STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,446 positions
MICROSOFT CORP | 7.2M | $2.7B | 2.9% | $131.24 | +182.71% | 26 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 11.5M | $2.6B | 2.7% | $51.20 | +331.21% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 18.1M | $2B | 2.1% | $9.45 | +1044.47% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8.3M | $1.6B | 1.7% | $102.21 | +86.15% | 26 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 3.7M | $1.3B | 1.4% | $155.50 | +122.83% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 6.5M | $1B | 1.1% | $72.78 | +111.48% | 26 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 4.1M | $1B | 1.1% | $90.57 | +162.88% | 26 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 10.8M | $945M | 1.0% | $37.04 | +133.93% | 26 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.5M | $913.9M | 1.0% | $181.66 | +93.88% | 26 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 6M | $901.6M | 1.0% | $119.22 | +18.40% | 26 qtrssince 2018-Q4 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $895.3M | 1.0% | $291.12 | +89.02% | 26 qtrssince 2018-Q4 | Increased 46 |
UNITEDHEALTH GROUP INC | 1.6M | $842M | 0.9% | $245.32 | +105.19% | 26 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 5M | $830.3M | 0.9% | $124.79 | +27.92% | 26 qtrssince 2018-Q4 | Increased 49 |
BROADCOM INC | 4.8M | $809.6M | 0.9% | $31.13 | +431.67% | 26 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 4.6M | $786.1M | 0.8% | $101.43 | +61.10% | 26 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 10.2M | $768.3M | 0.8% | $53.25 | +38.28% | 26 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.5M | $760.1M | 0.8% | $270.31 | +86.84% | 26 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC | 1.3M | $755M | 0.8% | $294.20 | +94.97% | 26 qtrssince 2018-Q4 | Increased 46 |
COSTCO WHOLESALE CORPORATION | 734,430 | $694.8M | 0.7% | $252.94 | +270.75% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 809,629 | $668.8M | 0.7% | $265.69 | +207.60% | 26 qtrssince 2018-Q4 | Increased 45 |
STIFEL FINANCIAL CORP manages $94.1B across 3446 positions as of Q1 2025. Top holdings: MSFT (2.9%), AAPL (2.7%), NVDA (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 220 new positions, 147 exits, 1702 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $94.1B across 3446 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