STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2023
Top Holdings3,317 positions
MICROSOFT CORP | 7.2M | $2.5B | 3.4% | $128.89 | +157.63% | 19 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.6M | $2.2B | 3.1% | $42.68 | +347.78% | 19 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 7.8M | $1B | 1.4% | $97.14 | +34.20% | 19 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.7M | $886.7M | 1.2% | $153.64 | +50.80% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $826.8M | 1.1% | $243.99 | +84.28% | 19 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 2M | $826M | 1.1% | $6.79 | +521.08% | 19 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO INC | 6.9M | $797M | 1.1% | $63.07 | +65.83% | 19 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 4.2M | $785.2M | 1.1% | $106.31 | +55.25% | 19 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 6.5M | $779.4M | 1.1% | $68.62 | +72.80% | 19 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.5M | $766.2M | 1.0% | $177.08 | +61.39% | 19 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.2M | $692.8M | 0.9% | $119.16 | +26.63% | 19 qtrssince 2018-Q4 | Increased 46 |
SPDR S&P 500 ETF TR | 1.5M | $678.8M | 0.9% | $273.48 | +55.77% | 19 qtrssince 2018-Q4 | Increased 45 |
LINDE PLC | 1.7M | $645M | 0.9% | $339.53 | +8.18% | 2 qtrssince 2023-Q1 | Increased 45 |
PROCTER AND GAMBLE CO | 4.2M | $636.5M | 0.9% | $96.30 | +44.69% | 19 qtrssince 2018-Q4 | Increased 44 |
JPMORGAN CHASE & CO. | 4.2M | $617.2M | 0.8% | $87.99 | +53.68% | 19 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 8.9M | $600.8M | 0.8% | $50.81 | +20.77% | 19 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.4M | $566.5M | 0.8% | $253.04 | +54.36% | 19 qtrssince 2018-Q4 | Increased 44 |
WALMART INC | 3.6M | $560M | 0.8% | $34.10 | +48.34% | 19 qtrssince 2018-Q4 | Decreased 0 |
LOCKHEED MARTIN CORP | 1.2M | $545.6M | 0.7% | $311.04 | +35.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 1.7M | $529.4M | 0.7% | $164.03 | +80.99% | 19 qtrssince 2018-Q4 | Increased 44 |
STIFEL FINANCIAL CORP manages $73.1B across 3317 positions as of Q2 2023. Top holdings: MSFT (3.4%), AAPL (3.1%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 166 new positions, 172 exits, 1594 increased. Top move: PEP (INCREASED, conviction 51). Portfolio: $73.1B across 3317 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