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 EDIT

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Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $198,913 80,532
2025-12-31 $91,927 44,843
2025-09-30 $652 188
2025-06-30 $1,221,593 555,270
2025-03-31 $411,552 354,787
2024-12-31 $824 649
2024-09-30 $2,130,827 624,876
2024-06-30 $2,116,536 453,220
2024-03-31 $230 31
2023-12-31 $5,065 500
2023-09-30 $1,185,264 151,957
2023-06-30 $1,216,616 147,827
2023-03-31 $1,028,905 141,918
2022-12-31 $3,548 400
2022-09-30 $5,263 430
2022-06-30 $5,086 430
2022-03-31 $1,214,959 63,878
2021-12-31 $339,309 12,780
2021-09-30 $618,582 15,058
2021-06-30 $4,448,675 78,543
2021-03-31 $2,899,554 69,037
2020-12-31 $895,164 12,768