STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,624 positions
NVIDIA CORPORATION | 16.6M | $2.9B | 2.7% | $9.87 | +1662.80% | 30 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.1M | $2.8B | 2.6% | $52.39 | +383.60% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 6.7M | $2.5B | 2.3% | $131.24 | +180.91% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8.3M | $1.7B | 1.6% | $104.16 | +99.96% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 5.8M | $1.7B | 1.5% | $72.78 | +294.62% | 30 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.5M | $1.4B | 1.3% | $35.57 | +767.16% | 30 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.8M | $1.1B | 1.0% | $90.57 | +221.70% | 30 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.5M | $1.1B | 1.0% | $125.90 | +92.09% | 30 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $1.1B | 1.0% | $307.67 | +110.31% | 30 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 13.5M | $1B | 1.0% | $47.83 | +65.09% | 30 qtrssince 2018-Q4 | Increased 45 |
iShares Core MSCI EAFE ETF | 11.5M | $1B | 1.0% | $58.27 | +60.42% | 30 qtrssince 2018-Q4 | Increased 46 |
MERCK & CO INC | 8.3M | $997.4M | 0.9% | $68.69 | +72.86% | 30 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.3M | $991.1M | 0.9% | $155.50 | +93.61% | 30 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 6.3M | $984.8M | 0.9% | $120.23 | +26.46% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 3.4M | $970.9M | 0.9% | $71.91 | +298.39% | 30 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.6M | $945.5M | 0.9% | $291.63 | +103.78% | 30 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 7.3M | $824.7M | 0.8% | $54.44 | +107.37% | 30 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 2.5M | $822.2M | 0.8% | $186.40 | +73.85% | 30 qtrssince 2018-Q4 | Increased 45 |
ABBVIE INC | 3.7M | $811.7M | 0.7% | $130.66 | +63.92% | 30 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC | 1.4M | $795.2M | 0.7% | $325.82 | +75.30% | 30 qtrssince 2018-Q4 | Decreased 0 |
STIFEL FINANCIAL CORP manages $108.8B across 3624 positions as of Q1 2026. Top holdings: NVDA (2.7%), AAPL (2.6%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 215 new positions, 156 exits, 1811 increased. Top move: ABBV (INCREASED, conviction 62). Portfolio: $108.8B across 3624 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