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Portfolio (Quarterly) Guide ↗

RAYMOND JAMES FINANCIAL INC

· CIK 0000720005
13F Portfolio $324.4B AUM 13,521 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 360 New 2737 Added 1864 Reduced 236 Exited
Page 20 of 94  ·  1,864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GTES GATES INDL CORP PLC Industrials 1,488,705.0 $32.3M 0.01% -33K -2.1% $21.73 +12.3%
382 FSS FEDERAL SIGNAL CORP Industrials 302,769.0 $32.3M 0.01% -17K -5.3% $106.74 +4.3%
383 AKRE PROFESIONALLY MANAGED PORTFO 609,888.0 $32.2M 0.01% -515K -45.8% $52.85 +2.3%
384 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 349,628.0 $32.2M 0.01% -323K -48.0% $91.97 +87.2%
385 FTC FIRST TR EXCHANGE-TRADED ALP 208,477.0 $32.1M 0.01% -63K -23.1% $154.14 +12.2%
386 HQY HEALTHEQUITY INC Healthcare 380,494.0 $31.6M 0.01% -30K -7.4% $83.05 -1.1%
387 AGM FEDERAL AGRIC MTG CORP Financial Services 214,685.0 $31.5M 0.01% -9K -4.0% $146.72 +19.1%
388 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 236,619.0 $31.5M 0.01% -16K -6.5% $133.11 -11.7%
389 SYF SYNCHRONY FINANCIAL Financial Services 462,368.0 $31.5M 0.01% -72K -13.5% $68.02 +4.9%
390 AVY AVERY DENNISON CORP Industrials 180,837.0 $31.2M 0.01% -15K -7.7% $172.68 -9.2%
391 SYLD CAMBRIA ETF TR 414,022.0 $31.2M 0.01% -43K -9.4% $75.41 +3.0%
392 KN KNOWLES CORP Technology 1,250,948.0 $31.2M 0.01% -269K -17.7% $24.91 +41.0%
393 ULTA ULTA BEAUTY INC Consumer Cyclical 59,527.0 $31.1M 0.01% -2K -2.8% $522.71 -5.4%
394 LEN LENNAR CORP Consumer Cyclical 357,490.0 $31.0M 0.01% -15K -4.0% $86.84 -5.2%
395 FROG JFROG LTD Technology 710,988.0 $31.0M 0.01% -6K -0.9% $43.64 +51.6%
396 KEY KEYCORP Financial Services 1,566,084.0 $31.0M 0.01% -440K -21.9% $19.80 +6.2%
397 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 832,289.0 $30.8M 0.01% -6K -0.7% $37.01 -0.1%
398 FXH FIRST TR EXCHANGE-TRADED FD 280,415.0 $30.8M 0.01% -19K -6.5% $109.77 +3.0%
399 FEX FIRST TR EXCHANGE-TRADED ALP 252,319.0 $30.8M 0.01% -54K -17.6% $121.93 +6.3%
400 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 331,317.0 $30.5M 0.01% -39K -10.5% $92.04 -14.7%
Page 20 of 94  ·  1,864 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 17.7%
Industrials 11.6%
Healthcare 10.3%
Consumer Cyclical 9.0%
Communication Services 7.2%
Consumer Defensive 5.8%
Energy 5.6%
Utilities 3.4%
Basic Materials 2.4%