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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 32 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 KHC KRAFT HEINZ CO Consumer Defensive 68,343.0 $1.6M 0.01% NEW $23.62 +3.9%
622 IGV ISHARES TR 17,696.0 $1.6M 0.01% NEW $90.60 +12.8%
623 JMTG J P MORGAN EXCHANGE TRADED F 31,588.0 $1.6M 0.01% NEW $50.68 -1.0%
624 NE NOBLE CORP PLC Energy 42,486.0 $1.6M 0.01% NEW $37.30 +21.0%
625 WEST WESTROCK COFFEE CO Consumer Defensive 194,025.0 $1.6M 0.01% NEW $8.11 +0.9%
626 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 44,522.0 $1.6M 0.01% NEW $35.22 +4.9%
627 DAL DELTA AIR LINES INC Industrials 16,725.0 $1.6M 0.01% NEW $93.66 -10.8%
628 VBK VANGUARD INDEX FDS 4,270.0 $1.6M 0.01% NEW $365.72 -2.6%
629 IMCG ISHARES TR 15,856.0 $1.6M 0.01% NEW $98.30 +0.1%
630 EFV ISHARES TR 20,338.0 $1.6M 0.01% NEW $76.55 +7.5%
631 EME EMCOR GROUP INC Industrials 1,864.0 $1.5M 0.01% NEW $829.90 -8.5%
632 SCHI SCHWAB STRATEGIC TR 68,074.0 $1.5M 0.01% NEW $22.64 -1.5%
633 EIS ISHARES INC 12,755.0 $1.5M 0.01% NEW $120.71 +2.1%
634 TAGG T ROWE PRICE ETF INC 36,117.0 $1.5M 0.01% NEW $42.46 -1.3%
635 ENTG ENTEGRIS INC Technology 8,526.0 $1.5M 0.01% NEW $179.86 -20.9%
636 SMH VANECK ETF TRUST 2,338.0 $1.5M 0.01% NEW $655.88 -15.4%
637 OLED UNIVERSAL DISPLAY CORP Technology 17,643.0 $1.5M 0.01% NEW $86.59 +0.9%
638 AEIS ADVANCED ENERGY INDS Industrials 4,091.0 $1.5M 0.01% NEW $372.86 -25.0%
639 EEM ISHARES TR 22,296.0 $1.5M 0.01% NEW $68.41 -1.6%
640 RLI RLI CORP Financial Services 25,804.0 $1.5M 0.01% NEW $59.07 +10.1%
Page 32 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%