STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,565 positions
MICROSOFT CORP | 7M | $3.4B | 3.1% | $131.24 | +266.17% | 29 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 17.1M | $3.2B | 2.9% | $9.87 | +1785.00% | 29 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.3M | $3.1B | 2.8% | $52.39 | +417.55% | 29 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8.3M | $1.9B | 1.7% | $104.16 | +121.61% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 5.9M | $1.9B | 1.7% | $72.78 | +329.23% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.6M | $1.6B | 1.4% | $35.57 | +867.65% | 29 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.9M | $1.3B | 1.1% | $90.57 | +250.80% | 29 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.4M | $1.2B | 1.1% | $155.50 | +124.19% | 29 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.7M | $1.1B | 1.0% | $307.67 | +119.92% | 29 qtrssince 2018-Q4 | Increased 51 |
WALMART INC | 9.7M | $1.1B | 1.0% | $37.04 | +198.89% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 3.4M | $1.1B | 1.0% | $71.32 | +339.14% | 29 qtrssince 2018-Q4 | Increased 46 |
CISCO SYS INC | 13.4M | $1B | 0.9% | $47.76 | +61.23% | 29 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.9M | $1B | 0.9% | $125.90 | +61.77% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 11.1M | $994.4M | 0.9% | $57.11 | +57.35% | 29 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 1.6M | $979.1M | 0.9% | $287.57 | +116.21% | 29 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1.4M | $935.5M | 0.8% | $325.82 | +102.07% | 29 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 6.4M | $914.8M | 0.8% | $120.23 | +15.84% | 29 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO INC | 8.5M | $899.7M | 0.8% | $68.69 | +50.15% | 29 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.5M | $857.3M | 0.8% | $185.93 | +81.13% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 6.9M | $853.3M | 0.8% | $51.33 | +139.47% | 29 qtrssince 2018-Q4 | Decreased 0 |
STIFEL FINANCIAL CORP manages $111.2B across 3565 positions as of Q4 2025. Top holdings: MSFT (3.1%), NVDA (2.9%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 215 new positions, 181 exits, 1682 increased. Top move: SPY (INCREASED, conviction 51). Portfolio: $111.2B across 3565 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