STIFEL FINANCIAL CORP

CIK

720672

City

ST. LOUIS

State / Country

Stock

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%

46 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$781,041	75,028	-16.4%	Shares	Defined	2026-05-12
2025-12-31	$965,623	89,742	+2.3%	Shares	Defined	2026-02-13
2025-09-30	$971,580	87,767	+12.8%	Shares	Defined	2025-11-12
2025-06-30	$795,781	77,789	-3.0%	Shares	Defined	2025-08-14
2025-03-31	$822,862	80,201	+24.6%	Shares	Defined	2025-05-14
2024-12-31	$650,922	64,384	+5.8%	Shares	Defined	2025-02-13
2024-09-30	$667,710	60,867	+443.8%	Shares	Defined	2024-11-14
2024-06-30	$115,837	11,192	+73.8%	Shares	Defined	2024-08-13
2024-03-31	$66,010	6,440	-42.5%	Shares	Defined	2024-05-14
2023-12-31	$109,905	11,192	-18.0%	Shares	Defined	2024-02-12
2023-09-30	$121,585	13,646	+5.3%	Shares	Defined	2023-11-13
2023-06-30	$128,912	12,956	0.0%	Shares	Defined	2023-08-14
2023-03-31	$131,244	12,956	+15.8%	Shares	Defined	2023-05-12
2022-12-31	$110,465	11,192	0.0%	Shares	Defined	2023-02-13
2022-09-30	$109,345	11,192	0.0%	Shares	Defined	2022-11-14
2022-06-30	$122,440	11,192	-52.1%	Shares	Defined	2022-08-15
2022-03-31	$276,688	23,369	+10.9%	Shares	Defined	2022-05-13
2021-12-31	$291,325	21,080	0.0%	Shares	Defined	2022-02-14
2021-09-30	$291,536	21,080	+88.3%	Shares	Defined	2021-11-15
2021-06-30	$157,023	11,192	-61.3%	Shares	Defined	2021-08-13
2021-03-31	$398,283	28,924	-28.5%	Shares	Defined	2021-05-14
2020-12-31	$541,154	40,445	+34.7%	Shares	Defined	2021-02-12
2020-09-30	$384,697	30,031	+13.1%	Shares	Defined	2020-11-16
2020-06-30	$331,746	26,561	-5.5%	Shares	Defined	2020-08-14
2020-03-31	$336,745	28,109	—	Shares	Defined	2020-05-14
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