1y return+17.7%S&P 500 +20.9%
3y return+49.9%S&P 500 +68.5%
5y return+42.9%S&P 500 +74.5%
10y return+139.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $239 against $357 in the S&P 500.2
Janney Montgomery Scott LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $1.4M | 2.8% | +3.4% |
| IVVIshs Core Sp 500 Etf | $1.4M | 2.7% | +30.3% |
| NVDANvidia Corp | $939K | 1.8% | +4.8% |
| XLKSt Str Tech Sel Spdr Etf | $914K | 1.8% | +1.5% |
| MSFTMicrosoft Corp | $854K | 1.7% | +2.3% |
| AVGOBroadcom Inc | $674K | 1.3% | |
| AMZNAmazoncom Inc | $658K | 1.3% | |
| GOOGLAlphabet Inc A | $656K | 1.3% | +3.1% |
| QQQInv Qqq Etf | $628K | 1.2% | |
| JPMJpmorgan Chase Co | $585K | 1.1% | |
| SPYSt Str Spdr Sp 500 Etf | $536K | 1.0% | New |
| XLFSt Str Finl Sel Sctr Etf | $512K | 1.0% | +3.2% |
| IUSBIshs Core Unvl Usd Etf | $488K | 0.9% | +37.0% |
| BBUSJpm Betabldrs U S Eq Etf | $484K | 0.9% | New |
| GOOGAlphabet Inc C | $464K | 0.9% | New |
| IWFIshs Russ 1000 Grw Etf | $387K | 0.7% | New |
| XLVSt Str H/c Sel Sctr Etf | $368K | 0.7% | −1.8% |
| LLYEli Lilly Co | $358K | 0.7% | +4.6% |
| JNJJohnson Johnson | $334K | 0.6% | −3.7% |
| XLCSt Str Commn Svc Sel Etf | $332K | 0.6% | −16.5% |
| IVWIshs Sp 500 Grwth Etf | $332K | 0.6% | |
| VEUVngrd Ftse All World Etf | $324K | 0.6% | −3.8% |
| METAMeta Platforms Inc A | $317K | 0.6% | +2.1% |
| VYMVngrd High Div Yld Etf | $310K | 0.6% | |
| IEURIshs Core Msci Eur Etf | $309K | 0.6% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $939K |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $674K |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $303K |
| LLYEli Lilly Co | June 30, 2020 | +630.6% | $358K |
| GOOGLAlphabet Inc A | June 30, 2020 | +404.0% | $656K |
| XLKSt Str Tech Sel Spdr Etf | June 30, 2020 | +264.7% | $914K |
| JPMJpmorgan Chase Co | June 30, 2020 | +248.0% | $585K |
| VGTVngrd Info Tech Etf | June 30, 2020 | +243.1% | $279K |
| WMTWalmart Inc | June 30, 2022 | +179.5% | $266K |
| IVWIshs Sp 500 Grwth Etf | June 30, 2020 | +165.1% | $332K |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $85K
- Dupont De Nemours IncCUSIP 26614N102 was $35K
- TBLLInv Short Term Treas Etf was $15K
- PYZInv Dw Basic Matrls Etf was $5,676
- CTRACoterra Energy Inc was $5,157
- Carnival Corp Paird CtfCUSIP 143658300 was $4,554
- Clearway Energy Inc ACUSIP 18539C105 was $3,877
- MOTIVaneck Mstar Intl Etf was $3,786
- ISEPInnov Intl Dev Sep Etf was $2,163
- AMSCAmern Superconductor New was $1,928
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Janney Montgomery Scott LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1329948&type=13F-HR&dateb=&owner=include&count=40CIK 1329948
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1329948/000132994826000006/Filed August 5, 2026 · accession 0001329948-26-000006