STIFEL FINANCIAL CORP
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
Holdings in JACK
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $691,172 | 71,476 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,451,342 | 76,588 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,369 | 828 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,853,417 | 163,426 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,517,434 | 129,365 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,778,996 | 90,754 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,544 | 334 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $560 | 11 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,868,545 | 27,286 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,761,983 | 21,585 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,293,977 | 18,737 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,707,945 | 17,512 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,797,346 | 20,520 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,290,024 | 18,907 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,445,920 | 19,521 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $987,721 | 17,619 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,115,362 | 22,646 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,812,044 | 32,145 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,004,706 | 20,597 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,253,874 | 20,225 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,183,853 | 19,893 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,363,046 | 14,688 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,086,864 | 13,704 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $994,361 | 13,421 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $465,358 | 13,277 | Shares | Defined | 2020-05-14 | |
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