STIFEL FINANCIAL CORP Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$109.5B
Holdings
3,531
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (3,531 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DELLDELL TECHNOLOGIES INC | 771,362 | $109.4B | 99.84% | |
| 202 | ETENERGY TRANSFER L P | 6,365,813 | $109.2B | 99.73% | |
| 203 | LRCXLAM RESEARCH CORP | 814,463 | $109.1B | 99.57% | |
| 204 | KMBKIMBERLY-CLARK CORP | 867,356 | $107.8B | 98.46% | |
| 205 | FVDFIRST TR EXCHANGE-TRADED FD | 2,303,471 | $106.5B | 97.25% | |
| 206 | SHYISHARES TR | 1,249,303 | $103.6B | 94.63% | |
| 207 | BRK-BBERKSHIRE HATHAWAY INC DEL | 137 | $103.3B | 94.34% | |
| 208 | PNCPNC FINL SVCS GROUP INC | 512,314 | $102.9B | 93.98% | |
| 209 | SPTLSPDR SERIES TRUST | 3,802,807 | $102.5B | 93.57% | |
| 210 | SCHWSCHWAB CHARLES CORP | 1,072,608 | $102.4B | 93.49% | |
| 211 | URIUNITED RENTALS INC | 106,959 | $102.1B | 93.24% | |
| 212 | VLOVALERO ENERGY CORP | 596,106 | $101.5B | 92.66% | |
| 213 | TBILRBB FD INC | 2,021,212 | $101.1B | 92.27% | |
| 214 | DUKDUKE ENERGY CORP NEW | 816,642 | $101.1B | 92.27% | |
| 215 | ANETARISTA NETWORKS INC | 692,543 | $100.9B | 92.13% | |
| 216 | BHVNBIOHAVEN LTD | 6,611,350 | $99.2B | 90.60% | |
| 217 | COFCAPITAL ONE FINL CORP | 464,080 | $98.7B | 90.07% | |
| 218 | ZTSZOETIS INC | 674,105 | $98.7B | 90.07% | |
| 219 | VRTVERTIV HOLDINGS CO | 653,445 | $98.6B | 90.00% | |
| 220 | TMUST-MOBILE US INC | 410,842 | $98.4B | 89.80% | |
| 221 | SOSOUTHERN CO | 1,031,384 | $97.7B | 89.24% | |
| 222 | MOALTRIA GROUP INC | 1,470,631 | $97.1B | 88.70% | |
| 223 | LECOLINCOLN ELEC HLDGS INC | 411,364 | $97.0B | 88.57% | |
| 224 | EWJISHARES INC | 1,209,358 | $97.0B | 88.56% | |
| 225 | LNGCHENIERE ENERGY INC | 409,749 | $96.3B | 87.92% | |
| 226 | XELXCEL ENERGY INC | 1,191,906 | $96.1B | 87.76% | |
| 227 | SBUXSTARBUCKS CORP | 1,134,560 | $96.0B | 87.64% | |
| 228 | COPCONOCOPHILLIPS | 1,007,544 | $95.3B | 87.01% | |
| 229 | CMGCHIPOTLE MEXICAN GRILL INC | 2,423,071 | $95.0B | 86.70% | |
| 230 | TAT&T INC | 3,351,735 | $94.7B | 86.42% | |
| 231 | ABNBAIRBNB INC | 775,850 | $94.2B | 86.01% | |
| 232 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,854,612 | $94.1B | 85.90% | |
| 233 | XLVSELECT SECTOR SPDR TR | 669,405 | $93.2B | 85.06% | |
| 234 | SGOVISHARES TR | 923,312 | $93.0B | 84.89% | |
| 235 | MPWRMONOLITHIC PWR SYS INC | 99,322 | $91.5B | 83.50% | |
| 236 | LQDISHARES TR | 819,413 | $91.3B | 83.39% | |
| 237 | ICEINTERCONTINENTAL EXCHANGE IN | 541,139 | $91.2B | 83.25% | |
| 238 | EMXCISHARES INC | 1,347,407 | $91.0B | 83.05% | |
| 239 | PVALPUTNAM ETF TRUST | 2,126,866 | $90.9B | 82.95% | |
| 240 | PRUPRUDENTIAL FINL INC | 875,687 | $90.8B | 82.94% | |
| 241 | XLESELECT SECTOR SPDR TR | 1,012,440 | $90.5B | 82.58% | |
| 242 | AZNASTRAZENECA PLC | 1,176,763 | $90.3B | 82.43% | |
| 243 | COWZPACER FDS TR | 1,563,860 | $89.9B | 82.06% | |
| 244 | PULSPGIM ETF TR | 1,791,007 | $89.2B | 81.48% | |
| 245 | ACGLARCH CAP GROUP LTD | 976,236 | $88.6B | 80.87% | |
| 246 | EFVISHARES TR | 1,295,811 | $87.9B | 80.25% | |
| 247 | GDGENERAL DYNAMICS CORP | 256,728 | $87.6B | 79.94% | |
| 248 | MDLZMONDELEZ INTL INC | 1,393,853 | $87.1B | 79.50% | |
| 249 | GPCGENUINE PARTS CO | 625,754 | $86.7B | 79.18% | |
| 250 | GDXVANECK ETF TRUST | 1,122,275 | $85.7B | 78.28% | |
| 251 | DOXAMDOCS LTD | 1,041,959 | $85.5B | 78.06% | |
| 252 | TROWPRICE T ROWE GROUP INC | 821,712 | $84.3B | 77.00% | |
| 253 | IGIBISHARES TR | 1,524,685 | $82.5B | 75.30% | |
| 254 | BKNGBOOKING HOLDINGS INC | 15,058 | $81.3B | 74.23% | |
| 255 | XLUSELECT SECTOR SPDR TR | 929,145 | $81.0B | 73.98% | |
| 256 | TMTOYOTA MOTOR CORP | 420,092 | $80.3B | 73.30% | |
| 257 | BMYBRISTOL-MYERS SQUIBB CO | 1,779,859 | $80.3B | 73.29% | |
| 258 | BDXBECTON DICKINSON & CO | 427,077 | $79.9B | 72.99% | |
| 259 | VCSHVANGUARD SCOTTSDALE FDS | 999,899 | $79.9B | 72.97% | |
| 260 | WDAYWORKDAY INC | 331,916 | $79.9B | 72.95% | |
| 261 | OREALTY INCOME CORP | 1,317,502 | $79.8B | 72.86% | |
| 262 | MINTPIMCO ETF TR | 789,186 | $79.5B | 72.55% | |
| 263 | JEPQJ P MORGAN EXCHANGE TRADED F | 1,377,448 | $79.2B | 72.34% | |
| 264 | XLCSELECT SECTOR SPDR TR | 668,689 | $79.2B | 72.27% | |
| 265 | FDLFIRST TR EXCHANGE-TRADED FD | 1,822,893 | $79.1B | 72.25% | |
| 266 | DONSPDR DOW JONES INDL AVERAGE | 170,165 | $78.9B | 72.05% | |
| 267 | XLYSELECT SECTOR SPDR TR | 329,179 | $78.9B | 72.02% | |
| 268 | CGGRCAPITAL GROUP GROWTH ETF | 1,787,315 | $78.5B | 71.67% | |
| 269 | SHVISHARES TR | 709,023 | $78.3B | 71.52% | |
| 270 | JKHYHENRY JACK & ASSOC INC | 525,823 | $78.3B | 71.51% | |
| 271 | DOWDOW INC | 3,401,876 | $78.0B | 71.22% | |
| 272 | EBAEBAY INC. | 846,039 | $76.9B | 70.25% | |
| 273 | TTTRANE TECHNOLOGIES PLC | 180,702 | $76.3B | 69.62% | |
| 274 | OEFISHARES TR | 228,379 | $76.0B | 69.40% | |
| 275 | MTBM & T BK CORP | 380,678 | $75.2B | 68.68% | |
| 276 | REGLPROSHARES TR | 874,799 | $74.7B | 68.16% | |
| 277 | MGKVANGUARD WORLD FD | 184,145 | $74.1B | 67.66% | |
| 278 | ROKROCKWELL AUTOMATION INC | 211,537 | $73.9B | 67.51% | |
| 279 | APPAPPLOVIN CORP | 102,739 | $73.8B | 67.40% | |
| 280 | RGAREINSURANCE GRP OF AMERICA I | 378,525 | $72.7B | 66.40% | |
| 281 | IWBISHARES TR | 198,378 | $72.5B | 66.19% | |
| 282 | XLISELECT SECTOR SPDR TR | 468,608 | $72.3B | 65.99% | |
| 283 | HEIHEICO CORP NEW | 282,522 | $71.8B | 65.54% | |
| 284 | FTNTFORTINET INC | 851,137 | $71.6B | 65.34% | |
| 285 | AMDADVANCED MICRO DEVICES INC | 439,279 | $71.1B | 64.89% | |
| 286 | CEGCONSTELLATION ENERGY CORP | 215,845 | $71.0B | 64.86% | |
| 287 | VXUSVANGUARD STAR FDS | 965,564 | $70.9B | 64.76% | |
| 288 | VBRVANGUARD INDEX FDS | 339,403 | $70.8B | 64.68% | |
| 289 | MPLXMPLX LP | 1,417,737 | $70.8B | 64.65% | |
| 290 | STLDSTEEL DYNAMICS INC | 507,727 | $70.8B | 64.63% | |
| 291 | PYPLPAYPAL HLDGS INC | 1,055,569 | $70.8B | 64.63% | |
| 292 | NOCNORTHROP GRUMMAN CORP | 116,154 | $70.8B | 64.63% | |
| 293 | JAAAJANUS DETROIT STR TR | 1,387,703 | $70.5B | 64.34% | |
| 294 | VTEBVANGUARD MUN BD FDS | 1,397,145 | $70.0B | 63.87% | |
| 295 | T7DTRANSDIGM GROUP INC | 52,954 | $69.8B | 63.73% | |
| 296 | LHXL3HARRIS TECHNOLOGIES INC | 228,494 | $69.8B | 63.73% | |
| 297 | FTCSFIRST TR EXCHANGE-TRADED FD | 745,294 | $69.8B | 63.72% | |
| 298 | SCHGSCHWAB STRATEGIC TR | 2,182,875 | $69.7B | 63.60% | |
| 299 | SPGSIMON PPTY GROUP INC NEW | 361,445 | $67.8B | 61.93% | |
| 300 | VGKVANGUARD INTL EQUITY INDEX F | 847,057 | $67.6B | 61.71% |