STIFEL FINANCIAL CORP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$102.8B
Holdings
3,462
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (3,462 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 7,162,674 | $3.6T | 3465.62% | |
| 2 | NVDANVIDIA CORPORATION | 18,173,525 | $2.9T | 2792.83% | |
| 3 | AAPLAPPLE INC | 11,419,668 | $2.3T | 2279.03% | |
| 4 | AMZNAMAZON COM INC | 8,450,839 | $1.9T | 1803.39% | |
| 5 | AVGOBROADCOM INC | 4,926,014 | $1.4T | 1320.79% | |
| 6 | VVISA INC | 3,552,784 | $1.3T | 1227.01% | |
| 7 | JPMJPMORGAN CHASE & CO. | 4,086,843 | $1.2T | 1152.48% | |
| 8 | GOOGLALPHABET INC | 6,282,364 | $1.1T | 1076.92% | |
| 9 | WMTWALMART INC | 10,624,753 | $1.0T | 1010.52% | |
| 10 | SPYSPDR S&P 500 ETF TR | 1,658,321 | $1.0T | 996.63% | |
| 11 | METAMETA PLATFORMS INC | 1,365,212 | $1.0T | 980.17% | |
| 12 | HDHOME DEPOT INC | 2,533,019 | $928.8B | 903.40% | |
| 13 | VOOVANGUARD INDEX FDS | 1,535,199 | $872.1B | 848.25% | |
| 14 | AQLTISHARES TR | 9,888,890 | $825.5B | 802.98% | |
| 15 | PEPPEPSICO INC | 6,203,902 | $819.2B | 796.80% | |
| 16 | IVWISHARES TR | 7,129,475 | $785.0B | 763.52% | |
| 17 | ORCLORACLE CORP | 3,536,680 | $773.2B | 752.11% | |
| 18 | AGGISHARES TR | 7,783,701 | $772.1B | 751.05% | |
| 19 | JNJJOHNSON & JOHNSON | 4,964,155 | $758.3B | 737.59% | |
| 20 | PGPROCTER AND GAMBLE CO | 4,671,339 | $744.3B | 723.92% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 748,573 | $741.2B | 720.97% | |
| 22 | NFLXNETFLIX INC | 482,583 | $646.2B | 628.59% | |
| 23 | LLYELI LILLY & CO | 826,750 | $644.6B | 626.95% | |
| 24 | CSCOCISCO SYS INC | 9,036,594 | $627.0B | 609.83% | |
| 25 | TXNTEXAS INSTRS INC | 2,957,846 | $614.1B | 597.35% | |
| 26 | MRKMERCK & CO INC | 7,757,135 | $614.1B | 597.28% | |
| 27 | KOCOCA COLA CO | 8,592,911 | $608.0B | 591.35% | |
| 28 | GOOGALPHABET INC | 3,336,689 | $591.9B | 575.74% | |
| 29 | LMTLOCKHEED MARTIN CORP | 1,255,678 | $581.6B | 565.73% | |
| 30 | ACNACCENTURE PLC IRELAND | 1,941,290 | $580.3B | 564.42% | |
| 31 | IVEISHARES TR | 2,928,155 | $572.2B | 556.59% | |
| 32 | EMREMERSON ELEC CO | 4,249,741 | $566.6B | 551.15% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 1,834,501 | $565.8B | 550.33% | |
| 34 | APHAMPHENOL CORP NEW | 5,534,395 | $546.5B | 531.60% | |
| 35 | UNPUNION PAC CORP | 2,340,235 | $538.4B | 523.74% | |
| 36 | IWFISHARES TR | 1,262,727 | $536.1B | 521.49% | |
| 37 | NDQINVESCO QQQ TR | 970,454 | $535.4B | 520.78% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 1,705,736 | $532.2B | 517.65% | |
| 39 | MDTMEDTRONIC PLC | 5,971,881 | $520.6B | 506.35% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 1,759,638 | $518.7B | 504.57% | |
| 41 | WMWASTE MGMT INC DEL | 2,235,147 | $511.5B | 497.48% | |
| 42 | ETNEATON CORP PLC | 1,424,072 | $508.4B | 494.52% | |
| 43 | MRSHMARSH & MCLENNAN COS INC | 2,255,144 | $493.1B | 479.60% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 976,190 | $474.2B | 461.25% | |
| 45 | ABBVABBVIE INC | 2,500,446 | $464.1B | 451.46% | |
| 46 | CLCOLGATE PALMOLIVE CO | 5,099,553 | $463.6B | 450.89% | |
| 47 | APDAIR PRODS & CHEMS INC | 1,630,950 | $460.0B | 447.48% | |
| 48 | CVXCHEVRON CORP NEW | 3,196,705 | $457.7B | 445.24% | |
| 49 | XOMEXXON MOBIL CORP | 4,206,875 | $453.5B | 441.11% | |
| 50 | VEAVANGUARD TAX-MANAGED FDS | 7,880,481 | $449.3B | 436.99% | |
| 51 | BILSPDR SERIES TRUST | 4,886,214 | $448.2B | 435.97% | |
| 52 | ITWILLINOIS TOOL WKS INC | 1,752,081 | $433.2B | 421.39% | |
| 53 | RSGREPUBLIC SVCS INC | 1,752,523 | $432.2B | 420.39% | |
| 54 | TSCOTRACTOR SUPPLY CO | 8,077,253 | $426.2B | 414.59% | |
| 55 | AMGNAMGEN INC | 1,515,051 | $423.0B | 411.49% | |
| 56 | CHDCHURCH & DWIGHT CO INC | 4,305,155 | $413.8B | 402.47% | |
| 57 | GWWGRAINGER W W INC | 397,069 | $413.1B | 401.79% | |
| 58 | MAMASTERCARD INCORPORATED | 732,295 | $411.6B | 400.31% | |
| 59 | IVVISHARES TR | 656,358 | $407.5B | 396.42% | |
| 60 | PANWPALO ALTO NETWORKS INC | 1,976,946 | $404.6B | 393.51% | |
| 61 | NOWSERVICENOW INC | 381,046 | $391.7B | 381.04% | |
| 62 | TJXTJX COS INC NEW | 3,171,451 | $391.6B | 380.95% | |
| 63 | HONHONEYWELL INTL INC | 1,633,746 | $380.5B | 370.10% | |
| 64 | BRBROADRIDGE FINL SOLUTIONS IN | 1,552,802 | $377.4B | 367.08% | |
| 65 | MBBISHARES TR | 3,970,996 | $372.8B | 362.65% | |
| 66 | MCOMOODYS CORP | 724,130 | $363.2B | 353.30% | |
| 67 | CMICUMMINS INC | 1,081,260 | $354.1B | 344.45% | |
| 68 | CRMSALESFORCE INC | 1,294,526 | $353.0B | 343.39% | |
| 69 | IWDISHARES TR | 1,805,392 | $350.7B | 341.08% | |
| 70 | MCDMCDONALDS CORP | 1,127,979 | $329.6B | 320.61% | |
| 71 | QUALISHARES TR | 1,777,705 | $325.0B | 316.13% | |
| 72 | VUGVANGUARD INDEX FDS | 735,886 | $322.7B | 313.85% | |
| 73 | INTUINTUIT | 393,038 | $309.6B | 301.15% | |
| 74 | BACVERIZON COMMUNICATIONS INC | 6,835,915 | $295.8B | 287.71% | |
| 75 | CLXCLOROX CO DEL | 2,421,498 | $290.8B | 282.81% | |
| 76 | ELVELEVANCE HEALTH INC | 740,222 | $287.9B | 280.06% | |
| 77 | CITCINTAS CORP | 1,269,103 | $282.9B | 275.12% | |
| 78 | SPGIS&P GLOBAL INC | 532,478 | $280.8B | 273.12% | |
| 79 | ADBEADOBE INC | 716,731 | $277.3B | 269.72% | |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 683,221 | $277.0B | 269.47% | |
| 81 | SYKSTRYKER CORPORATION | 693,705 | $274.5B | 266.97% | |
| 82 | VTVVANGUARD INDEX FDS | 1,551,304 | $274.2B | 266.69% | |
| 83 | VGTVANGUARD WORLD FD | 411,061 | $272.7B | 265.21% | |
| 84 | VMBSVANGUARD SCOTTSDALE FDS | 5,854,616 | $271.3B | 263.89% | |
| 85 | RTXRTX CORPORATION | 1,852,662 | $270.5B | 263.14% | |
| 86 | VBVANGUARD INDEX FDS | 1,114,381 | $264.1B | 256.88% | |
| 87 | LINLINDE PLC | 560,612 | $263.1B | 255.87% | |
| 88 | IEMGISHARES INC | 4,373,556 | $262.5B | 255.37% | |
| 89 | UBERUBER TECHNOLOGIES INC | 2,811,397 | $262.3B | 255.14% | |
| 90 | IEIISHARES TR | 2,170,065 | $258.4B | 251.37% | |
| 91 | GQ9SPDR GOLD TR | 831,747 | $253.5B | 246.62% | |
| 92 | ISRGINTUITIVE SURGICAL INC | 453,840 | $246.6B | 239.88% | |
| 93 | 4I1PHILIP MORRIS INTL INC | 1,350,002 | $245.9B | 239.16% | |
| 94 | ABTABBOTT LABS | 1,804,073 | $245.4B | 238.67% | |
| 95 | CATCATERPILLAR INC | 625,585 | $242.9B | 236.25% | |
| 96 | SFSTIFEL FINL CORP | 2,310,275 | $239.8B | 233.21% | |
| 97 | TSLATESLA INC | 751,695 | $238.8B | 232.26% | |
| 98 | CBCHUBB LIMITED | 821,466 | $238.0B | 231.51% | |
| 99 | USIGISHARES TR | 4,467,924 | $229.8B | 223.55% | |
| 100 | KLMNINVESCO EXCH TRADED FD TR II | 4,666,143 | $229.8B | 223.48% |
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