STIFEL FINANCIAL CORP

CIK
720672
City
ST. LOUIS
State / Country
MO

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

46 quarters · across all stocks

Holdings in FAST

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $69,688,437 1,501,906
2025-12-31 $149,781,451 3,732,406
2025-09-30 $1,140,963 23,266
2025-06-30 $57,855,420 1,377,510
2025-03-31 $1,335,992 34,455
2024-12-31 $20,305,261 564,741
2024-09-30 $147,196 4,122
2024-06-30 $2,066,430 65,768
2024-03-31 $23,273,211 603,402
2023-12-31 $835,953 25,813
2023-09-30 $10,697,254 391,554
2023-06-30 $12,435,415 421,611
2023-03-31 $77,970 2,891
2022-12-31 $16,437,548 694,740
2022-09-30 $23,963 1,041
2022-06-30 $1,575,574 63,124
2022-03-31 $64,478 2,171
2021-12-31 $56,693 1,770
2021-09-30 $26,177,855 1,014,449
2021-06-30 $136,370 5,245
2021-03-31 $69,310 2,757
2020-12-31 $19,273,493 789,412
2020-09-30 $1,076,454 47,747
2020-06-30 $1,159,591 54,136
2020-03-31 $5,329,375 341,080