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Portfolio (Quarterly) Guide ↗

RAYMOND JAMES FINANCIAL INC

· CIK 0000720005
13F Portfolio $321.4B AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5156 New
Page 149 of 258  ·  5,156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 KMT KENNAMETAL INC Industrials 101,829.0 $2.9M 0.00% NEW $28.41 +17.9%
2962 SPIP SPDR SERIES TRUST 111,365.0 $2.9M 0.00% NEW $25.95 +0.4%
2963 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 175,306.0 $2.9M 0.00% NEW $16.48 -6.8%
2964 TRIP TRIPADVISOR INC Consumer Cyclical 198,354.0 $2.9M 0.00% NEW $14.56 -27.0%
2965 EMBX VANECK FDS 57,035.0 $2.9M 0.00% NEW $50.63 +1.7%
2966 CLOA BLACKROCK ETF TRUST II 55,805.0 $2.9M 0.00% NEW $51.74 +0.4%
2967 PKB INVESCO EXCHANGE TRADED FD T 31,174.0 $2.9M 0.00% NEW $92.59 +13.1%
2968 DHT DHT HOLDINGS INC Energy 236,339.0 $2.9M 0.00% NEW $12.21 +35.8%
2969 SDIV GLOBAL X FDS 119,681.0 $2.9M 0.00% NEW $24.03 +4.7%
2970 BGRN ISHARES TR 59,971.0 $2.9M 0.00% NEW $47.94 -0.9%
2971 XHE SPDR SERIES TRUST 32,557.0 $2.9M 0.00% NEW $88.23 -9.3%
2972 HST HOST HOTELS & RESORTS INC Real Estate 161,769.0 $2.9M 0.00% NEW $17.73 +32.3%
2973 SCM STELLUS CAP INVT CORP Financial Services 226,165.0 $2.9M 0.00% NEW $12.68 -27.2%
2974 IEO ISHARES TR 32,128.0 $2.9M 0.00% NEW $89.26 +28.7%
2975 BKHY BNY MELLON ETF TRUST 59,648.0 $2.9M 0.00% NEW $48.07 -0.7%
2976 CACC CREDIT ACCEP CORP MICH Financial Services 6,465.0 $2.9M 0.00% NEW $443.46 +25.9%
2977 QQQE DIREXION SHS ETF TR 27,998.0 $2.9M 0.00% NEW $102.31 +15.9%
2978 TTAM TITAN AMER SA Basic Materials 173,629.0 $2.9M 0.00% NEW $16.48 +0.1%
2979 CTO CTO RLTY GROWTH INC NEW Real Estate 155,267.0 $2.9M 0.00% NEW $18.41 +11.4%
2980 CBT CABOT CORP Basic Materials 42,989.0 $2.8M 0.00% NEW $66.28 +32.1%
Page 149 of 258  ·  5,156 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 27.1%
Financial Services 19.1%
Industrials 10.8%
Healthcare 10.4%
Consumer Cyclical 9.3%
Communication Services 7.3%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 3.0%
Basic Materials 1.9%