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CIK: 0001569855
Total reported value
$1.6B
$1.6B
232 檔
14.1%
As reported in its official Q2 2025 Form 13F filing, Janney Capital Management LLC's tracked investment portfolio stood at $1.6B with 232 total positions.
In Q2 2025, Janney Capital Management LLC adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.69% | — | -2.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.30% | -1.69% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.51% | -0.23% | -4.39% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.35% | — | -2.98% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.26% | — | -3.36% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | — | -1.45% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.02% | -0.16% | -1.90% | |
| 8 | C | Citigroup Inc | Stock-Financials | 1.94% | +0.16% | -1.40% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.87% | -0.09% | -1.70% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.58% | +0.17% | -4.02% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.42% | — | -2.67% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.35% | — | -1.35% | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.32% | — | -2.65% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.15% | -1.05% | |
| 15 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 1.22% | — | -3.80% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | -0.27% | -0.98% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.19% | — | -3.93% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | — | -0.89% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.12% | — | -1.16% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.09% | — | -3.27% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.11% | -1.19% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.03% | +0.12% | -1.24% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.02% | — | -1.36% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | — | -1.27% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.99% | — | -3.24% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | +0.22% | -1.26% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.95% | -0.17% | -1.01% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | — | -1.70% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | — | -1.00% | |
| 30 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.94% | -0.16% | -1.68% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.94% | — | -3.80% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.92% | — | -1.82% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.92% | — | -3.87% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | — | -2.92% | |
| 35 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.90% | — | -1.82% | |
| 36 | EXE | Expand Energy CORP | Stock-Energy | 0.89% | — | -1.29% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | +0.14% | -0.77% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | — | -0.63% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.87% | -0.13% | -1.06% | |
| 40 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.85% | +0.13% | -1.84% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.16% | -1.41% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.85% | — | -1.87% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.85% | -0.63% | -1.54% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.10% | -1.81% | |
| 45 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.84% | -0.18% | +15.32% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | — | +8.13% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | — | -1.03% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.81% | — | -1.90% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.81% | — | +13.93% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.80% | — | -1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -4.39% | Trim |
| 2 | SBUX | Starbucks CORP | +0.7% | NEW | New buy |
| 3 | NVO | Novo-nordisk A/s-spons Adr | +0.6% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.5% | -1.69% | Trim |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.90% | Trim |
| 6 | VRT | Vertiv Holdings Co-a | +0.4% | -1.68% | Trim |
| 7 | CPNG | Coupang Inc | +0.3% | +29.51% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | -2.98% | Trim |
| 9 | SHOP | Shopify Inc - Class A | +0.2% | +39.36% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | -1.81% | Trim |
| 11 | C | Citigroup Inc | +0.2% | -1.40% | Trim |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | -1.16% | Trim |
| 13 | ASML | ASML Holding N.V. | +0.2% | +13.93% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -1.45% | Trim |
| 15 | PWR | Quanta Services Inc | +0.2% | -1.71% | Trim |
| 16 | ITA | Ishares U.s. Aerospace & Def | +0.2% | -2.65% | Trim |
| 17 | MELI | Mercadolibre Inc | +0.2% | -1.64% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +8.13% | Add |
| 19 | MS | Morgan Stanley | +0.1% | -1.24% | Trim |
| 20 | NOW | Servicenow Inc | +0.1% | -1.89% | Trim |
| 21 | IBM | Intl Business Machines CORP | +0.1% | -0.89% | Trim |
| 22 | SNOW | Snowflake Inc | +0.1% | -19.73% | Trim |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.73% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +33.95% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | -1.26% | Trim |
| 26 | ULTA | Ulta Beauty Inc | +0.1% | -1.92% | Trim |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -1.05% | Trim |
| 28 | TXN | Texas Instruments Inc | +0.1% | -1.01% | Trim |
| 29 | SNPS | Synopsys Inc | +0.1% | -1.80% | Trim |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -2.22% | Trim |
| 31 | XLC | Ss Comm Select Sector Spdr | +0.1% | -3.36% | Trim |
| 32 | PM | Philip Morris International | +0.1% | -1.82% | Trim |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | -1.92% | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | -2.92% | Trim |
| 35 | PINS | Pinterest Inc- Class A | 0% | -1.67% | Trim |
| 36 | GLW | Corning Inc | 0% | -1.84% | Trim |
| 37 | WMT | Walmart Inc | 0% | -1.00% | Trim |
| 38 | BAC | Bank Of America CORP | 0% | -1.09% | Trim |
| 39 | LYG | Lloyds Banking Group Plc-adr | 0% | -1.84% | Trim |
| 40 | SLB | Slb LTD | -0.1% | -0.83% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.2% | -0.77% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -3.22% | Trim |
| 43 | AAPL | Apple Inc | -0.2% | -1.36% | Trim |
| 44 | XLE | Ss Energy Select Sector | -0.2% | -3.87% | Trim |
| 45 | MCD | Mcdonald's CORP | -0.2% | -1.35% | Trim |
| 46 | ABBV | Abbvie Inc | -0.3% | -0.98% | Trim |
| 47 | CVX | Chevron CORP | -0.3% | -1.19% | Trim |
| 48 | LYB | LyondellBasell Industries N.V. | -0.4% | EXIT | Sold out |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | -66.95% | Trim |
| 50 | UBS | UBS Group AG | -0.9% | -98.59% | Trim |
According to official SEC Form 13F filings, Janney Capital Management LLC reported a total U.S. public equity portfolio value of $1.6B across 232 disclosed positions in Q2 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, MSFT, AVGO) accounted for 14.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SBUX
市值: $10.7M
Top Position Liquidated / Trimmed
LYB
前期市值: $5.9M
During Q2 2025, Janney Capital Management LLC's top holdings by market value included IEFA (4.7%)、MSFT (2.7%)、AVGO (2.5%). The largest single position, IEFA, represented 4.7% of total portfolio value.
In Q2 2025, Janney Capital Management LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 42 holdings, and fully liquidating 1 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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