Janney Capital Management LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.6B

Holdings

253

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (253 positions)

#StockSharesValue% PortfolioType
1
AQLTISHS CORE MSCI EAFE ETF
838,033$75.0M4.71%
2
XLKST STR TECH SEL SPDR ETF
273,794$39.4M2.48%
3
XLCST STR COMMN SVC SEL ETF
306,029$36.0M2.26%
4
MSFTMICROSOFT CORP
70,559$34.1M2.14%
5
TRVCCITIGROUP INC NEW
282,383$33.0M2.07%
6
JPMJPMORGAN CHASE CO
100,097$32.3M2.03%
7
AVGOBROADCOM INC
91,958$31.8M2.00%
8
TSMTAIWAN SEMICON MFG CO
101,011$30.7M1.93%
9
GQ9SPDR GOLD TRUST GOLD ETF
75,402$29.9M1.88%
10
TOTLST STR DOUBLE T/RET ETF
674,136$27.1M1.70%
11
IWMISHS RUSS 2000 ETF
98,278$24.2M1.52%
12
ITA*ISHS U S AERO DEFNS ETF
104,562$22.4M1.41%
13
JNJJOHNSON JOHNSON
106,646$22.1M1.39%
14
MCDMCDONALDS CORP
71,205$21.8M1.37%
15
CSCOCISCO SYSTEMS INC
282,096$21.7M1.37%
16
CATCATERPILLAR INC
37,449$21.5M1.35%
17
IBMINTL BUSINESS MACHS CORP
68,116$20.2M1.27%
18
AAPLAPPLE INC
74,213$20.2M1.27%
19
KBEST STR SP BANK ETF
319,806$19.4M1.22%
20
DWDMORGAN STANLEY
108,204$19.2M1.21%
21
GOOGLALPHABET INC A
61,135$19.1M1.20%
22
ABBVABBVIE INC
81,596$18.6M1.17%
23
XLUST STR UTIL SEL SPDR ETF
426,002$18.2M1.14%
24
HBC2HSBC HLDGS PLC SPONS ADR
219,596$17.3M1.09%
25
GSGOLDMAN SACHS GROUP INC
19,282$16.9M1.06%
26
ACWIISHS MSCI ACWI ETF
117,339$16.6M1.04%
27
MDTMEDTRONIC PLC
172,804$16.6M1.04%
28
WMTWALMART INC
145,468$16.2M1.02%
29
XLYST STR CONS DIS SEL ETF
133,393$15.9M1.00%
30
LYGLLOYDS BANKING SPONS ADR
3,001,295$15.9M1.00%
31
GLWCORNING INC
177,307$15.5M0.98%
32
XLREST STR RL EST SPDR ETF
383,844$15.5M0.97%
33
CVXCHEVRON CORP
99,113$15.1M0.95%
34
XLEST STR ENGY SEL SCTR ETF
314,840$14.1M0.88%
35
VVISA INC CL A
40,041$14.0M0.88%
36
ASMLASML HLDG NV NYRS NEW
12,452$13.3M0.84%
37
SBUXSTARBUCKS CORP
156,602$13.2M0.83%
38
NVDANVIDIA CORP
70,670$13.2M0.83%
39
JCPBJPM CORE PLUS BOND ETF
278,201$13.2M0.83%
40
SPGSIMON PPTY GRP INC NEW
70,509$13.1M0.82%
41
BACBANK AMERICA CORP
237,215$13.0M0.82%
42
AMZNAMAZONCOM INC
56,464$13.0M0.82%
43
XLFIST STR CONS STAPLES ETF
167,352$13.0M0.82%
44
HDHOME DEPOT INC
36,896$12.7M0.80%
45
EXEEXPAND ENERGY CORP
114,939$12.7M0.80%
46
ACNACCENTURE PLC IRELD CL A
46,445$12.5M0.78%
47
SHOPSHOPIFY INC CL A
76,007$12.2M0.77%
48
4I1PHILIP MORRIS INTL INC
75,792$12.2M0.76%
49
ANGLVANECK FALL ANGL H/Y ETF
408,708$12.0M0.75%
50
TXNTEXAS INSTRUMENTS INC
69,001$12.0M0.75%
51
EMREMERSON ELECTRIC CO
89,330$11.9M0.74%
52
LLYELI LILLY CO
10,881$11.7M0.73%
53
PGPROCTER GAMBLE CO
81,123$11.6M0.73%
54
BBYBEST BUY COMPANY INC
172,285$11.5M0.72%
55
NEENEXTERA ENERGY INC
140,582$11.3M0.71%
56
SPGISP GLOBAL INC
21,378$11.2M0.70%
57
BACVERIZON COMMNS INC
271,379$11.1M0.69%
58
VWOVNGRD FTSE EMG MKTS ETF
202,972$10.9M0.69%
59
APDAIR PDTS CHEMICALS INC
43,960$10.9M0.68%
60
ULTAULTA BEAUTY INC
17,587$10.6M0.67%
61
PDBCINV OPT DVR CMDT NK1 ETF
795,876$10.5M0.66%
62
DUKDUKE ENERGY CORP
89,746$10.5M0.66%
63
VRTVERTIV HLDGS LLC A
64,384$10.4M0.66%
64
SNOWSNOWFLAKE INC
46,865$10.3M0.65%
65
SNPSSYNOPSYS INC
21,789$10.2M0.64%
66
AMTAMERICAN TOWER CORP NEW
57,896$10.2M0.64%
67
HONHONEYWELL INTL INC
51,672$10.1M0.63%
68
DDDUPONT DE NEMOURS INC
249,528$10.0M0.63%
69
BRK/BBERKSHIRE HATHAWAY INC B
19,733$9.9M0.62%
70
DHRDANAHER CORP
43,261$9.9M0.62%
71
TMOTHERMO FISHER SCIENTIFIC
16,683$9.7M0.61%
72
IEFISHS 710Y TRSY ETF
92,531$8.9M0.56%
73
PHPARKER HANNIFIN CORP
10,061$8.8M0.56%
74
MLB1MERCADOLIBRE INC
4,390$8.8M0.56%
75
PANWPALO ALTO NETWORKS INC
47,561$8.8M0.55%
76
LINLINDE PLC NEW
19,939$8.5M0.53%
77
ULUNILEVER PLC ADR
128,040$8.4M0.53%
78
SHELSHELL PLC SA
113,557$8.3M0.52%
79
PWRQUANTA SERVICES INC
19,377$8.2M0.51%
80
SWKSTANLEY BLACK DECKER
107,936$8.0M0.50%
81
NOWSERVICENOW INC
51,454$7.9M0.50%
82
FMXFOMENTO ECONO ADR 1 UNIT
77,656$7.8M0.49%
83
NKENIKE INC B
123,166$7.8M0.49%
84
HDBHDFC BK LTD ADR REP 3 SH
209,953$7.7M0.48%
85
T7DTRANSDIGM GROUP INC
5,491$7.3M0.46%
86
QQNITY ELECTRONICS INC
86,671$7.1M0.44%
87
VRTXVERTEX PHARMS INC
15,542$7.0M0.44%
88
PDDPDD HLDGS INC ADR
62,035$7.0M0.44%
89
CPNGCOUPANG INC A
287,616$6.8M0.43%
90
ZTSZOETIS INC CL A
52,621$6.6M0.42%
91
AONAON PLC A
17,461$6.2M0.39%
92
SAPSAP SE SPON ADR
22,828$5.5M0.35%
93
XOMEXXON MOBIL CORP
44,409$5.3M0.34%
94
HDVISHS CORE HIGH DIV ETF
43,035$5.2M0.33%
95
VPLSVNGRD CORE PLUS BD ETF
66,218$5.2M0.33%
96
COPCONOCOPHILLIPS
52,589$4.9M0.31%
97
ADBEADOBE INC
14,054$4.9M0.31%
98
HUBSHUBSPOT INC
11,639$4.7M0.29%
99
BLKBLACKROCK FDG INC
4,087$4.4M0.27%
100
PINSPINTEREST INC A
162,189$4.2M0.26%
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