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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3446 檔
8.4%
As reported in its official Q1 2025 Form 13F filing, Stifel Financial CORP's tracked investment portfolio stood at $120.2B with 3446 total positions.
In Q1 2025, Stifel Financial CORP displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3446 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.27% | +0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.07% | -2.99% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.09% | -1.26% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.09% | +0.22% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | — | -2.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.16% | +2.03% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | +0.01% | -1.04% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.08% | -7.36% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.01% | -0.85% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.21% | +6.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.01% | +2.32% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.07% | -2.65% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.07% | +9.04% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.14% | -2.98% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.05% | +2.35% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.11% | +1.04% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.08% | +1.56% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.15% | +3.34% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.10% | -0.42% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.13% | +1.28% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.05% | +1.13% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.17% | +1.65% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.07% | +0.97% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.03% | +1.83% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.11% | +0.79% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.61% | +0.02% | -1.79% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.28% | -2.99% | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.59% | -0.06% | +2.10% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | — | +0.74% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.18% | +1.08% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.12% | -1.27% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | -0.07% | +1.63% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.08% | -2.16% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | +0.14% | +0.01% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | +0.04% | +5.30% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | -2.99% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | +0.01% | +9.51% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.01% | -7.02% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.17% | +2.12% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.01% | +97.96% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.01% | +0.02% | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.51% | -0.03% | +1.03% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.51% | -0.33% | -1.03% | |
| 44 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.50% | -0.04% | -0.90% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.50% | — | -1.61% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.28% | -1.27% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.03% | +3.46% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | +0.04% | -6.14% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.12% | +0.11% | |
| 50 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.48% | -0.11% | -0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | WMT | Walmart Inc | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | PEP | Pepsico Inc | — | NEW | New buy |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 17 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 19 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 20 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 21 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 22 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 23 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 24 | KO | Coca-cola Co/the | — | NEW | New buy |
| 25 | ACN | Accenture plc | — | NEW | New buy |
| 26 | ADP | Automatic Data Processing | — | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 28 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 29 | UNP | Union Pacific CORP | — | NEW | New buy |
| 30 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 32 | MDT | Medtronic plc | — | NEW | New buy |
| 33 | WM | Waste Management Inc | — | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 35 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | CVX | Chevron CORP | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 42 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 43 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 44 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 45 | EMR | Emerson Electric Co | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | AMGN | Amgen Inc | — | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 49 | NFLX | Netflix Inc | — | NEW | New buy |
| 50 | TSCO | Tractor Supply Company | — | NEW | New buy |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3446 disclosed positions in Q1 2025.
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 8.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $2.7B
During Q1 2025, Stifel Financial CORP's top holdings by market value included MSFT (2.9%)、AAPL (2.7%)、NVDA (2.1%). The largest single position, MSFT, represented 2.9% of total portfolio value.
In Q1 2025, Stifel Financial CORP made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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