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 |
|---|---|---|---|---|---|
| 501 | SPHDINVESCO EXCH TRADED FD TR II | 627,025 | $29.0B | 26.09% | |
| 502 | VICIVICI PPTYS INC | 1,035,723 | $28.0B | 25.19% | |
| 503 | MIGASTRATEGY INC | 194,050 | $28.0B | 25.19% | |
| 504 | GTLSCHART INDS INC | 139,470 | $28.0B | 25.19% | |
| 505 | CGCVCAPITAL GROUP CONSERVATIVE E | 937,867 | $28.0B | 25.19% | |
| 506 | MLMMARTIN MARIETTA MATLS INC | 47,629 | $28.0B | 25.19% | |
| 507 | HELOJ P MORGAN EXCHANGE TRADED F | 424,907 | $28.0B | 25.19% | |
| 508 | PGRPROGRESSIVE CORP | 135,979 | $28.0B | 25.19% | |
| 509 | IWRISHARES TR | 318,400 | $28.0B | 25.19% | |
| 510 | ESEVERSOURCE ENERGY | 452,715 | $28.0B | 25.19% | |
| 511 | A4SAMERIPRISE FINL INC | 62,627 | $28.0B | 25.19% | |
| 512 | FAIFIRST TR EXCHANGE TRADED FD | 440,507 | $27.0B | 24.29% | |
| 513 | CSXCSX CORP | 800,648 | $27.0B | 24.29% | |
| 514 | QQEWFIRST TR EXCHANGE-TRADED FD | 190,189 | $27.0B | 24.29% | |
| 515 | MUFGMITSUBISHI UFJ FINL GROUP IN | 1,786,592 | $27.0B | 24.29% | |
| 516 | NDSNNORDSON CORP | 115,964 | $27.0B | 24.29% | |
| 517 | ARESARES MANAGEMENT CORPORATION | 167,684 | $26.0B | 23.39% | |
| 518 | MPCMARATHON PETE CORP | 172,607 | $26.0B | 23.39% | |
| 519 | ELVELEVANCE HEALTH INC FORMERLY | 81,974 | $26.0B | 23.39% | |
| 520 | FTECFIDELITY COVINGTON TRUST | 119,811 | $26.0B | 23.39% | |
| 521 | NOBLPROSHARES TR | 254,068 | $26.0B | 23.39% | |
| 522 | BBARRICK MNG CORP | 634,838 | $26.0B | 23.39% | |
| 523 | DVNDEVON ENERGY CORP NEW | 741,049 | $26.0B | 23.39% | |
| 524 | NGGNATIONAL GRID PLC | 357,953 | $26.0B | 23.39% | |
| 525 | FTGSFIRST TR EXCHANGE-TRADED FD | 756,372 | $26.0B | 23.39% | |
| 526 | PHYS/USPROTT ASSET MANAGEMENT LP | 816,029 | $26.0B | 23.39% | |
| 527 | BSCTINVESCO EXCH TRD SLF IDX FD | 1,399,075 | $26.0B | 23.39% | |
| 528 | GMGENERAL MTRS CO | 337,980 | $26.0B | 23.39% | |
| 529 | BABAALIBABA GROUP HLDG LTD | 187,461 | $26.0B | 23.39% | |
| 530 | ADSKAUTODESK INC | 95,092 | $26.0B | 23.39% | |
| 531 | IBDSISHARES TR | 1,113,008 | $26.0B | 23.39% | |
| 532 | PTLCPACER FDS TR | 465,838 | $25.0B | 22.49% | |
| 533 | WDCWESTERN DIGITAL CORP | 160,693 | $25.0B | 22.49% | |
| 534 | UBSUBS GROUP AG | 553,795 | $25.0B | 22.49% | |
| 535 | IAGGISHARES TR | 517,966 | $25.0B | 22.49% | |
| 536 | LHLABCORP HOLDINGS INC | 108,253 | $25.0B | 22.49% | |
| 537 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 339,436 | $25.0B | 22.49% | |
| 538 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 180,691 | $25.0B | 22.49% | |
| 539 | ICSHISHARES TR | 507,284 | $25.0B | 22.49% | |
| 540 | NEARISHARES U S ETF TR | 520,821 | $25.0B | 22.49% | |
| 541 | DFAUDIMENSIONAL ETF TRUST | 546,671 | $25.0B | 22.49% | |
| 542 | CGMMCAPITAL GROUP EQUITY ETF TR | 889,748 | $25.0B | 22.49% | |
| 543 | SPYMSPDR SERIES TRUST | 329,149 | $25.0B | 22.49% | |
| 544 | SONYSONY GROUP CORP | 1,075,996 | $25.0B | 22.49% | |
| 545 | CCLCARNIVAL CORP | 844,158 | $25.0B | 22.49% | |
| 546 | IBBISHARES TR | 155,420 | $24.0B | 21.59% | |
| 547 | ABGCENCORA INC | 75,192 | $24.0B | 21.59% | |
| 548 | IBDTISHARES TR | 957,793 | $24.0B | 21.59% | |
| 549 | IDXXIDEXX LABS INC | 38,362 | $24.0B | 21.59% | |
| 550 | MARMARRIOTT INTL INC NEW | 82,789 | $24.0B | 21.59% | |
| 551 | LDOSLEIDOS HOLDINGS INC | 143,885 | $24.0B | 21.59% | |
| 552 | JPIEJ P MORGAN EXCHANGE TRADED F | 537,259 | $24.0B | 21.59% | |
| 553 | PPLPPL CORP | 742,522 | $24.0B | 21.59% | |
| 554 | XYLXYLEM INC | 189,524 | $24.0B | 21.59% | |
| 555 | NSCNORFOLK SOUTHN CORP | 90,351 | $24.0B | 21.59% | |
| 556 | IYFISHARES TR | 198,902 | $24.0B | 21.59% | |
| 557 | SILGLOBAL X FDS | 298,800 | $24.0B | 21.59% | |
| 558 | FLEXFLEX LTD | 421,650 | $24.0B | 21.59% | |
| 559 | PFFISHARES TR | 843,112 | $24.0B | 21.59% | |
| 560 | STZCONSTELLATION BRANDS INC | 179,807 | $23.0B | 20.69% | |
| 561 | FIXDFIRST TR EXCHNG TRADED FD VI | 539,212 | $23.0B | 20.69% | |
| 562 | FIXCOMFORT SYS USA INC | 25,677 | $23.0B | 20.69% | |
| 563 | VXFVANGUARD INDEX FDS | 114,294 | $23.0B | 20.69% | |
| 564 | SRLNSSGA ACTIVE ETF TR | 565,480 | $23.0B | 20.69% | |
| 565 | VRSKVERISK ANALYTICS INC | 113,526 | $23.0B | 20.69% | |
| 566 | FSMDFIDELITY COVINGTON TRUST | 522,532 | $23.0B | 20.69% | |
| 567 | HLTHILTON WORLDWIDE HLDGS INC | 86,415 | $23.0B | 20.69% | |
| 568 | VTVANGUARD INTL EQUITY INDEX F | 170,823 | $23.0B | 20.69% | |
| 569 | FIWFIRST TR EXCHANGE-TRADED FD | 222,375 | $23.0B | 20.69% | |
| 570 | AORISHARES TR | 366,042 | $23.0B | 20.69% | |
| 571 | EVRGEVERGY INC | 322,420 | $22.0B | 19.79% | |
| 572 | BROBROWN & BROWN INC | 297,133 | $22.0B | 19.79% | |
| 573 | VEEVVEEVA SYS INC | 103,277 | $22.0B | 19.79% | |
| 574 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 89,625 | $22.0B | 19.79% | |
| 575 | DEODIAGEO PLC | 289,068 | $22.0B | 19.79% | |
| 576 | CITHE CIGNA GROUP | 86,232 | $22.0B | 19.79% | |
| 577 | IUSGISHARES TR | 141,831 | $22.0B | 19.79% | |
| 578 | BSCRINVESCO EXCH TRD SLF IDX FD | 1,162,676 | $22.0B | 19.79% | |
| 579 | MEDPMEDPACE HLDGS INC | 40,579 | $22.0B | 19.79% | |
| 580 | SHMSPDR SERIES TRUST | 501,390 | $22.0B | 19.79% | |
| 581 | APAAPA CORPORATION | 936,605 | $22.0B | 19.79% | |
| 582 | FTLSFIRST TR EXCH TRADED FD III | 329,397 | $22.0B | 19.79% | |
| 583 | GLNGGOLAR LNG LTD | 603,345 | $22.0B | 19.79% | |
| 584 | UTESETFIS SER TR I | 281,283 | $22.0B | 19.79% | |
| 585 | HDVISHARES TR | 186,697 | $22.0B | 19.79% | |
| 586 | NETCLOUDFLARE INC | 115,809 | $21.0B | 18.89% | |
| 587 | NUENUCOR CORP | 145,611 | $21.0B | 18.89% | |
| 588 | EXPDEXPEDITORS INTL WASH INC | 149,021 | $21.0B | 18.89% | |
| 589 | CTRACOTERRA ENERGY INC | 851,897 | $21.0B | 18.89% | |
| 590 | ETRENTERGY CORP NEW | 242,014 | $21.0B | 18.89% | |
| 591 | TACKCAPITOL SER TR | 731,863 | $21.0B | 18.89% | |
| 592 | AMCRAMCOR PLC | 2,667,488 | $21.0B | 18.89% | |
| 593 | DFUVDIMENSIONAL ETF TRUST | 474,029 | $21.0B | 18.89% | |
| 594 | ALLEALLEGION PLC | 140,962 | $21.0B | 18.89% | |
| 595 | MDYVSPDR SERIES TRUST | 254,811 | $21.0B | 18.89% | |
| 596 | JBLJABIL INC | 99,531 | $21.0B | 18.89% | |
| 597 | CDNSCADENCE DESIGN SYSTEM INC | 74,364 | $21.0B | 18.89% | |
| 598 | BLDRBUILDERS FIRSTSOURCE INC | 224,565 | $21.0B | 18.89% | |
| 599 | VSTVISTRA CORP | 133,887 | $21.0B | 18.89% | |
| 600 | GEHCGE HEALTHCARE TECHNOLOGIES I | 276,702 | $21.0B | 18.89% |