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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 51 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ESML ISHARES TR 9,069.0 $507K 0.00% NEW $55.93 -0.8%
1002 VICI VICI PPTYS INC Real Estate 18,963.0 $503K 0.00% NEW $26.55 -1.0%
1003 EA ELECTRONIC ARTS INC Communication Services 2,454.0 $503K 0.00% NEW $205.04 +2.3%
1004 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,385.0 $503K 0.00% NEW $68.11 -8.1%
1005 BLACKROCK ETF TRUST 15,757.0 $501K 0.00% NEW $31.78
1006 ED CONSOLIDATED EDISON INC Utilities 4,526.0 $501K 0.00% NEW $110.62 -3.2%
1007 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 16,500.0 $497K 0.00% NEW $30.14 +1.1%
1008 FDUS FIDUS INVT CORP Financial Services 26,058.0 $497K 0.00% NEW $19.07 +3.6%
1009 PPG PPG INDS INC Basic Materials 4,088.0 $496K 0.00% NEW $121.30 -6.3%
1010 MFG MIZUHO FINANCIAL GROUP INC Financial Services 51,740.0 $496K 0.00% NEW $9.58 +8.9%
1011 ANDG ANDERSEN GROUP INC Consumer Cyclical 13,131.0 $495K 0.00% NEW $37.72 +38.6%
1012 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,232.0 $495K 0.00% NEW $401.84 +1.2%
1013 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,558.0 $495K 0.00% NEW $317.58 -7.9%
1014 FIXD FIRST TR EXCHNG TRADED FD VI 11,254.0 $491K 0.00% NEW $43.61 -1.3%
1015 XLG INVESCO EXCHANGE TRADED FD T 7,996.0 $490K 0.00% NEW $61.23 +1.4%
1016 INNOVATOR ETFS TRUST 18,743.0 $487K 0.00% NEW $25.98
1017 IGLB ISHARES TR 9,728.0 $487K 0.00% NEW $50.04 -3.2%
1018 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,673.0 $487K 0.00% NEW $132.52 +4.3%
1019 KRT KARAT PACKAGING INC Consumer Cyclical 14,525.0 $486K 0.00% NEW $33.46 +47.8%
1020 NVT NVENT ELEC PLC Industrials 2,856.0 $484K 0.00% NEW $169.62 -10.7%
Page 51 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%