Janney Montgomery Scott LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$40.4M
Holdings
2,742
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$KMI
KINDER MORGAN INC DEL
Held since at least Q1 2024
8.0%
02
$WMB
WILLIAMS COS INC
Held since at least Q1 2024
7.6%
03
$AAPL
APPLE INC
Q1 2026: Increased +1.8% (54.7k → 55.7k shares)
3.0%
04
$IVV
ISHS CORE SP 500 ETF
Held since at least Q1 2024
2.3%
05
$WES
WESTERN MIDSTREAM PARTNERS L
Held since at least Q1 2024
2.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 46.1% (52.7k → 28.4k shares)
2.1%
07
$NVDA
NVIDIA CORP
Q4 2025: New position (212.3k shares)
1.9%
08
$XLK
ST STR TECH SEL SPDR ETF
Held since at least Q1 2024
1.6%
09
$AMZN
AMAZONCOM INC
Q1 2026: Sold 1.8% (73.0k → 71.7k shares)
1.4%
10
$AVGO
BROADCOM INC
Q1 2026: Increased +25.4% (23.7k → 29.7k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.