STIFEL FINANCIAL CORP Q1 2022 Filing

Filed May 13, 2022

Portfolio Value

$73.3B

Holdings

3,367

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (3,367 positions)

#StockSharesValue% PortfolioType
1
ORLYOREILLY AUTOMOTIVE INC
32,491$2.3B3.15%
2
TELTE CONNECTIVITY LTD
445,221$2.2B3.03%
3
PAYXPAYCHEX INC
578,249$2.2B3.03%
4
BAMBROOKFIELD ASSET MGMT INC
1,087,559$2.2B3.03%
5
ULUNILEVER PLC
2,579,292$2.2B3.02%
6
XLKSELECT SECTOR SPDR TR
997,021$2.2B2.98%
7
DVNDEVON ENERGY CORP NEW
568,531$2.2B2.97%
8
WMWASTE MGMT INC DEL
2,307,620$2.1B2.91%
9
TTENTOTALENERGIES SE
517,601$2.1B2.88%
10
NVSNNOVARTIS AG
374,265$2.1B2.83%
11
LMTLOCKHEED MARTIN CORP
1,196,843$2.0B2.77%
12
ITOTISHARES TR
3,399,986$2.0B2.68%
13
ATVIEURACTIVISION BLIZZARD INC
390,265$2.0B2.68%
14
AGGISHARES TR
5,338,491$2.0B2.68%
15
DDOMINION ENERGY INC
445,563$1.9B2.64%
16
ABBVABBVIE INC
2,789,843$1.9B2.63%
17
FLOTISHARES TR
368,233$1.9B2.56%
18
FQIDIGITAL RLTY TR INC
439,469$1.9B2.53%
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
945,987$1.9B2.53%
20
BSVVANGUARD BD INDEX FDS
1,715,603$1.8B2.52%
21
DEDEERE & CO
276,990$1.8B2.52%
22
BABOEING CO
448,326$1.8B2.49%
23
WABWABTEC
18,961$1.8B2.49%
24
LHXL3HARRIS TECHNOLOGIES INC
158,218$1.8B2.49%
25
DFACDIMENSIONAL ETF TRUST
108,710$1.8B2.47%
26
MBBISHARES TR
2,540,304$1.8B2.47%
27
PANWPALO ALTO NETWORKS INC
347,692$1.8B2.46%
28
VEEVVEEVA SYS INC
123,989$1.8B2.41%
29
KDPKEURIG DR PEPPER INC
199,131$1.8B2.41%
30
HSYHERSHEY CO
568,545$1.8B2.41%
31
SRESEMPRA
218,577$1.8B2.40%
32
SJMSMUCKER J M CO
2,595,170$1.8B2.40%
33
WMBWILLIAMS COS INC
2,732,969$1.7B2.37%
34
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
1,214,253$1.7B2.36%
35
DGDOLLAR GEN CORP NEW
306,521$1.7B2.36%
36
PRUPRUDENTIAL FINL INC
855,372$1.7B2.35%
37
HYDVANECK ETF TRUST
92,175$1.7B2.32%
38
ADBEADOBE SYSTEMS INCORPORATED
646,599$1.7B2.31%
39
RSPTINVESCO EXCHANGE TRADED FD T
21,576$1.7B2.30%
40
ROPROPER TECHNOLOGIES INC
72,659$1.7B2.29%
41
FBKFB FINL CORP
70,489$1.7B2.29%
42
LQDISHARES TR
1,002,840$1.7B2.28%
43
TWLOTWILIO INC
69,725$1.7B2.27%
44
JPMJPMORGAN CHASE & CO
4,511,994$1.7B2.26%
45
BACVERIZON COMMUNICATIONS INC
6,242,695$1.7B2.25%
46
GOOGLALPHABET INC
323,726$1.6B2.24%
47
SNNSMITH & NEPHEW PLC
51,386$1.6B2.24%
48
ASMLASML HOLDING N V
214,728$1.6B2.22%
49
CMICUMMINS INC
1,462,179$1.6B2.21%
50
DWDMORGAN STANLEY
1,115,221$1.6B2.19%
51
INCYINCYTE CORP
20,181$1.6B2.19%
52
DALDELTA AIR LINES INC DEL
793,779$1.6B2.18%
53
FNBF N B CORP
128,292$1.6B2.18%
54
ISRGINTUITIVE SURGICAL INC
464,074$1.6B2.17%
55
IGSBISHARES TR
2,879,539$1.6B2.17%
56
PAAPLAINS ALL AMERN PIPELINE L
147,174$1.6B2.16%
57
VEAVANGUARD TAX-MANAGED INTL FD
7,029,986$1.6B2.16%
58
PWRQUANTA SVCS INC
422,211$1.6B2.16%
59
BWABORGWARNER INC
111,376$1.6B2.15%
60
PPGPPG INDS INC
202,044$1.6B2.15%
61
IGIBISHARES TR
917,421$1.6B2.15%
62
KHCKRAFT HEINZ CO
640,497$1.6B2.14%
63
SNASNAP ON INC
320,247$1.6B2.14%
64
JBHTHUNT J B TRANS SVCS INC
503,562$1.5B2.11%
65
BCEBCE INC
565,339$1.5B2.11%
66
UPSUNITED PARCEL SERVICE INC
908,082$1.5B2.10%
67
MSFTMICROSOFT CORP
7,428,842$1.5B2.10%
68
LYBLYONDELLBASELL INDUSTRIES N
243,054$1.5B2.10%
69
MLB1MERCADOLIBRE INC
47,782$1.5B2.10%
70
IJKISHARES TR
243,530$1.5B2.09%
71
BOKFBOK FINL CORP
16,286$1.5B2.09%
72
TSLATESLA INC
152,481$1.5B2.08%
73
COFCAPITAL ONE FINL CORP
158,653$1.5B2.05%
74
MRSHMARSH & MCLENNAN COS INC
2,089,399$1.5B2.05%
75
CNCCENTENE CORP DEL
133,936$1.5B2.03%
76
GLWCORNING INC
653,925$1.5B2.02%
77
SNOWSNOWFLAKE INC
50,059$1.5B2.01%
78
GMGENERAL MTRS CO
798,009$1.5B2.01%
79
DOWDOW INC
1,240,581$1.5B1.98%
80
ADIANALOG DEVICES INC
577,522$1.5B1.98%
81
AMZNAMAZON COM INC
390,914$1.4B1.96%
82
MAMASTERCARD INCORPORATED
732,349$1.4B1.95%
83
JECUSDJACOBS ENGR GROUP INC
49,164$1.4B1.94%
84
FDXFEDEX CORP
387,664$1.4B1.94%
85
IWNISHARES TR
60,833$1.4B1.93%
86
ZBRAZEBRA TECHNOLOGIES CORPORATI
126,415$1.4B1.93%
87
ACGLARCH CAP GROUP LTD
788,895$1.4B1.93%
88
UBERUBER TECHNOLOGIES INC
1,311,389$1.4B1.92%
89
FCXFREEPORT-MCMORAN INC
858,728$1.4B1.92%
90
NTRSNORTHERN TR CORP
72,417$1.4B1.91%
91
AFWALIGN TECHNOLOGY INC
40,484$1.4B1.91%
92
NFLXNETFLIX INC
421,878$1.4B1.90%
93
INGRINGREDION INC
15,879$1.4B1.89%
94
VCSHVANGUARD SCOTTSDALE FDS
2,912,907$1.4B1.88%
95
APDAIR PRODS & CHEMS INC
358,656$1.4B1.87%
96
MPTMEDICAL PPTYS TRUST INC
496,971$1.4B1.86%
97
NOWSERVICENOW INC
351,568$1.4B1.86%
98
PGFINVESCO EXCHANGE TRADED FD T
196,968$1.4B1.86%
99
PFEPFIZER INC
12,310,569$1.4B1.85%
100
UNHUNITEDHEALTH GROUP INC
1,982,057$1.4B1.85%
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