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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 17 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ACMR ACM RESEARCH INC A Technology 3,396.0 $431K 0.00% NEW $126.91 -33.5%
322 LEVI LEVI STRAUSS CO A NEW Consumer Cyclical 17,362.0 $431K 0.00% NEW $24.82 -11.3%
323 EPP ISHS PAC EX JPN ETF 8,067.0 $430K 0.00% NEW $53.30 +6.9%
324 NUS NU SKIN ENTERPRISES INC Consumer Defensive 81,394.0 $430K 0.00% NEW $5.28 -11.0%
325 TEMA SPACE INNOV ETF 14,065.0 $427K 0.00% NEW $30.36
326 PERSHING SQUARE USA BDC 11,375.0 $425K 0.00% NEW $37.36
327 CC CHEMOURS COMPANY Basic Materials 19,855.0 $407K 0.00% NEW $20.50 -24.8%
328 AAOI APPLIED OPTOELECTRONICS Technology 2,723.0 $403K 0.00% NEW $148.00 -11.2%
329 OKEANIS ECO TANKERS CORP 8,041.0 $403K 0.00% NEW $50.12
330 RDW REDWIRE CORP Industrials 32,478.0 $397K 0.00% NEW $12.22 +5.9%
331 EMC GLBL X E/MKTS CONSMR ETF 10,522.0 $396K 0.00% NEW $37.64 -3.8%
332 MDA MDA SPACE LTD Technology 9,150.0 $378K 0.00% NEW $41.31 -17.7%
333 KMX CARMAX INC Consumer Cyclical 7,120.0 $377K 0.00% NEW $52.95 +8.4%
334 MANE VERADERMICS INC Healthcare 3,050.0 $375K 0.00% NEW $122.95 -9.5%
335 GRRR GORILLA TECH GRP INC NEW Technology 18,835.0 $374K 0.00% NEW $19.86 -23.5%
336 APLD APPLIED DIGITAL CORP Technology 9,963.0 $372K 0.00% NEW $37.34 -23.6%
337 AGIX KRANE PUB PVT AI TEC ETF 7,903.0 $371K 0.00% NEW $46.94 -4.5%
338 HR HEALTHCARE RLTY TR INC Real Estate 18,339.0 $370K 0.00% NEW $20.18 -5.3%
339 FT E/M HUMAN FLOURSH ETF 7,418.0 $369K 0.00% NEW $49.74
340 CVCO CAVCO INDS INC DEL Consumer Cyclical 597.0 $367K 0.00% NEW $614.74 -4.9%
Page 17 of 24  ·  478 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%