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CIK: 0001329948
Total reported value
$51.6B
$51.6B
2740 檔
8.5%
As reported in its official Q1 2026 Form 13F filing, Janney Montgomery Scott LLC's tracked investment portfolio stood at $51.6B with 2740 total positions.
Janney Montgomery Scott LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 59 holdings and trimming 38 positions.
Showing top 200 holdings (of 2740 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.23% | +1.78% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.39% | +10.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.40% | +6.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.11% | +0.87% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.21% | +6.39% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.15% | +3.15% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | -0.05% | +6.54% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.16% | +4.80% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | — | +0.60% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | — | +1.13% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | -0.14% | +0.87% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.02% | -0.38% | +10.76% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.88% | +0.06% | +8.72% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | -0.15% | -0.76% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.18% | +5.84% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.17% | +3.32% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.75% | -0.12% | -0.48% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.23% | +2.92% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | -0.11% | +1.90% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.20% | -8.28% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.04% | +9.61% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.06% | +11.49% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.04% | +4.99% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.24% | -4.22% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.24% | +6.78% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.64% | -0.56% | +4.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.11% | +6.33% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | -0.19% | -7.57% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.05% | +4.15% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | -0.04% | -11.87% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | -2.32% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.06% | -3.33% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.15% | -2.18% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.10% | +55.71% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.08% | +17.38% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.09% | -7.33% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.31% | -0.08% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.06% | +3.15% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.49% | +0.02% | +13.95% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.06% | +1.06% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.13% | +26.45% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.07% | +17.16% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.09% | +13.41% | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.42% | -0.08% | +27.48% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.03% | +21.17% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.28% | +2.19% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.08% | +7.29% | |
| 48 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.40% | -0.03% | +3.63% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | — | +19.41% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | -0.13% | +4.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +690.36% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | +10.62% | Add |
| 3 | GOVT | Ishares US Treasury Bond ETF | +0.3% | +178.95% | Add |
| 4 | CVX | Chevron CORP | +0.2% | +6.78% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +55.71% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +5.84% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -4.22% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | +17.38% | Add |
| 9 | NEE | Nextera Energy Inc | +0.2% | +26.45% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +2.92% | Add |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +27.48% | Add |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +8.72% | Add |
| 13 | XLC | Ss Comm Select Sector Spdr | +0.1% | +10.76% | Add |
| 14 | GLW | Corning Inc | +0.1% | +32.54% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | +34.57% | Add |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +350.29% | Add |
| 17 | XLE | Ss Energy Select Sector | +0.1% | +34.74% | Add |
| 18 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +4.17% | Add |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +210.61% | Add |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +13.53% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | +19.98% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | +6.39% | Add |
| 23 | PWR | Quanta Services Inc | +0.1% | +14.87% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +12.12% | Add |
| 25 | APD | Air Products & Chemicals Inc | +0.1% | +30.99% | Add |
| 26 | HON | Honeywell International Inc | +0.1% | +27.87% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.65% | Add |
| 28 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +19.41% | Add |
| 29 | VZ | Verizon Communications Inc | +0.1% | +9.80% | Add |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +13.41% | Add |
| 31 | ABBV | Abbvie Inc | +0.1% | +11.49% | Add |
| 32 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.90% | Add |
| 33 | AAPL | Apple Inc | +0.1% | +1.78% | Add |
| 34 | 6D8 | Dupont De Nemours Inc | +0.1% | +358.95% | Add |
| 35 | TXN | Texas Instruments Inc | +0.1% | +45.79% | Add |
| 36 | IWM | Ishares Russell 2000 ETF | +0.1% | +32.06% | Add |
| 37 | C | Citigroup Inc | +0.1% | +43.58% | Add |
| 38 | HDV | Ishares Core High Dividend E | +0.1% | +7.64% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +19.96% | Add |
| 40 | HD | Home Depot Inc | +0.1% | +17.16% | Add |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +213.83% | Add |
| 42 | VRT | Vertiv Holdings Co-a | +0.1% | +30.43% | Add |
| 43 | DAL | Delta Air Lines Inc | +0.1% | +294.06% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | -1.82% | Trim |
| 45 | COST | Costco Wholesale CORP | +0.1% | -2.24% | Trim |
| 46 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.15% | Add |
| 47 | PG | Procter & Gamble Co/the | +0.1% | +7.29% | Add |
| 48 | CGDV | Cap Group Dividend Value | +0.1% | +12.02% | Add |
| 49 | MRK | Merck & Co. Inc. | +0.1% | -7.33% | Trim |
| 50 | FDT | First Trust Develp Mkt Ex-us | +0.1% | +547.32% | Add |
According to official SEC Form 13F filings, Janney Montgomery Scott LLC reported a total U.S. public equity portfolio value of $51.6B across 2740 disclosed positions in Q1 2026.
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 AAPL, IVV, MSFT) accounted for 8.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $73.3M
Top Position Liquidated / Trimmed
SPY
前期市值: $466.0M
During Q1 2026, Janney Montgomery Scott LLC's top holdings by market value included AAPL (3.0%)、IVV (2.3%)、MSFT (2.0%). The largest single position, AAPL, represented 3.0% of total portfolio value.
In Q1 2026, Janney Montgomery Scott LLC made 200 total portfolio adjustments, initiating 5 new buys, adding to 98 positions, trimming 38 holdings, and fully liquidating 59 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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