STIFEL FINANCIAL CORP
Top Portfolio Positions
2,362 positions ·
$76,823,697,015 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 BTO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,663,044 | 102,120 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,042,593 | 86,733 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,109,787 | 86,431 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,085,648 | 87,116 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,925,785 | 85,775 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,557,616 | 71,662 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,854,240 | 55,918 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,234,189 | 79,764 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,354,360 | 79,593 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,230,311 | 74,146 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,127,926 | 81,033 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,307,136 | 86,023 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,777,399 | 90,943 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,749,873 | 82,554 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,345,223 | 74,310 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,724,005 | 73,364 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,348,162 | 58,412 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,697,933 | 57,908 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,627,963 | 38,287 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,527,615 | 40,693 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,523,646 | 39,637 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,244,410 | 41,002 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $986,230 | 46,021 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,150,598 | 50,135 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $990,708 | 54,019 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||