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 |
|---|---|---|---|---|
| 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 WM
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $491,300,438 | 2,138,041 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $482,375,499 | 2,195,510 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $261,634,746 | 1,184,779 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,634,404 | 11,513 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,389,690 | 36,239 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $222,196,820 | 1,101,129 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,238,541 | 5,966 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,360,478 | 72,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,492,834 | 53,919 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $201,186,611 | 1,123,320 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $192,306,413 | 1,261,522 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $224,118,640 | 1,292,346 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,779,155 | 35,418 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $97,108 | 619 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $101,092 | 631 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $940,521 | 6,148 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $112,059 | 707 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $113,158 | 678 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $618,051 | 4,138 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $174,884,739 | 1,248,196 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $150,395,645 | 1,165,677 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,081,013 | 43,085 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $41,986 | 371 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,086,433 | 48,026 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $48,248,751 | 521,270 | Shares | Defined | 2020-05-14 | |
| No quarters match your search. | ||||||