STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,362 positions
MICROSOFT CORP | 7.1M | $3.2B | 3.6% | $130.52 | +236.51% | 23 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.7M | $2.5B | 2.8% | $47.87 | +335.84% | 23 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORPORATION | 18.3M | $2.3B | 2.5% | $8.19 | +1403.44% | 23 qtrssince 2018-Q4 | Increased 88 |
AMAZON COM INC | 8.2M | $1.6B | 1.8% | $100.44 | +92.41% | 23 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 6.4M | $1.2B | 1.3% | $69.53 | +159.78% | 23 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.8M | $994.2M | 1.1% | $155.26 | +66.21% | 23 qtrssince 2018-Q4 | Increased 50 |
PEPSICO INC | 5.3M | $876.5M | 1.0% | $115.94 | +30.63% | 23 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 2.5M | $871M | 1.0% | $181.66 | +78.93% | 23 qtrssince 2018-Q4 | Increased 45 |
WALMART INC | 12.8M | $868.7M | 1.0% | $37.04 | +79.02% | 23 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO INC | 7M | $867.4M | 1.0% | $65.09 | +76.99% | 23 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $865.1M | 1.0% | $245.32 | +97.21% | 23 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.2M | $854.6M | 1.0% | $89.34 | +116.07% | 23 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.5M | $836.5M | 0.9% | $277.65 | +91.00% | 23 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 509,441 | $818.1M | 0.9% | $31.13 | +405.27% | 23 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 4.4M | $727.2M | 0.8% | $98.64 | +57.46% | 23 qtrssince 2018-Q4 | Increased 45 |
LINDE PLC | 1.6M | $720M | 0.8% | $339.53 | +26.76% | 6 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $717.9M | 0.8% | $263.02 | +85.05% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 7.5M | $689.7M | 0.8% | $49.87 | +83.71% | 23 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 9.4M | $682.7M | 0.8% | $51.83 | +32.98% | 23 qtrssince 2018-Q4 | Increased 45 |
ELI LILLY & CO | 730,203 | $661.2M | 0.7% | $208.76 | +327.12% | 23 qtrssince 2018-Q4 | Increased 44 |
STIFEL FINANCIAL CORP manages $88.9B across 3362 positions as of Q2 2024. Top holdings: MSFT (3.6%), AAPL (2.8%), NVDA (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 161 new positions, 135 exits, 1628 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $88.9B across 3362 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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