Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

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

AVGO0.0%

TSLA0.0%

UNH0.0%

WFC0.0%

ORCL0.0%

MTUM0.0%

BAC0.0%

PLTR0.0%

📈 Biggest Buys

TESLA INC

+489493.4%

0.0% of portfolio

WELLS FARGO CO NEW

+46.1%

0.0% of portfolio

ROBLOX CORP

+90194.1%

0.0% of portfolio

ISHARES TR

+5.0%

0.0% of portfolio

BOSTON SCIENTIFIC CORP

+11.9%

0.0% of portfolio

📉 Biggest Sells

BROADCOM INC

-1.4%

0.0% of portfolio

UNITEDHEALTH GROUP INC

-5.8%

0.0% of portfolio

HILTON WORLDWIDE HLDGS INC

-8.7%

0.0% of portfolio

DATADOG INC

-6.9%

0.0% of portfolio

INVESCO EXCHANGE TRADED FD T

-2.3%

0.0% of portfolio

Sector Breakdown

Technology42.2%

Other26.9%

Financial11.4%

Consumer9.1%

Healthcare6.6%

Industrial3.8%

🚪 Exited Positionssold since Q3 2025

VANGUARD INDEX FDS

SOLD

$17.3B

MICROSOFT CORP

SOLD

$8.9B

ISHARES TR

SOLD

$7.9B

APPLE INC

SOLD

$7.6B

ISHARES TR

SOLD

$3.3B

+4775 more exited positions

Changes from Q3 2025

NEW6 new positions

↑24 increased

↓38 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

UNITEDHEALTH GROUP INC

WELLS FARGO CO NEW

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