STIFEL FINANCIAL CORP

CIK
720672
City
ST. LOUIS
State / Country
MO

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

46 quarters · across all stocks

Holdings in JBLU

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,689,321 608,444
2025-12-31 $1,487,804 326,990
2025-09-30 $1,598,591 324,917
2025-06-30 $689,913 163,100
2025-03-31 $1,252,486 259,852
2024-12-31 $2,068,563 263,176
2024-09-30 $3,441,028 524,547
2024-06-30 $1,181 194
2024-03-31 $2,419,891 326,131
2023-12-31 $804 145
2023-09-30 $896,806 194,958
2023-06-30 $3,442,898 388,589
2023-03-31 $2,771,902 380,756
2022-12-31 $3,240 500
2022-09-30 $1,837,173 277,100
2022-06-30 $1,762,964 210,629
2022-03-31 $35,880 2,400
2021-12-31 $2,080,649 146,113
2021-09-30 $2,473,493 161,772
2021-06-30 $2,831,373 168,735
2021-03-31 $1,916,963 94,246
2020-12-31 $1,934,925 133,076
2020-09-30 $11,330 1,000
2020-06-30 $531,941 48,802
2020-03-31 $494,406 55,241