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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 27 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FCX FREEPORT MCMORAN INC Basic Materials 40,862.0 $2.6M 0.01% NEW $62.89 +25.0%
522 NOC NORTHROP GRUMMAN CORP Industrials 5,026.0 $2.6M 0.01% NEW $509.34 +8.3%
523 VPL VANGUARD INTL EQUITY INDEX F 21,887.0 $2.5M 0.01% NEW $115.69 -0.2%
524 DIVO AMPLIFY ETF TR 55,298.0 $2.5M 0.01% NEW $45.70 +6.6%
525 LITE LUMENTUM HLDGS INC Technology 2,944.0 $2.5M 0.01% NEW $857.91 +8.5%
526 BLUEROCK PVT REAL ESTATE FD 193,645.0 $2.5M 0.01% NEW $13.01
527 PAAS PAN AMERN SILVER CORP Basic Materials 55,330.0 $2.5M 0.01% NEW $44.79 +18.6%
528 OSK OSHKOSH CORP Industrials 16,051.0 $2.5M 0.01% NEW $153.48 +2.6%
529 VOT VANGUARD INDEX FDS 8,033.0 $2.5M 0.01% NEW $306.31 -0.4%
530 RJF RAYMOND JAMES FINL INC Financial Services 16,151.0 $2.5M 0.01% NEW $152.03 +15.8%
531 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 30,466.0 $2.4M 0.01% NEW $79.54 +44.5%
532 PRI PRIMERICA INC Financial Services 8,490.0 $2.4M 0.01% NEW $284.19 +6.0%
533 USHY ISHARES TR 65,053.0 $2.4M 0.01% NEW $37.02 -0.3%
534 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 79,264.0 $2.4M 0.01% NEW $30.17 +15.7%
535 AIRR FIRST TR EXCHANGE TRADED FD 17,944.0 $2.4M 0.01% NEW $133.25 -15.7%
536 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,594.0 $2.4M 0.01% NEW $206.01 +6.6%
537 PG CALL PROCTER & GAMBLE CO Consumer Defensive 16,200.0 $2.4M 0.01% NEW $146.64 -1.1%
538 CW CURTISS WRIGHT CORP Industrials 3,108.0 $2.4M 0.01% NEW $757.76 -18.3%
539 VICR VICOR CORP Technology 6,150.0 $2.3M 0.01% NEW $379.78 -48.1%
540 RY ROYAL BK CDA Financial Services 11,252.0 $2.3M 0.01% NEW $206.97 +0.7%
Page 27 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%