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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 10 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BERKSHIRE HATHAWAY INC DEL 24.0 $18.0M 0.09% NEW $748850.00
182 POOL POOL CORP Industrials 82,397.0 $17.7M 0.09% NEW $214.90 -12.6%
183 SCHW SCHWAB CHARLES CORP Financial Services 192,181.0 $17.7M 0.09% NEW $91.91 +23.5%
184 KLAC KLA CORP Technology 57,748.0 $17.4M 0.09% NEW $301.71 -40.5%
185 QQQ INVESCO QQQ TR Financial Services 23,553.0 $17.3M 0.09% NEW $736.40 -3.8%
186 DE DEERE & CO Industrials 26,944.0 $17.1M 0.08% NEW $634.34 +3.2%
187 IGSB ISHARES TR 325,351.0 $17.1M 0.08% NEW $52.41 -0.5%
188 JJSF J & J SNACK FOODS CORP Consumer Defensive 227,620.0 $16.8M 0.08% NEW $73.94 +21.7%
189 VTI VANGUARD INDEX FDS 45,432.0 $16.8M 0.08% NEW $370.04 +2.0%
190 ALB ALBEMARLE CORP Basic Materials 124,393.0 $16.8M 0.08% NEW $135.00 +4.9%
191 EMR EMERSON ELEC CO Industrials 116,941.0 $16.7M 0.08% NEW $143.09 +9.4%
192 APH AMPHENOL CORP Technology 95,052.0 $16.6M 0.08% NEW $174.73 -12.3%
193 IJR ISHARES TR 111,038.0 $16.5M 0.08% NEW $148.31 -1.0%
194 SHEL SHELL PLC Energy 212,240.0 $16.5M 0.08% NEW $77.53 +19.8%
195 XLC SELECT SECTOR SPDR TR 153,066.0 $16.4M 0.08% NEW $107.13 +5.2%
196 PULS PGIM ETF TR 330,609.0 $16.4M 0.08% NEW $49.55 +0.3%
197 MO ALTRIA GROUP INC Consumer Defensive 222,848.0 $16.0M 0.08% NEW $71.96 -4.8%
198 COF CAPITAL ONE FINL CORP Financial Services 79,365.0 $15.9M 0.08% NEW $200.62 +8.8%
199 NFLX NETFLIX INC. Communication Services 222,700.0 $15.9M 0.08% NEW $71.40 +12.2%
200 RDVY FIRST TR EXCHANGE TRADED FD 195,511.0 $15.8M 0.08% NEW $81.06 +1.4%
Page 10 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%