STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,531 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.1M | $3.7B | 3.4% | $131.24 | +291.43% | 28 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 17.4M | $3.2B | 3.0% | $112.65 | +61.42% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.5M | $2.9B | 2.7% | $101.84 | +149.12% | 28 qtrssince 2018-Q4 | Increased 55 |
AMAZON.COM INC | 8.4M | $1.8B | 1.7% | $114.38 | +94.24% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.7M | $1.6B | 1.4% | $157.92 | +107.74% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6.2M | $1.5B | 1.4% | $98.27 | +148.18% | 28 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.9M | $1.2B | 1.1% | $90.89 | +244.11% | 28 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.5M | $1.2B | 1.1% | $155.50 | +117.80% | 28 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.7M | $1.1B | 1.0% | $303.50 | +118.03% | 28 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 10.4M | $1.1B | 1.0% | $51.50 | +98.43% | 28 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.6M | $1B | 0.9% | $190.54 | +112.13% | 28 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC-CLASS A | 1.4M | $1B | 0.9% | $319.14 | +132.75% | 28 qtrssince 2018-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 1.6M | $959.9M | 0.9% | $288.74 | +110.71% | 28 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS INC | 13.7M | $939.6M | 0.9% | $47.76 | +40.21% | 28 qtrssince 2018-Q4 | Increased 63 |
JOHNSON & JOHNSON | 5.1M | $938.9M | 0.9% | $125.90 | +44.03% | 28 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 6.5M | $919.4M | 0.8% | $123.79 | +12.13% | 28 qtrssince 2018-Q4 | Increased 47 |
ISHARES CORE MSCI EAFE ETF | 10.3M | $899.8M | 0.8% | $54.54 | +56.33% | 28 qtrssince 2018-Q4 | Increased 47 |
ISHARES S&P 500 GROWTH ETF | 7.2M | $864.2M | 0.8% | $61.29 | +95.86% | 28 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC-CL C | 3.3M | $808M | 0.7% | $101.30 | +141.08% | 28 qtrssince 2018-Q4 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 2.8M | $781.6M | 0.7% | $161.27 | +70.53% | 28 qtrssince 2018-Q4 | Increased 64 |
STIFEL FINANCIAL CORP manages $109.5B across 3531 positions as of Q3 2025. Top holdings: MSFT (3.4%), NVDA (3.0%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 223 new positions, 154 exits, 1773 increased. Top move: IBM (INCREASED, conviction 64). Portfolio: $109.5B across 3531 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