Dana Investment Advisors, Inc. — 13F Holdings & Portfolio

CIK 1427514 · latest 13F-HR filed 2026-05-14

Dana Investment Advisors, Inc. manages $3.35B in 13F-reported U.S. long-equity assets across 556 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (4.35%), NVDA (4.17%), MSFT (3.23%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 33 new positions, exited 28, added to 200, and trimmed 186.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$3.35B

Long-equity book

Holdings

556

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+33 / −28 / ↑200 / ↓186

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ORACLE CORP$20.5M +795.7%
  • CISCO SYS INC$13.7M +78.6%
  • SHOPIFY INC$10.8M +2506.8%
  • PROCTER & GAMBLE CO$8.4M +169.2%
  • PHILIP MORRIS INTL INC$8.4M +47.5%
Show all 200

Top Trims

  • MICROSOFT CORP-$40.1M -27.0%
  • ADOBE INC-$27.0M -79.0%
  • WORKDAY INC-$19.1M -98.6%
  • KROGER CO-$18.8M -77.6%
  • TIDAL TRUST I-$18.4M -21.0%
Show all 186

New Positions

  • DATADOG INC$11.5M
  • NXP SEMICONDUCTORS N V$9.5M
  • SMUCKER J M CO$8.2M
  • LENDINGCLUB ISSUANCE TR SER$7.9M
  • N-ABLE INC$6.8M
Show all 33

Exited Positions

  • ANYWHERE REAL ESTATE INC$9.1M
  • PAYPAL HLDGS INC$4.8M
  • AIR LEASE CORP$4.6M
  • HEWLETT PACKARD ENTERPRISE C$3.7M
  • YELP INC$3.0M
Show all 28
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $145.9M 4.35% 574,924 SH
2 NVIDIA CORPORATION NVDA 67066G104 $139.7M 4.17% 801,303 SH
3 MICROSOFT CORP MSFT 594918104 $108.4M 3.23% 292,967 SH
4 ALPHABET INC GOOGL 02079K305 $101.6M 3.03% 353,277 SH
5 AMAZON COM INC AMZN 023135106 $74.4M 2.22% 357,070 SH
6 TIDAL TRUST I DUNK 88634W108 $69.0M 2.06% 3,408,629 SH
7 BROADCOM INC AVGO 11135F101 $53.7M 1.60% 173,556 SH
8 META PLATFORMS INC META 30303M102 $48.8M 1.45% 85,270 SH
9 VISA INC V 92826C839 $39.9M 1.19% 131,983 SH
10 SERVICENOW INC NOW 81762P102 $37.4M 1.12% 357,858 SH
11 LAM RESEARCH CORP LRCX 512807306 $37.0M 1.10% 173,368 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $34.8M 1.04% 118,349 SH
13 ABBVIE INC ABBV 00287Y109 $33.5M 1.00% 154,126 SH
14 ELI LILLY & CO LLY 532457108 $33.5M 1.00% 36,422 SH
15 DIAMONDBACK ENERGY INC FANG 25278X109 $32.1M 0.96% 162,231 SH
16 CISCO SYS INC CSCO 17275R102 $31.2M 0.93% 401,630 SH
17 VERTIV HOLDINGS CO VRT 92537N108 $29.2M 0.87% 116,441 SH
18 IQVIA HLDGS INC IQV 46266C105 $28.4M 0.85% 166,811 SH
19 SLB LIMITED SLB 806857108 $28.4M 0.85% 553,098 SH
20 ACCENTURE PLC IRELAND ACN G1151C101 $27.3M 0.81% 137,878 SH
21 TIDAL TRUST I DIVE 88634W207 $26.7M 0.80% 1,106,440 SH
22 PHILIP MORRIS INTL INC PM 718172109 $26.0M 0.78% 157,434 SH
23 BANK NEW YORK MELLON CORP BK 064058100 $25.7M 0.77% 216,864 SH
24 AMERICAN TOWER CORP AMT 03027X100 $25.4M 0.76% 147,141 SH
25 UBER TECHNOLOGIES INC UBER 90353T100 $24.4M 0.73% 339,898 SH
26 AMERICAN EXPRESS CO AXP 025816109 $24.3M 0.72% 80,271 SH
27 WELLS FARGO & CO WFC 949746101 $24.1M 0.72% 302,977 SH
28 ORACLE CORP ORCL 68389X105 $23.1M 0.69% 156,703 SH
29 ALLSTATE CORP ALL 020002101 $22.2M 0.66% 106,993 SH
30 TJX COS INC NEW TJX 872540109 $21.5M 0.64% 134,364 SH
31 DELTA AIR LINES INC DAL 247361702 $20.5M 0.61% 308,161 SH
32 RESTAURANT BRANDS INTL INC QSR 76131D103 $20.2M 0.60% 273,780 SH
33 PARKER-HANNIFIN CORP PH 701094104 $19.9M 0.59% 22,188 SH
34 ANALOG DEVICES INC ADI 032654105 $19.5M 0.58% 61,328 SH
35 MCKESSON CORP MCK 58155Q103 $17.9M 0.53% 20,629 SH
36 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $17.4M 0.52% 259,284 SH
37 SYSCO CORP SYY 871829107 $16.4M 0.49% 230,527 SH
38 TAPESTRY INC TPR 876030107 $16.4M 0.49% 116,357 SH
39 PULTE GROUP INC PHM 745867101 $16.4M 0.49% 139,271 SH
40 ADVANCED ENERGY INDS AEIS 007973100 $16.3M 0.49% 50,480 SH
41 EXXON MOBIL CORP XOM 30231G102 $16.2M 0.48% 95,258 SH
42 SNOWFLAKE INC SNOW 833445109 $16.0M 0.48% 106,388 SH
43 CENTERPOINT ENERGY INC CNP 15189T107 $16.0M 0.48% 370,736 SH
44 PHIBRO ANIMAL HEALTH CORP PAHC 71742Q106 $15.9M 0.47% 287,724 SH
45 PEDIATRIX MEDICAL GROUP INC MD 58502B106 $15.6M 0.46% 727,246 SH
46 ULTRA CLEAN HLDGS INC UCTT 90385V107 $15.5M 0.46% 249,436 SH
47 PPL CORP PPL 69351T106 $15.1M 0.45% 394,682 SH
48 LINDE PLC LIN G54950103 $15.0M 0.45% 30,245 SH
49 L3HARRIS TECHNOLOGIES INC LHX 502431109 $14.2M 0.42% 41,228 SH
50 BANK AMERICA CORP BAC 060505104 $14.1M 0.42% 289,684 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $3.35B 556 0001427514-26-000003
2025-12-31 2026-02-05 $3.44B 551 0001427514-26-000001
2025-09-30 2025-11-10 $3.41B 557 0001427514-25-000009