Janney Capital Management LLC logo

Janney Capital Management LLC

RIA/Wealth

Janney Capital Management LLC is a RIA/Wealth based in Pittsburgh, PA led by John Campbell Yackel, reporting $5.3B in AUM as of Q3 2025 with IEFA as the largest holding (5% allocation).

ChairmanJohn Campbell Yackel
Portfolio Value
$1.4B
Positions
223
Top Holding
IEFA at 5.28%
Last Reported
Q3 2025
AddressOne Ppg Place, Suite 2200, Pittsburgh, PA, 15222, United States

Top Holdings

Largest long holdings in Janney Capital Management LLC's portfolio (25.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$74.8M
5.28%
-$1.3M
Sold
856.6K shares
ETF
ETF
$39.3M
2.78%
-$1.2M
Sold
139.6K shares
Software - Infrastructure
Technology
$39.2M
2.77%
-$3.7M
Sold
0.00%
75.7K shares
ETF
ETF
$37.0M
2.61%
-$1.2M
Sold
312.3K shares
Semiconductors
Technology
$35.8M
2.53%
-$10.7M
Sold
0.00%
108.6K shares
Banks - Diversified
Financial Services
$32.1M
2.26%
-$3.3M
Sold
0.00%
101.7K shares
Banks - Diversified
Financial Services
$30.7M
2.17%
-$5.1M
Sold
0.02%
302.7K shares
ETF
ETF
$28.8M
2.03%
-$464.2K
Sold
709.7K shares
ETF
ETF
$24.2M
1.71%
-$580.7K
Sold
99.9K shares
10
AbbVie logo
AbbVie
ABBV
Drug Manufacturers - General
Healthcare
$23.2M
1.64%
-$105.8K
Sold
0.01%
100.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Janney Capital Management LLC's latest filing

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Market Value
$1.4B
Prior: $1.4B
Q/Q Change
+3.33%
+$45.6M
Net Flows % of MV
-3.19%
Turnover Ratio
5.0%
New Purchases
7 stocks
$4.8M
Added To
53 stocks
+$36.4M
Sold Out Of
11 stocks
$15.2M
Reduced Holdings
127 stocks
-$71.2M

Increased Positions

PositionShares Δ
New
New
New
4
Toast logo
Toast
TOST
New
5
Elastic logo
New

Decreased Positions

PositionShares Δ
1
Ansys logo
Ansys
ANSS
Sold
Sold
Sold
Sold
5
Amgen logo
Amgen
AMGN
Sold

Analytics

Portfolio insights and performance metrics for Janney Capital Management LLC

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Sector Allocation

ETF: 28.00%ETFTechnology: 19.30%TechnologyFinancial Services: 12.10%Financial ServicesConsumer Cyclical: 8.00%Healthcare: 7.80%Industrials: 7.20%Consumer Defensive: 4.40%Communication Services: 3.20%Energy: 2.60%Basic Materials: 2.60%Real Estate: 2.10%Utilities: 1.70%
ETF
28.00%
Technology
19.30%
Financial Services
12.10%
Consumer Cyclical
8.00%
Healthcare
7.80%
Industrials
7.20%
Consumer Defensive
4.40%
Communication Services
3.20%
Energy
2.60%
Basic Materials
2.60%
Real Estate
2.10%
Utilities
1.70%

Market Cap Distribution

Mega Cap (> $200B): 33.86%Mega Cap (> $200B)Large Cap ($10B - $200B): 37.31%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.76%Small Cap ($300M - $2B): 0.08%Nano Cap (< $50M): 0.03%N/A (ETF or Unknown): 27.96%N/A (ETF or Unknown)
Mega Cap (> $200B)
33.86%
Large Cap ($10B - $200B)
37.31%
Mid Cap ($2B - $10B)
0.76%
Small Cap ($300M - $2B)
0.08%
Nano Cap (< $50M)
0.03%
N/A (ETF or Unknown)
27.96%

Portfolio Concentration

Top 10 Holdings %
25.77%
Top 20 Holdings %
39.79%
Top 50 Holdings %
69.23%
Top 100 Holdings %
93.81%

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