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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3531 檔
11.0%
According to the latest 13F quarterly dataset, Stifel Financial CORP managed an equity portfolio of $120.2B at the end of Q3 2025, spanning 3531 distinct U.S. exchange-listed positions.
In Q3 2025, Stifel Financial CORP displayed an active expansion posture, initiating 2 new positions and adding to 131 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3531 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.27% | -0.53% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | +0.09% | -4.24% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.07% | +0.59% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.09% | -0.66% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | +0.14% | -3.96% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.16% | -0.95% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.01% | -4.20% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | — | -2.00% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.01% | -0.29% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.08% | -2.03% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.01% | +0.76% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.15% | +1.50% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.08% | +2.10% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.28% | +51.98% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.07% | +2.01% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.21% | +5.53% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.11% | +4.21% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.17% | +0.41% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.12% | -0.58% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.04% | +57.41% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.01% | -24.65% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.05% | +12.42% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.05% | -0.02% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.10% | -0.26% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.07% | -16.16% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.18% | +0.36% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | +0.04% | +3.13% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.13% | -4.42% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.07% | +1.48% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.12% | +1.87% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.07% | +2.33% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | +0.02% | +23.16% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.03% | +0.86% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | -1.09% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.52% | -0.11% | +18.38% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | +0.03% | +1.69% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.14% | -0.48% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | — | -3.41% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | -0.01% | -11.04% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | +0.02% | -2.39% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.17% | +1.03% | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | +0.12% | -27.76% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.08% | -0.72% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.06% | -1.10% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.42% | -0.06% | +1.76% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.07% | -0.87% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.28% | -4.43% | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.41% | -0.04% | -1.58% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.41% | -0.33% | +0.85% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | +7.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -4.24% | Trim |
| 2 | AVGO | Broadcom Inc | +0.6% | -3.96% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | -0.53% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.95% | Trim |
| 5 | MCO | Moody's CORP | +0.3% | -2.09% | Add |
| 6 | FERG | Ferguson Enterprises Inc | +0.3% | +1193.20% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +51.98% | Add |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +57.41% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +23.16% | Add |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +20.24% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -0.58% | Trim |
| 12 | ORCL | Oracle CORP | +0.2% | -24.65% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +1.50% | Add |
| 14 | CASY | Casey's General Stores Inc | +0.1% | -0.83% | Add |
| 15 | ROL | Rollins Inc | +0.1% | -0.36% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.41% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | +1.69% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -3.48% | Add |
| 19 | GLW | Corning Inc | +0.1% | -3.70% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.10% | Add |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +18.27% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.10% | Add |
| 23 | GE | General Electric | +0.1% | +5.01% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -4.20% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.29% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.48% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +1.87% | Add |
| 28 | RTX | Rtx CORP | +0.1% | +11.04% | Add |
| 29 | TLH | Ishares 10-20 Year Treasury | +0.1% | -9.22% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | +9.46% | Trim |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | -10.35% | Trim |
| 32 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | -0.90% | Add |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | +8.49% | Add |
| 34 | CMI | Cummins Inc | +0.1% | -2.53% | Trim |
| 35 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.38% | Add |
| 36 | CAT | Caterpillar Inc | +0.1% | -2.08% | Trim |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | +2.03% | Add |
| 38 | VGT | Vanguard Info Tech ETF | +0.1% | -1.67% | Trim |
| 39 | XLK | Ss Technology Select Sector | +0.1% | -2.53% | Add |
| 40 | ASML | ASML Holding N.V. | +0.1% | +1.99% | Add |
| 41 | LRCX | Lam Research CORP | +0.1% | -2.16% | Add |
| 42 | VUG | Vanguard Growth ETF | 0% | +1.49% | Add |
| 43 | GVI | Ishares Intermediate Governm | 0% | +54.59% | Add |
| 44 | UBER | Uber Technologies Inc | 0% | +5.55% | Trim |
| 45 | EQAL | Invesco Russell 1000 Equal W | 0% | -0.48% | Add |
| 46 | BA | Boeing Co/the | 0% | +8.78% | Add |
| 47 | PWR | Quanta Services Inc | 0% | -4.17% | Trim |
| 48 | VRT | Vertiv Holdings Co-a | 0% | -4.73% | Add |
| 49 | COF | Capital One Financial CORP | 0% | +7.05% | Add |
| 50 | APP | Applovin Corp-class A | 0% | +5.89% | Trim |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3531 disclosed positions in Q3 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 11.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $45.5M
Top Position Liquidated / Trimmed
XSHQ
前期市值: $45.0M
During Q3 2025, Stifel Financial CORP's top holdings by market value included MSFT (3.4%)、NVDA (3.0%)、AAPL (2.7%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q3 2025, Stifel Financial CORP made 200 total portfolio adjustments, initiating 2 new buys, adding to 131 positions, trimming 65 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.
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