STIFEL FINANCIAL CORP

CIK

720672

Location

ST. LOUIS, MO

Portfolio Value

Large $76,107,968,617

Diversification

Diversified

Filing Date

Global Rank

#95 / 8,603 ▼ 1 · as of Mar 2026

Top Industry

Semiconductors 8.6%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.6%

SPY

+76.0%

Annualised alpha

-4.6%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,362 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.8%

−0.5 pts

Top 5

15.2%

−1.9 pts

Top 10

22.7%

−2.4 pts

HHI

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.1%	$19,871,899,142	320
Industrials	14.0%	$10,648,488,668	304
Financial Services	12.8%	$9,773,044,712	588
Healthcare	11.2%	$8,516,218,269	278
Consumer Cyclical	8.6%	$6,579,733,938	228
Consumer Defensive	7.9%	$6,024,205,502	94
Communication Services	5.2%	$3,964,367,554	75
Energy	4.2%	$3,224,360,469	128
Unclassified	3.5%	$2,636,382,157	37
Basic Materials	2.8%	$2,093,064,311	116
Utilities	2.0%	$1,495,769,960	71
Real Estate	1.7%	$1,280,433,935	123

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HUN	Huntsman CORP	+2,108,192	3,802,045	$50,605,217
IAUX	i-80 Gold Corp.	+1,991,015	2,794,654	$4,247,874
YUM	Yum Brands Inc	+1,692,453	1,905,464	$296,261,539
SF	Stifel Financial Corp	+1,489,893	3,775,258	$279,067,070
ABBV	AbbVie Inc.	+1,264,508	3,732,204	$811,717,043
FRMI	Fermi Inc.	+1,053,917	1,114,787	$6,510,356
EMN	Eastman Chemical Co	+961,476	1,015,521	$77,504,560
EQR	Equity Residential	+893,860	991,907	$58,671,295
PAYX	Paychex Inc	+878,618	1,845,758	$170,031,224
ONDS	Ondas Inc.	+672,779	851,391	$7,696,574
COLD	Americold Realty Trust	+604,439	686,855	$7,871,356
KOPN	Kopin Corp	+599,179	850,925	$1,914,580
BX	Blackstone Inc.	+575,394	1,948,494	$224,057,322
LYG	Lloyds Banking Group plc	+536,478	1,189,841	$5,984,898
PFE	Pfizer Inc	+491,819	9,769,180	$274,318,571
COLB	Columbia Banking System, Inc.	+474,330	588,356	$16,138,603
MHD	Blackrock Muniholdings Fund, Inc.	+441,199	476,797	$5,378,269
KIM	Kimco Realty Corp	+371,193	439,337	$9,871,901
CMCSA	Comcast Corp	+345,187	3,908,626	$112,216,649
PLUG	Plug Power Inc	+341,692	3,279,434	$7,411,519
CVE	Cenovus Energy Inc.	+311,627	333,585	$8,850,009
MBOT	Microbot Medical Inc.	+307,085	573,075	$1,381,110
JBLU	Jetblue Airways Corp	+281,454	608,444	$2,689,321
MBLY	Mobileye Global Inc.	+261,299	471,643	$3,240,187
PLTR	Palantir Technologies Inc.	+260,175	1,095,926	$160,312,053
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−6,340,420	3,389,564	$421,255,011
MUFG	Mitsubishi Ufj Financial Group Inc	−947,095	839,497	$14,246,262
XEL	Xcel Energy Inc	−873,607	290,099	$23,045,462
FSCO	FS Credit Opportunities Corp.	−515,087	40,019	$204,096
NVDA	Nvidia Corp	−499,546	16,569,037	$2,889,640,050
STT	State Street Corp	−472,369	137,917	$17,454,774
SLV	iShares Silver Trust	−453,360	1,014,787	$69,147,584
PYPL	PayPal Holdings, Inc.	−441,581	360,135	$16,288,904
JNJ	Johnson & Johnson	−414,874	4,489,121	$1,097,320,733
MSFT	Microsoft Corp	−354,414	6,663,492	$2,466,624,831
ITRG	Integra Resources Corp.	−351,091	208,326	$568,729
DAR	Darling Ingredients Inc.	−302,530	682,431	$42,208,355
MRVL	Marvell Technology, Inc.	−298,304	1,792,681	$177,565,051
GLW	Corning Inc /Ny	−276,700	2,672,986	$363,445,904
CHWY	Chewy, Inc.	−267,577	64,184	$1,732,968
VTRS	Viatris Inc	−266,814	923,786	$12,480,347
APLD	Applied Digital Corp.	−259,474	65,000	$1,543,099
MRK	Merck & Co., Inc.	−255,243	8,291,826	$997,423,745
AAPL	Apple Inc.	−249,462	11,053,456	$2,805,256,593
CTRA	Coterra Energy Inc.	−239,534	612,363	$21,518,434
OWL	Blue Owl Capital Inc.	−223,190	228,859	$2,089,482
GSK	GSK plc	−214,207	621,987	$34,327,459
ENB	Enbridge Inc	−211,324	2,645,390	$143,221,411
NAT	NORDIC AMERICAN TANKERS Ltd	−209,280	74,523	$436,703
IAU	Ishares Gold Trust	−207,215	2,225,073	$196,162,433
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	684,404	$134,978,154
AMCR	Amcor plc	729,291	$28,989,315
MANE	Veradermics, Inc	294,117	$18,573,488
SUNB	Sunbelt Rentals Holdings, Inc.	111,048	$7,228,112
PNFP	Pinnacle Financial Partners, Inc.	74,286	$6,398,994
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	324,292	$5,211,372
CC	Chemours Co	156,501	$3,447,715
NIC	Nicolet Bankshares Inc	19,231	$2,858,110
HG	Hamilton Insurance Group, Ltd.	82,999	$2,475,860
AUPH	Aurinia Pharmaceuticals Inc.	165,401	$2,451,242
APC	ARKO Petroleum Corp.	133,711	$2,392,089
KC	Kingsoft Cloud Holdings Ltd	156,497	$2,090,799
FMS	Fresenius Medical Care AG	80,664	$1,819,779
JOYY	JOYY Inc.	30,704	$1,792,806
THR	Thermon Group Holdings, Inc.	34,416	$1,734,565
LIVN	LivaNova PLC	25,287	$1,607,240
SPB	Spectrum Brands Holdings, Inc.	21,393	$1,576,664
GME	GameStop Corp.	67,143	$1,546,974
KNSA	Kiniksa Pharmaceuticals International, plc	31,951	$1,538,439
UMC	United Microelectronics Corp	163,818	$1,471,085
STEL	Stellar Bancorp, Inc.	37,920	$1,388,251
CSIQ	Canadian Solar Inc.	97,300	$1,347,605
ACNB	Acnb Corp	27,803	$1,330,929
ETOR	eToro Group Ltd.	43,417	$1,303,812
PAYP	PayPay Corp	56,721	$1,210,426
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NATL	NCR Atleos Corp	193,746	$7,383,659
FLYW	Flywire Corp	479,241	$6,786,052
CWAN	Clearwater Analytics Holdings, Inc.	237,009	$5,716,656
ISSC	Innovative Solutions & Support Inc	291,945	$5,529,438
EXAS	EXACT SCIENCES CORP	51,139	$5,193,675
BXMX	Nuveen S&P 500 BuyWrite Income Fund	326,600	$4,801,020
CGAU	Centerra Gold Inc.	254,984	$3,664,120
PRGS	Progress Software Corp /Ma	84,786	$3,642,406
SIG	Signet Jewelers Ltd	30,975	$2,567,207
CRAI	Cra International, Inc.	12,178	$2,444,124
STAA	Staar Surgical Co	102,835	$2,374,459
MNDY	monday.com Ltd.	15,294	$2,256,781
AL	SUMISHO AIR LEASE CORP	31,144	$2,000,378
AHRT	AH Realty Trust, Inc.	299,960	$1,985,735
YPF	Ypf Sociedad Anonima	53,608	$1,938,465
ALKT	Alkami Technology, Inc.	81,627	$1,883,133
CSGS	Csg Systems International Inc	23,991	$1,839,869
RAMP	LiveRamp Holdings, Inc.	59,513	$1,747,895
IIIV	i3 Verticals, Inc.	65,885	$1,659,642
AAUC	Allied Gold Corp	71,464	$1,635,096
BLCO	Bausch & Lomb Corp	84,659	$1,445,974
GGAL	Grupo Financiero Galicia SA	24,606	$1,327,247
PONY	Pony AI Inc.	83,334	$1,208,343
BOX	Box Inc	38,958	$1,165,232
LYFT	Lyft, Inc.	59,235	$1,147,381
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,362 positions · $76,107,968,617 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,362 positions by value · page 1 of 48

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	16,569,037	-499,546	$2,889,640,050	−9.2%	3.80%
AAPL	Apple Inc. Technology	Reduced	11,053,456	-249,462	$2,805,256,593	−8.7%	3.69%
MSFT	Microsoft Corp Technology	Reduced	6,663,492	-354,414	$2,466,624,831	−27.3%	3.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,261,486	-84,784	$1,720,619,685	−10.7%	2.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,849,423	-94,731	$1,682,060,074	−9.6%	2.21%
AVGO	Broadcom Inc. Technology	Reduced	4,492,789	-129,630	$1,390,563,120	−13.1%	1.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,849,282	-51,005	$1,132,304,788	−9.9%	1.49%
JNJ	Johnson & Johnson Healthcare	Reduced	4,489,121	-414,874	$1,097,320,733	+8.1%	1.44%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,627,679	-50,185	$1,058,544,756	−7.5%	1.39%
CSCO	Cisco Systems, Inc. Technology	Added	13,476,992	+30,229	$1,045,679,806	+1.0%	1.37%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,291,826	-255,243	$997,423,745	+10.9%	1.31%
V	Visa Inc. Financial Services	Reduced	3,278,999	-96,199	$991,044,655	−16.3%	1.30%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,341,641	-32,082	$984,793,429	+7.7%	1.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,499,706	+8,471	$822,128,302	−4.1%	1.08%
ABBV	AbbVie Inc. Healthcare	Added	3,732,204	+1,264,508	$811,717,043	+44.0%	1.07%
META	Meta Platforms, Inc. Communication Services	Reduced	1,389,771	-27,349	$795,129,677	−15.0%	1.04%
LMT	Lockheed Martin Corp Industrials	Reduced	1,197,183	-40,973	$723,565,430	+20.8%	0.95%
LLY	ELI LILLY & Co Healthcare	Reduced	779,157	-14,434	$716,645,230	−16.0%	0.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	702,918	-20,959	$700,408,580	+12.2%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,578,841	+56,986	$661,367,790	+2.1%	0.87%
IBM	International Business Machines Corp Technology	Reduced	2,677,248	-50,010	$648,938,139	−19.7%	0.85%
CVX	Chevron Corp Energy	Reduced	3,084,168	-79,437	$638,114,355	+32.3%	0.84%
KO	Coca Cola Co Consumer Defensive	Reduced	8,344,878	-198,581	$634,627,968	+6.3%	0.83%
QQQ	Invesco Qqq Trust, Series 1	Added	1,085,239	+89,454	$626,378,244	+2.4%	0.82%
TXN	Texas Instruments Inc Technology	Added	2,941,364	+6,021	$571,036,403	+12.1%	0.75%
AMGN	Amgen Inc Healthcare	Reduced	1,555,021	-39,348	$547,134,134	+4.8%	0.72%
UNP	Union Pacific Corp Industrials	Reduced	2,164,416	-41,577	$525,130,606	+2.9%	0.69%
ETN	Eaton Corp plc Industrials	Added	1,443,704	+24,164	$516,369,604	+14.2%	0.68%
MDT	Medtronic plc Healthcare	Reduced	5,758,966	-108,897	$499,014,401	−11.5%	0.66%
WM	Waste Management Inc Industrials	Reduced	2,138,041	-57,469	$491,300,438	+1.9%	0.65%
NFLX	Netflix Inc Communication Services	Added	5,065,651	+202,535	$487,062,342	+6.8%	0.64%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	3,003,930	-78,756	$479,727,618	+1.3%	0.63%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,644,429	+69,090	$477,690,177	+22.8%	0.63%
APH	Amphenol Corp /De/ Technology	Added	3,707,682	+56,053	$468,465,617	−5.1%	0.62%
CMI	Cummins Inc Industrials	Reduced	840,971	-81,902	$452,459,213	−4.0%	0.59%
ACN	Accenture plc Technology	Reduced	2,202,108	-38,688	$436,655,992	−27.4%	0.57%
HON	Honeywell International Inc Industrials	Added	1,787,117	+78,416	$423,641,442	+21.2%	0.56%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	4,966,975	-41,859	$423,335,275	+7.0%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	882,806	-41,529	$423,040,632	−8.9%	0.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,389,564	-6,340,420	$421,255,011	−61.1%	0.55%
ITW	Illinois Tool Works Inc Industrials	Reduced	1,584,113	-72,541	$412,328,770	+1.1%	0.54%
CAT	Caterpillar Inc Industrials	Reduced	577,396	-28,086	$409,061,968	+17.9%	0.54%
RTX	RTX Corp Industrials	Reduced	2,110,075	-19,103	$407,033,464	+4.2%	0.53%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	4,290,136	-8,519	$400,355,488	+11.1%	0.53%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	2,307,361	+148,970	$400,211,762	−0.1%	0.53%
ABT	Abbott Laboratories Healthcare	Reduced	3,865,545	-82,141	$396,875,501	−19.8%	0.52%
GWW	W.W. Grainger, Inc. Industrials	Reduced	358,629	-13,266	$391,196,132	+4.2%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	7,486,988	+207,305	$375,846,794	+26.8%	0.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,103,264	+163,168	$372,848,064	+30.5%	0.49%
ADP	Automatic Data Processing Inc Technology	Added	1,832,880	+39,860	$372,404,556	−19.3%	0.49%