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Stifel Financial Corp

SEC CIK
0000720672
Latest filing
Aug 12, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
3,462
+16 vs. Q1 2025
Portfolio value
$102.8B
+$8.73B (+9.3%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Stifel Financial Corp in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock7,162,674$3.56B3.5%−1,0050.0%ReducedHistory
NVDANVIDIA CorpStock18,173,525$2.87B2.8%+52,098+0.3%AddedHistory
AAPLApple Inc.Stock11,419,668$2.34B2.3%−104,237−0.9%ReducedHistory
AMZNAmazon Com IncStock8,450,839$1.85B1.8%+140,573+1.7%AddedHistory
AVGOBroadcom Inc.Stock4,926,014$1.36B1.3%+90,346+1.9%AddedHistory
VVisa Inc.Stock3,552,784$1.26B1.2%−134,723−3.7%ReducedHistory
JPMJPMorgan Chase & CoStock4,086,843$1.18B1.2%−25,911−0.6%ReducedHistory
GOOGLAlphabet Inc.Stock6,282,364$1.11B1.1%−254,080−3.9%ReducedHistory
WMTWalmart Inc.Stock10,624,753$1.04B1.0%−139,796−1.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,658,321$1.02B1.0%+57,807+3.6%AddedHistory
METAMeta Platforms, Inc.Stock1,365,212$1.01B1.0%+55,364+4.2%AddedHistory
HDHome Depot, Inc.Stock2,533,019$928.8M0.9%+39,535+1.6%AddedHistory
Vanguard S&P 500 ETF922908363ETF1,535,199$872.1M0.8%+56,118+3.8%Added–
iShares Core MSCI Eafe ETF46432F842ETF9,888,890$825.5M0.8%−266,723−2.6%Reduced–
PEPPepsiCo IncStock6,203,902$819.2M0.8%+190,913+3.2%AddedHistory
iShares S&P 500 Growth ETF464287309ETF7,129,475$785.0M0.8%+43,144+0.6%Added–
ORCLOracle CorpStock3,536,680$773.2M0.8%+33,627+1.0%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF7,783,701$772.1M0.8%+1,453,762+23.0%Added–
JNJJohnson & JohnsonStock4,964,155$758.3M0.7%−42,128−0.8%ReducedHistory
PGProcter & Gamble CoStock4,671,339$744.3M0.7%+58,740+1.3%AddedHistory
COSTCostco Wholesale CorpStock748,573$741.2M0.7%+14,143+1.9%AddedHistory
NFLXNetflix IncStock482,583$646.2M0.6%−2320.0%ReducedHistory
LLYEli Lilly & CoStock826,750$644.6M0.6%+17,121+2.1%AddedHistory
CSCOCisco Systems, Inc.Stock9,036,594$627.0M0.6%−160,069−1.7%ReducedHistory
TXNTexas Instruments IncStock2,957,846$614.1M0.6%+54,396+1.9%AddedHistory
MRKMerck & Co., Inc.Stock7,757,135$614.1M0.6%+312,097+4.2%AddedHistory
KOCoca Cola CoStock8,592,911$608.0M0.6%−114,150−1.3%ReducedHistory
GOOGAlphabet Inc.Stock3,336,689$591.9M0.6%−154,022−4.4%ReducedHistory
LMTLockheed Martin CorpStock1,255,678$581.6M0.6%+21,449+1.7%AddedHistory
ACNAccenture plcStock1,941,290$580.3M0.6%+35,275+1.9%AddedHistory
iShares S&P 500 Value ETF464287408ETF2,928,155$572.2M0.6%+214,865+7.9%Added–
EMREmerson Electric CoStock4,249,741$566.6M0.6%−16,818−0.4%ReducedHistory
ADPAutomatic Data Processing IncStock1,834,501$565.8M0.6%−45,984−2.4%ReducedHistory
APHAmphenol CorpCL A5,534,395$546.5M0.5%−1,123,482−16.9%ReducedHistory
UNPUnion Pacific CorpStock2,340,235$538.4M0.5%−5,634−0.2%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF1,262,727$536.1M0.5%−74,459−5.6%Reduced–
Invesco QQQ Trust Series I46090E103ETF970,454$535.4M0.5%+13,896+1.5%Added–
UNHUnitedHealth Group IncStock1,705,736$532.2M0.5%+98,231+6.1%AddedHistory
MDTMedtronic plcStock5,971,881$520.6M0.5%+41,371+0.7%AddedHistory
IBMInternational Business Machines CorpStock1,759,638$518.7M0.5%−51,014−2.8%ReducedHistory
WMWaste Management IncStock2,235,147$511.5M0.5%−49,870−2.2%ReducedHistory
ETNEaton Corp plcStock1,424,072$508.4M0.5%+33,646+2.4%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,255,144$493.1M0.5%−16,442−0.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock976,190$474.2M0.5%+22,872+2.4%AddedHistory
ABBVAbbVie Inc.Stock2,500,446$464.1M0.5%+102,160+4.3%AddedHistory
CLColgate Palmolive CoStock5,099,553$463.6M0.5%−29,312−0.6%ReducedHistory
APDAir Products & Chemicals, Inc.Stock1,630,950$460.0M0.4%+13,239+0.8%AddedHistory
CVXChevron CorpStock3,196,705$457.7M0.4%+239,599+8.1%AddedHistory
XOMExxonMobil Holdings CorpCOM4,206,875$453.5M0.4%+273,624+7.0%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF7,880,481$449.3M0.4%+1,234,461+18.6%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF4,886,214$448.2M0.4%−594,812−10.9%Reduced–
ITWIllinois Tool Works IncStock1,752,081$433.2M0.4%+8,284+0.5%AddedHistory
RSGRepublic Services, Inc.COM1,752,523$432.2M0.4%−49,848−2.8%ReducedHistory
TSCOTractor Supply CoCOM8,077,253$426.2M0.4%−84,225−1.0%ReducedHistory
AMGNAmgen IncStock1,515,051$423.0M0.4%+64,135+4.4%AddedHistory
CHDChurch & Dwight Co IncCOM4,305,155$413.8M0.4%+27,550+0.6%AddedHistory
GWWW.W. Grainger, Inc.Stock397,069$413.1M0.4%−10,417−2.6%ReducedHistory
MAMastercard IncStock732,295$411.6M0.4%+30,349+4.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF656,358$407.5M0.4%−80,609−10.9%Reduced–
PANWPalo Alto Networks IncStock1,976,946$404.6M0.4%+35,647+1.8%AddedHistory
NOWServiceNow, Inc.Stock381,046$391.7M0.4%−4,472−1.2%ReducedHistory
TJXTJX Companies IncStock3,171,451$391.6M0.4%+9,189+0.3%AddedHistory
HONHoneywell International IncCOM1,633,746$380.5M0.4%+13,124+0.8%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock1,552,802$377.4M0.4%−22,236−1.4%ReducedHistory
iShares Tr464288588MBS ETF3,970,996$372.8M0.4%+254,425+6.8%Added–
MCOMoodys CorpStock724,130$363.2M0.4%+693,230+2,243.5%AddedHistory
CMICummins IncStock1,081,260$354.1M0.3%−4,588−0.4%ReducedHistory
CRMSalesforce, Inc.Stock1,294,526$353.0M0.3%−20,962−1.6%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF1,805,392$350.7M0.3%−87,133−4.6%Reduced–
MCDMcDonalds CorpStock1,127,979$329.6M0.3%+6,326+0.6%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF1,777,705$325.0M0.3%+17,827+1.0%Added–
Vanguard Morningstar Growth ETF922908736ETF735,886$322.7M0.3%+3,985+0.5%Added–
INTUIntuit Inc.Stock393,038$309.6M0.3%+2,967+0.8%AddedHistory
VZVerizon Communications IncStock6,835,915$295.8M0.3%+32,068+0.5%AddedHistory
CLXClorox CoStock2,421,498$290.8M0.3%+50,905+2.1%AddedHistory
ELVElevance Health, Inc.Stock740,222$287.9M0.3%−10,622−1.4%ReducedHistory
CTASCintas CorpStock1,269,103$282.9M0.3%−9,401−0.7%ReducedHistory
SPGIS&P Global Inc.Stock532,478$280.8M0.3%−3,305−0.6%ReducedHistory
ADBEAdobe Inc.Stock716,731$277.3M0.3%+25,040+3.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock683,221$277.0M0.3%+17,713+2.7%AddedHistory
SYKStryker CorpStock693,705$274.5M0.3%+20,099+3.0%AddedHistory
Vanguard Morningstar Value ETF922908744ETF1,551,304$274.2M0.3%+57,820+3.9%Added–
Vanguard Information Technology ETF92204A702ETF411,061$272.7M0.3%+5,466+1.3%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,854,616$271.3M0.3%−24,617−0.4%Reduced–
RTXRTX CorpStock1,852,662$270.5M0.3%+58,093+3.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,114,381$264.1M0.3%+20,098+1.8%Added–
LINLinde PLCStock560,612$263.1M0.3%−1,562−0.3%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF4,373,556$262.5M0.3%+536,301+14.0%Added–
UBERUber Technologies, IncStock2,811,397$262.3M0.3%−190,104−6.3%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD2,170,065$258.4M0.3%+635,597+41.4%Added–
GLDSPDR Gold TrustETF831,747$253.5M0.2%−3,323−0.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW453,840$246.6M0.2%+33,332+7.9%AddedHistory
PMPhilip Morris International Inc.Stock1,350,002$245.9M0.2%−51,312−3.7%ReducedHistory
ABTAbbott LaboratoriesStock1,804,073$245.4M0.2%−5,267−0.3%ReducedHistory
CATCaterpillar IncStock625,585$242.9M0.2%+10,997+1.8%AddedHistory
SFStifel Financial CorpCOM2,310,275$239.8M0.2%−85,916−3.6%ReducedHistory
TSLATesla, Inc.Stock751,695$238.8M0.2%+33,762+4.7%AddedHistory
CBChubb LtdStock821,466$238.0M0.2%+140,403+20.6%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF4,467,924$229.8M0.2%+45,458+1.0%Added–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL4,666,143$229.8M0.2%+1,079,519+30.1%Added–

Sold out since Q1 2025 (182)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 182 by value last quarter.

Positions of Stifel Financial Corp sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY1,138,723$45.0M<0.1%–
DFSDiscover Financial ServicesCOM136,756$23.3M<0.1%History
FLFoot Locker, Inc.COM1,062,393$15.0M<0.1%History
Barrick Gold Corp067901108COM424,921$8.26M<0.1%–
LPXLouisiana-Pacific CorpCOM38,465$3.54M<0.1%History
HEESH&E Equipment Services, Inc.COM34,327$3.25M<0.1%History
ITCIIntra-Cellular Therapies, Inc.COM18,447$2.43M<0.1%History
SNDRSchneider National, Inc.CL B103,051$2.35M<0.1%History
iShares Tr464288869MICRO-CAP ETF20,068$2.23M<0.1%–
PLGOPelagos Insurance Capital LtdCOM135,755$2.20M<0.1%History
VOXRVox Royalty Corp.COM672,034$1.96M<0.1%History
Managed Portfolio Series56167N720TORTOISE NRAM PI52,028$1.89M<0.1%–
XUnited States Steel CorpCOM44,012$1.86M<0.1%History
AZTAAzenta, Inc.COM49,169$1.70M<0.1%History
FSUNFirstsun Capital BancorpCOM45,484$1.64M<0.1%History
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT41,418$1.60M<0.1%–
iShares Tr46438G653IBONDS DEC 203460,160$1.55M<0.1%–
The Alger ETF Trust015564107MID CAP 40 ETF92,484$1.47M<0.1%–
AGNTAGNT, Inc.COM146,546$1.43M<0.1%History
CCSCentury Communities, Inc.COM20,231$1.36M<0.1%History
OIIOceaneering International IncStock61,286$1.34M<0.1%History
CRTOCriteo S.A.SPONS ADS33,439$1.18M<0.1%History
SWTXSpringWorks Therapeutics, Inc.COM25,102$1.11M<0.1%History
Veren Inc92340V107COM NEW155,658$1.03M<0.1%–
MLRMiller Industries IncCOM NEW24,194$1.03M<0.1%History
BA.PABoeing CoDEP CONV PFD A17,105$1.02M<0.1%History
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL8,520$1.01M<0.1%–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN17,647$990.5K<0.1%–
PONYPony AI Inc.SPONSORED ADS111,154$980.4K<0.1%History
SPTNSpartanNash CoCOM47,898$970.4K<0.1%History
SAILSailPoint, Inc.COM51,541$966.4K<0.1%History
Uscf ETF Tr90290T882MIDS ENE INC ETF18,565$965.4K<0.1%–
EVBNEvans Bancorp IncCOM NEW23,557$918.0K<0.1%History
CARSCars.com Inc.COM78,915$889.4K<0.1%History
MLMoneylion Inc.COMM STK10,061$870.4K<0.1%History
FOXFFox Factory Holding CorpCOM36,570$853.5K<0.1%History
BERYBerry Global Group, Inc.COM11,502$802.9K<0.1%History
FLWS1 800 Flowers Com IncCL A134,196$791.8K<0.1%History
FBMSFirst Bancshares IncCOM22,721$768.2K<0.1%History
iShares Tr464288562RESIDENTIAL MULT8,474$732.3K<0.1%–
BRZEBraze, Inc.Stock19,406$700.2K<0.1%History
ITRNIturan Location & Control Ltd.SHS19,172$693.3K<0.1%History
Starz Entertainment Corp535919401CL A VTG71,943$636.7K<0.1%–
IRTIndependence Realty Trust, Inc.COM29,571$627.8K<0.1%History
Victory Portfolios II92647N774VCSHS US DISCVRY12,099$623.7K<0.1%–
BILLBILL Holdings, Inc.Stock13,420$615.8K<0.1%History
FLICFirst of Long Island CorpCOM47,894$591.5K<0.1%History
iShares Tr464288604MRGSTR SM CP GR12,889$580.6K<0.1%–
TGITriumph Group IncCOM22,674$574.6K<0.1%History
PDDPDD Holdings Inc.SPONSORED ADS4,830$571.6K<0.1%History
WisdomTree Tr97717Y790US EFFIC CORE FD11,600$525.6K<0.1%–
CRGYCrescent Energy CoCL A COM46,036$517.4K<0.1%History
Listed FD Tr53656F789ROUNDHILL SPORTS27,079$509.0K<0.1%–
CABOCable One, Inc.COM1,896$503.9K<0.1%History
CRICarters IncCOM12,127$496.0K<0.1%History
GTEGran Tierra Energy Inc.COMMON STOCK99,891$492.5K<0.1%History
BCCBoise Cascade CoCOM4,906$481.2K<0.1%History
BCOBrinks CoCOM5,543$477.6K<0.1%History
Fidelity Covington Trust316092832DIVID ETF RISI9,376$468.3K<0.1%–
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY10,193$451.7K<0.1%–
DNBDun & Bradstreet Holdings, Inc.COM49,978$446.8K<0.1%History
ZIPZiprecruiter, Inc.CL A74,808$440.6K<0.1%History
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS4,697$436.1K<0.1%History
PACPacific Airport GroupSPON ADS B2,341$435.0K<0.1%History
OXMOxford Industries IncCOM7,352$431.4K<0.1%History
HELEHelen of Troy LtdStock8,024$429.2K<0.1%History
JWNNordstrom IncStock16,945$414.3K<0.1%History
SBTSterling Bancorp, Inc.COM82,537$399.5K<0.1%History
FFFutureFuel Corp.COM100,000$390.0K<0.1%History
Goldman Sachs ETF Tr38149W630NASDA 100 ETF8,654$386.0K<0.1%–
iShares Tr464288703MRNING SM CP ETF6,298$373.7K<0.1%–
GSLGlobal Ship Lease, Inc.COM CL A15,968$364.9K<0.1%History
Global X FDS37954Y269NASDQ 100 CVRDGW13,413$344.7K<0.1%–
CRCCalifornia Resources CorpCOM STOCK7,364$323.8K<0.1%History
BZHBeazer Homes USA IncCOM NEW15,750$321.1K<0.1%History
Ssga Active Tr78470P309ST STR MARKE ETF7,286$314.0K<0.1%–
Etfis Ser Tr I26923G400INFRACP REIT PFD17,123$310.3K<0.1%–
UFCSUnited Fire Group IncCOM10,465$308.3K<0.1%History
IOSPInnospec Inc.COM3,250$307.9K<0.1%History
GEOGeo Group IncCOM10,250$299.4K<0.1%History
VBFCVillage Bank & Trust Financial Corp.COM NEW3,653$293.0K<0.1%History
SAMBoston Beer Co IncCL A1,219$291.1K<0.1%History
LGIHLGI Homes, Inc.COM4,360$289.8K<0.1%History
SMTCSemtech CorpStock8,342$287.0K<0.1%History
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG9,663$279.5K<0.1%–
GIIIG III Apparel Group LtdCOM10,214$279.4K<0.1%History
Global X FDS37954Y376RATE PREFERRED11,779$278.7K<0.1%–
CNNECannae Holdings, Inc.COM13,933$255.4K<0.1%History
SQNSSequans CommunicationsADR121,590$255.3K<0.1%History
OMOutset Medical, Inc.COM NEW22,978$254.1K<0.1%History
BKVBKV CorpCOM12,000$252.0K<0.1%History
VanEck Vectors ETF Tr92189F114VIDEO GAMING2,918$251.8K<0.1%–
ALEAllete IncCOM NEW3,747$246.2K<0.1%History
ROGRogers CorpCOM3,603$243.3K<0.1%History
MYRGMyr Group Inc.COM2,115$239.2K<0.1%History
PLOWDouglas Dynamics, IncCOM10,262$238.4K<0.1%History
CCDCalamos Dynamic Convertible & Income FundCOM10,613$225.9K<0.1%History
ACCDAccolade, Inc.COM32,185$224.6K<0.1%History
ROIVRoivant Sciences Ltd.SHS21,863$220.6K<0.1%History
FGF&G Annuities & Life, Inc.COMMON STOCK6,117$220.5K<0.1%History