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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 44 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 QTEC FIRST TR EXCHANGE-TRADED FD 2,272.0 $760K 0.00% NEW $334.69 -6.8%
862 BNDS SERIES PORTFOLIOS TR 15,020.0 $757K 0.00% NEW $50.42 +0.1%
863 AER AERCAP HOLDINGS NV Industrials 5,171.0 $754K 0.00% NEW $145.78 +1.1%
864 SDCI USCF ETF TR 28,476.0 $753K 0.00% NEW $26.44 +11.8%
865 BAB INVESCO EXCH TRADED FD TR II 28,021.0 $752K 0.00% NEW $26.84 -1.2%
866 IYE ISHARES TR 13,273.0 $751K 0.00% NEW $56.59 +16.2%
867 SBLK STAR BULK CARRIERS CORP. Industrials 29,822.0 $745K 0.00% NEW $24.97 +24.6%
868 PXH INVESCO EXCH TRADED FD TR II 26,512.0 $739K 0.00% NEW $27.88 +5.4%
869 UTG REAVES UTIL INCOME FD Financial Services 18,013.0 $733K 0.00% NEW $40.72 -6.0%
870 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 21,405.0 $728K 0.00% NEW $34.00 +10.1%
871 TMFC RBB FD INC 9,500.0 $724K 0.00% NEW $76.16 +3.3%
872 GDXJ VANECK ETF TRUST 7,343.0 $721K 0.00% NEW $98.25 +38.3%
873 ATR APTARGROUP INC Healthcare 5,760.0 $721K 0.00% NEW $125.20 +7.6%
874 NWE NORTHWESTERN ENERGY GROUP IN Utilities 10,063.0 $721K 0.00% NEW $71.62 -1.0%
875 SPLV INVESCO EXCH TRADED FD TR II 9,595.0 $719K 0.00% NEW $74.90 +1.0%
876 SBIO ALPS ETF TR 11,100.0 $718K 0.00% NEW $64.65 +8.8%
877 INNOVATOR ETFS TRUST 26,082.0 $715K 0.00% NEW $27.39
878 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 11,137.0 $713K 0.00% NEW $64.01 +15.5%
879 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,797.0 $711K 0.00% NEW $91.20 -19.4%
880 DXPE DXP ENTERPRISES INC Industrials 4,202.0 $709K 0.00% NEW $168.74 +11.7%
Page 44 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%