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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 53 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ARGT GLOBAL X FDS 5,093.0 $465K 0.00% NEW $91.31 +3.9%
1042 CAVA CAVA GROUP INC Consumer Cyclical 5,924.0 $465K 0.00% NEW $78.48 -8.3%
1043 IALT BLACKROCK ETF TRUST 16,485.0 $462K 0.00% NEW $28.05 +3.0%
1044 SPTL SPDR SERIES TRUST 17,533.0 $460K 0.00% NEW $26.23 -3.8%
1045 AZO AUTOZONE INC Consumer Cyclical 144.0 $459K 0.00% NEW $3188.43 -5.6%
1046 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,485.0 $459K 0.00% NEW $131.58 +6.3%
1047 USFD US FOODS HLDG CORP Consumer Defensive 4,455.0 $456K 0.00% NEW $102.25 +7.0%
1048 URA GLOBAL X FDS 10,406.0 $455K 0.00% NEW $43.70 +4.6%
1049 TTAN SERVICETITAN INC Technology 6,429.0 $455K 0.00% NEW $70.71 +35.2%
1050 TFLR T ROWE PRICE ETF INC 8,997.0 $454K 0.00% NEW $50.41 +0.8%
1051 HYLB DBX ETF TR 12,384.0 $452K 0.00% NEW $36.52 -0.4%
1052 VPU VANGUARD WORLD FD 2,299.0 $450K 0.00% NEW $195.73 -4.5%
1053 PBR PETROLEO BRASILEIRO S A Energy 27,771.0 $449K 0.00% NEW $16.16 +15.1%
1054 ESGV VANGUARD WORLD FD 3,393.0 $449K 0.00% NEW $132.24 +2.3%
1055 WDAY WORKDAY INC Technology 3,665.0 $449K 0.00% NEW $122.42 +62.7%
1056 OVV CALL OVINTIV INC Energy 8,500.0 $448K 0.00% NEW $52.65 +25.2%
1057 SCHX SCHWAB STRATEGIC TR 15,154.0 $446K 0.00% NEW $29.43 +2.4%
1058 TRGP TARGA RES CORP Energy 1,659.0 $445K 0.00% NEW $268.16 +9.7%
1059 HEDJ WISDOMTREE TR 7,778.0 $443K 0.00% NEW $57.00 +1.0%
1060 LISTED FDS TR 19,707.0 $443K 0.00% NEW $22.49
Page 53 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%