Janney Montgomery Scott LLC
Top Portfolio Positions
1,649 positions ·
$21,927,845,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,792,927 | $1,216,396,943 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
2,238,486 | $828,620,362 | 3.78% | |
| NVDA |
Nvidia Corp
Technology
|
4,477,669 | $780,905,473 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,749,966 | $572,735,418 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
1,774,688 | $549,283,682 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,778,198 | $523,074,723 | 2.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,779,495 | $511,711,582 | 2.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
850,685 | $490,998,368 | 2.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,366,010 | $333,907,484 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
550,613 | $315,022,215 | 1.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CBFV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,437,238 | 305,361 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,099,040 | 318,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,991,978 | 330,984 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,703,167 | 340,462 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,577,578 | 336,646 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,088,625 | 352,996 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,203,694 | 364,939 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,084,997 | 356,796 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,600,477 | 305,295 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,785,512 | 326,985 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,920,353 | 323,381 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,441,074 | 311,163 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,525,260 | 254,503 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,271,908 | 246,006 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,284,894 | 242,872 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,574,913 | 243,872 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,071,928 | 252,997 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,129,834 | 254,667 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,006,998 | 256,162 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,787,130 | 261,270 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,847,852 | 264,250 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,332,665 | 266,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,021,169 | 263,164 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,755,657 | 263,779 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,931,117 | 255,366 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||