Long-term investor
D.a. Davidson & Co. @dadavidsonco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001080107).
Record
- Tracked since 2025-06-30 (472 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +18.8% · 6 months +27.0% · 1 year -10.7% · all -10.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 6.9% · long · since 2025-06-30
- 922908736 · 5.2% · long · since 2025-06-30
- 46432F834 · 4.2% · long · since 2025-06-30
- 464287226 · 2.9% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 464287630 · 1.6% · long · since 2025-06-30
- 921943858 · 1.4% · long · since 2025-06-30
- AVGO · 1.4% · long · since 2025-06-30
- 78464A375 · 1.2% · long · since 2025-06-30
- 464287648 · 1.2% · long · since 2025-06-30
- NVDA · 1.2% · long · since 2025-06-30