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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 258 of 264  ·  5,280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5141 ON SEMICONDUCTOR CORP 42,000.0 $41K -7K -14.3% $0.98
5142 AARD AARDVARK THERAPEUTICS INC Healthcare 10,890.0 $41K NEW $3.77 +21.2%
5143 LRCX PUT LAM RESEARCH CORP Technology 300.0 $39K NEW $130.00 +130.1%
5144 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 300.0 $39K -300.0 -50.0% $130.00 +2.9%
5145 DWSN DAWSON GEOPHYSICAL CO NEW Energy 10,893.0 $38K +300.0 +2.8% $3.46 +13.0%
5146 ET PUT ENERGY TRANSFER L P Energy 2,500.0 $38K -2K -50.0% $15.00 +35.7%
5147 PEW GRABAGUN DIGITAL HLDGS INC Industrials 12,390.0 $37K +323.0 +2.7% $3.01 -6.0%
5148 LIVANOVA PLC 32,000.0 $37K $1.16
5149 OPK OPKO HEALTH INC Healthcare 32,624.0 $37K -6K -15.8% $1.14 -3.5%
5150 INVE IDENTIV INC Technology 10,000.0 $37K $3.70 +3.0%
5151 ADBE CALL ADOBE INC Technology 100.0 $37K $370.00 -33.1%
5152 CRDF CARDIFF ONCOLOGY INC Healthcare 22,672.0 $37K -4K -15.0% $1.62 +3.1%
5153 CGTX COGNITION THERAPEUTICS INC Healthcare 47,500.0 $36K -1K -2.1% $0.76 +50.1%
5154 PEBBLEBROOK HOTEL TR 37,000.0 $36K $0.97
5155 CNDT CONDUENT INC Technology 28,033.0 $36K $1.28 +8.6%
5156 BOX INC 39,000.0 $36K -11K -22.0% $0.92
5157 BLDP BALLARD PWR SYS INC NEW Industrials 14,596.0 $35K -347.0 -2.3% $2.42 +70.7%
5158 STXS STEREOTAXIS INC Healthcare 19,033.0 $35K $1.84 +5.4%
5159 UPS PUT UNITED PARCEL SVCS INC Industrials 500.0 $35K -100.0 -16.7% $70.00 +40.6%
5160 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 100.0 $34K NEW $340.00 +22.9%
Page 258 of 264  ·  5,280 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%