STIFEL FINANCIAL CORP
Top Portfolio Positions
2,350 positions ·
$19,716,474,993 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
7,535,747 | $1,314,234,276 | 6.67% |
| MSFT |
Microsoft Corp
Technology
|
2,521,859 | $933,516,545 | 4.73% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,401,848 | $412,367,605 | 2.09% |
| PEP |
Pepsico Inc
Consumer Defensive
|
2,606,911 | $404,827,209 | 2.05% |
| V |
Visa Inc.
Financial Services
|
1,322,587 | $399,738,693 | 2.03% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,618,646 | $395,661,826 | 2.01% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,069,975 | $351,904,076 | 1.78% |
| MRK |
Merck & Co., Inc.
Healthcare
|
2,915,918 | $350,755,774 | 1.78% |
| LLY |
ELI LILLY & Co
Healthcare
|
352,682 | $324,386,321 | 1.65% |
| UNP |
Union Pacific Corp
Industrials
|
1,153,854 | $279,948,056 | 1.42% |
Portfolio Trend
Holdings in EPD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,515,368 | 2,286,347 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $53,623,075 | 1,672,585 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,632,995 | 84,202 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $50,349,540 | 1,623,655 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $74,502,970 | 2,182,278 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $68,850,974 | 2,195,503 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $58,858,905 | 2,021,948 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $56,073,488 | 1,934,903 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $56,606,602 | 1,939,911 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,947,792 | 73,920 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $36,813,306 | 1,345,024 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $34,602,635 | 1,313,193 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,463,242 | 1,214,797 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,161,851 | 1,209,032 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,101,842 | 88,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,807,800 | 1,920,714 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $29,121,681 | 1,128,310 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $65,726,630 | 2,993,016 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,060,535 | 1,065,644 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,332,072 | 55,204 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $21,360,699 | 970,059 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,041,449 | 920,952 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $288,609 | 18,278 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $332,111 | 18,278 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,838,454 | 897,794 | Shares | Defined | 2020-05-14 | |
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