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 | Open |
|---|---|---|---|---|---|
| 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 USLM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,298,655 | 9,943 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,673,366 | 13,975 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,450,996 | 11,030 | Shares | Defined | 2025-11-12 | |
| 2024-12-31 | $882,587 | 6,649 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $706,374 | 7,233 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $128,627 | 1,766 | Shares | Defined | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||