STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,702 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 16.5M | $3.3B | 2.7% | $112.65 | +93.12% | 31 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11M | $3.2B | 2.7% | $101.84 | +213.94% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 6.4M | $2.4B | 2.0% | $131.24 | +291.28% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 5.7M | $2.1B | 1.7% | $98.27 | +252.68% | 31 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8.4M | $2B | 1.7% | $117.08 | +127.56% | 31 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 4.5M | $1.7B | 1.4% | $158.78 | +132.27% | 31 qtrssince 2018-Q4 | Increased 50 |
CISCO SYS INC | 12.7M | $1.5B | 1.2% | $47.83 | +129.85% | 31 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.9M | $1.3B | 1.1% | $91.88 | +289.21% | 31 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 3.4M | $1.2B | 1.0% | $109.69 | +212.59% | 31 qtrssince 2018-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $1.2B | 1.0% | $309.08 | +148.91% | 31 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.7M | $1.1B | 1.0% | $313.33 | +125.72% | 31 qtrssince 2018-Q4 | Increased 47 |
JOHNSON & JOHNSON | 4.5M | $1.1B | 0.9% | $125.90 | +112.89% | 31 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 8.2M | $1.1B | 0.9% | $72.09 | +94.24% | 31 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 3.2M | $1.1B | 0.9% | $155.50 | +145.40% | 31 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO INC | 8.2M | $1B | 0.9% | $69.17 | +114.47% | 31 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.6M | $1B | 0.9% | $58.27 | +72.45% | 31 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 786,902 | $943.9M | 0.8% | $288.65 | +306.93% | 31 qtrssince 2018-Q4 | Increased 45 |
ABBVIE INC | 3.6M | $912.2M | 0.8% | $130.66 | +95.53% | 31 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.6M | $905.8M | 0.8% | $195.45 | +68.94% | 31 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 6.2M | $844.9M | 0.7% | $123.79 | +13.96% | 31 qtrssince 2018-Q4 | Decreased 0 |
STIFEL FINANCIAL CORP manages $120.2B across 3702 positions as of Q2 2026. Top holdings: NVDA (2.7%), AAPL (2.7%), MSFT (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 212 new positions, 134 exits, 1869 increased. Top move: AMZN (INCREASED, conviction 51). Portfolio: $120.2B across 3702 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR