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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 40 of 94  ·  1,864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CPT CAMDEN PPTY TR Real Estate 75,824.0 $7.4M 0.00% -7K -8.8% $97.69 +7.5%
782 NVST ENVISTA HOLDINGS CORPORATION Healthcare 290,927.0 $7.4M 0.00% -47K -14.0% $25.37 -9.1%
783 GDIV HARBOR ETF TRUST 440,081.0 $7.3M 0.00% -97K -18.0% $16.67 +8.9%
784 ESML ISHARES TR 155,570.0 $7.3M 0.00% -3K -1.8% $47.02 +9.4%
785 COHEN & STEERS LTD DURATION 365,133.0 $7.3M 0.00% -39K -9.6% $19.97
786 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 337,840.0 $7.2M 0.00% -15K -4.2% $21.45 +19.0%
787 MHF WESTERN ASSET MUN HIGH INCOM Financial Services 1,042,770.0 $7.2M 0.00% -58K -5.3% $6.94 -0.3%
788 EZM WISDOMTREE TR 107,249.0 $7.2M 0.00% -42K -28.3% $67.22 +6.8%
789 CMC COMMERCIAL METALS CO Basic Materials 116,780.0 $7.2M 0.00% -19K -13.9% $61.43 +12.9%
790 BSJQ INVESCO EXCH TRD SLF IDX FD 309,441.0 $7.2M 0.00% -807K -72.3% $23.17 -0.3%
791 IMAX IMAX CORP Communication Services 188,848.0 $7.1M 0.00% -6K -3.2% $37.59 -12.0%
792 ENS ENERSYS Industrials 40,846.0 $7.1M 0.00% -11K -21.1% $173.72 +25.2%
793 CWI SPDR INDEX SHS FDS 193,562.0 $7.1M 0.00% -3K -1.7% $36.59 +9.2%
794 UNF UNIFIRST CORP MASS Industrials 28,073.0 $7.1M 0.00% -60K -68.2% $251.59 +5.0%
795 LNTH LANTHEUS HLDGS INC Healthcare 93,077.0 $7.1M 0.00% -16K -14.7% $75.85 +22.5%
796 HYGH ISHARES U S ETF TR 82,463.0 $7.1M 0.00% -1K -1.7% $85.61 +1.2%
797 HTGC HERCULES CAPITAL INC Financial Services 476,568.0 $7.0M 0.00% -214K -31.0% $14.77 +3.7%
798 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 572,450.0 $7.0M 0.00% -26K -4.4% $12.28 -48.1%
799 NVMI NOVA LTD Technology 16,178.0 $7.0M 0.00% -5K -24.4% $434.28 +8.8%
800 POR PORTLAND GEN ELEC CO Utilities 132,059.0 $7.0M 0.00% -3K -2.5% $52.77 -6.6%
Page 40 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%