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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 47 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SHAK SHAKE SHACK INC Consumer Cyclical 11,214.0 $628K 0.00% NEW $56.02 +34.7%
922 FXNC FIRST NATL CORP VA Financial Services 20,912.0 $628K 0.00% NEW $30.02 +3.5%
923 VFH VANGUARD WORLD FD 4,764.0 $627K 0.00% NEW $131.60 +8.1%
924 HYS PIMCO ETF TR 6,699.0 $626K 0.00% NEW $93.52 -0.6%
925 AMZA ETFIS SER TR I 13,548.0 $626K 0.00% NEW $46.19 +8.1%
926 SKT TANGER INC Real Estate 15,700.0 $620K 0.00% NEW $39.47 -1.3%
927 RCAT RED CAT HLDGS INC Technology 58,099.0 $619K 0.00% NEW $10.65 -16.2%
928 VIRTUS DIVERSIFIED INCM & CO 21,793.0 $618K 0.00% NEW $28.34
929 CII BLACKROCK ENHANCED LARGE CAP Financial Services 23,449.0 $613K 0.00% NEW $26.15 -7.6%
930 ATO ATMOS ENERGY CORP Utilities 3,553.0 $612K 0.00% NEW $172.25 -2.6%
931 CFFI C & F FINL CORP Financial Services 7,602.0 $608K 0.00% NEW $80.00 +8.7%
932 MAS MASCO CORP Industrials 7,472.0 $608K 0.00% NEW $81.37 -10.0%
933 CGCV CAPITAL GROUP CONSERVATIVE E 18,497.0 $607K 0.00% NEW $32.82 +1.7%
934 IWN ISHARES TR 2,739.0 $606K 0.00% NEW $221.20 +1.3%
935 GDV GABELLI DIVID & INCOME TR Financial Services 20,547.0 $604K 0.00% NEW $29.40 +3.4%
936 TRMB TRIMBLE INC Technology 11,794.0 $604K 0.00% NEW $51.18 +18.5%
937 TSCO TRACTOR SUPPLY CO Consumer Cyclical 18,948.0 $599K 0.00% NEW $31.61 +13.6%
938 HTAB HARTFORD FDS EXCHANGE TRADED 31,190.0 $598K 0.00% NEW $19.18 -1.6%
939 J JACOBS SOLUTIONS INC Industrials 4,721.0 $595K 0.00% NEW $126.00 +20.3%
940 DGS WISDOMTREE TR 9,188.0 $595K 0.00% NEW $64.71 -2.3%
Page 47 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%