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 WTRG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,425,820 | 258,898 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,111,732 | 263,601 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,446,032 | 286,868 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $10,608,482 | 285,635 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,652,098 | 294,766 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $10,453,512 | 287,817 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,299,863 | 137,409 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,116,933 | 137,073 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,228,420 | 141,118 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,657,374 | 178,243 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,133,980 | 178,677 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,558,983 | 139,288 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,030,639 | 138,159 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,738,567 | 141,181 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,443,155 | 155,707 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,532,924 | 164,295 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,484,764 | 87,713 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,555,111 | 84,841 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,157,290 | 90,219 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,826,003 | 83,720 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,724,586 | 83,231 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,978,791 | 84,136 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,262,595 | 105,903 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,408,702 | 128,047 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $121,203,253 | 2,977,967 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||