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 |
|---|---|---|---|---|---|
| 301 | HEIHEICO CORP NEW | 271,846 | $66.0B | 59.37% | |
| 302 | VRTXVERTEX PHARMACEUTICALS INC | 152,447 | $66.0B | 59.37% | |
| 303 | SDYSPDR SERIES TRUST | 477,988 | $65.0B | 58.47% | |
| 304 | ZTSZOETIS INC | 537,595 | $65.0B | 58.47% | |
| 305 | MUBISHARES TR | 618,998 | $64.0B | 57.57% | |
| 306 | SPHQINVESCO EXCHANGE TRADED FD T | 866,496 | $64.0B | 57.57% | |
| 307 | SPGSIMON PPTY GROUP INC NEW | 359,190 | $64.0B | 57.57% | |
| 308 | T7DTRANSDIGM GROUP INC | 49,646 | $64.0B | 57.57% | |
| 309 | BSVVANGUARD BD INDEX FDS | 851,331 | $64.0B | 57.57% | |
| 310 | CVSCVS HEALTH CORP | 825,375 | $63.0B | 56.67% | |
| 311 | CLXCLOROX CO DEL | 658,475 | $63.0B | 56.67% | |
| 312 | NOCNORTHROP GRUMMAN CORP | 114,084 | $63.0B | 56.67% | |
| 313 | FTNTFORTINET INC | 814,317 | $63.0B | 56.67% | |
| 314 | NVONOVO-NORDISK A S | 1,267,700 | $63.0B | 56.67% | |
| 315 | SHOPSHOPIFY INC | 407,385 | $63.0B | 56.67% | |
| 316 | OKEONEOK INC NEW | 882,366 | $63.0B | 56.67% | |
| 317 | IYWISHARES TR | 320,619 | $62.0B | 55.77% | |
| 318 | LPLALPL FINL HLDGS INC | 181,199 | $62.0B | 55.77% | |
| 319 | KLACKLA CORP | 52,619 | $61.0B | 54.87% | |
| 320 | LHXL3HARRIS TECHNOLOGIES INC | 216,764 | $61.0B | 54.87% | |
| 321 | VFHVANGUARD WORLD FD | 469,787 | $61.0B | 54.87% | |
| 322 | SCHDSCHWAB STRATEGIC TR | 2,248,802 | $60.0B | 53.97% | |
| 323 | IEURISHARES TR | 854,166 | $60.0B | 53.97% | |
| 324 | USMVISHARES TR | 655,434 | $60.0B | 53.97% | |
| 325 | ILMNILLUMINA INC | 457,095 | $59.0B | 53.07% | |
| 326 | RDVIFIRST TR EXCHANGE-TRADED FD | 2,260,305 | $59.0B | 53.07% | |
| 327 | MMM3M CO | 389,680 | $59.0B | 53.07% | |
| 328 | VNQVANGUARD INDEX FDS | 688,621 | $59.0B | 53.07% | |
| 329 | CGXUCAPITAL GROUP INTL FOCUS EQT | 1,988,449 | $58.0B | 52.17% | |
| 330 | VHTVANGUARD WORLD FD | 208,664 | $58.0B | 52.17% | |
| 331 | NEMNEWMONT CORP | 576,661 | $56.0B | 50.37% | |
| 332 | HWMHOWMET AEROSPACE INC | 283,442 | $56.0B | 50.37% | |
| 333 | KMIKINDER MORGAN INC DEL | 2,061,240 | $55.0B | 49.47% | |
| 334 | XLGINVESCO EXCHANGE TRADED FD T | 945,527 | $55.0B | 49.47% | |
| 335 | TCAFT ROWE PRICE ETF INC | 1,440,175 | $55.0B | 49.47% | |
| 336 | CGMUCAPITAL GRP FIXED INCM ETF T | 2,034,518 | $55.0B | 49.47% | |
| 337 | BKNGBOOKING HOLDINGS INC | 10,382 | $54.0B | 48.58% | |
| 338 | SPSMSPDR SERIES TRUST | 1,197,065 | $54.0B | 48.58% | |
| 339 | BNDVANGUARD BD INDEX FDS | 758,499 | $54.0B | 48.58% | |
| 340 | CGCPCAPITAL GRP FIXED INCM ETF T | 2,414,848 | $53.0B | 47.68% | |
| 341 | ECLECOLAB INC | 209,135 | $53.0B | 47.68% | |
| 342 | VCITVANGUARD SCOTTSDALE FDS | 652,715 | $53.0B | 47.68% | |
| 343 | WDAYWORKDAY INC | 254,107 | $53.0B | 47.68% | |
| 344 | FQIDIGITAL RLTY TR INC | 350,027 | $52.0B | 46.78% | |
| 345 | MCKMCKESSON CORP | 66,129 | $52.0B | 46.78% | |
| 346 | AMTAMERICAN TOWER CORP NEW | 307,172 | $52.0B | 46.78% | |
| 347 | XLFISELECT SECTOR SPDR TR | 707,727 | $52.0B | 46.78% | |
| 348 | SWKSTANLEY BLACK & DECKER INC | 727,273 | $52.0B | 46.78% | |
| 349 | BINCBLACKROCK ETF TRUST II | 994,348 | $51.0B | 45.88% | |
| 350 | MOATVANECK ETF TRUST | 504,592 | $51.0B | 45.88% | |
| 351 | ARCCARES CAPITAL CORP | 2,602,005 | $51.0B | 45.88% | |
| 352 | CMGCHIPOTLE MEXICAN GRILL INC | 1,438,852 | $51.0B | 45.88% | |
| 353 | BAIBLACKROCK ETF TRUST | 1,547,595 | $51.0B | 45.88% | |
| 354 | WELLWELLTOWER INC | 279,367 | $50.0B | 44.98% | |
| 355 | BKRBAKER HUGHES COMPANY | 1,117,965 | $50.0B | 44.98% | |
| 356 | CIBRFIRST TR EXCHANGE TRADED FD | 710,823 | $50.0B | 44.98% | |
| 357 | PSXPHILLIPS 66 | 410,529 | $50.0B | 44.98% | |
| 358 | XMMOINVESCO EXCHANGE TRADED FD T | 361,591 | $50.0B | 44.98% | |
| 359 | AFLAFLAC INC | 481,052 | $50.0B | 44.98% | |
| 360 | CMECME GROUP INC | 187,249 | $49.0B | 44.08% | |
| 361 | MGVVANGUARD WORLD FD | 352,122 | $49.0B | 44.08% | |
| 362 | WRBBERKLEY W R CORP | 703,016 | $48.0B | 43.18% | |
| 363 | AONAON PLC | 144,432 | $47.0B | 42.28% | |
| 364 | BIVVANGUARD BD INDEX FDS | 634,422 | $47.0B | 42.28% | |
| 365 | SMHVANECK ETF TRUST | 133,609 | $47.0B | 42.28% | |
| 366 | TTETOTALENERGIES SE | 756,417 | $47.0B | 42.28% | |
| 367 | EOSEEOS ENERGY ENTERPRISES INC | 4,235,823 | $47.0B | 42.28% | |
| 368 | LVHILEGG MASON ETF INVT | 1,268,455 | $46.0B | 41.38% | |
| 369 | AMLPALPS ETF TR | 1,003,312 | $46.0B | 41.38% | |
| 370 | AGZISHARES TR | 426,879 | $46.0B | 41.38% | |
| 371 | AJGGALLAGHER ARTHUR J & CO | 182,454 | $46.0B | 41.38% | |
| 372 | JGROJ P MORGAN EXCHANGE TRADED F | 512,742 | $46.0B | 41.38% | |
| 373 | VISVANGUARD WORLD FD | 153,644 | $45.0B | 40.48% | |
| 374 | FTCBFIRST TR EXCHANGE-TRADED FD | 2,138,023 | $45.0B | 40.48% | |
| 375 | PYPLPAYPAL HLDGS INC | 801,716 | $45.0B | 40.48% | |
| 376 | XMHQINVESCO EXCHANGE TRADED FD T | 441,293 | $45.0B | 40.48% | |
| 377 | JCIJOHNSON CTLS INTL PLC | 384,798 | $44.0B | 39.58% | |
| 378 | BBYBEST BUY INC | 687,252 | $44.0B | 39.58% | |
| 379 | WMSADVANCED DRAIN SYS INC DEL | 316,389 | $44.0B | 39.58% | |
| 380 | ULUNILEVER PLC | 692,920 | $44.0B | 39.58% | |
| 381 | AEMAGNICO EAGLE MINES LTD | 259,822 | $43.0B | 38.68% | |
| 382 | VCRVANGUARD WORLD FD | 113,962 | $43.0B | 38.68% | |
| 383 | IXUSISHARES TR | 524,566 | $43.0B | 38.68% | |
| 384 | CGUSCAPITAL GROUP CORE EQUITY ET | 1,068,766 | $42.0B | 37.78% | |
| 385 | SNOWSNOWFLAKE INC | 198,953 | $42.0B | 37.78% | |
| 386 | INTCINTEL CORP | 1,227,357 | $42.0B | 37.78% | |
| 387 | TELTE CONNECTIVITY PLC | 192,313 | $42.0B | 37.78% | |
| 388 | TRVTRAVELERS COMPANIES INC | 153,492 | $42.0B | 37.78% | |
| 389 | DGRWWISDOMTREE TR | 480,055 | $42.0B | 37.78% | |
| 390 | VBKVANGUARD INDEX FDS | 144,081 | $41.0B | 36.88% | |
| 391 | AQLTISHARES TR | 303,545 | $41.0B | 36.88% | |
| 392 | GISGENERAL MLS INC | 939,931 | $41.0B | 36.88% | |
| 393 | EOGEOG RES INC | 394,921 | $40.0B | 35.98% | |
| 394 | REGLPROSHARES TR | 485,483 | $40.0B | 35.98% | |
| 395 | IPACISHARES TR | 558,045 | $40.0B | 35.98% | |
| 396 | AIRRFIRST TR EXCHANGE TRADED FD | 411,795 | $40.0B | 35.98% | |
| 397 | BONDPIMCO ETF TR | 446,487 | $40.0B | 35.98% | |
| 398 | USFRWISDOMTREE TR | 828,754 | $40.0B | 35.98% | |
| 399 | FLXRTCW ETF TRUST | 1,019,664 | $40.0B | 35.98% | |
| 400 | RCLROYAL CARIBBEAN GROUP | 149,118 | $40.0B | 35.98% |