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 HRB
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,331,620 | 104,966 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,258,201 | 97,710 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,766,403 | 74,479 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,718,138 | 67,738 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,671,996 | 66,873 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,528,655 | 66,780 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,202,243 | 66,125 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $3,302,352 | 67,244 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,242,531 | 67,036 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,884,761 | 66,994 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,189,596 | 68,704 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $2,851,211 | 78,094 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,238,017 | 76,117 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $397,086 | 25,037 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $400,473 | 24,584 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $352,016 | 24,651 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,167,996 | 153,977 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||