D.A. DAVIDSON & CO.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 3.18M | $89.43M |
 | UMH | 1.77M | $25.56M |
 | AAPL | 1.52M | $386.77M |
 | NVDA | 1.08M | $188.79M |
 | NEE | 1.03M | $95.81M |
 | RTX | 896K | $172.74M |
 | MSFT | 885K | $327.60M |
 | AMZN | 776K | $161.67M |
 | RKT | 757K | $10.79M |
 | AVGO | 714K | $221.08M |
 | JNJ | 664K | $162.25M |
 | KMI | 658K | $22.07M |
 | VZ | 649K | $32.56M |
 | ARCC | 646K | $11.64M |
 | PATH | 597K | $6.63M |
 | MRK | 573K | $68.88M |
 | PLD | 567K | $74.91M |
 | IBRX | 558K | $4.28M |
 | ANIX | 539K | $1.39M |
 | PEP | 524K | $81.37M |
Pfizer Inc.
PFE
Shares Held
3.18M
Value
$89.43M
UMH Properties, Inc.
UMH
Shares Held
1.77M
Value
$25.56M
Apple Inc.
AAPL
Shares Held
1.52M
Value
$386.77M
NVIDIA Corporation
NVDA
Shares Held
1.08M
Value
$188.79M
NextEra Energy, Inc.
NEE
Shares Held
1.03M
Value
$95.81M
RTX Corporation
RTX
Shares Held
896K
Value
$172.74M
Microsoft Corporation
MSFT
Shares Held
885K
Value
$327.60M
Amazon.com, Inc.
AMZN
Shares Held
776K
Value
$161.67M
Rocket Companies, Inc.
RKT
Shares Held
757K
Value
$10.79M
Broadcom Inc.
AVGO
Shares Held
714K
Value
$221.08M
Johnson & Johnson
JNJ
Shares Held
664K
Value
$162.25M
Kinder Morgan, Inc.
KMI
Shares Held
658K
Value
$22.07M
Verizon Communications Inc.
VZ
Shares Held
649K
Value
$32.56M
Ares Capital Corporation
ARCC
Shares Held
646K
Value
$11.64M
UiPath Inc.
PATH
Shares Held
597K
Value
$6.63M
Merck & Co., Inc.
MRK
Shares Held
573K
Value
$68.88M
Prologis, Inc.
PLD
Shares Held
567K
Value
$74.91M
ImmunityBio, Inc.
IBRX
Shares Held
558K
Value
$4.28M
Anixa Biosciences, Inc.
ANIX
Shares Held
539K
Value
$1.39M
PepsiCo, Inc.
PEP
Shares Held
524K
Value
$81.37M