STIFEL FINANCIAL CORP
Top Portfolio Positions
2,362 positions ·
$76,823,697,015 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 WSO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,293,379 | 110,760 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $34,875,671 | 103,504 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $45,613,528 | 112,821 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $45,151,226 | 102,240 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,692,073 | 101,696 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $49,013,966 | 103,429 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $50,890,886 | 103,462 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $46,467,602 | 100,310 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,667,846 | 101,090 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $28,914,867 | 67,484 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $25,686,469 | 68,004 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,513,857 | 66,883 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,895,133 | 68,818 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,245,665 | 65,139 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,672,825 | 68,643 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,958,367 | 71,009 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,038,667 | 29,670 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,325,700 | 29,806 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,269,373 | 31,250 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,045,496 | 31,557 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,836,579 | 30,054 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,446,251 | 28,454 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,190,681 | 26,582 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,291,810 | 24,152 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,876,316 | 24,529 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||