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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 13 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FRMI FERMI INC Utilities 37,197.0 $217K NEW $5.84 +10.1%
242 TS TENARIS S A Energy 3,730.0 $217K NEW $58.18 +5.6%
243 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 1,969.0 $217K NEW $110.04 -0.9%
244 MTBA SIMPLIFY EXCHANGE TRADED FUN 4,321.0 $214K NEW $49.46 -0.8%
245 NRP NATURAL RESOURCE PARTNERS LP Energy 1,758.0 $213K NEW $121.02 -11.8%
246 NKTR NEKTAR THERAPEUTICS Healthcare 2,953.0 $212K NEW $71.95 -4.1%
247 CSMD PROFESIONALLY MANAGED PORTFO 6,845.0 $210K NEW $30.71 +6.4%
248 NBBK NB BANCORP INC Financial Services 9,947.0 $210K NEW $21.07 -7.8%
249 LTC LTC PPTYS INC Real Estate 5,607.0 $208K NEW $37.16 +3.4%
250 PGIM ROCK ETF TR 6,827.0 $208K NEW $30.43
251 MBSF VALUED ADVISERS TR 8,142.0 $208K NEW $25.51 +0.6%
252 HAMILTON INSURANCE GROUP LTD 6,882.0 $205K NEW $29.83
253 IMVT IMMUNOVANT INC Healthcare 8,257.0 $205K NEW $24.84 +9.6%
254 ATLANTA BRAVES HLDGS INC 4,340.0 $205K NEW $47.15
255 DOCU PUT DOCUSIGN INC Technology 4,300.0 $204K NEW $47.50 +0.9%
256 FMNB FARMERS NATIONAL BANC CORP Financial Services 15,328.0 $202K NEW $13.16 +5.4%
257 KRC KILROY REALTY CORP Real Estate 7,129.0 $201K NEW $28.21 +22.5%
258 ACNB ACNB CORP Financial Services 4,200.0 $201K NEW $47.87 +10.5%
259 UGP ULTRAPAR PARTICIPACOES SA Energy 36,486.0 $201K NEW $5.51 +4.1%
260 AFIF TWO RDS SHARED TR 21,567.0 $201K NEW $9.32 +0.6%
Page 13 of 18  ·  360 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%