STIFEL FINANCIAL CORP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$111.2B
Holdings
3,565
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (3,565 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLKSELECT SECTOR SPDR TR | 1,737,021 | $246.0B | 221.29% | |
| 102 | ASMLASML HOLDING N V | 233,960 | $246.0B | 221.29% | |
| 103 | WFCWELLS FARGO CO NEW | 2,647,328 | $244.0B | 219.49% | |
| 104 | KLMNINVESCO EXCH TRADED FD TR II | 4,655,311 | $243.0B | 218.59% | |
| 105 | VTIVANGUARD INDEX FDS | 734,559 | $243.0B | 218.59% | |
| 106 | GVIISHARES TR | 2,209,506 | $235.0B | 211.39% | |
| 107 | NEENEXTERA ENERGY INC | 2,946,503 | $234.0B | 210.49% | |
| 108 | SPDWSPDR INDEX SHS FDS | 5,294,541 | $234.0B | 210.49% | |
| 109 | LINLINDE PLC | 555,241 | $233.0B | 209.59% | |
| 110 | VIGVANGUARD SPECIALIZED FUNDS | 1,058,581 | $231.0B | 207.79% | |
| 111 | PHPARKER-HANNIFIN CORP | 264,828 | $230.0B | 206.89% | |
| 112 | GEGE AEROSPACE | 752,942 | $230.0B | 206.89% | |
| 113 | ADIANALOG DEVICES INC | 854,404 | $229.0B | 205.99% | |
| 114 | CITCINTAS CORP | 1,226,446 | $229.0B | 205.99% | |
| 115 | PFEPFIZER INC | 9,277,361 | $227.0B | 204.20% | |
| 116 | UBERUBER TECHNOLOGIES INC | 2,742,099 | $222.0B | 199.70% | |
| 117 | SYKSTRYKER CORPORATION | 633,397 | $221.0B | 198.80% | |
| 118 | HSYHERSHEY CO | 1,227,230 | $220.0B | 197.90% | |
| 119 | ITOTISHARES TR | 1,496,581 | $219.0B | 197.00% | |
| 120 | QCOMQUALCOMM INC | 1,292,518 | $218.0B | 196.10% | |
| 121 | WMBWILLIAMS COS INC | 3,689,540 | $218.0B | 196.10% | |
| 122 | HYGISHARES TR | 2,719,880 | $217.0B | 195.20% | |
| 123 | 4I1PHILIP MORRIS INTL INC | 1,358,081 | $215.0B | 193.40% | |
| 124 | UNHUNITEDHEALTH GROUP INC | 652,804 | $213.0B | 191.60% | |
| 125 | BABOEING CO | 987,765 | $213.0B | 191.60% | |
| 126 | BXBLACKSTONE INC | 1,373,100 | $209.0B | 188.00% | |
| 127 | ORCLORACLE CORP | 1,084,757 | $209.0B | 188.00% | |
| 128 | VYMVANGUARD WHITEHALL FDS | 1,466,668 | $208.0B | 187.10% | |
| 129 | METMETLIFE INC | 2,660,727 | $207.0B | 186.20% | |
| 130 | RSPINVESCO EXCHANGE TRADED FD T | 1,094,052 | $207.0B | 186.20% | |
| 131 | CGDGCAPITAL GROUP DIVIDEND VALUE | 4,782,201 | $207.0B | 186.20% | |
| 132 | ORLYOREILLY AUTOMOTIVE INC | 2,291,308 | $206.0B | 185.31% | |
| 133 | VOVANGUARD INDEX FDS | 711,503 | $204.0B | 183.51% | |
| 134 | UPSUNITED PARCEL SERVICE INC | 2,066,863 | $202.0B | 181.71% | |
| 135 | IJRISHARES TR | 1,700,696 | $201.0B | 180.81% | |
| 136 | AMATAPPLIED MATLS INC | 786,310 | $200.0B | 179.91% | |
| 137 | TRVCCITIGROUP INC | 1,729,844 | $199.0B | 179.01% | |
| 138 | BSXBOSTON SCIENTIFIC CORP | 2,114,497 | $199.0B | 179.01% | |
| 139 | GEVGE VERNOVA INC | 305,271 | $196.0B | 176.31% | |
| 140 | IAU*ISHARES GOLD TR | 2,432,288 | $196.0B | 176.31% | |
| 141 | DEDEERE & CO | 426,195 | $196.0B | 176.31% | |
| 142 | EUSAISHARES INC | 1,791,661 | $184.0B | 165.52% | |
| 143 | DGROISHARES TR | 2,678,223 | $184.0B | 165.52% | |
| 144 | SPYGSPDR SERIES TRUST | 1,729,269 | $183.0B | 164.62% | |
| 145 | IGSBISHARES TR | 3,486,912 | $183.0B | 164.62% | |
| 146 | SCHRSCHWAB STRATEGIC TR | 7,250,566 | $180.0B | 161.92% | |
| 147 | USBUS BANCORP DEL | 3,368,560 | $177.0B | 159.22% | |
| 148 | MRVLMARVELL TECHNOLOGY INC | 2,090,985 | $176.0B | 158.32% | |
| 149 | DHRDANAHER CORPORATION | 761,176 | $172.0B | 154.72% | |
| 150 | CRWDCROWDSTRIKE HLDGS INC | 373,232 | $172.0B | 154.72% | |
| 151 | RDVYFIRST TR EXCHANGE TRADED FD | 2,476,533 | $170.0B | 152.92% | |
| 152 | SPMBSPDR SERIES TRUST | 7,602,932 | $170.0B | 152.92% | |
| 153 | DYHTARGET CORP | 1,762,597 | $169.0B | 152.02% | |
| 154 | GILDGILEAD SCIENCES INC | 1,386,670 | $167.0B | 150.22% | |
| 155 | BLKBLACKROCK INC | 155,816 | $165.0B | 148.42% | |
| 156 | IJHISHARES TR | 2,479,082 | $162.0B | 145.73% | |
| 157 | JEPIJ P MORGAN EXCHANGE TRADED F | 2,829,128 | $160.0B | 143.93% | |
| 158 | IWMISHARES TR | 663,433 | $160.0B | 143.93% | |
| 159 | TLHISHARES TR | 1,591,423 | $159.0B | 143.03% | |
| 160 | SDVYFIRST TR EXCHANGE-TRADED FD | 4,167,860 | $158.0B | 142.13% | |
| 161 | JBHTHUNT J B TRANS SVCS INC | 806,499 | $156.0B | 140.33% | |
| 162 | DYNFBLACKROCK ETF TRUST | 2,539,386 | $152.0B | 136.73% | |
| 163 | PWRQUANTA SVCS INC | 358,634 | $148.0B | 133.13% | |
| 164 | PLTRPALANTIR TECHNOLOGIES INC | 835,751 | $147.0B | 132.23% | |
| 165 | XLFSELECT SECTOR SPDR TR | 2,725,172 | $147.0B | 132.23% | |
| 166 | FASTFASTENAL CO | 3,732,406 | $147.0B | 132.23% | |
| 167 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 1,800,915 | $147.0B | 132.23% | |
| 168 | LOWLOWES COS INC | 614,886 | $146.0B | 131.33% | |
| 169 | SCHOSCHWAB STRATEGIC TR | 6,027,765 | $145.0B | 130.43% | |
| 170 | EFAISHARES TR | 1,533,523 | $145.0B | 130.43% | |
| 171 | VTWOVANGUARD SCOTTSDALE FDS | 1,448,800 | $143.0B | 128.63% | |
| 172 | VONEVANGUARD SCOTTSDALE FDS | 462,141 | $141.0B | 126.84% | |
| 173 | VOTVANGUARD INDEX FDS | 504,141 | $138.0B | 124.14% | |
| 174 | GLDMWORLD GOLD TR | 1,604,843 | $136.0B | 122.34% | |
| 175 | ROLROLLINS INC | 2,284,250 | $135.0B | 121.44% | |
| 176 | ENBENBRIDGE INC | 2,856,714 | $135.0B | 121.44% | |
| 177 | SHELSHELL PLC | 1,861,031 | $134.0B | 120.54% | |
| 178 | TFCTRUIST FINL CORP | 2,789,913 | $134.0B | 120.54% | |
| 179 | IEFISHARES TR | 1,422,149 | $134.0B | 120.54% | |
| 180 | CASYCASEYS GEN STORES INC | 243,337 | $133.0B | 119.64% | |
| 181 | SLBSLB LIMITED | 3,530,918 | $132.0B | 118.74% | |
| 182 | CNRCANADIAN NATL RY CO | 1,358,452 | $131.0B | 117.84% | |
| 183 | EQIXEQUINIX INC | 172,448 | $130.0B | 116.94% | |
| 184 | SNASNAP ON INC | 372,863 | $127.0B | 114.24% | |
| 185 | EPDENTERPRISE PRODS PARTNERS L | 3,978,731 | $125.0B | 112.44% | |
| 186 | LRCXLAM RESEARCH CORP | 736,439 | $124.0B | 111.54% | |
| 187 | IUSBISHARES TR | 2,725,862 | $124.0B | 111.54% | |
| 188 | WECWEC ENERGY GROUP INC | 1,179,730 | $123.0B | 110.64% | |
| 189 | VOEVANGUARD INDEX FDS | 708,046 | $123.0B | 110.64% | |
| 190 | DISDISNEY WALT CO | 1,100,080 | $123.0B | 110.64% | |
| 191 | EMREMERSON ELEC CO | 935,219 | $123.0B | 110.64% | |
| 192 | TLTISHARES TR | 1,416,599 | $122.0B | 109.74% | |
| 193 | AZNASTRAZENECA PLC | 1,288,855 | $117.0B | 105.25% | |
| 194 | SPYVSPDR SERIES TRUST | 2,046,644 | $115.0B | 103.45% | |
| 195 | AEPAMERICAN ELEC PWR CO INC | 1,008,388 | $113.0B | 101.65% | |
| 196 | NKENIKE INC | 1,789,298 | $113.0B | 101.65% | |
| 197 | PKGPACKAGING CORP AMER | 554,138 | $112.0B | 100.75% | |
| 198 | AWCAMERICAN WTR WKS CO INC NEW | 877,434 | $112.0B | 100.75% | |
| 199 | BHVNBIOHAVEN LTD | 9,939,856 | $112.0B | 100.75% | |
| 200 | SHYISHARES TR | 1,381,421 | $111.0B | 99.85% |