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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 13 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRRM VERRA MOBILITY CORP Technology 2,630,630.0 $11.2M 0.06% NEW $4.27 +4.8%
242 KMB KIMBERLY-CLARK CORP Consumer Defensive 102,261.0 $11.2M 0.06% NEW $109.77 +1.5%
243 GQI NATIXIS ETF TR 189,292.0 $11.2M 0.06% NEW $59.17 +1.7%
244 COWZ PACER FDS TR 178,046.0 $11.1M 0.05% NEW $62.20 +16.0%
245 AMD ADVANCED MICRO DEVICES INC Technology 18,530.0 $10.8M 0.05% NEW $580.92 -21.4%
246 VBR VANGUARD INDEX FDS 44,293.0 $10.8M 0.05% NEW $242.99 +2.2%
247 PFE PFIZER INC Healthcare 446,366.0 $10.8M 0.05% NEW $24.08 +16.1%
248 GVI ISHARES TR 101,282.0 $10.7M 0.05% NEW $106.10 -0.7%
249 PDFS PDF SOLUTIONS INC Technology 150,419.0 $10.6M 0.05% NEW $70.79 -37.8%
250 PLTR PALANTIR TECHNOLOGIES INC Technology 91,022.0 $10.6M 0.05% NEW $116.67 +50.8%
251 GEV GE VERNOVA INC Utilities 9,005.0 $10.6M 0.05% NEW $1174.87 -19.8%
252 FTSL FIRST TR EXCHANGE-TRADED FD 235,032.0 $10.5M 0.05% NEW $44.75 +0.0%
253 ATLANTA BRAVES HLDGS INC 202,879.0 $10.4M 0.05% NEW $51.49
254 VCIT VANGUARD SCOTTSDALE FDS 126,106.0 $10.4M 0.05% NEW $82.65 -1.8%
255 AMLP ALPS ETF TR 200,918.0 $10.4M 0.05% NEW $51.85 +5.9%
256 SCHG SCHWAB STRATEGIC TR 305,854.0 $10.4M 0.05% NEW $33.84 +3.9%
257 SMITHFIELD FOODS INC 420,565.0 $10.3M 0.05% NEW $24.45
258 TMSL T ROWE PRICE ETF INC 227,799.0 $10.0M 0.05% NEW $43.85 -1.3%
259 WMB WILLIAMS COS INC Energy 132,394.0 $9.8M 0.05% NEW $74.34 -4.5%
260 RKLB ROCKET LAB CORP Industrials 96,168.0 $9.8M 0.05% NEW $101.65 -32.8%
Page 13 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%