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Portfolio (Quarterly) Guide ↗

RAYMOND JAMES FINANCIAL INC

· CIK 0000720005
13F Portfolio $321.4B AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5156 New
Page 149 of 258  ·  5,156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 KMT KENNAMETAL INC Industrials 101,829.0 $2.9M 0.00% NEW $28.41 +3.1%
2962 SPIP SPDR SERIES TRUST 111,365.0 $2.9M 0.00% NEW $25.95 -3.2%
2963 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 175,306.0 $2.9M 0.00% NEW $16.48 -6.7%
2964 TRIP TRIPADVISOR INC Consumer Cyclical 198,354.0 $2.9M 0.00% NEW $14.56 -30.0%
2965 EMBX VANECK FDS 57,035.0 $2.9M 0.00% NEW $50.63 +1.4%
2966 CLOA BLACKROCK ETF TRUST II 55,805.0 $2.9M 0.00% NEW $51.74 +0.4%
2967 PKB INVESCO EXCHANGE TRADED FD T 31,174.0 $2.9M 0.00% NEW $92.59 +7.9%
2968 DHT DHT HOLDINGS INC Energy 236,339.0 $2.9M 0.00% NEW $12.21 +61.5%
2969 SDIV GLOBAL X FDS 119,681.0 $2.9M 0.00% NEW $24.03 +3.9%
2970 BGRN ISHARES TR 59,971.0 $2.9M 0.00% NEW $47.94 -2.1%
2971 XHE SPDR SERIES TRUST 32,557.0 $2.9M 0.00% NEW $88.23 +8.8%
2972 HST HOST HOTELS & RESORTS INC Real Estate 161,769.0 $2.9M 0.00% NEW $17.73 +30.8%
2973 SCM STELLUS CAP INVT CORP Financial Services 226,165.0 $2.9M 0.00% NEW $12.68 -30.7%
2974 IEO ISHARES TR 32,128.0 $2.9M 0.00% NEW $89.26 +51.7%
2975 BKHY BNY MELLON ETF TRUST 59,648.0 $2.9M 0.00% NEW $48.07 -1.6%
2976 CACC CREDIT ACCEP CORP MICH Financial Services 6,465.0 $2.9M 0.00% NEW $443.46 +36.0%
2977 QQQE DIREXION SHS ETF TR 27,998.0 $2.9M 0.00% NEW $102.31 +19.3%
2978 TTAM TITAN AMER SA Basic Materials 173,629.0 $2.9M 0.00% NEW $16.48 -8.4%
2979 CTO CTO RLTY GROWTH INC NEW Real Estate 155,267.0 $2.9M 0.00% NEW $18.41 +19.5%
2980 CBT CABOT CORP Basic Materials 42,989.0 $2.8M 0.00% NEW $66.28 +26.6%
Page 149 of 258  ·  5,156 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 27.5%
Financial Services 19.2%
Industrials 11.0%
Healthcare 10.6%
Consumer Cyclical 9.5%
Communication Services 6.1%
Consumer Defensive 5.3%
Energy 4.0%
Utilities 3.0%
Basic Materials 2.0%