STIFEL FINANCIAL CORP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$111.2B

Total Positions

3,565

New This Quarter

215

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.05%

NVDA2.86%

AAPL2.76%

AMZN1.73%

GOOGL1.67%

AVGO1.44%

JPM1.13%

V1.06%

SPY1.03%

WMT0.98%

Other11.96%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

EOSE13Q held

EOS ENERGY ENTERPRISES INC

Avg $1.75 · $40.7M est. P&L

Est. P&L

+550.31%

APP12Q held

AppLovin Corp

Avg $110.28 · $60M est. P&L

Est. P&L

+529.05%

PLTR22Q held

Palantir Technologies Inc

Avg $29.40 · $126.6M est. P&L

Est. P&L

+515.18%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 3553 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	7M	$3.4B	3.1%	—	$131.45	+270.85%	29 qtrs	Decreased 0
NVDA NVIDIA Corp	17.1M	$3.2B	2.9%	—	$112.65	+66.48%	29 qtrs	Decreased 0
AAPL Apple Inc	11.3M	$3.1B	2.8%	—	$100.74	+170.81%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	8.3M	$1.9B	1.7%	—	$114.38	+103.30%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	5.9M	$1.9B	1.7%	—	$98.27	+219.37%	29 qtrs	Decreased 0
AVGO Broadcom Inc	4.6M	$1.6B	1.4%	—	$158.56	+120.64%	29 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	3.9M	$1.3B	1.1%	—	$90.89	+254.25%	29 qtrs	Decreased 0
V Visa Inc	3.4M	$1.2B	1.1%	—	$156.54	+125.44%	29 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	1.7M	$1.1B	1.0%	—	$309.08	+122.27%	29 qtrs	Increased 51
WMT Walmart Inc	9.7M	$1.1B	1.0%	—	$51.80	+116.07%	29 qtrs	Decreased 0
GOOG Alphabet Inc	3.4M	$1.1B	1.0%	—	$104.94	+199.73%	29 qtrs	Increased 46
CSCO Cisco Systems Inc	13.4M	$1B	0.9%	—	$47.76	+61.23%	29 qtrs	Decreased 0
JNJ Johnson & Johnson	4.9M	$1B	0.9%	—	$126.97	+62.96%	29 qtrs	Decreased 0
IEFA ISHARES TR	11.1M	$994.4M	0.9%	—	$57.11	+57.35%	29 qtrs	Increased 49
VOO VANGUARD INDEX FDS	1.6M	$979.1M	0.9%	—	$288.74	+118.79%	29 qtrs	Decreased 0
META Meta Platforms Inc	1.4M	$935.5M	0.8%	—	$326.84	+103.76%	29 qtrs	Increased 46
PEP PepsiCo Inc	6.4M	$914.8M	0.8%	—	$123.79	+16.45%	29 qtrs	Decreased 0
MRK Merck & Co Inc	8.5M	$899.7M	0.8%	—	$69.17	+53.33%	29 qtrs	Decreased 0
HD Home Depot Inc/The	2.5M	$857.3M	0.8%	—	$190.54	+81.77%	29 qtrs	Decreased 0
IVW ISHARES TR	6.9M	$853.3M	0.8%	—	$61.29	+102.59%	29 qtrs	Decreased 0
LLY Eli Lilly & Co	793,591	$853M	0.8%	—	$280.36	+284.48%	29 qtrs	Increased 45
IBM International Business Machines Corp	2.7M	$807.9M	0.7%	—	$162.63	+84.68%	29 qtrs	Decreased 0
AGG ISHARES TR	7.5M	$749.7M	0.7%	—	$94.39	+5.73%	29 qtrs	Increased 51
IVE ISHARES TR	3.3M	$689.3M	0.6%	—	$133.36	+60.13%	29 qtrs	Increased 48
PG Procter & Gamble Co/The	4.5M	$648M	0.6%	—	$103.32	+38.43%	29 qtrs	Decreased 0
Showing 25 of 3,553 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ACCOACCO BRANDS CORP

Q1 2024 → Q4 2025+230,788 shares+$363,696

CGDGCAPITAL GROUP DIVIDEND GROWE

Q1 2024 → Q4 2025+428,205 shares+$16.6M

CGDVCAPITAL GROUP DIVIDEND VALUE

Q1 2024 → Q4 2025+3.6M shares+$173.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer