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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 56 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 GSL GLOBAL SHIP LEASE INC Industrials 10,470.0 $394K 0.00% NEW $37.60 +18.7%
1102 MPWR MONOLITHIC PWR SYS INC Technology 283.0 $391K 0.00% NEW $1382.36 -7.0%
1103 EMDM FIRST TR EXCHANGE-TRADED FD 9,008.0 $389K 0.00% NEW $43.20 -3.5%
1104 MINO PIMCO ETF TR 8,482.0 $388K 0.00% NEW $45.76 -2.3%
1105 IP INTERNATIONAL PAPER CO Consumer Cyclical 10,098.0 $385K 0.00% NEW $38.10 +7.7%
1106 FSLR FIRST SOLAR INC Energy 1,626.0 $384K 0.00% NEW $236.02 -11.7%
1107 ONEQ FIDELITY COMWLTH TR 3,701.0 $382K 0.00% NEW $103.21 -0.8%
1108 EXPD EXPEDITORS INTL WASH INC Industrials 2,321.0 $378K 0.00% NEW $162.98 +15.2%
1109 E ENI SPA Energy 8,049.0 $377K 0.00% NEW $46.86 +17.8%
1110 FRDM EA SERIES TRUST 5,160.0 $376K 0.00% NEW $72.90 -6.7%
1111 EVSD MORGAN STANLEY ETF TRUST 7,380.0 $375K 0.00% NEW $50.85 +0.0%
1112 DY DYCOM INDS INC Industrials 740.0 $374K 0.00% NEW $505.59 -24.7%
1113 ARM ARM HOLDINGS PLC Technology 1,051.0 $373K 0.00% NEW $354.58 -32.7%
1114 VSNT VERSANT MEDIA GROUP INC Industrials 10,305.0 $371K 0.00% NEW $36.01 +9.2%
1115 BURL BURLINGTON STORES INC Consumer Cyclical 1,171.0 $371K 0.00% NEW $316.80 +4.4%
1116 COIN COINBASE GLOBAL INC Financial Services 2,534.0 $371K 0.00% NEW $146.21 +22.8%
1117 OPRA OPERA LTD Communication Services 18,683.0 $370K 0.00% NEW $19.83 -4.9%
1118 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 27,988.0 $370K 0.00% NEW $13.22 -5.1%
1119 GSLC GOLDMAN SACHS ETF TR 2,606.0 $370K 0.00% NEW $141.88 +2.8%
1120 EVEREST GROUP LTD 1,031.0 $368K 0.00% NEW $357.23
Page 56 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%