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 PH

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $227,954,958 254,630
2025-12-31 $232,773,216 264,828
2025-09-30 $6,717,967 8,861
2025-06-30 $186,442,595 266,930
2025-03-31 $88,621,489 145,795
2024-12-31 $5,896,633 9,271
2024-09-30 $5,777,993 9,145
2024-06-30 $59,648,654 117,927
2024-03-31 $55,731,285 100,274
2023-12-31 $55,554,891 120,588
2023-09-30 $22,592 58
2023-06-30 $3,174,925 8,140
2023-03-31 $19,494 58
2022-12-31 $22,566,177 77,547
2022-09-30 $186,335 769
2022-06-30 $1,016,678 4,132
2022-03-31 $35,158,999 123,904
2021-12-31 $21,874,885 68,763
2021-09-30 $22,369 80
2021-06-30 $18,426 60
2021-03-31 $18,925 60
2020-12-31 $13,620 50
2020-09-30 $10,117 50
2020-06-30 $28,560,979 155,841
2020-03-31 $58,897 454