Janney Capital Management LLC

Q4 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
253
Total value ($000)
$1,591,594
Net value change ($000)
-14,615 (-0.9%)
New positions
21
Sold out positions
12
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWI 16,602 NEW
UL 8,374 NEW
SWK 8,018 NEW
TDG 7,302 NEW
Q 7,077 NEW
AON 6,162 NEW
NKE 6,039 334.0%
SAP 5,339 2591.7%
DHR 3,565 56.2%
LLY 3,280 39.0%
Top Reduces (Value $000, Stocks/ETFs)
PAYX -10,213 -100.0%
TGT -10,073 -85.0%
Unilever PLC -8,875 -100.0%
CB -6,298 -96.8%
MSFT -5,084 -13.0%
PINS -4,578 -52.2%
ABBV -4,543 -19.6%
SNPS -4,477 -30.4%
AVGO -3,992 -11.1%
GLW -3,889 -20.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type