STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,362 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $98.49 | +111.83% | 23 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORP | 18.3M | $2.3B | 2.5% | $112.42 | +9.85% | 23 qtrssince 2018-Q4 | Increased 88 |
AMAZON.COM INC | 8.2M | $1.6B | 1.8% | $110.91 | +74.24% | 23 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 6.4M | $1.2B | 1.3% | $95.87 | +88.79% | 23 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.8M | $994.2M | 1.1% | $155.26 | +66.21% | 23 qtrssince 2018-Q4 | Increased 50 |
PEPSICO INC | 5.3M | $876.5M | 1.0% | $119.46 | +30.64% | 23 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 2.5M | $871M | 1.0% | $186.14 | +78.41% | 23 qtrssince 2018-Q4 | Increased 45 |
WALMART INC | 12.8M | $868.7M | 1.0% | $51.50 | +28.74% | 23 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO. INC. | 7M | $867.4M | 1.0% | $66.06 | +77.98% | 23 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $865.1M | 1.0% | $248.37 | +98.64% | 23 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.2M | $854.6M | 1.0% | $89.65 | +117.41% | 23 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $836.5M | 0.9% | $278.79 | +91.71% | 23 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 509,441 | $818.1M | 0.9% | $31.19 | +405.27% | 23 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 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 S&P 500 ETF | 1.4M | $717.9M | 0.8% | $264.10 | +85.89% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES S&P 500 GROWTH ETF | 7.5M | $689.7M | 0.8% | $60.13 | +52.79% | 23 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE MSCI EAFE ETF | 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
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