Fund HoldingsDana Investment Advisors, Inc.

Total Portfolio Value
$3.44B
Total Bought
$251.47M
Total Sold
$341.54M
Net Transaction
-$90.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)320,274355,764+35,49077,859111,3543.24%+33,496
AMERICAN TOWER CORP NEW(AMT)0104,408+104,408018,3310.53%+18,331
LINDE PLC(LIN)029,760+29,760012,6890.37%+12,689
ELI LILLY & CO(LLY)43,51441,033-2,48133,20144,0981.28%+10,896
STERIS PLC(STE)44,71284,465+39,75311,06321,4130.62%+10,350
APPLE INC(AAPL)592,212585,716-6,496150,795159,2334.63%+8,438
AMAZON COM INC(AMZN)324,533340,233+15,70071,25878,5332.28%+7,275
THE CIGNA GROUP(CI)033,067+33,06709,1010.26%+9,101
PROGRESS SOFTWARE CORP(PRGS)0139,915+139,91506,0110.17%+6,011
CRESCENT ENERGY COMPANY(CRGY)0711,272+711,27205,9680.17%+5,968
ANALOG DEVICES INC(ADI)95,735108,505+12,77023,52229,4270.86%+5,905
MGP INGREDIENTS INC NEW0220,082+220,08205,3480.16%+5,348
DOORDASH INC(DASH)40,87870,835+29,95711,11816,0430.47%+4,924
IQVIA HLDGS INC(IQV)160,057156,268-3,78930,40135,2241.02%+4,823
MASTERCARD INCORPORATED(MA)014,482+14,48208,2680.24%+8,268
SCHWAB CHARLES CORP(SCHW)060,131+60,13106,0080.17%+6,008
ADOBE INC(ADBE)85,82897,858+12,03030,27634,2491.00%+3,973
VISA INC(V)0138,251+138,251048,4861.41%+48,486
ACCENTURE PLC IRELAND
SHS CLASS A
0112,250+112,250030,1170.88%+30,117
ADVANCED ENERGY INDS57,52164,236+6,7159,78713,4490.39%+3,662
REGENERON PHARMACEUTICALS(REGN)5,3138,395+3,0822,9876,4800.19%+3,493
OMNICELL COM(OMCL)076,057+76,05703,4450.10%+3,445
SELECT MED HLDGS CORP524,621678,545+153,9246,73610,0760.29%+3,340
WARNER MUSIC GROUP CORP(WMG)0101,696+101,69603,1190.09%+3,119
CSX CORP(CSX)091,137+91,13703,3040.10%+3,304
ALPHABET INC(GOOG)47,33645,549-1,78711,52914,2930.42%+2,765
ARAMARK(ARMK)073,307+73,30702,7020.08%+2,702
LUMENTUM HLDGS INC(LITE)57,73432,748-24,9869,39412,0710.35%+2,677
PARKER-HANNIFIN CORP(PH)022,963+22,963020,1840.59%+20,184
SNOWFLAKE INC(SNOW)74,10486,852+12,74816,71419,0520.55%+2,338
KENNAMETAL INC(KMT)307,544307,148-3966,4378,7260.25%+2,289
DOLLAR GEN CORP NEW(DG)039,170+39,17005,2010.15%+5,201
PROPETRO HLDG CORP(PUMP)0742,620+742,62007,0620.21%+7,062
GROCERY OUTLET HLDG CORP(GO)369,183796,444+427,2615,9258,0440.23%+2,119
JFROG LTD(FROG)032,225+32,22502,0130.06%+2,013
NEXTERA ENERGY INC(NEE)070,703+70,70305,6760.17%+5,676
AXSOME THERAPEUTICS INC(AXSM)33,61233,197-4154,0826,0630.18%+1,981
BRAZE INC(BRZE)057,730+57,73001,9800.06%+1,980
GREEN DOT CORP551,730732,902+181,1727,4109,3880.27%+1,979
ENCORE CAP GROUP INC(ECPG)0154,301+154,30108,3860.24%+8,386
WELLS FARGO CO NEW(WFC)0322,852+322,852030,0900.88%+30,090
DELTA AIR LINES INC DEL(DAL)213,423201,683-11,74012,11213,9970.41%+1,885
DIGITALOCEAN HLDGS INC(DOCN)038,885+38,88501,8710.05%+1,871
ENERSYS(ENS)54,02453,951-736,1037,9170.23%+1,815
SUN CTRY AIRLS HLDGS INC0685,504+685,50409,8640.29%+9,864
CISCO SYS INC(CSCO)0226,509+226,509017,4480.51%+17,448
CAPITAL ONE FINL CORP(COF)050,294+50,294012,1890.35%+12,189
AAR CORP018,433+18,43301,5260.04%+1,526
SLB LIMITED(SLB)597,920574,577-23,34320,55122,0520.64%+1,502
DOUBLEVERIFY HLDGS INC(DV)0123,432+123,43201,4120.04%+1,412
FIVE9 INC(FIVN)0222,515+222,51504,4610.13%+4,461
WESTERN DIGITAL CORP(WDC)33,56631,120-2,4464,0305,3610.16%+1,331
AMERICAN EXPRESS CO(AXP)87,26481,929-5,33528,98630,3100.88%+1,324
BOSTON SCIENTIFIC CORP(BSX)0146,537+146,537013,9720.41%+13,972
ZYMEWORKS INC(ZYME)048,318+48,31801,2720.04%+1,272
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,328+8,32801,1990.03%+1,199
SKYWEST INC(SKYW)018,347+18,34701,8420.05%+1,842
ISHARES TR016,000+16,00005,4880.16%+5,488
ENPRO INC(NPO)09,376+9,37602,0080.06%+2,008
COMSTOCK RES INC(CRK)0313,686+313,68607,2710.21%+7,271
RESTAURANT BRANDS INTL INC(QSR)276,429274,727-1,70217,73018,7450.55%+1,014
FIRST TR EXCHANGE-TRADED FD07,048+7,04801,0020.03%+1,002
MERCK & CO INC(MRK)044,961+44,96104,7330.14%+4,733
BANC OF CALIFORNIA INC(BANC)0349,372+349,37206,7390.20%+6,739
EVERTEC INC(EVTC)82,345126,297+43,9522,7823,6740.11%+892
ELLINGTON FINANCIAL INC(EFC)385,000432,409+47,4094,9975,8720.17%+875
ADTALEM GLOBAL ED INC(CVSA)015,704+15,70401,6250.05%+1,625
OR ROYALTIES INC.(OR)023,925+23,92508470.02%+847
PEPSICO INC(PEP)20,85726,097+5,2402,9293,7450.11%+816
LIVANOVA PLC(LIVN)21,23731,118+9,8811,1121,9150.06%+802
BANK AMERICA CORP0298,048+298,048016,3930.48%+16,393
SELECT SECTOR SPDR TR
ST STR ENERG ETF
017,499+17,49907820.02%+782
STEEL DYNAMICS INC(STLD)026,202+26,20204,4400.13%+4,440
THERMO FISHER SCIENTIFIC INC(TMO)9,4579,246-2114,5875,3580.16%+771
AMC NETWORKS INC824,735792,205-32,5306,7967,5420.22%+746
GREENBRIER COS INC(GBX)0149,849+149,84907,0040.20%+7,004
WALMART INC(WMT)094,978+94,978010,5810.31%+10,581
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
05,403+5,40307260.02%+726
SOLSTICE ADVANCED MATLS INC(SOLS)014,838+14,83807210.02%+721
ISHARES TR016,770+16,77001,8000.05%+1,800
DENTSPLY SIRONA INC(XRAY)0371,741+371,74104,2490.12%+4,249
MACYS INC(M)250,919235,549-15,3704,4995,1940.15%+695
VANGUARD WORLD FD03,860+3,86001,5930.05%+1,593
EXXON MOBIL CORP097,221+97,221011,7000.34%+11,700
JOHNSON & JOHNSON(JNJ)031,413+31,41306,5010.19%+6,501
SOUTHWEST AIRLS CO(LUV)070,691+70,69102,9220.08%+2,922
DIAMONDROCK HOSPITALITY CO(DRH)0662,304+662,30405,9340.17%+5,934
PERMIAN RESOURCES CORP(PR)0532,931+532,93107,4770.22%+7,477
RTX CORPORATION(RTX)044,224+44,22408,1110.24%+8,111
CONMED CORP(CNMD)087,933+87,93303,5700.10%+3,570
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
09,465+9,46506200.02%+620
MORGAN STANLEY(MS)030,679+30,67905,4460.16%+5,446
FERGUSON ENTERPRISES INC(FERG)33,64136,603+2,9627,5558,1490.24%+594
WEBSTER FINL CORP(WBS)0161,088+161,088010,1390.29%+10,139
GE VERNOVA INC(GEV)0891+89105820.02%+582
AMPHENOL CORP NEW59,72458,984-7407,3917,9710.23%+580
GENTEX CORP(GNTX)0105,432+105,43202,4530.07%+2,453
ANNALY CAPITAL MANAGEMENT IN0172,051+172,05103,8470.11%+3,847
TJX COS INC NEW(TJX)152,319146,873-5,44622,01622,5610.66%+545
FLUSHING FINL CORP0405,583+405,58306,1530.18%+6,153
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