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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3462 檔
10.0%
During the Q2 2025 filing period, Stifel Financial CORP (CIK: 0000720672) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $120.2B across 3462 reported positions.
In Q2 2025, Stifel Financial CORP displayed an active expansion posture, initiating 2 new positions and adding to 135 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3462 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.27% | -0.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.09% | +0.29% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.07% | -0.90% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.09% | +1.69% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.14% | +1.87% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | — | -3.65% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.01% | -0.63% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.16% | -3.89% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.08% | -1.30% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.01% | +3.61% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.15% | +4.23% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.01% | +1.59% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.08% | +3.79% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.11% | -2.63% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.21% | +3.17% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.17% | +0.61% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.01% | +0.96% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | -0.07% | +22.97% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.07% | -0.84% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.05% | +1.27% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.10% | +1.93% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.12% | -0.05% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.13% | +2.11% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.28% | -1.74% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | +0.14% | +1.87% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.05% | +4.19% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.03% | -1.31% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.12% | -4.41% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.18% | +1.74% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.11% | +1.85% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | +0.04% | +7.92% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | — | -0.39% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | +0.02% | -2.45% | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.53% | +0.12% | -16.87% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | — | -0.24% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | -0.01% | -5.57% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.07% | +1.45% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.07% | +6.11% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.07% | +0.70% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.04% | -2.82% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.50% | -0.08% | -2.18% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | +0.03% | +2.42% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.48% | -0.06% | -0.72% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.06% | +2.40% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | +4.26% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.45% | -0.03% | -0.57% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.45% | -0.33% | +0.82% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.17% | +8.10% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.28% | +6.96% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | +0.02% | +18.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +0.29% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.01% | Trim |
| 3 | AVGO | Broadcom Inc | +0.5% | +1.87% | Add |
| 4 | MCO | Moody's CORP | +0.3% | +2243.46% | Add |
| 5 | ORCL | Oracle CORP | +0.2% | +0.96% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +4.23% | Add |
| 7 | NFLX | Netflix Inc | +0.2% | -0.05% | Trim |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +686.53% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +1.69% | Add |
| 10 | ROL | Rollins Inc | +0.1% | +366.22% | Add |
| 11 | ETN | Eaton Corporation plc | +0.1% | +2.42% | Add |
| 12 | TLH | Ishares 10-20 Year Treasury | +0.1% | +89.67% | Add |
| 13 | CASY | Casey's General Stores Inc | +0.1% | +302.10% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.63% | Trim |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +22.97% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +18.57% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -16.87% | Trim |
| 18 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.61% | Add |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +41.42% | Add |
| 20 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +1163.05% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.61% | Add |
| 22 | EMR | Emerson Electric Co | +0.1% | -0.39% | Trim |
| 23 | TXN | Texas Instruments Inc | +0.1% | +1.87% | Add |
| 24 | NOW | Servicenow Inc | +0.1% | -1.16% | Trim |
| 25 | INTU | Intuit Inc | +0.1% | +0.76% | Add |
| 26 | MRVL | Marvell Technology Inc | +0.1% | +42.68% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.81% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +3.79% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.45% | Add |
| 30 | PANW | Palo Alto Networks Inc | 0% | +1.84% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | +11.28% | Add |
| 32 | EQAL | Invesco Russell 1000 Equal W | 0% | +30.10% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | 0% | +13.98% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.38% | Trim |
| 35 | PLTR | Palantir Technologies Inc-a | 0% | +0.60% | Add |
| 36 | VGT | Vanguard Info Tech ETF | 0% | +1.35% | Add |
| 37 | GE | General Electric | 0% | +6.53% | Add |
| 38 | GS | Goldman Sachs Group Inc | 0% | +1.76% | Add |
| 39 | PWR | Quanta Services Inc | 0% | +2.06% | Add |
| 40 | COF | Capital One Financial CORP | 0% | +68.12% | Add |
| 41 | FXF | Invesco Currencyshares Swiss | 0% | NEW | New buy |
| 42 | GEV | GE Vernova Inc | 0% | -16.56% | Trim |
| 43 | VRT | Vertiv Holdings Co-a | 0% | +8.58% | Add |
| 44 | TSLA | Tesla Inc | 0% | +4.70% | Add |
| 45 | UBER | Uber Technologies Inc | 0% | -6.33% | Trim |
| 46 | AXP | American Express Co | 0% | +4.97% | Add |
| 47 | BA | Boeing Co/the | 0% | +7.29% | Add |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +26.57% | Add |
| 49 | NKE | Nike Inc -cl B | 0% | +23.32% | Add |
| 50 | SDY | Ss Spdr S&p Dividend ETF | 0% | +116.15% | Add |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3462 disclosed positions in Q2 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, NVDA, AAPL) accounted for 10.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
FXF
市值: $43.8M
Top Position Liquidated / Trimmed
XSHQ
前期市值: $45.0M
During Q2 2025, Stifel Financial CORP's top holdings by market value included MSFT (3.5%)、NVDA (2.8%)、AAPL (2.3%). The largest single position, MSFT, represented 3.5% of total portfolio value.
In Q2 2025, Stifel Financial CORP made 200 total portfolio adjustments, initiating 2 new buys, adding to 135 positions, trimming 60 holdings, and fully liquidating 3 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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