STIFEL FINANCIAL CORP
Top Portfolio Positions
2,361 positions ·
$76,928,601,698 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
16,569,037 | $2,889,640,050 | 3.76% | |
| AAPL |
Apple Inc.
Technology
|
11,053,456 | $2,805,256,593 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
6,663,492 | $2,466,624,831 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,261,486 | $1,720,619,685 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,849,423 | $1,682,060,074 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
4,492,789 | $1,390,563,120 | 1.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,849,282 | $1,132,304,788 | 1.47% | |
| 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 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVA
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,132,644 | 78,043 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,218,166 | 83,502 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,115,315 | 82,394 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,852,227 | 101,508 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,595,315 | 109,752 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,316,002 | 90,527 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,999,946 | 77,418 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,451,598 | 70,835 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,799,676 | 51,390 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,257,046 | 35,172 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $393,812 | 12,166 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $413,158 | 10,521 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $361,928 | 8,526 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $740,654 | 16,704 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $634,221 | 17,118 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $592,475 | 13,617 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $620,720 | 13,748 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $699,681 | 16,467 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $590,984 | 15,107 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $541,865 | 12,699 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $602,222 | 12,612 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $520,935 | 12,978 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $449,768 | 13,182 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $349,015 | 9,591 | Shares | Defined | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||