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 GL
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,705,621 | 206,263 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,758,458 | 19,723 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,443 | 136 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $16,903 | 136 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,114,933 | 251,404 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $26,532,057 | 237,913 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,159,443 | 209,229 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,488,171 | 200,391 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $26,242,588 | 215,598 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,934,850 | 17,795 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,427 | 86 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,962,536 | 17,838 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,927,353 | 15,988 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,484,985 | 65,045 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,774,957 | 48,989 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,502,058 | 14,931 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,646,449 | 49,578 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,371,329 | 15,403 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,046,243 | 84,475 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,483,946 | 15,357 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,724,568 | 18,161 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,917 | 24 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,952,376 | 53,245 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,345,335 | 18,693 | Shares | Defined | 2020-05-14 | |
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