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Livermore
Livermore
ZHEN

Stifel Financial Corp

SEC CIK
0000720672
Latest filing
Aug 12, 2026

The latest 13F from Stifel Financial Corp covers Q2 2026 (filed Aug 12, 2026): 3,702 long positions worth $120.2B. The top 10 holdings make up 16.5% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 2.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
209
Est. +$713.9M
Added
1856
Est. +$4.76B
Reduced
1541
Est. −$5.07B
Sold out
131
Est. −$531.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    2.7%$3.31BHistory
  2. AAPLApple Inc.
    2.7%$3.19BHistory
  3. MSFTMicrosoft Corp
    2.0%$2.40BHistory
  4. GOOGLAlphabet Inc.
    1.7%$2.05BHistory
  5. AMZNAmazon Com Inc
    1.7%$2.01BHistory

Biggest buys

New and added positions, by estimated amount bought

  1. HONAHoneywell Aerospace Inc.
    +$205.8MNewHistory
  2. HONHoneywell International Inc
    +$201.5MNewHistory
  3. iShares Core S&P 500 ETF464287200
    +$137.8MAdded
  4. iShares S&P 500 Growth ETF464287309
    +$121.1MAdded
  5. Vanguard Scottsdale FDS92206C664
    +$95.9MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.24 pp0.1% → 0.3%History
  2. iShares S&P 500 Growth ETF464287309
    +0.18 pp0.8% → 0.9%
  3. HONAHoneywell Aerospace Inc.
    +0.17 pp0.0% → 0.2%History
  4. HONHoneywell International Inc
    +0.17 pp0.0% → 0.2%History
  5. CATCaterpillar Inc
    +0.15 pp0.4% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$404.0MSold outHistory
  2. APDAir Products & Chemicals, Inc.
    −$344.2MReducedHistory
  3. iShares MSCI USA Quality Factor ETF46432F339
    −$259.6MReduced
  4. MRVLMarvell Technology, Inc.
    −$181.5MReducedHistory
  5. CMICummins Inc
    −$176.5MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.37 pp0.4% → 0.0%History
  2. APDAir Products & Chemicals, Inc.
    −0.32 pp0.4% → 0.1%History
  3. XOMExxonMobil Holdings Corp
    −0.28 pp0.6% → 0.3%History
  4. MSFTMicrosoft Corp
    −0.27 pp2.3% → 2.0%History
  5. iShares MSCI USA Quality Factor ETF46432F339
    −0.21 pp0.3% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$120.2B
+$11.4B (+10.5%) vs. prior quarter
Positions
3,702
+78 vs. prior quarter
Top 10 concentration
16.5%
Top 10 as share of value
Turnover
4.8%
Q2 2026, one quarter
Average holding period
20.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $120.2B (Q2 2026)

Q1 2021: $60.7BQ2 2021: $66.8BQ3 2021: $68.2BQ4 2021: $75.6BQ1 2022: $73.3BQ2 2022: $63.9BQ3 2022: $61.1BQ4 2022: $66.6BQ1 2023: $69.8BQ2 2023: $73.1BQ3 2023: $71.1BQ4 2023: $79.5BQ1 2024: $87.8BQ2 2024: $88.9BQ3 2024: $95.4BQ4 2024: $96.0BQ1 2025: $94.1BQ2 2025: $102.8BQ3 2025: $109.5BQ4 2025: $111.2BQ1 2026: $108.8BQ2 2026: $120.2B
Q1 2021Q2 2026
13F filings of Stifel Financial Corp by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 20263,702$120.2BNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026May 12, 20263,624$108.8BNVDAAAPLMSFTvs. Q4 2025SEC
Q4 2025Feb 13, 20263,565$111.2BMSFTNVDAAAPLvs. Q3 2025SEC
Q3 2025Nov 12, 20253,531$109.5BMSFTNVDAAAPLvs. Q2 2025SEC
Q2 2025Aug 14, 20253,462$102.8BMSFTNVDAAAPLvs. Q1 2025SEC
Q1 2025May 14, 20253,446$94.1BMSFTAAPLNVDAvs. Q4 2024SEC
Q4 2024Feb 13, 20253,373$96.0BMSFTAAPLNVDAvs. Q3 2024SEC
Q3 2024Nov 14, 20243,365$95.4BMSFTAAPLNVDAvs. Q2 2024SEC
Q2 2024Aug 13, 20243,362$88.9BMSFTAAPLNVDAvs. Q1 2024SEC
Q1 2024May 14, 20243,336$87.8BMSFTAAPLNVDAvs. Q4 2023SEC
Q4 2023Feb 12, 20243,310$79.5BMSFTAAPLAMZNvs. Q3 2023SEC
Q3 2023Nov 13, 20233,275$71.1BMSFTAAPLAMZNvs. Q2 2023SEC
Q2 2023Aug 14, 20233,317$73.1BMSFTAAPLAMZNvs. Q1 2023SEC
Q1 2023May 12, 20233,323$69.8BMSFTAAPLUNHvs. Q4 2022SEC
Q4 2022Feb 13, 20233,284$66.6BMSFTAAPLUNHvs. Q3 2022SEC
Q3 2022Nov 14, 20223,274$61.1BAAPLMSFTUNHvs. Q2 2022SEC
Q2 2022Aug 15, 20223,311$63.9BMSFTAAPLUNHvs. Q1 2022SEC
Q1 2022May 13, 20223,367$73.3BAAPLMSFTAMZNvs. Q4 2021SEC
Q4 2021Feb 14, 20223,364$75.6BMSFTAAPLAMZNvs. Q3 2021SEC
Q3 2021Nov 15, 20213,320$68.2BMSFTAAPLAMZNvs. Q2 2021SEC
Q2 2021Aug 13, 20213,308$66.8BMSFTAAPLAMZNvs. Q1 2021SEC
Q1 2021May 14, 20213,201$60.7BAAPLMSFTAMZN–SEC