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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 17 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CULP CULP INC Consumer Cyclical 17,194.0 $47K NEW $2.74 +14.6%
322 RSKD RISKIFIED LTD Technology 10,936.0 $43K NEW $3.92 +18.4%
323 AARD AARDVARK THERAPEUTICS INC Healthcare 10,890.0 $41K NEW $3.77 +21.2%
324 LRCX PUT LAM RESEARCH CORP Technology 300.0 $39K NEW $130.00 +130.1%
325 HL CALL HECLA MINING COMPANY Basic Materials 1,400.0 $34K NEW $24.29 -19.9%
326 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 100.0 $34K NEW $340.00 +22.9%
327 DEXCOM INC 36,000.0 $33K NEW $0.92
328 RZLT REZOLUTE INC Healthcare 10,532.0 $32K NEW $3.05 +11.5%
329 CRBU CARIBOU BIOSCIENCES INC Healthcare 16,373.0 $31K NEW $1.90 +12.6%
330 RIME ALGORHYTHM HLDGS INC Technology 28,000.0 $31K NEW $1.09 -39.4%
331 PPA PUT INVESCO EXCHANGE TRADED FD T 200.0 $30K NEW $150.00 +9.7%
332 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 200.0 $29K NEW $145.00 -8.6%
333 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 1,600.0 $28K NEW $17.50 +16.7%
334 AWX AVALON HLDGS CORP Industrials 10,260.0 $27K NEW $2.59 -3.1%
335 QRHC QUEST RESOURCE HLDG CORP Industrials 21,000.0 $25K NEW $1.19 -11.8%
336 AREC AMERICAN RES CORP Energy 10,289.0 $25K NEW $2.42 -9.1%
337 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 14,083.0 $25K NEW $1.76 +109.7%
338 BE PUT BLOOM ENERGY CORP Industrials 200.0 $24K NEW $120.00 +130.0%
339 MDAI SPECTRAL AI INC Healthcare 12,800.0 $19K NEW $1.47 +65.3%
340 ICMB INVESTCORP CR MGMT BDC INC Financial Services 11,137.0 $18K NEW $1.62 -11.7%
Page 17 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%