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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 61 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 RGA REINSURANCE GROUP AMER INC Financial Services 1,373.0 $292K 0.00% NEW $212.59 +15.5%
1202 CR CRANE COMPANY Industrials 1,308.0 $292K 0.00% NEW $223.07 -7.5%
1203 ARKK ARK ETF TR 3,604.0 $291K 0.00% NEW $80.82 +3.8%
1204 CARY ANGEL OAK FUNDS TRUST 13,983.0 $291K 0.00% NEW $20.78 -0.3%
1205 ALC ALCON AG Healthcare 4,321.0 $290K 0.00% NEW $67.10 +9.8%
1206 AEM AGNICO EAGLE MINES LTD Basic Materials 1,861.0 $289K 0.00% NEW $155.11 +40.5%
1207 KVUE KENVUE INC Consumer Defensive 15,075.0 $288K 0.00% NEW $19.11 +1.7%
1208 CDW CDW CORP Technology 2,042.0 $287K 0.00% NEW $140.61 -5.8%
1209 TG TREDEGAR CORP Industrials 35,885.0 $286K 0.00% NEW $7.96 +0.1%
1210 FTXN FIRST TR EXCHANGE TRADED FD 8,538.0 $285K 0.00% NEW $33.43 +19.5%
1211 DHS WISDOMTREE TR 2,509.0 $285K 0.00% NEW $113.66 +5.2%
1212 HBAN HUNTINGTON BANCSHARES INC Financial Services 16,070.0 $285K 0.00% NEW $17.73 -3.9%
1213 BBIO BRIDGEBIO PHARMA INC Healthcare 3,806.0 $283K 0.00% NEW $74.48 +8.8%
1214 QBTS D-WAVE QUANTUM INC Technology 11,650.0 $279K 0.00% NEW $23.99 -22.1%
1215 CDNS CADENCE DESIGN SYSTEM INC Technology 745.0 $279K 0.00% NEW $375.08 -15.8%
1216 RL RALPH LAUREN CORP Consumer Cyclical 695.0 $279K 0.00% NEW $401.41 -7.6%
1217 BSY BENTLEY SYS INC Technology 9,296.0 $278K 0.00% NEW $29.89 +26.1%
1218 TOL TOLL BROTHERS INC Consumer Cyclical 1,674.0 $276K 0.00% NEW $164.75 -10.5%
1219 PARNASSUS INCOME FDS 9,546.0 $275K 0.00% NEW $28.79
1220 SUSA ISHARES TR 1,774.0 $274K 0.00% NEW $154.30 +2.0%
Page 61 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%