STIFEL FINANCIAL CORP
Top Portfolio Positions
2,361 positions ·
$76,928,601,698 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 | 3.76% | |
| AAPL |
Apple Inc.
Technology
|
11,053,456 | $2,805,256,593 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
6,663,492 | $2,466,624,831 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,261,486 | $1,720,619,685 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,849,423 | $1,682,060,074 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
4,492,789 | $1,390,563,120 | 1.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,849,282 | $1,132,304,788 | 1.47% | |
| 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 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SWK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,587,623 | 754,118 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $54,021,836 | 727,273 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $58,439,804 | 786,221 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $55,580,743 | 820,380 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $59,556,165 | 774,664 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $59,598,782 | 742,294 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $86,413,612 | 784,651 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $63,763,243 | 798,138 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $79,333,382 | 810,103 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $84,388,461 | 860,229 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $73,841,423 | 883,482 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $85,085,210 | 907,963 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $73,313,938 | 909,828 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $56,566,634 | 753,017 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $55,366,289 | 736,156 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,206,595 | 106,872 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,921,511 | 78,128 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,022,071 | 79,642 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,512,192 | 77,076 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,602,958 | 80,994 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,325,018 | 81,760 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $245,314,118 | 1,373,847 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $216,102,140 | 1,332,319 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $177,597,158 | 1,274,194 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $119,345,700 | 1,193,457 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||