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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 50 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 URBN URBAN OUTFITTERS INC Consumer Cyclical 7,496.0 $531K 0.00% NEW $70.86 +7.3%
982 STRL STERLING INFRASTRUCTURE INC Industrials 632.0 $530K 0.00% NEW $839.37 -40.8%
983 IXJ ISHARES TR 5,390.0 $530K 0.00% NEW $98.38 +8.6%
984 TMFS RBB FD INC 14,650.0 $529K 0.00% NEW $36.14 +0.9%
985 ACGL ARCH CAP GROUP LTD Financial Services 5,403.0 $524K 0.00% NEW $97.06 +4.2%
986 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,417.0 $524K 0.00% NEW $216.61 -7.0%
987 AXON AXON ENTERPRISE INC Industrials 933.0 $523K 0.00% NEW $560.37 +6.6%
988 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 700.0 $523K 0.00% NEW $746.77 +2.2%
989 DGRW WISDOMTREE TR 5,465.0 $523K 0.00% NEW $95.61 +3.8%
990 BLACKROCK ETF TRUST 14,276.0 $523K 0.00% NEW $36.60
991 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 8,040.0 $518K 0.00% NEW $64.45 +2.0%
992 TDVG T ROWE PRICE ETF INC 10,542.0 $517K 0.00% NEW $49.03 +2.5%
993 BROWN FORMAN CORP 19,376.0 $516K 0.00% NEW $26.65
994 VDE VANGUARD WORLD FD 3,431.0 $515K 0.00% NEW $150.13 +18.5%
995 EVT EATON VANCE TAX ADVT DIV INC Financial Services 18,599.0 $515K 0.00% NEW $27.68 +4.7%
996 SUB ISHARES TR 4,823.0 $513K 0.00% NEW $106.46 -0.1%
997 REGL PROSHARES TR 5,582.0 $511K 0.00% NEW $91.57 +2.7%
998 OXY OCCIDENTAL PETE CORP Energy 10,507.0 $510K 0.00% NEW $48.57 +23.8%
999 IYR ISHARES TR 4,966.0 $508K 0.00% NEW $102.25 +3.1%
1000 NET CLOUDFLARE INC Technology 2,069.0 $508K 0.00% NEW $245.30 +14.3%
Page 50 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%