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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 27 of 264  ·  5,280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EBAY EBAY INC. Consumer Cyclical 1,075,421.0 $97.5M 0.03% +29K +2.8% $90.68 +26.2%
522 HOOD ROBINHOOD MKTS INC Financial Services 1,453,969.0 $97.3M 0.03% +577K +65.8% $66.94 +15.3%
523 FAST FASTENAL CO Industrials 2,092,214.0 $97.1M 0.03% -298K -12.5% $46.40 -5.2%
524 BCS BARCLAYS PLC Financial Services 4,588,780.0 $97.1M 0.03% +84K +1.9% $21.15 +7.0%
525 VMC VULCAN MATLS CO Basic Materials 355,050.0 $96.7M 0.03% +84K +30.9% $272.30 -2.2%
526 GCOW PACER FDS TR 2,084,039.0 $96.4M 0.03% +33K +1.6% $46.24 +0.8%
527 CVE CENOVUS ENERGY INC Energy 3,627,732.0 $96.2M 0.03% +3.1M +593.7% $26.53 +19.0%
528 BN BROOKFIELD CORP Financial Services 2,376,833.0 $96.2M 0.03% +82K +3.6% $40.47 +9.4%
529 SRE SEMPRA Utilities 988,043.0 $96.0M 0.03% +19K +2.0% $97.17 -7.1%
530 NUE NUCOR CORP Basic Materials 565,422.0 $95.6M 0.03% +82K +16.9% $169.10 +33.9%
531 VOOG VANGUARD ADMIRAL FDS INC 234,029.0 $95.4M 0.03% +57K +31.9% $407.69 -80.2%
532 NSC NORFOLK SOUTHN CORP Industrials 332,428.0 $95.4M 0.03% -36K -9.7% $287.00 +11.5%
533 KKR KKR & CO INC Financial Services 1,031,263.0 $95.4M 0.03% +26K +2.6% $92.50 +3.8%
534 SOXX ISHARES TR 289,889.0 $95.3M 0.03% -12K -3.9% $328.66 +51.1%
535 ISPY PROSHARES TR 2,193,777.0 $95.1M 0.03% +79K +3.7% $43.35 +9.3%
536 IWS ISHARES TR 648,853.0 $94.6M 0.03% $145.74 +6.1%
537 CFG CITIZENS FINL GROUP INC Financial Services 1,581,109.0 $94.6M 0.03% +109K +7.4% $59.80 +2.6%
538 APP APPLOVIN CORP Technology 237,759.0 $94.5M 0.03% -19K -7.5% $397.31 +20.0%
539 ODFL OLD DOMINION FREIGHT LINE IN Industrials 482,914.0 $94.4M 0.03% +201K +71.3% $195.40 +4.5%
540 IBDV ISHARES TR 4,304,559.0 $94.2M 0.03% +755K +21.3% $21.89 -1.1%
Page 27 of 264  ·  5,280 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%