Janney Capital Management LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Janney Capital Management LLC opened 13 positions, added to 45, reduced 110, sold out of 11 and left 21 unchanged. The largest increase in value was UL (+$8,374); the largest decrease was PAYX (-$10,213).
- NKE: Country of operation United States; Class Common Stock; Shares 2025-09-30 25,929; Shares 2025-12-31 123,166.
- SAP: Country of operation —; Class Common Stock; Shares 2025-09-30 770; Shares 2025-12-31 22,828.
- DHR: Country of operation United States; Class Common Stock; Shares 2025-09-30 31,970; Shares 2025-12-31 43,261.
- ACN: Country of operation —; Class Common Stock; Shares 2025-09-30 37,823; Shares 2025-12-31 46,445.
Two Form 13F-HR filings compared (SEC CIK 1569855): 2025-09-30 (filed 2025-10-27) and 2025-12-31 (filed 2026-02-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
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NKE
NIKE INC B | United States | Common Stock | 25,929 | 123,166 | +97,237 | $1,808 | $7,847 | +$6,039 |
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SAP
SAP SE SPON ADR | | Common Stock | 770 | 22,828 | +22,058 | $206 | $5,545 | +$5,339 |
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DHR
DANAHER CORP | United States | Common Stock | 31,970 | 43,261 | +11,291 | $6,338 | $9,903 | +$3,565 |
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ACN
ACCENTURE PLC IRELD CL A | | Common Stock | 37,823 | 46,445 | +8,622 | $9,327 | $12,461 | +$3,134 |
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SPGI
SP GLOBAL INC | United States | Common Stock | 17,223 | 21,378 | +4,155 | $8,383 | $11,172 | +$2,789 |
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NOW
SERVICENOW INC | United States | Common Stock | 10,448 | 51,454 | +41,006 | $9,615 | $7,882 | -$1,733 |
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HDB
HDFC BK LTD ADR REP 3 SH | | Common Stock | 180,207 | 209,953 | +29,746 | $6,156 | $7,672 | +$1,516 |
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LRCX
LAM RESEARCH CORP NEW | United States | Common Stock | 6,667 | 6,748 | +81 | $893 | $1,155 | +$262 |
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GMED
GLOBUS MED INC A NEW | United States | Common Stock | 4,932 | 5,017 | +85 | $282 | $438 | +$156 |
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TEM
TEMPUS AI INC A | United States | Common Stock | 5,350 | 5,444 | +94 | $432 | $321 | -$111 |
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CCC
CCC INTELLIGENT SLTNS | United States | Common Stock | 22,868 | 39,642 | +16,774 | $208 | $315 | +$107 |
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ECPG
ENCORE CAPITAL GROUP INC | United States | Common Stock | 7,682 | 7,816 | +134 | $321 | $425 | +$104 |
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FTAI
FTAI AVIATION LTD | United States | Common Stock | 3,049 | 3,102 | +53 | $509 | $611 | +$102 |
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NTRA
NATERA INC | United States | Common Stock | 1,396 | 1,421 | +25 | $225 | $326 | +$101 |
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BROS
DUTCH BROS INC A | United States | Common Stock | 5,275 | 6,083 | +808 | $276 | $372 | +$96 |
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TOST
TOAST INC A | United States | Common Stock | 7,136 | 9,779 | +2,643 | $261 | $347 | +$86 |
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HCM
HUTCHMED LTD SPON ADR | | Common Stock | 12,843 | 21,179 | +8,336 | $202 | $282 | +$80 |
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ESTC
ELASTIC N V | United States | Common Stock | 2,663 | 4,014 | +1,351 | $225 | $303 | +$78 |
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BURL
BURLINGTON STORES INC | United States | Common Stock | 1,555 | 1,583 | +28 | $396 | $457 | +$61 |
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ALAB
ASTERA LABS INC | United States | Common Stock | 2,210 | 2,246 | +36 | $433 | $374 | -$59 |
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FTI
TECHNIPFMC PLC | United Kingdom | Common Stock | 9,507 | 9,672 | +165 | $375 | $431 | +$56 |
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PLMR
PALOMAR HOLDINGS INC | United States | Common Stock | 2,401 | 2,442 | +41 | $280 | $329 | +$49 |
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UBS
UBS GROUP AG | | Common Stock | 5,590 | 5,987 | +397 | $229 | $277 | +$48 |
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J
JACOBS SOLUTIONS INC | United States | Common Stock | 3,080 | 3,134 | +54 | $462 | $415 | -$47 |
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ONON
ON HOLDING AG A | Switzerland | Common Stock | 8,544 | 8,694 | +150 | $362 | $404 | +$42 |
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OPCH
OPTION CARE HLTH INC NEW | United States | Common Stock | 9,110 | 9,268 | +158 | $253 | $295 | +$42 |
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ACGL
ARCH CAPITAL GROUP LTD | | Common Stock | 4,166 | 4,364 | +198 | $378 | $419 | +$41 |
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LGND
LIGAND PHARMS INC NEW | United States | Common Stock | 2,350 | 2,393 | +43 | $416 | $452 | +$36 |
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EXEL
EXELIXIS INC | United States | Common Stock | 10,626 | 10,810 | +184 | $439 | $474 | +$35 |
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XPO
XPO INC | United States | Common Stock | 3,708 | 3,772 | +64 | $479 | $513 | +$34 |
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GFL
GFL ENVMNTL INC SUB VTG | | Common Stock | 8,979 | 9,134 | +155 | $425 | $392 | -$33 |
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CPRT
COPART INC | United States | Common Stock | 6,672 | 6,931 | +259 | $300 | $271 | -$29 |
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CDNS
CADENCE DESIGN SYS INC | United States | Common Stock | 818 | 833 | +15 | $287 | $260 | -$27 |
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META
META PLATFORMS INC A | United States | Common Stock | 500 | 516 | +16 | $367 | $341 | -$26 |
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DVN
DEVON ENERGY CORP NEW | United States | Common Stock | 10,512 | 10,690 | +178 | $369 | $392 | +$23 |
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UHALB
U HAUL HOLDING CO N | United States | Common Stock | 5,756 | 5,854 | +98 | $293 | $274 | -$19 |
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QXO
QXO INC 000001 NEW | United States | Common Stock | 20,789 | 21,133 | +344 | $396 | $408 | +$12 |
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IOT
SAMSARA INC A | United States | Common Stock | 7,465 | 7,595 | +130 | $278 | $269 | -$9 |
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CR
CRANE CO NEW | United States | Common Stock | 2,590 | 2,632 | +42 | $477 | $485 | +$8 |
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GXO
GXO LOGISTICS INC | United States | Common Stock | 7,574 | 7,705 | +131 | $401 | $406 | +$5 |
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GFF
GRIFFON CORP | United States | Common Stock | 3,661 | 3,727 | +66 | $279 | $274 | -$5 |
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HQY
HEALTHEQUITY INC | United States | Common Stock | 3,151 | 3,208 | +57 | $299 | $294 | -$5 |
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VOYA
VOYA FINANCIAL INC | United States | Common Stock | 2,923 | 2,973 | +50 | $219 | $221 | +$2 |
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GSHD
GOOSEHEAD INS INC A | United States | Common Stock | 3,117 | 3,171 | +54 | $232 | $234 | +$2 |
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USFD
US FOODS HOLDING CORP | United States | Common Stock | 6,338 | 6,450 | +112 | $486 | $486 | $0 |
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