RAYMOND JAMES FINANCIAL INC
•CIK: 720005•Filing: Q4 2025
Raymond James Financial Inc., managed by the seasoned team led by CEO Paul Donofrio, maintains a concentrated portfolio with a notable 36.2% allocation to AVGO, reflecting a high conviction in semiconductor growth. The fund recently adjusted its positions by adding FTMS, AIV, and HAFC, while significantly cutting FBK and ALIT, and increasing WFC holdings by 63%, indicating a strategic shift towards financials and healthcare sectors.
Total AUM
$15.4B
QoQ Performance
-94.5%
Positions
67
Top 10 Concentration
84.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
TSLA
UNH
WFC
ORCL
MTUM
BAC
AVGO36.2%
TSLA7.1%
UNH6.6%
WFC6.2%
ORCL6.0%
MTUM5.2%
BAC5.2%
PLTR4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology42.2%
Other26.9%
Financial11.4%
Consumer9.1%
Healthcare6.6%
Industrial3.8%
🚪 Exited Positionssold since Q3 2025
+4775 more exited positions
Changes from Q3 2025
NEW6 new positions
↑24 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024