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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3362 檔
8.9%
According to the latest 13F quarterly dataset, Stifel Financial CORP managed an equity portfolio of $120.2B at the end of Q2 2024, spanning 3362 distinct U.S. exchange-listed positions.
Stifel Financial CORP executed strategic sector rebalancing during Q2 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 20 positions.
Showing top 200 holdings (of 3362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.27% | -1.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.07% | +3.23% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | +0.09% | +853.27% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.09% | +1.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.16% | -1.92% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | — | +0.05% | |
| 7 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.21% | +1.10% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.01% | +0.26% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.08% | +0.23% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.05% | -0.45% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.07% | -1.37% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.01% | -1.84% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.01% | -0.37% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.14% | -1.28% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.05% | +0.79% | |
| 16 | LIN | Linde plc | Stock-Materials | 0.81% | -0.01% | -0.69% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.08% | +1.40% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | +0.17% | +2.28% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.11% | +1.38% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.13% | +0.30% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.07% | +1.45% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.10% | -2.72% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.12% | -0.44% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.15% | +1.79% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.18% | +0.61% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.64% | -0.11% | -0.89% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.63% | +0.14% | -1.49% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.01% | +0.75% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.03% | +0.73% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | — | -1.00% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.07% | -8.10% | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.08% | -1.46% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | — | -1.42% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.55% | -0.03% | -0.99% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.17% | +1.50% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.53% | +0.12% | +92.75% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.03% | +1.99% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | +0.02% | +0.29% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.28% | -2.66% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.50% | +0.03% | -1.99% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | -0.07% | +1.24% | |
| 42 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.50% | -0.11% | -1.25% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.50% | -0.04% | -0.51% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | +0.04% | +0.13% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.01% | +3.00% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.28% | +18.60% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.47% | -0.07% | -2.35% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | +0.02% | +21.80% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.47% | -0.33% | -1.71% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.07% | +7.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +853.27% | Add |
| 2 | AAPL | Apple Inc | +0.6% | +3.23% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.92% | Trim |
| 4 | AVGO | Broadcom Inc | +0.1% | -1.28% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.1% | +1.83% | Add |
| 6 | LH | Labcorp Holdings Inc | +0.1% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +0.1% | -1.22% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -0.44% | Trim |
| 9 | WMT | Walmart Inc | +0.1% | +0.23% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | +0.30% | Add |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +21.80% | Add |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.28% | Add |
| 13 | LECO | Lincoln Electric Holdings | +0.1% | +953.43% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | -2.72% | Trim |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +282.43% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +18.60% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +31.69% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.79% | Add |
| 19 | APH | Amphenol Corp-cl A | +0.1% | +92.75% | Add |
| 20 | TXN | Texas Instruments Inc | +0.1% | -1.49% | Trim |
| 21 | AMGN | Amgen Inc | +0.1% | +1.99% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.75% | Add |
| 23 | LDSF | First Tr Low Duration St-etf | +0.1% | NEW | New buy |
| 24 | XEL | Xcel Energy Inc | +0.1% | +370.69% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | -3.67% | Trim |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +30.91% | Add |
| 27 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 28 | TGT | Target CORP | -0.1% | +0.03% | Add |
| 29 | UL | Unilever PLC | -0.1% | -65.83% | Trim |
| 30 | DIS | Walt Disney Co/the | -0.1% | -14.13% | Trim |
| 31 | SBUX | Starbucks CORP | -0.1% | +2.62% | Add |
| 32 | UNP | Union Pacific CORP | -0.1% | -1.00% | Trim |
| 33 | LIN | Linde plc | -0.1% | -0.69% | Trim |
| 34 | PEP | Pepsico Inc | -0.1% | +1.10% | Add |
| 35 | JNJ | Johnson & Johnson | -0.1% | +1.45% | Add |
| 36 | MDT | Medtronic plc | -0.1% | +1.24% | Add |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.1% | -59.00% | Trim |
| 38 | GWW | Ww Grainger Inc | -0.1% | -1.48% | Trim |
| 39 | ITW | Illinois Tool Works | -0.1% | -0.02% | Trim |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.1% | -8.10% | Trim |
| 41 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | Sold out |
| 42 | NKE | Nike Inc -cl B | -0.1% | -0.33% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.1% | +0.05% | Add |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -0.45% | Trim |
| 45 | CRM | Salesforce Inc | -0.1% | -9.31% | Trim |
| 46 | ACN | Accenture plc | -0.1% | -0.89% | Trim |
| 47 | HD | Home Depot Inc | -0.1% | +0.26% | Add |
| 48 | BHVN | Biohaven Ltd. | -0.1% | +4.07% | Add |
| 49 | ✓ | Laboratory Corp. of America | -0.2% | EXIT | Sold out |
| 50 | INTC | Intel CORP | -0.2% | -60.99% | Trim |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3362 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 8.9% of total reported equity market value during Q2 2024.
Top New Position Initiated
LH
市值: $119.3M
Top Position Liquidated / Trimmed
Laboratory Corp. of America
前期市值: $127.4M
During Q2 2024, Stifel Financial CORP's top holdings by market value included MSFT (3.6%)、AAPL (2.8%)、NVDA (2.5%). The largest single position, MSFT, represented 3.6% of total portfolio value.
In Q2 2024, Stifel Financial CORP made 50 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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