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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 60 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 VLTO VERALTO CORP Industrials 3,551.0 $315K 0.00% NEW $88.68 +11.8%
1182 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 27,827.0 $314K 0.00% NEW $11.30 -1.0%
1183 LSGR NATIXIS ETF TRUST II 7,460.0 $314K 0.00% NEW $42.13 +6.4%
1184 PFEB INNOVATOR ETFS TRUST 7,284.0 $314K 0.00% NEW $43.06 +1.8%
1185 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 32,396.0 $314K 0.00% NEW $9.68 -11.3%
1186 XAR SPDR SERIES TRUST 1,095.0 $311K 0.00% NEW $283.80 -6.3%
1187 MFS ACTIVE EXCHANGE TRADED F 10,226.0 $310K 0.00% NEW $30.32
1188 SJM SMUCKER J M CO Consumer Defensive 2,743.0 $309K 0.00% NEW $112.52 +11.5%
1189 LNG CHENIERE ENERGY INC Energy 1,291.0 $309K 0.00% NEW $239.00 +17.5%
1190 GUG GUGGENHEIM ACTIVE ALLOC FD Financial Services 19,234.0 $307K 0.00% NEW $15.98 -6.4%
1191 IGPT INVESCO EXCHANGE TRADED FD T 2,945.0 $307K 0.00% NEW $104.10 -13.6%
1192 BCI ABRDN ETFS 13,562.0 $303K 0.00% NEW $22.34 +13.4%
1193 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,595.0 $303K 0.00% NEW $22.27 +8.2%
1194 IXUS ISHARES TR 3,170.0 $303K 0.00% NEW $95.44 +2.2%
1195 SGDJ SPROTT ETF TRUST 4,000.0 $302K 0.00% NEW $75.42 +34.9%
1196 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 19,480.0 $299K 0.00% NEW $15.35 +9.8%
1197 VDC VANGUARD WORLD FD 1,324.0 $299K 0.00% NEW $225.53 +4.2%
1198 MSFT CALL MICROSOFT CORP Technology 800.0 $298K 0.00% NEW $373.02 +30.7%
1199 KNCT INVESCO EXCHANGE TRADED FD T 1,411.0 $298K 0.00% NEW $210.87 -8.9%
1200 HII HUNTINGTON INGALLS INDS INC Industrials 1,044.0 $292K 0.00% NEW $279.89 +5.2%
Page 60 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%