EdgeMarket › What Stifel Financial Corp reported owning
What Stifel Financial Corp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
108.8BPositions
3,624Quarter
2026-03-31Shown below
50largest by value
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|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 2.9B | 2.7% | 16.6M | 214.72 | +22.4% |
| AAPL Apple Inc. | 2.8B | 2.6% | 11.1M | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 2.5B | 2.3% | 6.7M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 1.7B | 1.6% | 8.3M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 1.7B | 1.5% | 5.8M | 344.82 | +73.0% |
| AVGO Broadcom Inc. | 1.4B | 1.3% | 4.5M | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 1.1B | 1.0% | 3.8M | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 1.1B | 1.0% | 4.5M | 270.24 | +51.1% |
| SPY SPDR S&P 500 ETF TRUST | 1.1B | 1.0% | 1.6M | 765.72 | +20.0% |
| CSCO CISCO SYSTEMS, INC. | 1.0B | 1.0% | 13.5M | 111.04 | +65.5% |
| IEFA iShares Core MSCI EAFE ETF | 1.0B | 1.0% | 11.5M | 100.85 | +16.8% |
| MRK Merck & Co., Inc. | 997.4M | 0.9% | 8.3M | 152.55 | +80.2% |
| V VISA INC. | 991.1M | 0.9% | 3.3M | 371.04 | +7.9% |
| PEP PEPSICO INC | 984.8M | 0.9% | 6.3M | 143.48 | -4.8% |
| GOOG Alphabet Inc. | 970.9M | 0.9% | 3.4M | 341.75 | +70.7% |
| VOO Vanguard S&P 500 ETF | 945.5M | 0.9% | 1.6M | 703.71 | +20.0% |
| IVW iShares S&P 500 Growth ETF | 824.7M | 0.8% | 7.3M | 138.83 | +22.2% |
| HD HOME DEPOT, INC. | 822.2M | 0.8% | 2.5M | 335.61 | -16.5% |
| ABBV AbbVie Inc. | 811.7M | 0.7% | 3.7M | 264.96 | +26.7% |
| META Meta Platforms, Inc. | 795.2M | 0.7% | 1.4M | 549.90 | -26.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 726.6M | 0.7% | 7.3M | 97.35 | -1.7% |
| LMT LOCKHEED MARTIN CORP | 723.6M | 0.7% | 1.2M | 563.57 | +26.4% |
| LLY ELI LILLY & Co | 716.7M | 0.7% | 779.2K | 1,255.40 | +78.0% |
| COST COSTCO WHOLESALE CORP /NEW | 700.6M | 0.6% | 702.9K | 947.74 | -4.7% |
| IVE iShares S&P 500 Value ETF | 688.6M | 0.6% | 3.3M | 237.24 | +17.6% |
| PG PROCTER & GAMBLE Co | 661.4M | 0.6% | 4.6M | 144.68 | -9.3% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 649.0M | 0.6% | 2.7M | 235.68 | -2.8% |
| CVX CHEVRON CORP | 638.1M | 0.6% | 3.1M | 205.27 | +34.0% |
| KO COCA COLA CO | 634.6M | 0.6% | 8.3M | 91.10 | +28.9% |
| XOM ExxonMobil Holdings Corp | 632.7M | 0.6% | 3.7M | 165.11 | +52.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 626.5M | 0.6% | 1.1M | 713.44 | +26.1% |
| TXN TEXAS INSTRUMENTS INC | 571.0M | 0.5% | 2.9M | 264.36 | +31.7% |
| AMGN AMGEN INC | 547.2M | 0.5% | 1.6M | 439.33 | +48.2% |
| IWF iShares Russell 1000 Growth Fund | 535.2M | 0.5% | 1.3M | 122.39 | +11.2% |
| UNP UNION PACIFIC CORP | 525.1M | 0.5% | 2.2M | 308.05 | +36.5% |
| VEA Vanguard FTSE Developed Markets ETF | 517.8M | 0.5% | 8.1M | 73.42 | +24.7% |
| ETN Eaton Corp plc | 516.4M | 0.5% | 1.4M | 419.20 | +21.1% |
| MDT Medtronic plc | 499.0M | 0.5% | 5.8M | 93.35 | +0.1% |
| WM WASTE MANAGEMENT INC | 491.3M | 0.5% | 2.1M | 224.06 | -2.6% |
| NFLX NETFLIX INC | 487.1M | 0.4% | 5.1M | 79.59 | -34.4% |
| TJX TJX COMPANIES INC /DE/ | 479.7M | 0.4% | 3.0M | 140.53 | +1.6% |
| APD Air Products & Chemicals, Inc. | 477.7M | 0.4% | 1.6M | 305.10 | +4.4% |
| IVV iShares Core S&P 500 ETF | 469.8M | 0.4% | 719.1K | 769.31 | +20.0% |
| APH AMPHENOL CORP /DE/ | 468.5M | 0.4% | 3.7M | 157.01 | +44.5% |
| CMI CUMMINS INC | 452.5M | 0.4% | 841.0K | 587.68 | +48.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 439.7M | 0.4% | 4.8M | 91.60 | -0.1% |
| ACN Accenture plc | 436.7M | 0.4% | 2.2M | 185.28 | -27.4% |
| CL COLGATE PALMOLIVE CO | 423.3M | 0.4% | 5.0M | 91.08 | +5.8% |
| unmapped CUSIP 084670702 | 423.0M | 0.4% | 882.8K | — | — |
| WMT Walmart Inc. | 421.3M | 0.4% | 3.4M | 103.70 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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