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Portfolio (Quarterly) Guide ↗

DAVENPORT & Co LLC

· CIK 0000887777
13F Portfolio $20.4B AUM 1,356 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1356 New
Page 15 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LRCX LAM RESEARCH CORP Technology 18,588.0 $8.1M 0.04% NEW $433.33 -28.4%
282 ITW ILLINOIS TOOL WKS INC Industrials 29,555.0 $8.0M 0.04% NEW $270.37 +5.0%
283 AMP AMERIPRISE FINL INC Financial Services 17,405.0 $8.0M 0.04% NEW $458.76 +22.3%
284 JPEF J P MORGAN EXCHANGE TRADED F 98,693.0 $7.9M 0.04% NEW $80.33 +0.9%
285 KMI KINDER MORGAN INC DEL Energy 247,606.0 $7.9M 0.04% NEW $31.97 -3.0%
286 HDV ISHARES TR 285,061.0 $7.8M 0.04% NEW $27.41 +9.2%
287 IWD ISHARES TR 32,111.0 $7.8M 0.04% NEW $242.43 +6.6%
288 VST VISTRA CORP Utilities 48,384.0 $7.7M 0.04% NEW $158.63 -14.5%
289 WPC WP CAREY INC Real Estate 106,293.0 $7.6M 0.04% NEW $71.58 +0.0%
290 PAYX PAYCHEX INC Industrials 77,105.0 $7.6M 0.04% NEW $98.33 +28.2%
291 XLB SELECT SECTOR SPDR TR 148,300.0 $7.5M 0.04% NEW $50.83 +5.4%
292 XLY SELECT SECTOR SPDR TR 64,081.0 $7.5M 0.04% NEW $117.28 +0.9%
293 KMX CARMAX INC Consumer Cyclical 141,634.0 $7.5M 0.04% NEW $52.89 +18.7%
294 MPC MARATHON PETE CORP Energy 29,164.0 $7.5M 0.04% NEW $256.28 +41.5%
295 COP CONOCOPHILLIPS Energy 71,160.0 $7.4M 0.04% NEW $104.05 +28.2%
296 DFEM DIMENSIONAL ETF TRUST 180,353.0 $7.3M 0.04% NEW $40.64 -2.7%
297 XLI SELECT SECTOR SPDR TR 38,829.0 $7.2M 0.04% NEW $185.23 -3.4%
298 VGT VANGUARD WORLD FD 59,950.0 $7.2M 0.04% NEW $119.52 -2.6%
299 CNX CNX RES CORP Energy 210,993.0 $7.2M 0.04% NEW $33.93 +7.5%
300 BLK BLACKROCK INC Financial Services 7,309.0 $7.0M 0.04% NEW $961.53 +22.0%
Page 15 of 68  ·  1,356 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 20.4%
Financial Services 17.0%
Industrials 15.7%
Healthcare 12.5%
Consumer Cyclical 8.7%
Communication Services 5.9%
Energy 4.8%
Consumer Defensive 4.3%
Basic Materials 4.2%
Real Estate 3.7%