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 |
|---|---|---|---|---|---|
| 401 | SNPSSYNOPSYS INC | 73,514 | $37.7B | 36.66% | |
| 402 | WESWESTERN MIDSTREAM PARTNERS L | 970,302 | $37.6B | 36.52% | |
| 403 | ULUNILEVER PLC | 612,093 | $37.4B | 36.42% | |
| 404 | AQLTISHARES TR | 281,775 | $37.4B | 36.40% | |
| 405 | DGRWWISDOMTREE TR | 446,292 | $37.4B | 36.35% | |
| 406 | WMSADVANCED DRAIN SYS INC DEL | 325,272 | $37.4B | 36.34% | |
| 407 | VBKVANGUARD INDEX FDS | 134,684 | $37.3B | 36.28% | |
| 408 | MUMICRON TECHNOLOGY INC | 298,836 | $36.8B | 35.83% | |
| 409 | SUBISHARES TR | 345,796 | $36.8B | 35.77% | |
| 410 | TIPISHARES TR | 332,653 | $36.6B | 35.61% | |
| 411 | FANGDIAMONDBACK ENERGY INC | 265,760 | $36.5B | 35.52% | |
| 412 | WELLWELLTOWER INC | 235,999 | $36.3B | 35.29% | |
| 413 | ZSZSCALER INC | 115,479 | $36.3B | 35.26% | |
| 414 | SYYSYSCO CORP | 477,800 | $36.2B | 35.20% | |
| 415 | ALSALLSTATE CORP | 179,704 | $36.2B | 35.19% | |
| 416 | TFLOISHARES TR | 705,696 | $35.7B | 34.77% | |
| 417 | IHDGWISDOMTREE TR | 790,123 | $35.6B | 34.62% | |
| 418 | FDNFIRST TR EXCHANGE-TRADED FD | 130,347 | $35.1B | 34.15% | |
| 419 | NDAQNASDAQ INC | 389,512 | $34.8B | 33.88% | |
| 420 | VICIVICI PPTYS INC | 1,068,311 | $34.8B | 33.88% | |
| 421 | BIVVANGUARD BD INDEX FDS | 447,990 | $34.6B | 33.70% | |
| 422 | APOAPOLLO GLOBAL MGMT INC | 243,558 | $34.6B | 33.61% | |
| 423 | INTCINTEL CORP | 1,533,055 | $34.3B | 33.40% | |
| 424 | IBKRINTERACTIVE BROKERS GROUP IN | 619,421 | $34.3B | 33.39% | |
| 425 | CGMSCAPITAL GRP FIXED INCM ETF T | 1,240,773 | $34.3B | 33.33% | |
| 426 | HOODROBINHOOD MKTS INC | 365,821 | $34.3B | 33.32% | |
| 427 | HIGHARTFORD INSURANCE GROUP INC | 269,777 | $34.2B | 33.29% | |
| 428 | CPRTCOPART INC | 694,233 | $34.1B | 33.14% | |
| 429 | GSKGSK PLC | 886,826 | $34.1B | 33.12% | |
| 430 | APPAPPLOVIN CORP | 97,025 | $34.0B | 33.04% | |
| 431 | VDCVANGUARD WORLD FD | 155,028 | $34.0B | 33.03% | |
| 432 | SRESEMPRA | 447,622 | $33.9B | 32.99% | |
| 433 | VMCVULCAN MATLS CO | 129,986 | $33.9B | 32.98% | |
| 434 | DARDARLING INGREDIENTS INC | 892,076 | $33.8B | 32.92% | |
| 435 | JGROJ P MORGAN EXCHANGE TRADED F | 393,129 | $33.8B | 32.91% | |
| 436 | GTLSCHART INDS INC | 203,904 | $33.6B | 32.66% | |
| 437 | DVNDEVON ENERGY CORP NEW | 1,053,991 | $33.5B | 32.61% | |
| 438 | MCHPMICROCHIP TECHNOLOGY INC. | 475,363 | $33.5B | 32.54% | |
| 439 | LHLABCORP HOLDINGS INC | 127,066 | $33.4B | 32.45% | |
| 440 | CGCBCAPITAL GRP FIXED INCM ETF T | 1,268,037 | $33.3B | 32.44% | |
| 441 | TELTE CONNECTIVITY PLC | 197,535 | $33.3B | 32.41% | |
| 442 | DEODIAGEO PLC | 329,574 | $33.2B | 32.33% | |
| 443 | NEARISHARES U S ETF TR | 648,156 | $33.1B | 32.22% | |
| 444 | NSCNORFOLK SOUTHN CORP | 129,068 | $33.0B | 32.14% | |
| 445 | SESEA LTD | 205,731 | $32.9B | 32.01% | |
| 446 | WCNWASTE CONNECTIONS INC | 174,565 | $32.6B | 31.70% | |
| 447 | YUMYUM BRANDS INC | 219,588 | $32.5B | 31.65% | |
| 448 | NEMNEWMONT CORP | 557,088 | $32.5B | 31.57% | |
| 449 | IJSISHARES TR | 325,179 | $32.4B | 31.47% | |
| 450 | HLTHILTON WORLDWIDE HLDGS INC | 121,320 | $32.3B | 31.43% | |
| 451 | ADSKAUTODESK INC | 103,996 | $32.2B | 31.31% | |
| 452 | EEMISHARES TR | 659,748 | $31.8B | 30.96% | |
| 453 | HEIHEICO CORP NEW | 96,416 | $31.6B | 30.76% | |
| 454 | IQLTISHARES TR | 729,844 | $31.5B | 30.68% | |
| 455 | BPBP PLC | 1,048,365 | $31.4B | 30.52% | |
| 456 | CGUSCAPITAL GROUP CORE EQUITY ET | 847,182 | $31.3B | 30.43% | |
| 457 | SNYSANOFI | 647,215 | $31.3B | 30.41% | |
| 458 | VOXVANGUARD WORLD FD | 181,908 | $31.1B | 30.26% | |
| 459 | ESEVERSOURCE ENERGY | 487,921 | $31.0B | 30.19% | |
| 460 | BSCQINVESCO EXCH TRD SLF IDX FD | 1,589,527 | $31.0B | 30.18% | |
| 461 | LVHILEGG MASON ETF INVT | 951,348 | $31.0B | 30.12% | |
| 462 | VEEVVEEVA SYS INC | 107,391 | $30.9B | 30.08% | |
| 463 | GLGLOBE LIFE INC | 247,884 | $30.8B | 29.97% | |
| 464 | IPXIPERIONX LTD | 974,668 | $30.7B | 29.86% | |
| 465 | ROPROPER TECHNOLOGIES INC | 54,048 | $30.6B | 29.81% | |
| 466 | VSSVANGUARD INTL EQUITY INDEX F | 226,578 | $30.5B | 29.62% | |
| 467 | THROBLACKROCK ETF TRUST | 854,164 | $30.4B | 29.56% | |
| 468 | AEMAGNICO EAGLE MINES LTD | 253,002 | $30.1B | 29.27% | |
| 469 | LYBLYONDELLBASELL INDUSTRIES N | 518,211 | $30.0B | 29.16% | |
| 470 | TTDTHE TRADE DESK INC | 416,442 | $30.0B | 29.16% | |
| 471 | SCHXSCHWAB STRATEGIC TR | 1,224,976 | $29.9B | 29.12% | |
| 472 | USHYISHARES TR | 789,691 | $29.6B | 28.81% | |
| 473 | ABGCENCORA INC | 98,184 | $29.5B | 28.65% | |
| 474 | NVSNNOVARTIS AG | 243,345 | $29.4B | 28.64% | |
| 475 | CCOCAMECO CORP | 395,357 | $29.3B | 28.55% | |
| 476 | SHLDGLOBAL X FDS | 486,463 | $29.3B | 28.51% | |
| 477 | SPTISPDR SERIES TRUST | 1,017,572 | $29.3B | 28.48% | |
| 478 | GBILGOLDMAN SACHS ETF TR | 290,993 | $29.1B | 28.35% | |
| 479 | TRGPTARGA RES CORP | 166,603 | $29.0B | 28.21% | |
| 480 | HUBSHUBSPOT INC | 51,931 | $28.9B | 28.12% | |
| 481 | POOLPOOL CORP | 98,606 | $28.7B | 27.96% | |
| 482 | SPYINEOS ETF TRUST | 567,247 | $28.5B | 27.76% | |
| 483 | XBILRBB FD INC | 565,743 | $28.4B | 27.60% | |
| 484 | MCXMCCORMICK & CO INC | 370,513 | $28.1B | 27.33% | |
| 485 | MDBMONGODB INC | 133,696 | $28.1B | 27.31% | |
| 486 | MLMMARTIN MARIETTA MATLS INC | 50,897 | $27.9B | 27.18% | |
| 487 | SNOWSNOWFLAKE INC | 124,737 | $27.9B | 27.15% | |
| 488 | BNDXVANGUARD CHARLOTTE FDS | 561,114 | $27.8B | 27.02% | |
| 489 | GRIDFIRST TR EXCHANGE TRADED FD | 199,613 | $27.8B | 27.00% | |
| 490 | OLEDUNIVERSAL DISPLAY CORP | 179,169 | $27.7B | 26.92% | |
| 491 | NDSNNORDSON CORP | 128,492 | $27.5B | 26.79% | |
| 492 | CAHCARDINAL HEALTH INC | 163,893 | $27.5B | 26.78% | |
| 493 | GLNGGOLAR LNG LTD | 660,742 | $27.2B | 26.47% | |
| 494 | LMBSFIRST TR EXCHANGE-TRADED FD | 549,755 | $27.1B | 26.34% | |
| 495 | BMOBANK MONTREAL QUE | 244,760 | $27.1B | 26.34% | |
| 496 | CMECME GROUP INC | 98,123 | $27.0B | 26.31% | |
| 497 | CGMUCAPITAL GRP FIXED INCM ETF T | 1,010,975 | $27.0B | 26.25% | |
| 498 | GCOWPACER FDS TR | 710,176 | $27.0B | 26.23% | |
| 499 | MPCMARATHON PETE CORP | 162,278 | $27.0B | 26.22% | |
| 500 | PYLDPIMCO ETF TR | 1,008,750 | $26.8B | 26.04% |