STIFEL FINANCIAL CORP
Top Portfolio Positions
2,356 positions ·
$76,495,725,796 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 | 3.78% | |
| 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 PGEN
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,863 | 151,386 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $345,506 | 82,657 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $249,898 | 75,957 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $79,990 | 56,332 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $85,610 | 57,457 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $101,759 | 90,857 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,590 | 32,200 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,101 | 16,520 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,040 | 15,200 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $17,688 | 13,200 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,460 | 13,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,950 | 13,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,020 | 17,000 | Shares | Defined | 2023-05-12 | |
| 2020-09-30 | $38,681 | 11,052 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $55,648 | 11,152 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,907 | 10,267 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||