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Portfolio (Quarterly) Guide ↗

Janney Montgomery Scott LLC

· CIK 0001329948
13F Portfolio $51.6B AUM 3,106 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 478 New 1305 Added 1061 Reduced 113 Exited
Page 52 of 54  ·  1,061 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 KRT KARAT PACKAGING INC Consumer Cyclical 6,190.0 $207K -2K -20.5% $33.44 +42.2%
1022 NMI NUVEEN MUNICIPAL INCOME Financial Services 18,793.0 $207K -2K -9.6% $11.01 -4.6%
1023 SM SM ENERGY CO Energy 7,948.0 $207K -11K -57.5% $26.04 +36.2%
1024 PPH VANECK PHARMACEUTICL ETF 1,892.0 $207K -1K -35.7% $109.41 +3.5%
1025 APPF APPFOLIO INC A Technology 1,270.0 $204K -209.0 -14.1% $160.63 +27.0%
1026 WEN WENDYS CO Consumer Cyclical 24,596.0 $204K -54K -68.7% $8.29 +2.4%
1027 AOK ISHS CORE 30/70 CONS ETF 4,900.0 $203K -125.0 -2.5% $41.43 -0.4%
1028 INNOV EQ DEF 1YR DEC ETF 7,578.0 $200K -1K -15.5% $26.39
1029 GT GOODYEAR TIRE RUBBER Consumer Cyclical 28,880.0 $191K -15K -33.9% $6.61 -7.8%
1030 CCC CCC INTELLIGENT SLTNS Technology 36,171.0 $187K -15K -29.6% $5.17 +31.2%
1031 HCM HUTCHMED LTD SPON ADR Healthcare 17,310.0 $186K -7K -29.1% $10.75 +16.4%
1032 RIG TRANSOCEAN LTD Energy 37,118.0 $182K -1K -3.9% $4.90 +19.3%
1033 LYFT LYFT INC A Technology 12,019.0 $176K -2K -16.0% $14.64 +17.5%
1034 MLCO MELCO RESORTSENTMNT ADR Consumer Cyclical 33,262.0 $175K -23K -40.7% $5.26 +4.0%
1035 RA BROOKFIELD REAL ASSETS Financial Services 13,290.0 $171K -830.0 -5.9% $12.87 -2.2%
1036 VBF INVESCO BOND FUND Financial Services 10,624.0 $161K -9K -47.0% $15.15 -3.7%
1037 KBWD INV KBW H/Y DIV FINL ETF 12,774.0 $159K -1K -9.4% $12.45 +1.3%
1038 SSTK SHUTTERSTOCK INC Communication Services 11,422.0 $159K -7K -36.9% $13.92 -61.1%
1039 MHH MASTECH DIGITAL INC Industrials 20,292.0 $157K -986.0 -4.6% $7.74 -1.8%
1040 BTZ BLACKROCK CR INCM TR Financial Services 15,287.0 $156K -500.0 -3.2% $10.20 +0.2%
Page 52 of 54  ·  1,061 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 28.0%
Financial Services 19.3%
Industrials 12.1%
Healthcare 9.9%
Communication Services 7.1%
Consumer Cyclical 7.1%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 3.2%
Basic Materials 1.9%