STIFEL FINANCIAL CORP

CIK
720672
City
ST. LOUIS
State / Country
MO

Top Portfolio Positions

2,350 positions · $76,493,006,168 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
16,569,037 $2,889,640,050 3.78%
AAPL
Apple Inc.
Technology
11,053,456 $2,805,256,593 3.67%
MSFT
Microsoft Corp
Technology
6,663,492 $2,466,624,831 3.22%
AMZN
Amazon Com Inc
Consumer Cyclical
8,261,486 $1,720,619,685 2.25%
GOOGL
Alphabet Inc.
Communication Services
5,849,423 $1,682,060,074 2.20%
AVGO
Broadcom Inc.
Technology
4,492,789 $1,390,563,120 1.82%
JPM
Jpmorgan Chase & Co
Financial Services
3,849,282 $1,132,304,788 1.48%
JNJ
Johnson & Johnson
Healthcare
4,489,121 $1,097,320,733 1.43%
SPY
Spdr S&P 500 ETF Trust
1,627,679 $1,058,544,756 1.38%
CSCO
Cisco Systems, Inc.
Technology
13,476,992 $1,045,679,806 1.37%

Portfolio Trend

46 quarters · across all stocks

Holdings in ALK

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $14,223,929 386,730
2025-12-31 $19,524,395 388,159
2025-09-30 $62,274 1,251
2025-06-30 $79,860 1,614
2025-03-31 $2,608 53
2024-12-31 $87,606 1,353
2024-09-30 $62,254 1,377
2024-06-30 $20,361,478 503,997
2024-03-31 $20,954,228 487,421
2023-12-31 $227,348 5,819
2023-09-30 $15,285,228 412,223
2023-06-30 $23,008,379 432,651
2023-03-31 $15,042,239 358,490
2022-12-31 $13,998 326
2022-09-30 $172,533 4,407
2022-06-30 $18,441,502 460,462
2022-03-31 $25,754,931 443,974
2021-12-31 $22,428,945 430,498
2021-09-30 $25,621,971 437,235
2021-06-30 $10,284,061 170,520
2021-03-31 $13,067,747 188,813
2020-12-31 $12,635,844 242,997
2020-09-30 $8,889,002 242,670
2020-06-30 $9,504,543 262,122
2020-03-31 $9,030,712 317,201