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 SO

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $101,879,656 1,055,529
2025-12-31 $92,898,429 1,065,349
2025-09-30 $15,504,371 163,600
2025-06-30 $19,091,271 207,898
2025-03-31 $73,157,810 795,626
2024-12-31 $55,648 676
2024-09-30 $175,670 1,948
2024-06-30 $13,371,593 172,381
2024-03-31 $56,900,724 793,152
2023-12-31 $3,040,613 43,363
2023-09-30 $135,394 2,092
2023-06-30 $60,203,336 856,987
2023-03-31 $154,954 2,227
2022-12-31 $827,998 11,595
2022-09-30 $64,672,896 951,072
2022-06-30 $286,808 4,022
2022-03-31 $164,307 2,266
2021-12-31 $155,402 2,266
2021-09-30 $428,336 6,912
2021-06-30 $7,937,520 131,177
2021-03-31 $49,404,144 794,790
2020-12-31 $124,334 2,024
2020-09-30 $48,906 902
2020-06-30 $80,041,777 1,543,718
2020-03-31 $84,237,021 1,555,911