STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,462 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $3.6B | 3.5% | $131.24 | +275.29% | 27 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 18.2M | $2.9B | 2.8% | $112.65 | +40.02% | 27 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 11.4M | $2.3B | 2.3% | $100.94 | +102.28% | 27 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 8.5M | $1.9B | 1.8% | $114.38 | +95.23% | 27 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 4.9M | $1.4B | 1.3% | $157.92 | +73.28% | 27 qtrssince 2018-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 3.6M | $1.3B | 1.2% | $155.50 | +126.12% | 27 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.1M | $1.2B | 1.2% | $90.89 | +211.45% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6.3M | $1.1B | 1.1% | $98.27 | +81.38% | 27 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 10.6M | $1B | 1.0% | $51.50 | +87.82% | 27 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.7M | $1B | 1.0% | $303.50 | +101.45% | 27 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC-CLASS A | 1.4M | $1B | 1.0% | $312.79 | +134.20% | 27 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 2.5M | $928.8M | 0.9% | $188.92 | +92.83% | 27 qtrssince 2018-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 1.5M | $872.1M | 0.8% | $282.03 | +99.27% | 27 qtrssince 2018-Q4 | Increased 47 |
ISHARES CORE MSCI EAFE ETF | 9.9M | $825.5M | 0.8% | $53.25 | +53.50% | 27 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 6.2M | $819.2M | 0.8% | $122.96 | +4.51% | 27 qtrssince 2018-Q4 | Increased 46 |
ISHARES S&P 500 GROWTH ETF | 7.1M | $785M | 0.8% | $61.05 | +78.97% | 27 qtrssince 2018-Q4 | Increased 45 |
ORACLE CORP | 3.5M | $773.2M | 0.8% | $96.84 | +115.69% | 27 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 7.8M | $772.1M | 0.8% | $91.89 | +3.07% | 27 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 5M | $758.3M | 0.7% | $124.79 | +18.83% | 27 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.7M | $744.3M | 0.7% | $102.09 | +50.57% | 27 qtrssince 2018-Q4 | Increased 45 |
STIFEL FINANCIAL CORP manages $102.8B across 3462 positions as of Q2 2025. Top holdings: MSFT (3.5%), NVDA (2.8%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 198 new positions, 182 exits, 1770 increased. Top move: NVDA (INCREASED, conviction 55). Portfolio: $102.8B across 3462 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