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 OLLI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,945,012 | 108,051 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,434,376 | 113,442 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,668,373 | 129,816 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $18,382,123 | 139,491 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,574,082 | 151,032 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $17,697,472 | 161,282 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,810,815 | 49,494 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,810,427 | 49,001 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,785,859 | 47,579 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,677,704 | 48,461 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,036,280 | 52,297 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,308,496 | 57,112 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,271,174 | 56,458 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,327,900 | 49,699 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,708,327 | 52,487 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,996,275 | 85,043 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,107,769 | 72,341 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,681,836 | 91,460 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,801,812 | 112,837 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,983,346 | 94,893 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,315,721 | 95,583 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,207,463 | 112,602 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,917,123 | 102,085 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,898,682 | 101,369 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,937,711 | 106,554 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||