,182 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,023,199 | 106,396 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,022,164 | 103,243 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,056,604 | 100,809 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,566,366 | 94,650 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,088,095 | 85,543 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,386,902 | 96,874 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,561,888 | 87,259 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,589,858 | 88,502 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,744,400 | 90,264 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,627,496 | 88,150 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,217,441 | 76,056 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,060,255 | 71,071 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,431,008 | 62,314 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,611,383 | 59,203 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,896,264 | 48,461 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,059,476 | 30,766 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,041,751 | 30,556 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,860,260 | 22,175 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,490,491 | 19,195 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,188,400 | 15,799 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $969,440 | 16,053 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,004,442 | 17,879 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $866,368 | 19,016 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||