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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 14 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSI MOTOROLA SOLUTIONS INC Technology 23,384.0 $9.7M 0.05% NEW $415.29 +15.9%
262 RECS COLUMBIA ETF TR I 223,944.0 $9.7M 0.05% NEW $43.28 +4.1%
263 IEUR ISHARES TR 128,564.0 $9.7M 0.05% NEW $75.17 +4.2%
264 BIL SPDR SERIES TRUST 104,613.0 $9.6M 0.05% NEW $91.64 -0.0%
265 FEOE RBB FUND TRUST 176,918.0 $9.4M 0.05% NEW $53.40 +6.0%
266 PNC PNC FINL SVCS GROUP INC Financial Services 38,143.0 $9.4M 0.05% NEW $246.22 -1.0%
267 BEPC BROOKFIELD RENEWABLE CORP Utilities 251,548.0 $9.3M 0.05% NEW $37.12 -11.4%
268 TOTALENERGIES SE 118,949.0 $9.3M 0.04% NEW $77.77
269 TLT ISHARES TR 107,017.0 $9.2M 0.04% NEW $86.42 -4.5%
270 JPIE J P MORGAN EXCHANGE TRADED F 197,535.0 $9.1M 0.04% NEW $46.05 -0.4%
271 GS GOLDMAN SACHS GROUP INC Financial Services 8,954.0 $9.1M 0.04% NEW $1011.41 +2.5%
272 IGIB ISHARES TR 169,105.0 $9.0M 0.04% NEW $53.17 -1.8%
273 WDC WESTERN DIGITAL CORP Technology 13,893.0 $8.9M 0.04% NEW $638.73 -31.8%
274 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 294,801.0 $8.8M 0.04% NEW $30.01 +12.5%
275 GLW CORNING INC Technology 33,811.0 $8.6M 0.04% NEW $255.43 -43.0%
276 BTI BRITISH AMERN TOB PLC Consumer Defensive 139,813.0 $8.6M 0.04% NEW $61.76 -8.2%
277 IBB ISHARES TR 45,300.0 $8.6M 0.04% NEW $190.19 +11.7%
278 CSX CSX CORP Industrials 180,375.0 $8.6M 0.04% NEW $47.53 +8.2%
279 FE FIRSTENERGY CORP Utilities 173,034.0 $8.2M 0.04% NEW $47.54 -2.0%
280 VB VANGUARD INDEX FDS 26,766.0 $8.1M 0.04% NEW $303.12 -0.1%
Page 14 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%