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 |
|---|---|---|---|---|---|
| 201 | LQDISHARES TR | 1,026,150 | $111.0B | 99.85% | |
| 202 | SHWSHERWIN WILLIAMS CO | 349,390 | $110.0B | 98.95% | |
| 203 | BNBROOKFIELD CORP | 2,441,512 | $108.0B | 97.15% | |
| 204 | BRK-BBERKSHIRE HATHAWAY INC DEL | 144 | $107.0B | 96.25% | |
| 205 | PAYXPAYCHEX INC | 967,140 | $106.0B | 95.35% | |
| 206 | COFCAPITAL ONE FINL CORP | 453,421 | $106.0B | 95.35% | |
| 207 | FVDFIRST TR EXCHANGE-TRADED FD | 2,320,271 | $106.0B | 95.35% | |
| 208 | SGOVISHARES TR | 1,049,078 | $104.0B | 93.55% | |
| 209 | CMCSACOMCAST CORP NEW | 3,563,439 | $104.0B | 93.55% | |
| 210 | ETENERGY TRANSFER L P | 6,437,645 | $104.0B | 93.55% | |
| 211 | ANETARISTA NETWORKS INC | 815,254 | $104.0B | 93.55% | |
| 212 | BMYBRISTOL-MYERS SQUIBB CO | 1,990,277 | $104.0B | 93.55% | |
| 213 | XLVSELECT SECTOR SPDR TR | 690,726 | $104.0B | 93.55% | |
| 214 | VRTVERTIV HOLDINGS CO | 646,117 | $103.0B | 92.65% | |
| 215 | CGGRCAPITAL GROUP GROWTH ETF | 2,340,568 | $103.0B | 92.65% | |
| 216 | TBILRBB FD INC | 2,069,647 | $103.0B | 92.65% | |
| 217 | PULSPGIM ETF TR | 2,079,635 | $102.0B | 91.75% | |
| 218 | SCHWSCHWAB CHARLES CORP | 1,043,514 | $102.0B | 91.75% | |
| 219 | EWJISHARES INC | 1,256,550 | $101.0B | 90.85% | |
| 220 | DELLDELL TECHNOLOGIES INC | 816,369 | $100.0B | 89.95% | |
| 221 | XLESELECT SECTOR SPDR TR | 2,275,957 | $99.0B | 89.05% | |
| 222 | PVALPUTNAM ETF TRUST | 2,158,392 | $97.0B | 87.26% | |
| 223 | ABNBAIRBNB INC | 734,647 | $97.0B | 87.26% | |
| 224 | LECOLINCOLN ELEC HLDGS INC | 409,160 | $96.0B | 86.36% | |
| 225 | EMXCISHARES INC | 1,342,188 | $96.0B | 86.36% | |
| 226 | VCSHVANGUARD SCOTTSDALE FDS | 1,215,114 | $95.0B | 85.46% | |
| 227 | PRUPRUDENTIAL FINL INC | 869,137 | $95.0B | 85.46% | |
| 228 | VLOVALERO ENERGY CORP | 595,306 | $95.0B | 85.46% | |
| 229 | IWBISHARES TR | 256,407 | $94.0B | 84.56% | |
| 230 | JKHYHENRY JACK & ASSOC INC | 526,642 | $94.0B | 84.56% | |
| 231 | DUKDUKE ENERGY CORP NEW | 812,896 | $93.0B | 83.66% | |
| 232 | SHVISHARES TR | 873,059 | $93.0B | 83.66% | |
| 233 | TMTOYOTA MOTOR CORP | 439,107 | $93.0B | 83.66% | |
| 234 | SLVISHARES SILVER TR | 1,468,147 | $93.0B | 83.66% | |
| 235 | SBUXSTARBUCKS CORP | 1,121,172 | $92.0B | 82.76% | |
| 236 | MOALTRIA GROUP INC | 1,643,198 | $92.0B | 82.76% | |
| 237 | COPCONOCOPHILLIPS | 992,276 | $91.0B | 81.86% | |
| 238 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,816,996 | $91.0B | 81.86% | |
| 239 | AMDADVANCED MICRO DEVICES INC | 437,533 | $91.0B | 81.86% | |
| 240 | SOSOUTHERN CO | 1,065,349 | $90.0B | 80.96% | |
| 241 | EFVISHARES TR | 1,246,412 | $88.0B | 79.16% | |
| 242 | PNCPNC FINL SVCS GROUP INC | 433,772 | $88.0B | 79.16% | |
| 243 | MUMICRON TECHNOLOGY INC | 317,855 | $88.0B | 79.16% | |
| 244 | SPTLSPDR SERIES TRUST | 3,320,794 | $87.0B | 78.26% | |
| 245 | GDXVANECK ETF TRUST | 1,039,989 | $87.0B | 78.26% | |
| 246 | ACGLARCH CAP GROUP LTD | 920,103 | $86.0B | 77.36% | |
| 247 | GDGENERAL DYNAMICS CORP | 257,902 | $86.0B | 77.36% | |
| 248 | KMBKIMBERLY-CLARK CORP | 862,444 | $85.0B | 76.46% | |
| 249 | DONSPDR DOW JONES INDL AVERAGE | 180,084 | $85.0B | 76.46% | |
| 250 | DOWDOW INC | 3,706,907 | $84.0B | 75.56% | |
| 251 | STLDSTEEL DYNAMICS INC | 503,504 | $84.0B | 75.56% | |
| 252 | XELXCEL ENERGY INC | 1,163,706 | $84.0B | 75.56% | |
| 253 | OEFISHARES TR | 243,358 | $83.0B | 74.66% | |
| 254 | DOXAMDOCS LTD | 1,054,189 | $83.0B | 74.66% | |
| 255 | XLCSELECT SECTOR SPDR TR | 717,246 | $83.0B | 74.66% | |
| 256 | COWZPACER FDS TR | 1,394,324 | $82.0B | 73.76% | |
| 257 | TAT&T INC | 3,331,946 | $81.0B | 72.86% | |
| 258 | XLUSELECT SECTOR SPDR TR | 1,949,978 | $81.0B | 72.86% | |
| 259 | URIUNITED RENTALS INC | 101,502 | $81.0B | 72.86% | |
| 260 | IGIBISHARES TR | 1,558,379 | $81.0B | 72.86% | |
| 261 | CEGCONSTELLATION ENERGY CORP | 234,889 | $80.0B | 71.96% | |
| 262 | XLYSELECT SECTOR SPDR TR | 678,937 | $79.0B | 71.06% | |
| 263 | MTUMISHARES TR | 315,235 | $78.0B | 70.16% | |
| 264 | MGKVANGUARD WORLD FD | 188,418 | $77.0B | 69.26% | |
| 265 | STTSTATE STR CORP | 610,286 | $76.0B | 68.36% | |
| 266 | JAAAJANUS DETROIT STR TR | 1,508,207 | $76.0B | 68.36% | |
| 267 | FDLFIRST TR EXCHANGE-TRADED FD | 1,748,201 | $76.0B | 68.36% | |
| 268 | TROWPRICE T ROWE GROUP INC | 765,987 | $76.0B | 68.36% | |
| 269 | MINTPIMCO ETF TR | 787,550 | $76.0B | 68.36% | |
| 270 | FDXFEDEX CORP | 270,318 | $75.0B | 67.47% | |
| 271 | ROKROCKWELL AUTOMATION INC | 194,571 | $73.0B | 65.67% | |
| 272 | VBRVANGUARD INDEX FDS | 357,653 | $73.0B | 65.67% | |
| 273 | JEPQJ P MORGAN EXCHANGE TRADED F | 1,272,889 | $73.0B | 65.67% | |
| 274 | RGAREINSURANCE GRP OF AMERICA I | 366,231 | $73.0B | 65.67% | |
| 275 | VGKVANGUARD INTL EQUITY INDEX F | 887,759 | $73.0B | 65.67% | |
| 276 | MTBM & T BK CORP | 367,173 | $72.0B | 64.77% | |
| 277 | VTEBVANGUARD MUN BD FDS | 1,486,004 | $72.0B | 64.77% | |
| 278 | OREALTY INCOME CORP | 1,317,098 | $72.0B | 64.77% | |
| 279 | XLISELECT SECTOR SPDR TR | 479,716 | $72.0B | 64.77% | |
| 280 | VXUSVANGUARD STAR FDS | 984,363 | $72.0B | 64.77% | |
| 281 | MNSTMONSTER BEVERAGE CORP NEW | 948,893 | $71.0B | 63.87% | |
| 282 | GPCGENUINE PARTS CO | 606,630 | $71.0B | 63.87% | |
| 283 | TMUST-MOBILE US INC | 356,979 | $71.0B | 63.87% | |
| 284 | MPWRMONOLITHIC PWR SYS INC | 80,712 | $71.0B | 63.87% | |
| 285 | ICEINTERCONTINENTAL EXCHANGE IN | 457,515 | $71.0B | 63.87% | |
| 286 | MPLXMPLX LP | 1,328,139 | $70.0B | 62.97% | |
| 287 | MDLZMONDELEZ INTL INC | 1,314,174 | $70.0B | 62.97% | |
| 288 | EBAEBAY INC. | 834,224 | $70.0B | 62.97% | |
| 289 | MDYSPDR S&P MIDCAP 400 ETF TR | 120,609 | $70.0B | 62.97% | |
| 290 | SCHGSCHWAB STRATEGIC TR | 2,175,121 | $70.0B | 62.97% | |
| 291 | ITA*ISHARES TR | 323,750 | $69.0B | 62.07% | |
| 292 | LNGCHENIERE ENERGY INC | 362,622 | $69.0B | 62.07% | |
| 293 | BDXBECTON DICKINSON & CO | 366,983 | $69.0B | 62.07% | |
| 294 | FCXFREEPORT-MCMORAN INC | 1,370,889 | $68.0B | 61.17% | |
| 295 | FTCSFIRST TR EXCHANGE-TRADED FD | 742,629 | $68.0B | 61.17% | |
| 296 | FTSMFIRST TR EXCHANGE-TRADED FD | 1,178,643 | $68.0B | 61.17% | |
| 297 | APPAPPLOVIN CORP | 102,811 | $67.0B | 60.27% | |
| 298 | IYRISHARES TR | 734,378 | $67.0B | 60.27% | |
| 299 | TTTRANE TECHNOLOGIES PLC | 182,302 | $67.0B | 60.27% | |
| 300 | HYBBISHARES TR | 1,416,283 | $66.0B | 59.37% |