Janney Montgomery Scott LLC
Top Portfolio Positions
1,636 positions ·
$21,664,046,814 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,792,927 | $1,216,396,943 | 5.61% |
| MSFT |
Microsoft Corp
Technology
|
2,238,486 | $828,620,362 | 3.82% |
| NVDA |
Nvidia Corp
Technology
|
4,477,669 | $780,905,473 | 3.60% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,749,966 | $572,735,418 | 2.64% |
| AVGO |
Broadcom Inc.
Technology
|
1,774,688 | $549,283,682 | 2.54% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,778,198 | $523,074,723 | 2.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,779,495 | $511,711,582 | 2.36% |
| QQQ |
Invesco Qqq Trust, Series 1
|
850,685 | $490,998,368 | 2.27% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,366,010 | $333,907,484 | 1.54% |
| META |
Meta Platforms, Inc.
Communication Services
|
550,613 | $315,022,215 | 1.45% |
Portfolio Trend
Holdings in CLMB
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,569,446 | 79,185 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $499,225 | 19,427 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $675,986 | 20,053 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $535,218 | 20,025 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $554,104 | 20,011 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $699,818 | 22,085 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $573,101 | 23,030 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $307,250 | 19,567 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $334,589 | 18,882 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $240,689 | 17,559 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $158,309 | 14,723 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $137,382 | 11,482 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $141,711 | 10,637 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $73,575 | 9,334 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $59,256 | 8,818 | Shares | Sole | 2022-10-25 | |
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