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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 4 of 137  ·  2,737 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 2,662,041.0 $513.3M 0.16% +734K +38.1% $192.81 +59.7%
62 LIN LINDE PLC Basic Materials 1,027,522.0 $509.9M 0.16% +279K +37.2% $496.28 +1.9%
63 IWM ISHARES TR 2,005,420.0 $497.3M 0.15% +119K +6.3% $248.00 +12.0%
64 BIL SPDR SERIES TRUST 5,379,913.0 $493.0M 0.15% +1.2M +28.5% $91.64 -0.1%
65 VEU VANGUARD INTL EQUITY INDEX F 6,562,158.0 $492.8M 0.15% +287K +4.6% $75.10 +8.6%
66 CMCSA COMCAST CORP NEW Communication Services 17,008,857.0 $488.4M 0.15% +1.8M +11.9% $28.71 -13.7%
67 JEPI J P MORGAN EXCHANGE TRADED F 8,554,441.0 $484.9M 0.15% +455K +5.6% $56.68 -1.6%
68 AMAT APPLIED MATLS INC Technology 1,396,189.0 $476.3M 0.15% +127K +10.1% $341.18 +26.0%
69 ENTERGY CORP NEW 4,185,972.0 $470.3M 0.14% +320K +8.3% $112.35
70 SCHG SCHWAB STRATEGIC TR 15,826,527.0 $461.0M 0.14% +936K +6.3% $29.13 +17.4%
71 CGGO CAPITAL GROUP GBL GROWTH EQT 13,649,623.0 $455.5M 0.14% +519K +4.0% $33.37 +16.5%
72 VCIT VANGUARD SCOTTSDALE FDS 5,288,276.0 $437.6M 0.14% +417K +8.6% $82.75 -0.8%
73 BLK BLACKROCK INC Financial Services 456,404.0 $436.3M 0.13% +16K +3.5% $955.98 +13.2%
74 SPYM SPDR SERIES TRUST 5,430,943.0 $415.7M 0.13% +822K +17.9% $76.54 +13.8%
75 DYNF BLACKROCK ETF TRUST 7,114,647.0 $413.9M 0.13% +1.5M +26.1% $58.18 +13.9%
76 GE GE AEROSPACE Industrials 1,445,610.0 $409.4M 0.13% +81K +5.9% $283.23 +0.1%
77 SPYG SPDR SERIES TRUST 4,157,103.0 $407.0M 0.12% +127K +3.1% $97.91 +20.8%
78 VWO VANGUARD INTL EQUITY INDEX F 7,474,703.0 $404.0M 0.12% +522K +7.5% $54.05 +8.5%
79 C CITIGROUP INC Financial Services 3,494,347.0 $395.3M 0.12% +269K +8.3% $113.12 +9.1%
80 ASML ASML HLDG NV Technology 297,893.0 $393.4M 0.12% +2K +0.8% $1320.47 +14.1%
Page 4 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%