Janney Capital Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Janney Capital Management LLC reported 244 stock positions worth $1.6 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 4.7% of the portfolio, followed by SS Technology Select Sector (XLK, 2.4%) and Microsoft (MSFT, 2.4%). Compared with Q2 2025, it opened 23 new positions, sold out of 11, added to 56 and reduced 141. The biggest buy was Corning (GLW, shares +26%) and the biggest sale an exit from Ansys (ANSS).
- Most Recent 13F
- Q4 2025
- Location
- PITTSBURGH, PA
- CIK
- 0001569855
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001569855-25-000003 ↗ filed Oct 27, 2025
Holdings Value
Holdings 244 stocks · $1.6B
| IEFA iShares Core MSCI Eafe ETF | 4.66% | 856,552 | $74.8M | Reduce -1.6% |
| XLK SS Technology Select Sector | 2.45% | 139,574 | $39.3M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.44% | 75,698 | $39.2M | Reduce -8.6% |
| XLC SS Comm Select Sector SPDR | 2.30% | 312,323 | $37.0M | Reduce -3.1% |
| AVGO Broadcom Inc. | 2.23% | 108,571 | $35.8M | Reduce -23.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.09% | 120,463 | $33.6M | Reduce -13.0% |
| JPM JPMorgan Chase & Co. | 2.00% | 101,695 | $32.1M | Reduce -9.2% |
| C Citigroup Inc. | 1.91% | 302,697 | $30.7M | Reduce -14.2% |
| TOTL SS Doubleline TR Tact ETF | 1.79% | 709,661 | $28.8M | Reduce -1.6% |
| GLD SPDR Gold Shares | 1.71% | 77,255 | $27.5M | Reduce -3.7% |
| IWM iShares Russell 2000 ETF | 1.51% | 99,912 | $24.2M | Reduce -2.4% |
| ABBV Abbvie Inc. | 1.44% | 100,140 | $23.2M | Reduce -0.5% |
| ITA iShares U.S. Aerospace & Def | 1.38% | 106,211 | $22.2M | Reduce -2.2% |
| MCD McDonald's Corp. | 1.37% | 72,657 | $22.1M | Add +1.1% |
| JNJ Johnson & Johnson | 1.25% | 108,580 | $20.1M | Add +22.4% |
| CSCO Cisco Systems Inc. | 1.22% | 287,246 | $19.7M | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.22% | 69,499 | $19.6M | Add +14.6% |
| KBE SS SPDR S&P Bank ETF | 1.21% | 327,117 | $19.4M | Reduce -3.2% |
| GLW Corning Inc. | 1.21% | 236,669 | $19.4M | Add +26.2% |
| AAPL Apple Inc. | 1.21% | 76,053 | $19.4M | Reduce -1.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.18% | 217,957 | $19.0M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 1.18% | 78,090 | $19.0M | Reduce -3.1% |
| CAT Caterpillar Inc. | 1.13% | 38,168 | $18.2M | Reduce -0.3% |
| MS Morgan Stanley | 1.09% | 110,229 | $17.5M | Reduce -2.8% |
| CVX Chevron Corp. | 1.06% | 110,042 | $17.1M | Reduce -1.4% |
| MDT Medtronic PLC | 1.05% | 176,897 | $16.8M | Reduce -1.1% |
| XLRE SS Real Estate Select Sector | 1.03% | 394,114 | $16.6M | Reduce -3.0% |
| XLY SS Consumer Disc Select Sect | 1.02% | 68,144 | $16.3M | Reduce -3.4% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.99% | 224,891 | $16.0M | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 0.97% | 19,476 | $15.5M | Reduce -20.7% |
| HD Home Depot Inc. | 0.96% | 37,885 | $15.4M | Add +5.3% |
| WMT Walmart Inc. | 0.94% | 147,018 | $15.2M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.93% | 80,029 | $14.9M | Reduce -3.1% |
| TXN Texas Instruments Inc. | 0.92% | 80,538 | $14.8M | Add +13.4% |
| SNPS Synopsys Inc. | 0.92% | 29,818 | $14.7M | Add +59.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.91% | 15,096 | $14.6M | Reduce -3.1% |
| BBY Best Buy Co. Inc. | 0.90% | 191,018 | $14.4M | Reduce -1.1% |
| XLE SS Energy Select Sector | 0.90% | 161,559 | $14.4M | Reduce -3.8% |
| SBUX Starbucks Corp. | 0.87% | 165,461 | $14.0M | Add +42.2% |
| LYG Lloyds Banking Group PLC-ADR | 0.87% | 3,067,364 | $13.9M | Reduce -1.6% |
| V Visa Inc. Class A | 0.86% | 40,258 | $13.7M | Reduce -2.9% |
| XLP SS Consumer Staples Sel Sect | 0.84% | 172,872 | $13.5M | Reduce -3.6% |
| SPG Simon Property Group Inc. | 0.84% | 71,740 | $13.5M | Reduce -0.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.83% | 279,500 | $13.3M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.82% | 86,816 | $13.1M | Reduce -23.6% |
| PG The Procter & Gamble Co. | 0.81% | 84,651 | $13.0M | Reduce -0.5% |
| APD Air Products & Chemicals Inc. | 0.81% | 47,648 | $13.0M | Reduce -0.3% |
| AMT American Tower Corp. | 0.79% | 66,105 | $12.7M | Add +35.7% |
| PM Philip Morris International | 0.78% | 77,492 | $12.6M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.78% | 285,266 | $12.5M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.78% | 57,003 | $12.5M | Reduce -3.0% |
| ANGL Vaneck Fallen Angel High YLD | 0.78% | 420,052 | $12.5M | Reduce -2.1% |
| EXE Expand Energy Corp. | 0.77% | 116,904 | $12.4M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.77% | 239,729 | $12.4M | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.74% | 91,165 | $12.0M | Add +0.1% |
| TGT Target Corp. | 0.74% | 132,078 | $11.8M | Reduce -0.8% |
| SHOP Shopify Inc. Class A | 0.71% | 76,771 | $11.4M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 22,663 | $11.4M | Reduce -2.9% |
| DUK Duke Energy Corp. | 0.70% | 91,313 | $11.3M | Reduce -1.6% |
| HON Honeywell International Inc. | 0.69% | 52,931 | $11.1M | Reduce -2.0% |
| PDBC Invesco Optimum Yield Divers | 0.69% | 826,795 | $11.1M | Reduce -3.7% |
| VWO Vanguard Ftse Emerging Marke | 0.68% | 203,009 | $11.0M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.68% | 144,492 | $10.9M | Reduce -0.1% |
| DD Dupont DE Nemours Inc. | 0.68% | 139,904 | $10.9M | Reduce -1.8% |
| SNOW Snowflake Inc. | 0.66% | 47,328 | $10.7M | Reduce -3.1% |
| CPNG Coupang Inc. | 0.65% | 325,438 | $10.5M | Reduce -3.1% |
| MELI MercadoLibre Inc. | 0.64% | 4,430 | $10.4M | Reduce -3.0% |
| PAYX Paychex Inc. | 0.64% | 80,568 | $10.2M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 0.61% | 12,944 | $9.8M | Reduce -3.2% |
| PANW Palo Alto Networks Inc. | 0.61% | 48,089 | $9.8M | Add +15.9% |
| ULTA Ulta Beauty Inc. | 0.60% | 17,774 | $9.7M | Reduce -3.0% |
| NOW ServiceNow Inc. | 0.60% | 10,448 | $9.6M | Reduce -2.6% |
| LIN Linde PLC | 0.60% | 20,189 | $9.6M | Reduce -2.9% |
| ACN Accenture PLC Class A | 0.58% | 37,823 | $9.3M | Add +21.3% |
| IEF iShares 7-10 Year Treasury B | 0.57% | 95,006 | $9.2M | Reduce -2.1% |
| UL Unilever PLC | 0.55% | 149,710 | $8.9M | New |
| PDD PDD Holdings Inc. | 0.55% | 66,675 | $8.8M | Reduce -4.2% |
| PINS Pinterest Inc. Class A | 0.55% | 272,842 | $8.8M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.52% | 11,028 | $8.4M | Reduce -4.0% |
| SPGI S&P Global Inc. | 0.52% | 17,223 | $8.4M | Add +11.0% |
| ZTS Zoetis Inc. | 0.52% | 56,838 | $8.3M | Reduce -4.0% |
| SHEL Shell PLC-ADR | 0.52% | 116,016 | $8.3M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 16,848 | $8.2M | Reduce -2.9% |
| PWR Quanta Services Inc. | 0.50% | 19,559 | $8.1M | Reduce -27.2% |
| FMX Fomento Economico Mex-SP ADR | 0.48% | 78,435 | $7.7M | Reduce -3.1% |
| ADBE Adobe Inc. | 0.47% | 21,223 | $7.5M | Reduce -4.2% |
| HUBS HubSpot Inc. | 0.45% | 15,368 | $7.2M | Add +34.7% |
| CB Chubb Ltd. | 0.41% | 23,057 | $6.5M | Reduce -3.1% |
| DHR Danaher Corp. | 0.39% | 31,970 | $6.3M | Reduce -3.0% |
| HDB HDFC Bank Ltd.-ADR | 0.38% | 180,207 | $6.2M | Reduce -3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 15,707 | $6.2M | Reduce -3.2% |
| HDV iShares Core High Dividend E | 0.33% | 43,593 | $5.3M | Add +0.5% |
| VPLS Vanguard Core-Plus Bond ETF | 0.33% | 67,657 | $5.3M | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.31% | 44,788 | $5.0M | Add +0.1% |
| COP Conocophillips | 0.31% | 53,358 | $5.0M | Reduce -3.4% |
| LNG Cheniere Energy Inc. | 0.31% | 20,930 | $4.9M | New |
| BLK BlackRock Inc. | 0.30% | 4,089 | $4.8M | Add +2.7% |
| ETN Eaton Corp. PLC | 0.27% | 11,620 | $4.3M | Add +2.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 45,645 | $3.9M | Add +0.0% |
| PRMB Primo Brands Corp. | 0.22% | 158,354 | $3.5M | New |
Portfolio Sells Q2 2025 → Q3 2025
| ANSS Ansys Inc. | Sold out | 0.00% | −0.80 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.64 |
| UPS United Parcel Service Class B | Reduce -80.7% | 0.10% | −0.55 |
| SLB SLB Ltd. | Reduce -80.5% | 0.07% | −0.28 |
| AVGO Broadcom Inc. | Reduce -23.1% | 2.23% | −0.28 |
| MSFT Microsoft Corp. | Reduce -8.6% | 2.44% | −0.22 |
| TJX TJX Companies Inc. | Reduce -80.0% | 0.05% | −0.18 |
| GS Goldman Sachs Group Inc. | Reduce -20.7% | 0.97% | −0.16 |
| PWR Quanta Services Inc. | Reduce -27.2% | 0.50% | −0.15 |
| PM Philip Morris International | Reduce -1.0% | 0.78% | −0.14 |
| PAYX Paychex Inc. | Reduce -1.4% | 0.64% | −0.13 |
| VRT Vertiv Holdings Co. Class A | Reduce -23.6% | 0.82% | −0.13 |
| MELI MercadoLibre Inc. | Reduce -3.0% | 0.64% | −0.13 |
| HON Honeywell International Inc. | Reduce -2.0% | 0.69% | −0.12 |
| NOW ServiceNow Inc. | Reduce -2.6% | 0.60% | −0.11 |
| EXE Expand Energy Corp. | Reduce -0.4% | 0.77% | −0.11 |
| TGT Target Corp. | Reduce -0.8% | 0.74% | −0.11 |
| PINS Pinterest Inc. Class A | Reduce -3.1% | 0.55% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -9.2% | 2.00% | −0.10 |
| V Visa Inc. Class A | Reduce -2.9% | 0.86% | −0.09 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.6% | 0.84% | −0.09 |
| ADBE Adobe Inc. | Reduce -4.2% | 0.47% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.2% | 0.38% | −0.08 |
| HDB HDFC Bank Ltd.-ADR | Reduce -3.4% | 0.38% | −0.08 |
| ZTS Zoetis Inc. | Reduce -4.0% | 0.52% | −0.08 |
| TOTL SS Doubleline TR Tact ETF | Reduce -1.6% | 1.79% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 1.22% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.81% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -0.3% | 0.81% | −0.06 |
| FMX Fomento Economico Mex-SP ADR | Reduce -3.1% | 0.48% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 0.52% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 0.78% | −0.05 |
| XLRE SS Real Estate Select Sector | Reduce -3.0% | 1.03% | −0.05 |
| SNOW Snowflake Inc. | Reduce -3.1% | 0.66% | −0.04 |
| CB Chubb Ltd. | Reduce -3.1% | 0.41% | −0.04 |
| ALL Allstate Corp. | Reduce -16.7% | 0.21% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.6% | 4.66% | −0.03 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.03 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -2.1% | 0.78% | −0.03 |
| LIN Linde PLC | Reduce -2.9% | 0.60% | −0.03 |
| PDBC Invesco Optimum Yield Divers | Reduce -3.7% | 0.69% | −0.03 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -56.1% | 0.02% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.1% | 0.57% | −0.03 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -3.0% | 0.39% | −0.03 |
| C Citigroup Inc. | Reduce -14.2% | 1.91% | −0.02 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -0.2% | 0.83% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 0.71% | −0.02 |
| XLE SS Energy Select Sector | Reduce -3.8% | 0.90% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| GLW Corning Inc. | Add +26.2% | 1.21% | +0.57 |
| UL Unilever PLC | New | 0.55% | +0.55 |
| JNJ Johnson & Johnson | Add +22.4% | 1.25% | +0.38 |
| LNG Cheniere Energy Inc. | New | 0.31% | +0.31 |
| SNPS Synopsys Inc. | Add +59.8% | 0.92% | +0.30 |
| PRMB Primo Brands Corp. | New | 0.22% | +0.22 |
| SBUX Starbucks Corp. | Add +42.2% | 0.87% | +0.18 |
| GOOG Alphabet Inc. Class C | New | 0.17% | +0.17 |
| PNC PNC Financial Services Group | Add +236.5% | 0.21% | +0.15 |
| NKE Nike Inc. Class B | New | 0.11% | +0.11 |
| HD Home Depot Inc. | Add +5.3% | 0.96% | +0.10 |
| PFE Pfizer Inc. | New | 0.10% | +0.10 |
| AMT American Tower Corp. | Add +35.7% | 0.79% | +0.10 |
| IBM Intl Business Machines Corp. | Add +14.6% | 1.22% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +15.9% | 0.61% | +0.06 |
| HUBS HubSpot Inc. | Add +34.7% | 0.45% | +0.04 |
| ADI Analog Devices Inc. | Add +27.3% | 0.15% | +0.03 |
| BLK BlackRock Inc. | Add +2.7% | 0.30% | +0.03 |
| GPCR Structure Therapeutics Inc. | New | 0.02% | +0.02 |
| UBSI United Bankshares Inc. | New | 0.02% | +0.02 |
| DVN Devon Energy Corp. | New | 0.02% | +0.02 |
| TNC Tennant Co. | New | 0.02% | +0.02 |
| JPST JPMorgan Ultra-Short Income | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +1.1% | 1.37% | +0.02 |
| GLOB Globant SA | New | 0.02% | +0.02 |
| HQY Healthequity Inc. | New | 0.02% | +0.02 |
| GMED Globus Medical Inc. Class A | New | 0.02% | +0.02 |
| VLRS Controladora Vuela Cia-ADR | Add +74.8% | 0.03% | +0.02 |
| GFF Griffon Corp. | New | 0.02% | +0.02 |
| PLMR Palomar Holdings Inc. | New | 0.02% | +0.02 |
| TOST Toast Inc. Class A | New | 0.02% | +0.02 |
| EWA iShares MSCI Australia ETF | New | 0.01% | +0.01 |
| NTRA Natera Inc. | New | 0.01% | +0.01 |
| ESTC Elastic NV | New | 0.01% | +0.01 |
| RJF Raymond James Financial Inc. | New | 0.01% | +0.01 |
| GSSC Goldman Sachs Activebeta US | New | 0.01% | +0.01 |
| EWU iShares MSCI United Kingdom | New | 0.01% | +0.01 |
| PLD Prologis Inc. | Add +3.1% | 0.14% | +0.01 |
| SYY Sysco Corp. | Add +3.5% | 0.14% | +0.01 |
| TENB Tenable Holdings Inc. | Add +104.4% | 0.02% | +0.01 |
| ETN Eaton Corp. PLC | Add +2.3% | 0.27% | +0.01 |
| JPIE JPMorgan Income ETF | Add +8.8% | 0.16% | +0.01 |
| PTC PTC Inc. | Add +20.0% | 0.03% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +18.7% | 0.05% | +0.01 |
| FXI iShares China Large-Cap ETF | Add +15.2% | 0.03% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.0% | 0.24% | +0.00 |
| HDV iShares Core High Dividend E | Add +0.5% | 0.33% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Add +14.3% | 0.04% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +5.2% | 0.04% | +0.00 |
| DXJ Wisdomtree Japan Hedged Eq | Add +15.1% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 253 | $1.6B | IEFA, XLK, XLC, MSFT, C |
| Q3 2025 | 244 | $1.6B | IEFA, XLK, MSFT, XLC, AVGO |
| Q2 2025 | 232 | $1.5B | IEFA, MSFT, AVGO, XLK, XLC |
| Q1 2025 | 229 | $1.5B | IEFA, XLC, MSFT, XLK, TOTL |
| Q4 2024 | 242 | $1.5B | IEFA, AVGO, MSFT, XLK, XLC |
| Q3 2024 | 233 | $1.5B | MSFT, XLK, TSM, XLC, TOTL |
| Q2 2024 | 224 | $1.4B | IEFA, MSFT, TSM, XLK, XLC |
| Q1 2024 | 233 | $1.5B | IEFA, MSFT, XLK, XLC, JPM |