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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 5 of 264  ·  5,280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 1,026,197.0 $726.1M 0.22% +7K +0.7% $707.61 +25.5%
82 USHY ISHARES TR 19,440,895.0 $716.2M 0.22% +1.1M +6.0% $36.84 -0.1%
83 AMD ADVANCED MICRO DEVICES INC Technology 3,499,757.0 $711.5M 0.22% +105K +3.1% $203.31 +108.6%
84 XLV SELECT SECTOR SPDR TR 4,787,128.0 $701.8M 0.22% -187K -3.8% $146.61 -1.0%
85 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,565,772.0 $699.0M 0.21% +84K +2.4% $196.03 -0.7%
86 CRM SALESFORCE INC Technology 3,584,272.0 $669.0M 0.21% -147K -3.9% $186.64 -10.2%
87 WMB WILLIAMS COS INC Energy 9,113,465.0 $662.6M 0.20% $72.70 +6.9%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 2,739,003.0 $661.6M 0.20% -81K -2.9% $241.56 -9.6%
89 IEF ISHARES TR 6,801,357.0 $649.1M 0.20% +597K +9.6% $95.44 -2.0%
90 MDT MEDTRONIC PLC Healthcare 7,382,158.0 $638.3M 0.20% -3.9M -34.4% $86.47 -11.0%
91 XLC SELECT SECTOR SPDR TR 5,692,301.0 $631.0M 0.20% -76K -1.3% $110.86 +4.7%
92 DUK DUKE ENERGY CORP NEW Utilities 4,786,720.0 $627.6M 0.19% -342K -6.7% $131.12 -5.2%
93 ALL ALLSTATE CORP Financial Services 2,952,335.0 $612.1M 0.19% +208K +7.6% $207.34 +4.8%
94 SDVY FIRST TR EXCHANGE TRADED FD 15,324,967.0 $604.3M 0.19% +1.2M +8.7% $39.43 +3.5%
95 BAC BANK AMERICA CORP Financial Services 12,129,999.0 $590.8M 0.18% -2.4M -16.5% $48.71 +2.2%
96 VB VANGUARD INDEX FDS 2,252,087.0 $589.9M 0.18% -53K -2.3% $261.92 +7.6%
97 PEP PEPSICO INC Consumer Defensive 3,716,174.0 $577.1M 0.18% +473K +14.6% $155.29 -4.3%
98 BND VANGUARD BD INDEX FDS 7,756,971.0 $571.2M 0.18% $73.64 -1.2%
99 AMGN AMGEN INC Healthcare 1,620,353.0 $570.1M 0.18% -82K -4.8% $351.83 -7.3%
100 CGGR CAPITAL GROUP GROWTH ETF 14,117,411.0 $567.4M 0.17% +1.7M +13.7% $40.19 +13.9%
Page 5 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%