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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 33 of 137  ·  2,737 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GIS GENERAL MILLS INC Consumer Defensive 1,003,335.0 $37.3M 0.01% +28K +2.9% $37.22 -10.1%
642 CSL CARLISLE COS INC Industrials 111,307.0 $37.1M 0.01% +12K +12.1% $333.62 -0.4%
643 ROKU ROKU INC Communication Services 393,870.0 $37.1M 0.01% +329K +507.8% $94.19 +32.8%
644 EMGF ISHARES INC 613,648.0 $37.1M 0.01% +31K +5.3% $60.43 +17.7%
645 IYF ISHARES TR 314,780.0 $37.0M 0.01% +68K +27.4% $117.66 +4.9%
646 GRMN GARMIN LTD Technology 159,278.0 $37.0M 0.01% +13K +9.2% $232.01 +3.3%
647 ESAB ESAB CORPORATION Industrials 402,141.0 $36.9M 0.01% +13K +3.4% $91.84 -0.8%
648 GMAR FIRST TR EXCHNG TRADED FD VI 883,100.0 $36.8M 0.01% +78K +9.7% $41.69 +5.4%
649 SLQD ISHARES TR 727,957.0 $36.8M 0.01% +49K +7.3% $50.49 -0.4%
650 ALB ALBEMARLE CORP Basic Materials 203,757.0 $36.6M 0.01% +13K +7.0% $179.53 -5.4%
651 SIGI SELECTIVE INS GROUP INC Financial Services 485,113.0 $36.6M 0.01% +63K +14.8% $75.37 +20.3%
652 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 2,126,140.0 $36.4M 0.01% +33K +1.6% $17.12 +18.0%
653 HYBL SSGA ACTIVE TR 1,305,316.0 $36.3M 0.01% +364K +38.7% $27.84 +0.8%
654 DBND DOUBLELINE ETF TRUST 791,484.0 $36.3M 0.01% +127K +19.1% $45.81 -1.0%
655 GUNR FLEXSHARES TR 654,732.0 $36.1M 0.01% +286K +77.3% $55.16 -1.2%
656 GWRE GUIDEWIRE SOFTWARE INC Technology 239,924.0 $35.9M 0.01% +8K +3.6% $149.56 -9.2%
657 GGG GRACO INC Industrials 422,040.0 $35.7M 0.01% +12K +3.0% $84.65 -11.0%
658 UFPI UFP INDUSTRIES INC Basic Materials 383,967.0 $35.4M 0.01% +36K +10.2% $92.12 -12.5%
659 DFEV DIMENSIONAL ETF TRUST 987,813.0 $35.3M 0.01% +48K +5.1% $35.78 +15.4%
660 IGLB ISHARES TR 709,435.0 $35.2M 0.01% +67K +10.5% $49.63 -0.7%
Page 33 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%