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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 43 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VT VANGUARD INTL EQUITY INDEX F 5,170.0 $811K 0.00% NEW $156.95 +2.5%
842 SGOV ISHARES TR 8,060.0 $811K 0.00% NEW $100.66 -0.0%
843 FPE FIRST TR EXCH TRADED FD III 45,327.0 $810K 0.00% NEW $17.88 -1.1%
844 SHYD VANECK ETF TRUST 35,339.0 $809K 0.00% NEW $22.90 -0.9%
845 CGSD CAPITAL GRP FIXED INCM ETF T 31,326.0 $806K 0.00% NEW $25.73 +0.1%
846 CRGY CRESCENT ENERGY COMPANY Energy 82,000.0 $805K 0.00% NEW $9.82 +37.1%
847 FCX PUT FREEPORT MCMORAN INC Basic Materials 12,700.0 $799K 0.00% NEW $62.89 +25.2%
848 AA ALCOA CORP Basic Materials 15,131.0 $789K 0.00% NEW $52.14 -3.1%
849 AIG AMERICAN INTL GROUP INC Financial Services 10,553.0 $787K 0.00% NEW $74.53 +2.6%
850 BNDX VANGUARD CHARLOTTE FDS 16,206.0 $785K 0.00% NEW $48.43 -1.2%
851 PSA PUBLIC STORAGE OPER CO Real Estate 2,446.0 $779K 0.00% NEW $318.36 +0.9%
852 CHWY PUT CHEWY INC Consumer Cyclical 39,600.0 $778K 0.00% NEW $19.65 +24.5%
853 MINT PIMCO ETF TR 7,717.0 $778K 0.00% NEW $100.81 -0.1%
854 NVR NVR INC Consumer Cyclical 114.0 $777K 0.00% NEW $6813.40 -6.7%
855 EXC EXELON CORP Utilities 16,633.0 $775K 0.00% NEW $46.62 -5.5%
856 HEFA ISHARES TR 16,446.0 $772K 0.00% NEW $46.92 +1.2%
857 ULS UL SOLUTIONS INC Industrials 7,548.0 $769K 0.00% NEW $101.86 -27.3%
858 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,190.0 $769K 0.00% NEW $240.99 +9.5%
859 DFNL DAVIS FUNDAMENTAL ETF TR 15,522.0 $766K 0.00% NEW $49.36 +5.2%
860 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,310.0 $763K 0.00% NEW $330.47 +0.0%
Page 43 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%