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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 17 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NVS NOVARTIS AG Healthcare 40,542.0 $6.4M 0.03% NEW $156.72 +0.8%
322 JGRO J P MORGAN EXCHANGE TRADED F 64,398.0 $6.3M 0.03% NEW $98.59 -5.5%
323 IGM ISHARES TR 38,779.0 $6.3M 0.03% NEW $163.58 -4.3%
324 ASML ASML HLDG NV Technology 3,172.0 $6.3M 0.03% NEW $1989.38 -12.5%
325 NGG NATIONAL GRID PLC Utilities 75,863.0 $6.3M 0.03% NEW $82.87 -3.0%
326 J P MORGAN EXCHANGE TRADED F 124,068.0 $6.3M 0.03% NEW $50.57
327 SHY ISHARES TR 75,973.0 $6.2M 0.03% NEW $82.11 -0.1%
328 AZN ASTRAZENECA PLC Healthcare 32,897.0 $6.2M 0.03% NEW $189.62 -12.1%
329 IEI ISHARES TR 53,111.0 $6.2M 0.03% NEW $117.45 -0.8%
330 SPGI S&P GLOBAL INC Financial Services 16,138.0 $6.2M 0.03% NEW $385.21 +13.0%
331 NTRA NATERA INC Healthcare 22,899.0 $6.2M 0.03% NEW $271.45 +20.7%
332 STT STATE STR CORP Financial Services 36,635.0 $6.2M 0.03% NEW $169.60 +12.6%
333 UNILEVER PLC 102,866.0 $6.2M 0.03% NEW $60.12
334 COHR COHERENT CORP Technology 15,398.0 $6.1M 0.03% NEW $394.48 -30.2%
335 NOBL PROSHARES TR 106,733.0 $6.0M 0.03% NEW $56.16 +5.2%
336 TMUS T-MOBILE US INC Communication Services 35,203.0 $5.9M 0.03% NEW $167.73 +8.9%
337 BOND PIMCO ETF TR 63,785.0 $5.9M 0.03% NEW $92.21 -1.7%
338 ISHARES TR 118,515.0 $5.9M 0.03% NEW $49.55
339 GRNY TIDAL TRUST I 212,182.0 $5.9M 0.03% NEW $27.65 -0.1%
340 CB CHUBB LTD SWITZ Financial Services 17,151.0 $5.8M 0.03% NEW $340.74 +1.5%
Page 17 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%