Who owns SFWhat SF owns
What Stifel Financial Corp owns
The company's own 13F portfolio · as of 2026-06-30 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$120.21B
disclosed stock portfolio
3,702
positions
2.7%
in NVDA
Positions, as of 2026-06-30
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 16.5M | $3.31B | 2.7% |
| 2 | AAPLAPPLE INC | 11.0M | $3.19B | 2.7% |
| 3 | MSFTMICROSOFT CORP | 6.4M | $2.40B | 2% |
| 4 | GOOGLALPHABET INC | 5.7M | $2.05B | 1.7% |
| 5 | AMZNAMAZON COM INC | 8.4M | $2.01B | 1.7% |
| 6 | AVGOBROADCOM INC | 4.5M | $1.70B | 1.4% |
| 7 | CSCOCISCO SYS INC | 12.7M | $1.49B | 1.2% |
| 8 | JPMJPMORGAN CHASE & CO | 3.9M | $1.27B | 1.1% |
| 9 | GOOGALPHABET INC | 3.4M | $1.22B | 1% |
| 10 | SPYSTATE STR SPDR S&P 500 ETF T | 1.6M | $1.18B | 1% |
| 11 | VOOVANGUARD INDEX FDS | 1.7M | $1.15B | 1% |
| 12 | JNJJOHNSON & JOHNSON | 4.5M | $1.13B | 0.9% |
| 13 | IVWISHARES TR | 8.2M | $1.12B | 0.9% |
| 14 | VVISA INC | 3.2M | $1.09B | 0.9% |
| 15 | MRKMERCK & CO INC | 8.2M | $1.05B | 0.9% |
| 16 | IEFAISHARES TR | 10.6M | $1.02B | 0.9% |
| 17 | LLYELI LILLY & CO | 786,902 | $943.9M | 0.8% |
| 18 | ABBVABBVIE INC | 3.6M | $912.2M | 0.8% |
| 19 | HDHOME DEPOT INC | 2.6M | $905.8M | 0.8% |
| 20 | PEPPEPSICO INC | 6.2M | $844.9M | 0.7% |
| 21 | IVEISHARES TR | 3.6M | $809.8M | 0.7% |
| 22 | TXNTEXAS INSTRS INC | 2.7M | $792.8M | 0.7% |
| 23 | QQQINVESCO QQQ TR | 1.1M | $777.1M | 0.6% |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 2.7M | $769.6M | 0.6% |
| 25 | AGGISHARES TR | 7.3M | $726.4M | 0.6% |
| 26 | PANWPALO ALTO NETWORKS INC | 2.1M | $719.0M | 0.6% |
| 27 | METAMETA PLATFORMS INC | 1.2M | $693.8M | 0.6% |
| 28 | PGPROCTER & GAMBLE CO | 4.6M | $676.9M | 0.6% |
| 29 | IVVISHARES TR | 903,149 | $676.4M | 0.6% |
| 30 | APHAMPHENOL CORP | 3.8M | $663.6M | 0.6% |
| 31 | GLWCORNING INC | 2.6M | $660.7M | 0.5% |
| 32 | KOCOCA COLA CO | 8.1M | $658.1M | 0.5% |
| 33 | COSTCOSTCO WHOLESALE CORPORATION | 695,622 | $650.9M | 0.5% |
| 34 | CATCATERPILLAR INC | 591,099 | $629.5M | 0.5% |
| 35 | EATON CORP PLC | 1.4M | $606.7M | 0.5% |
| 36 | VEAVANGUARD TAX-MANAGED FDS | 8.4M | $597.2M | 0.5% |
| 37 | LMTLOCKHEED MARTIN CORP | 1.2M | $594.5M | 0.5% |
| 38 | IWFISHARES TR | 4.6M | $574.8M | 0.5% |
| 39 | UNPUNION PAC CORP | 2.1M | $573.5M | 0.5% |
| 40 | AMGNAMGEN INC | 1.5M | $560.7M | 0.5% |
| 41 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.2M | $559.5M | 0.5% |
| 42 | CVXCHEVRON CORPORATION | 3.1M | $506.2M | 0.4% |
| 43 | AMATAPPLIED MATLS INC | 688,877 | $498.1M | 0.4% |
| 44 | BILSPDR SERIES TRUST | 5.4M | $492.3M | 0.4% |
| 45 | VMBSVANGUARD SCOTTSDALE FDS | 10.2M | $478.2M | 0.4% |
| 46 | IEMGISHARES INC | 5.7M | $475.4M | 0.4% |
| 47 | MEDTRONIC PLC | 6.1M | $474.4M | 0.4% |
| 48 | GWWWW GRAINGER INC | 337,576 | $459.3M | 0.4% |
| 49 | TJXTJX COS INC NEW | 3.0M | $450.6M | 0.4% |
| 50 | WMWASTE MGMT INC DEL | 2.0M | $448.9M | 0.4% |
| 51 | IWDISHARES TR | 1.8M | $441.7M | 0.4% |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 1.9M | $436.7M | 0.4% |
| 53 | CLCOLGATE PALMOLIVE CO | 4.7M | $431.0M | 0.4% |
| 54 | ASML HLDG NV | 213,785 | $425.3M | 0.4% |
| 55 | USIGISHARES TR | 8.3M | $424.4M | 0.4% |
| 56 | CMICUMMINS INC | 593,509 | $423.3M | 0.4% |
| 57 | RTXRTX CORPORATION | 2.2M | $415.7M | 0.3% |
| 58 | ITWILLINOIS TOOL WKS INC | 1.5M | $411.2M | 0.3% |
| 59 | NFLXNETFLIX INC. | 5.6M | $402.4M | 0.3% |
| 60 | MUMICRON TECHNOLOGY INC | 348,167 | $401.9M | 0.3% |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 803,186 | $401.9M | 0.3% |
| 62 | CHDCHURCH & DWIGHT CO INC | 4.1M | $398.8M | 0.3% |
| 63 | VTVVANGUARD INDEX FDS | 1.8M | $396.4M | 0.3% |
| 64 | VUGVANGUARD INDEX FDS | 4.5M | $388.3M | 0.3% |
| 65 | VGTVANGUARD WORLD FD | 3.2M | $388.2M | 0.3% |
| 66 | GEVGE VERNOVA INC | 322,868 | $379.3M | 0.3% |
| 67 | WMTWALMART INC | 3.3M | $375.8M | 0.3% |
| 68 | MRSHMARSH & MCLENNAN COS INC | 2.2M | $368.7M | 0.3% |
| 69 | EXMOCEXXON MOBIL CORP | 2.6M | $362.1M | 0.3% |
| 70 | VBVANGUARD INDEX FDS | 1.2M | $359.7M | 0.3% |
| 71 | GEGE AEROSPACE | 954,419 | $356.7M | 0.3% |
| 72 | MBBISHARES TR | 3.7M | $353.7M | 0.3% |
| 73 | MRVLMARVELL TECHNOLOGY INC | 1.2M | $352.6M | 0.3% |
| 74 | ACCENTURE PLC IRELAND | 2.8M | $350.9M | 0.3% |
| 75 | XLKSELECT SECTOR SPDR TR | 1.8M | $348.0M | 0.3% |
| 76 | MSMORGAN STANLEY | 1.7M | $345.5M | 0.3% |
| 77 | ABTABBOTT LABORATORIES | 3.8M | $344.6M | 0.3% |
| 78 | MAMASTERCARD INCORPORATED | 645,484 | $331.6M | 0.3% |
| 79 | VZVERIZON COMMUNICATIONS INC | 7.8M | $328.2M | 0.3% |
| 80 | GSGOLDMAN SACHS GROUP INC | 323,806 | $327.6M | 0.3% |
| 81 | RSGREPUBLIC SVCS INC | 1.5M | $324.2M | 0.3% |
| 82 | CGDVCAPITAL GROUP DIVIDEND VALUE | 6.5M | $321.4M | 0.3% |
| 83 | MCDMCDONALDS CORP | 1.2M | $321.1M | 0.3% |
| 84 | VWOVANGUARD INTL EQUITY INDEX F | 5.3M | $319.2M | 0.3% |
| 85 | TMOTHERMO FISHER SCIENTIFIC INC | 633,668 | $317.7M | 0.3% |
| 86 | LRCXLAM RESEARCH CORP | 730,517 | $316.6M | 0.3% |
| 87 | TSLATESLA INC | 749,828 | $315.4M | 0.3% |
| 88 | ADIANALOG DEVICES INC | 765,432 | $304.0M | 0.3% |
| 89 | VEUVANGUARD INTL EQUITY INDEX F | 3.6M | $302.0M | 0.3% |
| 90 | CHUBB LIMITED | 871,924 | $297.1M | 0.2% |
| 91 | YUMYUM BRANDS INC | 1.8M | $291.8M | 0.2% |
| 92 | WMBWILLIAMS COS INC | 3.9M | $290.4M | 0.2% |
| 93 | FERGFERGUSON ENTERPRISES INC | 1.2M | $286.8M | 0.2% |
| 94 | ITOTISHARES TR | 1.7M | $286.1M | 0.2% |
| 95 | LINDE PLC | 550,184 | $285.5M | 0.2% |
| 96 | PLDPROLOGIS INC. | 2.1M | $284.8M | 0.2% |
| 97 | MSIMOTOROLA SOLUTIONS INC | 685,447 | $284.7M | 0.2% |
| 98 | DEDEERE & CO | 441,309 | $280.0M | 0.2% |
| 99 | BACBANK OF AMER CORP | 4.9M | $278.7M | 0.2% |
| 100 | MCOMOODYS CORP | 614,280 | $278.2M | 0.2% |
Source: SEC Form 13F-HR filed by STIFEL FINANCIAL CORP (CIK 720672), reporting period 2026-06-30. Values are quarter-end filed marks. Research, not investment advice.