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 |
|---|---|---|---|---|---|
| 601 | IPINTERNATIONAL PAPER CO | 416,440 | $19.5B | 18.97% | |
| 602 | STIPISHARES TR | 189,372 | $19.5B | 18.96% | |
| 603 | FLEXFLEX LTD | 390,283 | $19.5B | 18.95% | |
| 604 | MLIMUELLER INDS INC | 244,754 | $19.5B | 18.92% | |
| 605 | CDNSCADENCE DESIGN SYSTEM INC | 63,068 | $19.4B | 18.90% | |
| 606 | LULULULULEMON ATHLETICA INC | 81,773 | $19.4B | 18.90% | |
| 607 | EQTEQT CORP | 331,123 | $19.3B | 18.78% | |
| 608 | HCAHCA HEALTHCARE INC | 50,327 | $19.3B | 18.77% | |
| 609 | FLOTISHARES TR | 377,295 | $19.2B | 18.72% | |
| 610 | IAKISHARES TR | 143,014 | $19.2B | 18.71% | |
| 611 | VRIGINVESCO ACTIVELY MANAGED EXC | 766,661 | $19.2B | 18.68% | |
| 612 | IWPISHARES TR | 138,339 | $19.2B | 18.66% | |
| 613 | GGGGRACO INC | 222,401 | $19.1B | 18.60% | |
| 614 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 61,969 | $19.1B | 18.59% | |
| 615 | IJKISHARES TR | 209,543 | $19.1B | 18.55% | |
| 616 | IDXXIDEXX LABS INC | 35,404 | $19.0B | 18.47% | |
| 617 | FDSFACTSET RESH SYS INC | 42,322 | $19.0B | 18.44% | |
| 618 | FTGSFIRST TR EXCHANGE-TRADED FD | 554,413 | $19.0B | 18.44% | |
| 619 | PCARPACCAR INC | 197,686 | $18.8B | 18.28% | |
| 620 | HUNHUNTSMAN CORP | 1,796,629 | $18.7B | 18.21% | |
| 621 | BJBJS WHSL CLUB HLDGS INC | 173,606 | $18.7B | 18.21% | |
| 622 | AVBAVALONBAY CMNTYS INC | 91,890 | $18.7B | 18.19% | |
| 623 | ALKALASKA AIR GROUP INC | 377,635 | $18.7B | 18.18% | |
| 624 | PNRPENTAIR PLC | 181,115 | $18.6B | 18.09% | |
| 625 | IQVIQVIA HLDGS INC | 117,591 | $18.5B | 18.03% | |
| 626 | UBSUBS GROUP AG | 547,729 | $18.5B | 18.02% | |
| 627 | NRANRG ENERGY INC | 115,048 | $18.5B | 17.97% | |
| 628 | IBDVISHARES TR | 838,955 | $18.4B | 17.94% | |
| 629 | DEMWISDOMTREE TR | 407,117 | $18.4B | 17.93% | |
| 630 | IJTISHARES TR | 138,428 | $18.4B | 17.92% | |
| 631 | OLLIOLLIES BARGAIN OUTLET HLDGS | 139,491 | $18.4B | 17.88% | |
| 632 | IAIISHARES TR | 108,458 | $18.3B | 17.85% | |
| 633 | FMBFIRST TR EXCH TRADED FD III | 368,042 | $18.3B | 17.83% | |
| 634 | SJNKSPDR SERIES TRUST | 718,173 | $18.3B | 17.80% | |
| 635 | VIGIVANGUARD WHITEHALL FDS | 201,364 | $18.1B | 17.65% | |
| 636 | AMCRAMCOR PLC | 1,974,461 | $18.1B | 17.65% | |
| 637 | SOXXISHARES TR | 75,783 | $18.1B | 17.60% | |
| 638 | IBMSISHARES TR | 821,677 | $18.0B | 17.52% | |
| 639 | DALDELTA AIR LINES INC DEL | 365,524 | $18.0B | 17.49% | |
| 640 | SCZISHARES TR | 247,038 | $18.0B | 17.46% | |
| 641 | PPAINVESCO EXCHANGE TRADED FD T | 126,264 | $17.9B | 17.41% | |
| 642 | IWSISHARES TR | 135,051 | $17.8B | 17.36% | |
| 643 | PZAINVESCO EXCH TRADED FD TR II | 796,725 | $17.8B | 17.35% | |
| 644 | TRNOTERRENO RLTY CORP | 317,856 | $17.8B | 17.34% | |
| 645 | ZWSZURN ELKAY WATER SOLNS CORP | 485,502 | $17.8B | 17.27% | |
| 646 | WYWEYERHAEUSER CO MTN BE | 690,105 | $17.7B | 17.24% | |
| 647 | THOTHOR INDS INC | 199,244 | $17.7B | 17.21% | |
| 648 | ETRENTERGY CORP NEW | 212,417 | $17.7B | 17.17% | |
| 649 | CWCURTISS WRIGHT CORP | 36,088 | $17.6B | 17.15% | |
| 650 | BUXXEA SERIES TRUST | 865,491 | $17.6B | 17.11% | |
| 651 | RMERESMED INC | 67,921 | $17.5B | 17.05% | |
| 652 | VPUVANGUARD WORLD FD | 99,122 | $17.5B | 17.02% | |
| 653 | MSCIMSCI INC | 30,173 | $17.4B | 16.95% | |
| 654 | HYBBISHARES TR | 370,042 | $17.4B | 16.92% | |
| 655 | HTABHARTFORD FDS EXCHANGE TRADED | 926,150 | $17.3B | 16.85% | |
| 656 | EXPDEXPEDITORS INTL WASH INC | 150,153 | $17.2B | 16.69% | |
| 657 | ALCALCON AG | 194,108 | $17.1B | 16.67% | |
| 658 | RBARB GLOBAL INC | 160,362 | $17.0B | 16.56% | |
| 659 | DUHPDIMENSIONAL ETF TRUST | 478,868 | $17.0B | 16.56% | |
| 660 | ROSTROSS STORES INC | 133,427 | $17.0B | 16.56% | |
| 661 | XBISPDR SERIES TRUST | 202,900 | $16.8B | 16.37% | |
| 662 | DDDUPONT DE NEMOURS INC | 244,497 | $16.8B | 16.31% | |
| 663 | TTCTORO CO | 235,599 | $16.7B | 16.20% | |
| 664 | RFREGIONS FINANCIAL CORP NEW | 705,810 | $16.6B | 16.15% | |
| 665 | DRIDARDEN RESTAURANTS INC | 76,100 | $16.6B | 16.13% | |
| 666 | SHYGISHARES TR | 383,821 | $16.6B | 16.11% | |
| 667 | KVUEKENVUE INC | 789,724 | $16.5B | 16.08% | |
| 668 | CHWYCHEWY INC | 387,760 | $16.5B | 16.07% | |
| 669 | HELOJ P MORGAN EXCHANGE TRADED F | 263,510 | $16.5B | 16.04% | |
| 670 | AOSSMITH A O CORP | 250,998 | $16.5B | 16.01% | |
| 671 | COOCOOPER COS INC | 230,790 | $16.4B | 15.97% | |
| 672 | JAZZJAZZ PHARMACEUTICALS PLC | 154,318 | $16.4B | 15.93% | |
| 673 | ADMARCHER DANIELS MIDLAND CO | 310,061 | $16.4B | 15.92% | |
| 674 | FITBFIFTH THIRD BANCORP | 397,230 | $16.3B | 15.89% | |
| 675 | BCRXBIOCRYST PHARMACEUTICALS INC | 1,823,288 | $16.3B | 15.89% | |
| 676 | VTIPVANGUARD MALVERN FDS | 322,786 | $16.2B | 15.78% | |
| 677 | 7HPHP INC | 662,933 | $16.2B | 15.77% | |
| 678 | DFACDIMENSIONAL ETF TRUST | 451,293 | $16.2B | 15.73% | |
| 679 | FLQMFRANKLIN TEMPLETON ETF TR | 296,439 | $16.1B | 15.66% | |
| 680 | CSLCARLISLE COS INC | 43,026 | $16.1B | 15.63% | |
| 681 | LRGELEGG MASON ETF INVT | 202,206 | $16.0B | 15.60% | |
| 682 | HASHASBRO INC | 216,341 | $16.0B | 15.53% | |
| 683 | NETCLOUDFLARE INC | 81,230 | $15.9B | 15.47% | |
| 684 | IYCISHARES TR | 159,492 | $15.9B | 15.46% | |
| 685 | PHYS/USPROTT PHYSICAL GOLD TR | 625,040 | $15.8B | 15.41% | |
| 686 | MAAMID-AMER APT CMNTYS INC | 106,991 | $15.8B | 15.40% | |
| 687 | FTHIFIRST TR EXCHANGE TRADED FD | 691,621 | $15.8B | 15.37% | |
| 688 | STXSEAGATE TECHNOLOGY HLDNGS PL | 109,472 | $15.8B | 15.37% | |
| 689 | TSLXSIXTH STREET SPECIALTY LENDI | 663,112 | $15.8B | 15.36% | |
| 690 | BSCSINVESCO EXCH TRD SLF IDX FD | 768,603 | $15.7B | 15.32% | |
| 691 | AQLTISHARES TR | 672,692 | $15.7B | 15.28% | |
| 692 | NXPINXP SEMICONDUCTORS N V | 71,773 | $15.7B | 15.26% | |
| 693 | STESTERIS PLC | 65,240 | $15.7B | 15.25% | |
| 694 | VYMIVANGUARD WHITEHALL FDS | 195,629 | $15.7B | 15.24% | |
| 695 | PCTPURECYCLE TECHNOLOGIES INC | 1,140,952 | $15.6B | 15.20% | |
| 696 | ALBALBEMARLE CORP | 249,290 | $15.6B | 15.20% | |
| 697 | DONWISDOMTREE TR | 311,553 | $15.6B | 15.19% | |
| 698 | AZOAUTOZONE INC | 4,204 | $15.6B | 15.18% | |
| 699 | CLHCLEAN HARBORS INC | 67,439 | $15.6B | 15.16% | |
| 700 | APAAPA CORPORATION | 851,614 | $15.6B | 15.15% |