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 |
|---|---|---|---|---|---|
| 201 | BRK-BBERKSHIRE HATHAWAY INC DEL | 144 | $104.9B | 102.08% | |
| 202 | PKGPACKAGING CORP AMER | 550,189 | $103.7B | 100.85% | |
| 203 | FVDFIRST TR EXCHANGE-TRADED FD | 2,267,270 | $101.3B | 98.58% | |
| 204 | DYNFBLACKROCK ETF TRUST | 1,856,325 | $101.1B | 98.33% | |
| 205 | XLVSELECT SECTOR SPDR TR | 746,701 | $100.7B | 97.90% | |
| 206 | LQDISHARES TR | 915,075 | $100.3B | 97.56% | |
| 207 | LNGCHENIERE ENERGY INC | 411,337 | $100.2B | 97.45% | |
| 208 | SCHWSCHWAB CHARLES CORP | 1,096,914 | $100.1B | 97.35% | |
| 209 | TAT&T INC | 3,432,104 | $99.3B | 96.61% | |
| 210 | MIGAMICROSTRATEGY INC | 245,498 | $99.2B | 96.53% | |
| 211 | TMUST-MOBILE US INC | 415,539 | $99.0B | 96.31% | |
| 212 | AEPAMERICAN ELEC PWR CO INC | 953,795 | $99.0B | 96.26% | |
| 213 | JBHTHUNT J B TRANS SVCS INC | 688,083 | $98.8B | 96.11% | |
| 214 | BNBROOKFIELD CORP | 1,592,261 | $98.5B | 95.79% | |
| 215 | SBUXSTARBUCKS CORP | 1,073,549 | $98.4B | 95.69% | |
| 216 | PRUPRUDENTIAL FINL INC | 907,778 | $97.5B | 94.87% | |
| 217 | PNCPNC FINL SVCS GROUP INC | 516,366 | $96.3B | 93.63% | |
| 218 | EUSAISHARES INC | 967,089 | $95.9B | 93.24% | |
| 219 | DUKDUKE ENERGY CORP NEW | 806,277 | $95.1B | 92.54% | |
| 220 | SPTLSPDR SERIES TRUST | 3,565,998 | $94.8B | 92.20% | |
| 221 | EFVISHARES TR | 1,490,249 | $94.6B | 92.02% | |
| 222 | ABNBAIRBNB INC | 714,412 | $94.5B | 91.96% | |
| 223 | JKHYHENRY JACK & ASSOC INC | 524,169 | $94.4B | 91.87% | |
| 224 | DOXAMDOCS LTD | 1,032,872 | $94.2B | 91.66% | |
| 225 | MDLZMONDELEZ INTL INC | 1,389,145 | $93.7B | 91.13% | |
| 226 | BHVNBIOHAVEN LTD | 6,607,511 | $93.2B | 90.69% | |
| 227 | SOSOUTHERN CO | 1,014,384 | $93.2B | 90.61% | |
| 228 | COFCAPITAL ONE FINL CORP | 433,512 | $92.2B | 89.72% | |
| 229 | ACGLARCH CAP GROUP LTD | 990,293 | $90.2B | 87.70% | |
| 230 | FTNTFORTINET INC | 852,718 | $90.1B | 87.69% | |
| 231 | SPYGSPDR SERIES TRUST | 938,767 | $89.5B | 87.04% | |
| 232 | DOWDOW INC | 3,365,966 | $89.1B | 86.70% | |
| 233 | COWZPACER FDS TR | 1,614,127 | $88.9B | 86.51% | |
| 234 | EWJISHARES INC | 1,176,467 | $88.2B | 85.79% | |
| 235 | VRTVERTIV HOLDINGS CO | 685,871 | $88.1B | 85.67% | |
| 236 | TROWPRICE T ROWE GROUP INC | 909,075 | $87.7B | 85.33% | |
| 237 | ICEINTERCONTINENTAL EXCHANGE IN | 477,142 | $87.5B | 85.16% | |
| 238 | XLESELECT SECTOR SPDR TR | 1,021,957 | $86.7B | 84.31% | |
| 239 | LECOLINCOLN ELEC HLDGS INC | 416,961 | $86.4B | 84.08% | |
| 240 | FDLFIRST TR EXCHANGE-TRADED FD | 2,057,022 | $86.1B | 83.77% | |
| 241 | MOALTRIA GROUP INC | 1,468,422 | $86.1B | 83.74% | |
| 242 | EMXCISHARES INC | 1,353,534 | $85.5B | 83.13% | |
| 243 | XELXCEL ENERGY INC | 1,239,542 | $84.4B | 82.11% | |
| 244 | TTTRANE TECHNOLOGIES PLC | 192,809 | $84.3B | 82.04% | |
| 245 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,662,322 | $84.2B | 81.94% | |
| 246 | IYWISHARES TR | 484,538 | $84.0B | 81.67% | |
| 247 | T7DTRANSDIGM GROUP INC | 54,810 | $83.4B | 81.08% | |
| 248 | XLCSELECT SECTOR SPDR TR | 765,427 | $83.1B | 80.80% | |
| 249 | PVALPUTNAM ETF TRUST | 2,053,158 | $82.6B | 80.34% | |
| 250 | COPCONOCOPHILLIPS | 911,608 | $81.8B | 79.57% | |
| 251 | PYPLPAYPAL HLDGS INC | 1,100,562 | $81.8B | 79.56% | |
| 252 | MUBISHARES TR | 782,433 | $81.7B | 79.52% | |
| 253 | BMYBRISTOL-MYERS SQUIBB CO | 1,756,465 | $81.3B | 79.09% | |
| 254 | LRCXLAM RESEARCH CORP | 832,430 | $81.0B | 78.82% | |
| 255 | VLOVALERO ENERGY CORP | 597,835 | $80.4B | 78.17% | |
| 256 | AZNASTRAZENECA PLC | 1,147,853 | $80.2B | 78.02% | |
| 257 | TBILRBB FD INC | 1,601,660 | $80.1B | 77.89% | |
| 258 | ANETARISTA NETWORKS INC | 781,878 | $80.0B | 77.81% | |
| 259 | GPCGENUINE PARTS CO | 654,524 | $79.4B | 77.23% | |
| 260 | NVONOVO-NORDISK A S | 1,146,949 | $79.2B | 77.00% | |
| 261 | URIUNITED RENTALS INC | 104,037 | $78.4B | 76.25% | |
| 262 | IGIBISHARES TR | 1,446,486 | $77.1B | 74.98% | |
| 263 | MPWRMONOLITHIC PWR SYS INC | 105,333 | $77.0B | 74.94% | |
| 264 | BKNGBOOKING HOLDINGS INC | 13,184 | $76.3B | 74.24% | |
| 265 | DONSPDR DOW JONES INDL AVERAGE | 172,552 | $76.0B | 73.96% | |
| 266 | HEIHEICO CORP NEW | 289,516 | $74.9B | 72.87% | |
| 267 | BDXBECTON DICKINSON & CO | 434,633 | $74.9B | 72.83% | |
| 268 | SGOVISHARES TR | 742,000 | $74.7B | 72.67% | |
| 269 | LPLALPL FINL HLDGS INC | 198,139 | $74.3B | 72.27% | |
| 270 | GDGENERAL DYNAMICS CORP | 253,088 | $73.8B | 71.81% | |
| 271 | MTBM & T BK CORP | 374,541 | $72.7B | 70.67% | |
| 272 | XLISELECT SECTOR SPDR TR | 489,841 | $72.3B | 70.29% | |
| 273 | RGAREINSURANCE GRP OF AMERICA I | 364,218 | $72.2B | 70.27% | |
| 274 | XLYSELECT SECTOR SPDR TR | 332,193 | $72.2B | 70.23% | |
| 275 | OREALTY INCOME CORP | 1,252,635 | $72.2B | 70.19% | |
| 276 | REGLPROSHARES TR | 882,721 | $72.0B | 70.01% | |
| 277 | ROKROCKWELL AUTOMATION INC | 214,744 | $71.3B | 69.39% | |
| 278 | MGKVANGUARD WORLD FD | 193,418 | $70.8B | 68.90% | |
| 279 | STLDSTEEL DYNAMICS INC | 553,032 | $70.8B | 68.86% | |
| 280 | JEPQJ P MORGAN EXCHANGE TRADED F | 1,300,787 | $70.8B | 68.83% | |
| 281 | AMTAMERICAN TOWER CORP NEW | 319,893 | $70.7B | 68.79% | |
| 282 | MMM3M CO | 461,628 | $70.3B | 68.36% | |
| 283 | MPLXMPLX LP | 1,363,994 | $70.3B | 68.34% | |
| 284 | SHVISHARES TR | 630,394 | $69.6B | 67.71% | |
| 285 | AJGGALLAGHER ARTHUR J & CO | 215,775 | $69.1B | 67.19% | |
| 286 | VCSHVANGUARD SCOTTSDALE FDS | 866,620 | $68.9B | 67.02% | |
| 287 | EBAEBAY INC. | 918,674 | $68.4B | 66.54% | |
| 288 | TMTOYOTA MOTOR CORP | 392,902 | $67.7B | 65.84% | |
| 289 | PGRPROGRESSIVE CORP | 252,941 | $67.5B | 65.66% | |
| 290 | XLFISELECT SECTOR SPDR TR | 831,568 | $67.3B | 65.49% | |
| 291 | MDYVSPDR SERIES TRUST | 842,491 | $66.9B | 65.09% | |
| 292 | STTSTATE STR CORP | 620,971 | $66.0B | 64.23% | |
| 293 | CGGRCAPITAL GROUP GROWTH ETF | 1,622,271 | $65.9B | 64.14% | |
| 294 | WRBBERKLEY W R CORP | 894,914 | $65.7B | 63.95% | |
| 295 | VBRVANGUARD INDEX FDS | 331,832 | $64.7B | 62.95% | |
| 296 | FTSMFIRST TR EXCHANGE-TRADED FD | 1,080,875 | $64.7B | 62.94% | |
| 297 | PULSPGIM ETF TR | 1,300,069 | $64.7B | 62.92% | |
| 298 | VXUSVANGUARD STAR FDS | 935,647 | $64.6B | 62.88% | |
| 299 | IWBISHARES TR | 189,403 | $64.3B | 62.56% | |
| 300 | VTEBVANGUARD MUN BD FDS | 1,307,093 | $64.1B | 62.34% |