STIFEL FINANCIAL CORP
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
Holdings in ROAD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,272,532 | 47,449 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,417,947 | 49,912 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,515,096 | 67,048 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,235,223 | 68,077 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,012 | 28 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,432,095 | 95,321 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,543,355 | 108,071 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,104 | 20 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,817 | 68 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $209,244 | 4,808 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,640,926 | 126,940 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,873,369 | 123,395 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,368,900 | 125,052 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,211,420 | 120,323 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,252,283 | 123,991 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,691,271 | 128,523 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,124,507 | 81,150 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,489,880 | 84,661 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,775,349 | 83,169 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $410,806 | 13,083 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,696,162 | 90,233 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,273,199 | 78,090 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,979 | 878 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $302,559 | 17,036 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $284,951 | 16,871 | Shares | Defined | 2020-05-14 | |
| No quarters match your search. | ||||||