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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3624 檔
9.6%
The Q1 2026 SEC filing reveals that Stifel Financial CORP held a total portfolio value of $120.2B, covering 3624 public equity positions.
In Q1 2026, Stifel Financial CORP adopted a defensive or profit-taking posture, trimming 114 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 9.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 3624 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.09% | -2.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.07% | -2.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.27% | -5.05% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.09% | -1.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.16% | -1.59% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.14% | -2.80% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.01% | -1.31% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.07% | -8.46% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.01% | -2.99% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.28% | +0.22% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.11% | +3.29% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.05% | -2.99% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | — | -2.85% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.21% | -0.50% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.12% | +0.28% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.08% | +1.34% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.17% | +5.32% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.01% | +0.34% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.01% | +51.24% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.15% | -1.93% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.07% | -2.49% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.18% | -3.31% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.13% | -1.82% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.10% | -2.90% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | +0.04% | +0.32% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.05% | +1.26% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.04% | -1.83% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.17% | -2.51% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.03% | -2.32% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.28% | -6.59% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.07% | +8.98% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.52% | +0.14% | +0.21% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.03% | -2.47% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.01% | -2.26% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | — | -1.88% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.02% | -10.13% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | +0.03% | +1.70% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.46% | -0.07% | -1.86% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.08% | -2.62% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.12% | +4.16% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.07% | -2.55% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.44% | -0.33% | +4.39% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.13% | +5.15% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.43% | +0.12% | +1.53% | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.42% | -0.07% | -8.87% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | +0.01% | +2.88% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.11% | -1.73% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.39% | -0.03% | -0.84% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.06% | -4.49% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | -65.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | YUM | Yum! Brands Inc | +0.2% | +794.54% | Add |
| 2 | ABBV | Abbvie Inc | +0.2% | +51.24% | Add |
| 3 | CVX | Chevron CORP | +0.2% | -2.51% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -6.59% | Trim |
| 5 | LMT | Lockheed Martin CORP | +0.1% | -3.31% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.1% | -2.99% | Trim |
| 7 | GLW | Corning Inc | +0.1% | -9.38% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.1% | -8.46% | Trim |
| 9 | APD | Air Products & Chemicals Inc | +0.1% | +4.39% | Add |
| 10 | PEP | Pepsico Inc | +0.1% | -0.50% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.36% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +30.94% | Add |
| 13 | VZ | Verizon Communications Inc | +0.1% | +2.85% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | -2.90% | Trim |
| 15 | ASML | ASML Holding N.V. | +0.1% | +6.35% | Add |
| 16 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +62.46% | Add |
| 17 | EMN | Eastman Chemical Co | +0.1% | +1779.03% | Add |
| 18 | HON | Honeywell International Inc | +0.1% | +4.59% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.75% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -4.64% | Trim |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.29% | Add |
| 22 | TGT | Target CORP | +0.1% | +13.14% | Add |
| 23 | DOW | Dow Inc | +0.1% | -2.05% | Trim |
| 24 | ETN | Eaton Corporation plc | +0.1% | +1.70% | Add |
| 25 | TXN | Texas Instruments Inc | +0.1% | +0.21% | Add |
| 26 | PAYX | Paychex Inc | +0.1% | +90.85% | Add |
| 27 | WMB | Williams Cos Inc | +0.1% | +2.25% | Add |
| 28 | CGDV | Cap Group Dividend Value | +0.1% | +27.95% | Add |
| 29 | SLB | Slb LTD | +0.1% | +3.04% | Add |
| 30 | VRT | Vertiv Holdings Co-a | +0.1% | -3.69% | Trim |
| 31 | CHD | Church & Dwight Co Inc | +0.1% | -0.20% | Trim |
| 32 | EQR | Equity Residential | 0% | +911.66% | Add |
| 33 | VLO | Valero Energy CORP | 0% | -0.26% | Trim |
| 34 | PFE | Pfizer Inc | 0% | +5.30% | Add |
| 35 | AMAT | Applied Materials Inc | 0% | -9.09% | Trim |
| 36 | PWR | Quanta Services Inc | 0% | -2.36% | Trim |
| 37 | DE | Deere & Co | 0% | -0.52% | Trim |
| 38 | CASY | Casey's General Stores Inc | 0% | -1.86% | Trim |
| 39 | LIN | Linde plc | 0% | +0.28% | Add |
| 40 | LNG | Cheniere Energy Inc | 0% | +6.39% | Add |
| 41 | KO | Coca-cola Co/the | 0% | -2.32% | Trim |
| 42 | SHEL | Shell Plc-adr | 0% | +0.52% | Add |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +30.11% | Add |
| 44 | MSI | Motorola Solutions Inc | 0% | -0.86% | Trim |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +29.39% | Add |
| 46 | NFLX | Netflix Inc | 0% | +4.16% | Add |
| 47 | EFG | Ishares Msci Eafe Growth ETF | 0% | +244.56% | Add |
| 48 | GOVT | Ishares US Treasury Bond ETF | 0% | +181.74% | Add |
| 49 | HUN | Huntsman CORP | 0% | +124.46% | Add |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +18.61% | Add |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3624 disclosed positions in Q1 2026.
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.
Top New Position Initiated
AZN
市值: $135.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $118.5M
During Q1 2026, Stifel Financial CORP's top holdings by market value included NVDA (2.7%)、AAPL (2.6%)、MSFT (2.3%). The largest single position, NVDA, represented 2.7% of total portfolio value.
In Q1 2026, Stifel Financial CORP made 200 total portfolio adjustments, initiating 5 new buys, adding to 78 positions, trimming 114 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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