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Portfolio (Quarterly) Guide ↗

RAYMOND JAMES FINANCIAL INC

· CIK 0000720005
13F Portfolio $324.4B AUM 13,521 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 360 New 2737 Added 1864 Reduced 236 Exited
Page 16 of 137  ·  2,737 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RBLX ROBLOX CORP Technology 1,928,366.0 $102.7M 0.03% +303K +18.6% $53.27 -16.7%
302 B BARRICK MNG CORP Basic Materials 2,477,081.0 $101.0M 0.03% +246K +11.0% $40.79 -2.5%
303 J P MORGAN EXCHANGE TRADED F 1,637,249.0 $100.4M 0.03% +76K +4.9% $61.32
304 BNDX VANGUARD CHARLOTTE FDS 2,084,913.0 $100.2M 0.03% +908K +77.2% $48.05 -0.9%
305 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 511,706.0 $100.1M 0.03% +58K +12.8% $195.61 +21.8%
306 ECL ECOLAB INC Basic Materials 375,039.0 $99.8M 0.03% +122K +48.5% $266.02 -7.6%
307 CLS CELESTICA INC Technology 351,743.0 $98.7M 0.03% +40K +12.9% $280.65 +21.8%
308 BINC BLACKROCK ETF TRUST II 1,879,840.0 $97.6M 0.03% +306K +19.4% $51.93 -0.0%
309 NKE NIKE INC Consumer Cyclical 1,846,475.0 $97.5M 0.03% +23K +1.2% $52.82 -19.3%
310 EBAY EBAY INC. Consumer Cyclical 1,075,421.0 $97.5M 0.03% +29K +2.8% $90.68 +25.7%
311 HOOD ROBINHOOD MKTS INC Financial Services 1,453,969.0 $97.3M 0.03% +577K +65.8% $66.94 +11.9%
312 BCS BARCLAYS PLC Financial Services 4,588,780.0 $97.1M 0.03% +84K +1.9% $21.15 +8.2%
313 VMC VULCAN MATLS CO Basic Materials 355,050.0 $96.7M 0.03% +84K +30.9% $272.30 -3.8%
314 GCOW PACER FDS TR 2,084,039.0 $96.4M 0.03% +33K +1.6% $46.24 +0.9%
315 CVE CENOVUS ENERGY INC Energy 3,627,732.0 $96.2M 0.03% +3.1M +593.7% $26.53 +19.0%
316 BN BROOKFIELD CORP Financial Services 2,376,833.0 $96.2M 0.03% +82K +3.6% $40.47 +11.7%
317 SRE SEMPRA Utilities 988,043.0 $96.0M 0.03% +19K +2.0% $97.17 -6.2%
318 NUE NUCOR CORP Basic Materials 565,422.0 $95.6M 0.03% +82K +16.9% $169.10 +32.0%
319 VOOG VANGUARD ADMIRAL FDS INC 234,029.0 $95.4M 0.03% +57K +31.9% $407.69 -80.1%
320 KKR KKR & CO INC Financial Services 1,031,263.0 $95.4M 0.03% +26K +2.6% $92.50 +0.6%
Page 16 of 137  ·  2,737 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 25.1%
Financial Services 17.7%
Industrials 11.6%
Healthcare 10.3%
Consumer Cyclical 9.0%
Communication Services 7.2%
Consumer Defensive 5.8%
Energy 5.6%
Utilities 3.4%
Basic Materials 2.4%