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Home > Institutional Investor > D.a. Davidson & Co. > Profile

Instuitional Investor - D.a. Davidson & Co.

Fund Profile
Filing Period:
Fund Name: D.a. Davidson & Co.
Portfolio Value $18,614,924,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 5,665,587 $1,224,220,006 6.58%
2.
Vanguard Index Fds - GROWTH ETF
 11,047,446 $995,485,367 5.35%
3.
Ishares Trust
 HYG 8,086,048 $768,093,761 4.13%
4.
Ishares Trust
 IEF 5,801,590 $548,482,376 2.95%
5.
Apple Inc.
 AAPL 1,469,533 $489,384,019 2.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.