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 SPPP

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $2,153,886 138,692
2025-12-31 $2,205,619 130,975
2025-09-30 $1,354,048 99,709
2025-06-30 $1,050,175 89,529
2025-03-31 $1,696,847 170,709
2024-12-31 $1,679,996 188,976
2024-09-30 $702,581 71,546
2024-06-30 $567,744 58,111
2024-03-31 $576,741 59,766
2023-12-31 $615,812 61,032
2023-09-30 $880,361 81,742
2023-06-30 $911,780 83,420
2023-03-31 $977,532 80,060
2022-12-31 $818,491 60,139
2022-09-30 $782,982 54,754
2022-06-30 $785,783 59,439
2022-03-31 $1,134,831 70,399
2021-12-31 $780,416 55,984
2021-09-30 $1,381,507 96,474
2021-06-30 $1,466,408 77,959
2021-03-31 $1,145,089 60,395
2020-12-31 $1,078,288 60,510