STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,565 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7M | $3.4B | 3.1% | $131.24 | +266.17% | 29 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 17.1M | $3.2B | 2.9% | $112.65 | +66.48% | 29 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.3M | $3.1B | 2.8% | $101.84 | +166.23% | 29 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 8.3M | $1.9B | 1.7% | $114.38 | +103.30% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 5.9M | $1.9B | 1.7% | $98.27 | +219.37% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.6M | $1.6B | 1.4% | $157.92 | +118.35% | 29 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.9M | $1.3B | 1.1% | $90.89 | +254.25% | 29 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.4M | $1.2B | 1.1% | $155.50 | +124.19% | 29 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.7M | $1.1B | 1.0% | $309.08 | +122.27% | 29 qtrssince 2018-Q4 | Increased 51 |
WALMART INC | 9.7M | $1.1B | 1.0% | $51.50 | +114.94% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3.4M | $1.1B | 1.0% | $104.94 | +199.73% | 29 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS 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 CORE MSCI EAFE ETF | 11.1M | $994.4M | 0.9% | $57.11 | +57.35% | 29 qtrssince 2018-Q4 | Increased 49 |
VANGUARD S&P 500 ETF | 1.6M | $979.1M | 0.9% | $288.74 | +118.79% | 29 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.4M | $935.5M | 0.8% | $326.84 | +103.76% | 29 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 6.4M | $914.8M | 0.8% | $123.79 | +16.45% | 29 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 8.5M | $899.7M | 0.8% | $69.17 | +53.33% | 29 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.5M | $857.3M | 0.8% | $190.54 | +81.77% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 6.9M | $853.3M | 0.8% | $61.29 | +102.59% | 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
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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