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Portfolio (Quarterly) Guide ↗

Janney Montgomery Scott LLC

· CIK 0001329948
13F Portfolio $51.6B AUM 3,106 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 478 New 1305 Added 1061 Reduced 113 Exited
Page 12 of 66  ·  1,305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BKNG BOOKING HOLDINGS INC Consumer Cyclical 125,989.0 $22.5M 0.04% +124K +8316.1% $178.24 +16.8%
222 WDC WESTERN DIGITAL CORP Technology 35,106.0 $22.4M 0.04% +9K +36.4% $638.72 -22.3%
223 BSCT INV BUL/2029 CORP ETF 1,202,868.0 $22.3M 0.04% +39K +3.3% $18.57 -0.1%
224 ROK ROCKWELL AUTOMATION INC Industrials 44,767.0 $22.2M 0.04% +661.0 +1.5% $495.10 -12.4%
225 CDNS CADENCE DESIGN SYS INC Technology 58,868.0 $22.1M 0.04% +45K +310.8% $375.33 -15.7%
226 SLV ISHS SILVER TR ETF Financial Services 412,073.0 $22.0M 0.04% +56K +15.8% $53.47 +7.4%
227 NTAP NETAPP INC Technology 141,634.0 $21.9M 0.04% +23K +19.1% $154.76 +32.3%
228 AME AMETEK INC NEW Industrials 90,546.0 $21.9M 0.04% +7K +8.1% $241.94 +3.3%
229 WAT WATERS CORP Healthcare 57,923.0 $21.7M 0.04% +7K +14.2% $375.05 +7.0%
230 ACWX ISHS MSCI ACWI EX US ETF 284,351.0 $21.6M 0.04% +2K +0.8% $76.11 +0.9%
231 VBR VNGRD SML CAP VAL ETF 88,819.0 $21.6M 0.04% +34K +61.5% $242.99 +1.8%
232 ODFL OLD DOMINION FREIGHT Industrials 99,392.0 $21.5M 0.04% +59K +145.9% $216.60 -4.0%
233 BBY BEST BUY COMPANY INC Consumer Cyclical 280,013.0 $21.2M 0.04% +12K +4.3% $75.88 +15.0%
234 LVHI FRKLN INTL L/V H/DV ETF 522,204.0 $21.2M 0.04% +85K +19.3% $40.59 +5.4%
235 CGMS CAP GRP F/I US INCM ETF 775,013.0 $21.2M 0.04% +154K +24.8% $27.33 -0.7%
236 VFH VNGRD FINANCIALS ETF 158,789.0 $20.9M 0.04% +7K +4.8% $131.60 +7.6%
237 SNDK SANDISK CORP Technology 9,141.0 $20.8M 0.04% +3K +59.5% $2273.93 -28.5%
238 PPL PPL CORP Utilities 560,564.0 $20.4M 0.04% +15K +2.8% $36.35 -2.0%
239 SRE SEMPRA Utilities 218,197.0 $20.2M 0.04% +3K +1.6% $92.71 -6.0%
240 VLO VALERO ENERGY CORP Energy 76,815.0 $20.0M 0.04% +2K +2.8% $260.44 +34.4%
Page 12 of 66  ·  1,305 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 28.0%
Financial Services 19.3%
Industrials 12.1%
Healthcare 9.9%
Communication Services 7.1%
Consumer Cyclical 7.1%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 3.2%
Basic Materials 1.9%