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 DSL

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $3,466,173 320,053
2025-12-31 $4,407,742 391,104
2025-09-30 $5,561,194 452,866
2025-06-30 $297,432 24,300
2025-03-31 $8,936,227 708,662
2024-12-31 $302,937 24,100
2024-09-30 $7,953,572 612,756
2024-06-30 $6,992,870 558,536
2024-03-31 $312,420 24,600
2023-12-31 $8,652,039 706,866
2023-09-30 $6,013,602 513,106
2023-06-30 $6,593,197 553,585
2023-03-31 $5,767,966 507,297
2022-12-31 $272,814 24,600
2022-09-30 $4,500,046 416,671
2022-06-30 $3,032 250
2022-03-31 $8,247,795 568,030
2021-12-31 $9,294,260 576,567
2021-09-30 $11,031,552 621,146
2021-06-30 $11,515,732 636,580
2021-03-31 $15,483,960 852,641
2020-12-31 $16,913,224 1,020,098
2020-09-30 $4,284,725 267,461
2020-06-30 $3,854,365 250,772
2020-03-31 $6,539,801 490,240