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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 64 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SCIO FIRST TR EXCHANGE-TRADED FD 11,849.0 $245K 0.00% NEW $20.67 -0.7%
1262 STE STERIS PLC Healthcare 1,162.0 $245K 0.00% NEW $210.57 +13.8%
1263 RFI COHEN & STEERS TOTAL RETURN Financial Services 21,570.0 $244K 0.00% NEW $11.32 +1.1%
1264 HLNE HAMILTON LANE INC Financial Services 3,083.0 $243K 0.00% NEW $78.83 +32.8%
1265 STXG EA SERIES TRUST 4,390.0 $243K 0.00% NEW $55.26 +1.0%
1266 CNXC CONCENTRIX CORP Technology 10,827.0 $243K 0.00% NEW $22.41 +17.2%
1267 GOAU ETF SER SOLUTIONS 6,500.0 $242K 0.00% NEW $37.19 +35.1%
1268 INMU BLACKROCK ETF TRUST II 9,895.0 $240K 0.00% NEW $24.25 -2.1%
1269 FANG DIAMONDBACK ENERGY INC Energy 1,363.0 $240K 0.00% NEW $175.74 +19.5%
1270 SUN SUNOCO LP/SUNOCO FIN CORP Energy 3,540.0 $239K 0.00% NEW $67.50 +11.4%
1271 FEZ SPDR INDEX SHS FDS 3,478.0 $239K 0.00% NEW $68.67 +4.1%
1272 PIE INVESCO EXCH TRADED FD TR II 7,137.0 $238K 0.00% NEW $33.39 -2.0%
1273 TXT TEXTRON INC Industrials 2,582.0 $237K 0.00% NEW $91.73 -9.2%
1274 IUSV ISHARES TR 2,143.0 $236K 0.00% NEW $110.14 +4.5%
1275 JIVE J P MORGAN EXCHANGE TRADED F 2,562.0 $236K 0.00% NEW $91.96 +6.0%
1276 DASH DOORDASH INC Communication Services 1,268.0 $234K 0.00% NEW $184.53 +21.9%
1277 BMAR INNOVATOR ETFS TRUST 4,050.0 $233K 0.00% NEW $57.63 +1.9%
1278 FLMI FRANKLIN TEMPLETON ETF TR 9,241.0 $233K 0.00% NEW $25.17 -2.3%
1279 XYLD GLOBAL X FDS 5,670.0 $231K 0.00% NEW $40.79 +1.2%
1280 SHLD GLOBAL X FDS 3,858.0 $230K 0.00% NEW $59.71 +10.8%
Page 64 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%