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CIK: 0001569855
Total reported value
$1.6B
$1.6B
229 檔
12.0%
During the Q1 2025 filing period, Janney Capital Management LLC (CIK: 0001569855) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 229 reported positions.
In Q1 2025, Janney Capital Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.64% | — | -1.87% | |
| 2 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.21% | — | -2.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.30% | -2.84% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.11% | — | -2.26% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.03% | -0.09% | +2.18% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | — | -3.46% | |
| 7 | C | Citigroup Inc | Stock-Financials | 1.75% | +0.16% | +23.28% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | -0.23% | -13.33% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.66% | +0.17% | -2.59% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.61% | -0.16% | -13.85% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.57% | — | +8.24% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | -0.27% | -4.83% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.44% | — | -1.90% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.30% | -0.11% | -2.80% | |
| 15 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 1.28% | — | -2.57% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.28% | — | -3.61% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | +0.15% | -4.73% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.21% | — | -2.59% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.20% | — | -3.58% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.17% | — | -1.98% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 1.12% | — | -1.92% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.12% | — | -2.92% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.05% | — | -5.44% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | — | -28.27% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | +0.14% | -3.71% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | — | -1.17% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | — | -4.47% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.99% | — | +661.93% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.98% | -0.13% | -5.36% | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 0.97% | -0.63% | +29.69% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.93% | — | -2.17% | |
| 32 | UBS | UBS Group AG | Stock-Financials | 0.92% | — | -5.45% | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.92% | — | -1.78% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.92% | +0.12% | -5.11% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.16% | +26.60% | |
| 36 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.92% | — | +23.57% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | — | -20.91% | |
| 38 | EXE | Expand Energy CORP | Stock-Energy | 0.91% | — | -5.02% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.90% | — | -1.87% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | -0.17% | +28.99% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | — | -2.68% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.88% | -0.64% | EXIT | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.22% | -5.29% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.87% | — | -4.82% | |
| 45 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.87% | — | +1.05% | |
| 46 | AKX | Ansys Inc | Stock-Other | 0.86% | — | +0.03% | |
| 47 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.85% | -0.18% | -4.73% | |
| 48 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.84% | — | -0.03% | |
| 49 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.84% | — | -5.17% | |
| 50 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.83% | +0.13% | -32.26% |
According to official SEC Form 13F filings, Janney Capital Management LLC reported a total U.S. public equity portfolio value of $1.6B across 229 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, XLC, MSFT) accounted for 12.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $67.4M
During Q1 2025, Janney Capital Management LLC's top holdings by market value included IEFA (4.6%)、XLC (2.2%)、MSFT (2.2%). The largest single position, IEFA, represented 4.6% of total portfolio value.
In Q1 2025, Janney Capital Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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