Institutional Fund
Janney Montgomery Scott LLC
Philadelphia, PACIK 13299485 filings on record
Portfolio Value
$40.40M
Q1 2026
Holdings
2,740
Reported positions
New Buys
214
Opened this quarter
QoQ Change
-7.3%
from $43.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.0%
- Ishares Tr2.3%
- Microsoft Corp2.1%
- Nvidia Corporation1.9%
- Select Sector Spdr Tr1.6%
- Amazon Com Inc1.4%
- Other87.7%
Portfolio Holdings
2,740 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 4.79M | $1.22M | 3.0% | +84.0K | Added |
| 2 | Ishares Tr | 1.41M | $922.9K | 2.3% | +135.7K | Added |
| 3 | Microsoft Corp | 2.24M | $828.6K | 2.1% | +129.4K | Added |
| 4 | Nvidia Corporation | 4.48M | $780.9K | 1.9% | +38.5K | Added |
| 5 | Select Sector Spdr Tr | 4.73M | $628.3K | 1.6% | +284.0K | Added |
| 6 | Amazon Com Inc | 2.75M | $572.7K | 1.4% | +83.9K | Added |
| 7 | Broadcom Inc | 1.77M | $549.3K | 1.4% | +109.0K | Added |
| 8 | Jpmorgan Chase & Co. | 1.78M | $523.1K | 1.3% | +81.5K | Added |
| 9 | Alphabet Inc | 1.78M | $511.7K | 1.3% | +10.6K | Added |
| 10 | Invesco Qqq Tr | 850.7K | $491.0K | 1.2% | +9.5K | Added |
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