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 UTG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,721,937 | 298,420 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,374,306 | 283,606 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,444,187 | 263,609 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,232,014 | 255,169 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,279,945 | 223,723 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,438,741 | 203,179 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,966,103 | 181,838 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,614,101 | 168,891 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,396,312 | 163,068 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,409,211 | 164,892 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,971,360 | 161,110 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,125,640 | 150,461 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,272,381 | 150,542 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,778,737 | 133,666 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,645,909 | 133,844 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,996,241 | 128,911 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,379,845 | 126,695 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,431,897 | 126,193 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,061,185 | 123,930 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,934,876 | 114,686 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,933,134 | 117,407 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,946,702 | 120,363 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,738,872 | 119,491 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,456,635 | 114,534 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,426,223 | 119,173 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||