STIFEL FINANCIAL CORP
Top Portfolio Positions
2,362 positions ·
$76,823,697,015 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
16,569,037 | $2,889,640,050 | 3.76% | |
| AAPL |
Apple Inc.
Technology
|
11,053,456 | $2,805,256,593 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
6,663,492 | $2,466,624,831 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,261,486 | $1,720,619,685 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,849,423 | $1,682,060,074 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
4,492,789 | $1,390,563,120 | 1.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,849,282 | $1,132,304,788 | 1.47% | |
| 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 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MORN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,667,222 | 63,101 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,929,990 | 13,483 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,444,187 | 14,845 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,242,135 | 13,513 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,563,121 | 15,217 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,274,848 | 18,633 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,855,531 | 18,349 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,553,103 | 18,770 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,730,130 | 18,582 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,216,722 | 18,225 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,239,508 | 18,099 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,577,689 | 18,247 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,511,887 | 12,372 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,697,628 | 12,455 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,884,366 | 13,585 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,323,711 | 13,744 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,790,506 | 13,876 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,729,699 | 16,754 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,419,569 | 17,062 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,452,629 | 17,318 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,919,970 | 17,419 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,125,650 | 17,816 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,931,131 | 18,250 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,725,372 | 19,333 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,022,517 | 17,398 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||