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 |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 7,017,906 | $3.4T | 3050.34% | |
| 2 | NVDANVIDIA CORPORATION | 17,068,583 | $3.2T | 2860.54% | |
| 3 | AAPLAPPLE INC | 11,302,918 | $3.1T | 2759.79% | |
| 4 | AMZNAMAZON COM INC | 8,346,270 | $1.9T | 1728.91% | |
| 5 | GOOGLALPHABET INC | 5,944,154 | $1.9T | 1669.55% | |
| 6 | AVGOBROADCOM INC | 4,622,419 | $1.6T | 1435.66% | |
| 7 | JPMJPMORGAN CHASE & CO. | 3,900,287 | $1.3T | 1128.02% | |
| 8 | VVISA INC | 3,375,198 | $1.2T | 1062.36% | |
| 9 | SPYSPDR S&P 500 ETF TR | 1,677,864 | $1.1T | 1026.37% | |
| 10 | WMTWALMART INC | 9,729,984 | $1.1T | 971.50% | |
| 11 | GOOGALPHABET INC | 3,375,118 | $1.1T | 949.01% | |
| 12 | CSCOCISCO SYS INC | 13,446,763 | $1.0T | 927.43% | |
| 13 | JNJJOHNSON & JOHNSON | 4,903,995 | $1.0T | 908.53% | |
| 14 | AQLTISHARES TR | 11,115,326 | $992.0B | 892.34% | |
| 15 | VOOVANGUARD INDEX FDS | 1,561,259 | $977.0B | 878.85% | |
| 16 | METAMETA PLATFORMS INC | 1,417,120 | $931.0B | 837.47% | |
| 17 | PEPPEPSICO INC | 6,373,723 | $912.0B | 820.38% | |
| 18 | MRKMERCK & CO INC | 8,547,069 | $896.0B | 805.99% | |
| 19 | HDHOME DEPOT INC | 2,491,235 | $854.0B | 768.21% | |
| 20 | IVWISHARES TR | 6,922,912 | $851.0B | 765.51% | |
| 21 | LLYELI LILLY & CO | 793,591 | $850.0B | 764.61% | |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 2,727,258 | $805.0B | 724.13% | |
| 23 | AGGISHARES TR | 7,506,356 | $746.0B | 671.06% | |
| 24 | IVEISHARES TR | 3,250,570 | $688.0B | 618.88% | |
| 25 | PGPROCTER AND GAMBLE CO | 4,521,855 | $645.0B | 580.20% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 723,877 | $622.0B | 559.51% | |
| 27 | NDQINVESCO QQQ TR | 995,785 | $610.0B | 548.72% | |
| 28 | IWFISHARES TR | 1,284,186 | $605.0B | 544.22% | |
| 29 | ACNACCENTURE PLC IRELAND | 2,240,796 | $598.0B | 537.92% | |
| 30 | LMTLOCKHEED MARTIN CORP | 1,238,156 | $595.0B | 535.23% | |
| 31 | KOCOCA COLA CO | 8,543,459 | $594.0B | 534.33% | |
| 32 | MDTMEDTRONIC PLC | 5,867,863 | $561.0B | 504.64% | |
| 33 | ABBVABBVIE INC | 2,467,696 | $560.0B | 503.74% | |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 8,991,350 | $559.0B | 502.84% | |
| 35 | AMGNAMGEN INC | 1,594,369 | $517.0B | 465.06% | |
| 36 | UNPUNION PAC CORP | 2,205,993 | $507.0B | 456.07% | |
| 37 | TXNTEXAS INSTRS INC | 2,935,343 | $506.0B | 455.17% | |
| 38 | ABTABBOTT LABS | 3,947,686 | $491.0B | 441.67% | |
| 39 | APHAMPHENOL CORP NEW | 3,651,629 | $490.0B | 440.77% | |
| 40 | WMWASTE MGMT INC DEL | 2,195,510 | $478.0B | 429.98% | |
| 41 | CVXCHEVRON CORP NEW | 3,163,605 | $478.0B | 429.98% | |
| 42 | XOMEXXON MOBIL CORP | 3,992,223 | $477.0B | 429.08% | |
| 43 | TJXTJX COS INC NEW | 3,082,686 | $471.0B | 423.68% | |
| 44 | CMICUMMINS INC | 922,873 | $469.0B | 421.88% | |
| 45 | IVVISHARES TR | 683,931 | $467.0B | 420.08% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 924,335 | $461.0B | 414.69% | |
| 47 | ADPAUTOMATIC DATA PROCESSING IN | 1,793,020 | $459.0B | 412.89% | |
| 48 | NFLXNETFLIX INC | 4,863,116 | $452.0B | 406.59% | |
| 49 | ETNEATON CORP PLC | 1,419,540 | $450.0B | 404.79% | |
| 50 | MAMASTERCARD INCORPORATED | 782,209 | $443.0B | 398.50% | |
| 51 | BILSPDR SERIES TRUST | 4,663,447 | $424.0B | 381.40% | |
| 52 | ITWILLINOIS TOOL WKS INC | 1,656,654 | $405.0B | 364.31% | |
| 53 | IWDISHARES TR | 1,916,312 | $400.0B | 359.82% | |
| 54 | MRSHMARSH & MCLENNAN COS INC | 2,158,391 | $398.0B | 358.02% | |
| 55 | TMOTHERMO FISHER SCIENTIFIC INC | 681,013 | $393.0B | 353.52% | |
| 56 | CLCOLGATE PALMOLIVE CO | 5,008,834 | $393.0B | 353.52% | |
| 57 | PANWPALO ALTO NETWORKS INC | 2,151,402 | $393.0B | 353.52% | |
| 58 | VMBSVANGUARD SCOTTSDALE FDS | 8,298,375 | $389.0B | 349.92% | |
| 59 | RTXRTX CORPORATION | 2,129,178 | $386.0B | 347.22% | |
| 60 | APDAIR PRODS & CHEMS INC | 1,575,339 | $386.0B | 347.22% | |
| 61 | TSCOTRACTOR SUPPLY CO | 7,468,081 | $372.0B | 334.63% | |
| 62 | GWWWW GRAINGER INC | 371,895 | $372.0B | 334.63% | |
| 63 | VUGVANGUARD INDEX FDS | 741,333 | $360.0B | 323.83% | |
| 64 | CHDCHURCH & DWIGHT CO INC | 4,298,655 | $358.0B | 322.04% | |
| 65 | MBBISHARES TR | 3,699,321 | $349.0B | 313.94% | |
| 66 | USIGISHARES TR | 6,720,643 | $346.0B | 311.24% | |
| 67 | RSGREPUBLIC SVCS INC | 1,639,452 | $346.0B | 311.24% | |
| 68 | TSLATESLA INC | 776,576 | $345.0B | 310.34% | |
| 69 | MCDMCDONALDS CORP | 1,137,651 | $345.0B | 310.34% | |
| 70 | CATCATERPILLAR INC | 605,482 | $343.0B | 308.54% | |
| 71 | MCOMOODYS CORP | 673,495 | $342.0B | 307.64% | |
| 72 | IEMGISHARES INC | 4,954,863 | $331.0B | 297.75% | |
| 73 | HONHONEYWELL INTL INC | 1,708,701 | $330.0B | 296.85% | |
| 74 | BRBROADRIDGE FINL SOLUTIONS IN | 1,446,103 | $321.0B | 288.75% | |
| 75 | VTVVANGUARD INDEX FDS | 1,674,538 | $317.0B | 285.15% | |
| 76 | QUALISHARES TR | 1,592,772 | $313.0B | 281.56% | |
| 77 | VGTVANGUARD WORLD FD | 409,138 | $307.0B | 276.16% | |
| 78 | VBVANGUARD INDEX FDS | 1,179,616 | $303.0B | 272.56% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 7,279,683 | $294.0B | 264.46% | |
| 80 | NOWSERVICENOW INC | 1,912,407 | $291.0B | 261.77% | |
| 81 | CRMSALESFORCE INC | 1,107,938 | $290.0B | 260.87% | |
| 82 | GQ9SPDR GOLD TR | 742,370 | $290.0B | 260.87% | |
| 83 | DWDMORGAN STANLEY | 1,636,077 | $288.0B | 259.07% | |
| 84 | ISRGINTUITIVE SURGICAL INC | 512,286 | $287.0B | 258.17% | |
| 85 | SFSTIFEL FINL CORP | 2,285,365 | $285.0B | 256.37% | |
| 86 | FERGFERGUSON ENTERPRISES INC | 1,292,668 | $284.0B | 255.47% | |
| 87 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 940,096 | $283.0B | 254.57% | |
| 88 | BACBANK AMERICA CORP | 5,153,736 | $281.0B | 252.77% | |
| 89 | GSGOLDMAN SACHS GROUP INC | 310,687 | $271.0B | 243.78% | |
| 90 | MSIMOTOROLA SOLUTIONS INC | 708,083 | $269.0B | 241.98% | |
| 91 | SPGIS&P GLOBAL INC | 508,742 | $263.0B | 236.58% | |
| 92 | AXPAMERICAN EXPRESS CO | 709,346 | $260.0B | 233.88% | |
| 93 | CBCHUBB LIMITED | 838,011 | $260.0B | 233.88% | |
| 94 | INTUINTUIT | 394,287 | $258.0B | 232.08% | |
| 95 | IEIISHARES TR | 2,175,997 | $257.0B | 231.18% | |
| 96 | GLWCORNING INC | 2,949,686 | $256.0B | 230.28% | |
| 97 | VWOVANGUARD INTL EQUITY INDEX F | 4,720,784 | $252.0B | 226.68% | |
| 98 | ADBEADOBE INC | 732,238 | $252.0B | 226.68% | |
| 99 | PLDPROLOGIS INC. | 1,993,710 | $252.0B | 226.68% | |
| 100 | VEUVANGUARD INTL EQUITY INDEX F | 3,392,150 | $247.0B | 222.19% |
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