13F value (AUM)
$120.2B
Stifel Financial
STIFEL FINANCIAL CORP
$120.2B
13F long value · 2026-Q2Positions3702
CategoryAsset Manager
Quarters tracked9
▲ #94 of 581 by 13F value
Size rank 9/10
8 NEW362 ADD135 2×+268 TRIM34 NEAR EXIT3 EXIT
Snapshot
Stifel Financial's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
3702 (196 unmapped)
Top 100 weight
54.9%
Quarters tracked
9
Latest 13F filed
Aug 12, 2026
New positions
8
Exits / near-exits
37
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 54.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.7% | $3.3B | 16.5M | +15.4% |
| AAPL | APPLE INC | 2.7% | $3.2B | 11.0M | +14.2% |
| MSFT | MICROSOFT CORP | 2.0% | $2.4B | 6.4M | +37.5% |
| GOOGL | ALPHABET INC | 1.7% | $2.1B | 5.7M | -5.4% |
| AMZN | AMAZON COM INC | 1.7% | $2.0B | 8.4M | +4.1% |
| AVGO | BROADCOM INC | 1.4% | $1.7B | 4.5M | -7.4% |
| CSCO | CISCO SYS INC | 1.2% | $1.5B | 12.7M | -7.0% |
| JPM | JPMORGAN CHASE & CO | 1.1% | $1.3B | 3.9M | +1.8% |
| GOOG | ALPHABET INC | 1.0% | $1.2B | 3.4M | -1.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.0% | $1.2B | 1.6M | +2.3% |
| VOO | VANGUARD INDEX FDS | 1.0% | $1.1B | 1.7M | — |
| JNJ | JOHNSON & JOHNSON | 0.9% | $1.1B | 4.5M | +1.9% |
| IVW | ISHARES TR | 0.9% | $1.1B | 8.2M | — |
| V | VISA INC | 0.9% | $1.1B | 3.2M | +4.9% |
| MRK | MERCK & CO INC | 0.9% | $1.0B | 8.2M | +11.9% |
Quarterly changes — 2026-Q2
What Stifel Financial opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| TRIM | APD | AIR PRODUCTS AND CHEMICALS I | 1.6M | 470.4K | -71.4% | -$339.8M |
| TRIM | XONA | EXXON MOBIL CORP | 3.7M | 2.6M | -29.0% | -$270.5M |
| TRIM | QUAL | ISHARES TR | 1.6M | 449.0K | -72.5% | -$214.5M |
| ADD | IVV | ISHARES TR | 719.1K | 903.1K | +25.6% | +$206.6M |
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 931.0K | — | +$205.8M |
| TRIM | HON | HONEYWELL INTL INC | 1.8M | 900.1K | -49.6% | -$202.4M |
| TRIM | MRVL | MARVELL TECHNOLOGY INC | 1.8M | 1.2M | -34.0% | +$175.0M |
| ADD | GE | GE AEROSPACE | 703.0K | 954.4K | +35.8% | +$157.2M |
| ADD | VTWO | VANGUARD SCOTTSDALE FDS | 1.5M | 2.3M | +53.4% | +$127.3M |
| 2×+ | VGT | VANGUARD WORLD FD | 409.7K | 3.2M | +692.7% | +$102.3M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.