Stifel Financial Corp holds a diversified book of 3624 stocks worth $108.8B as of Q1 2026 (disclosed May 12, 2026, a ~42-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book. Cloning the disclosed picks since 2014 would be +208% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +239.6%, a 31.7-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Stifel Financial Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stifel Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $867.3B |
| MORGAN STANLEY | 80 / 80 | $723.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $640.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $573.0B |
| NORTHERN TRUST CORP | 80 / 80 | $364.5B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $310.3B |
| Bank of New York Mellon Corp | 80 / 80 | $245.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $240.6B |
Ranked by how many of Stifel Financial Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $2.9B | 16.57M | 2.7% | ▼−2.9% Reduced · −500K sh | |
| 2 | Apple Inc COM | $2.8B | 11.05M | 2.6% | ▼−2.2% Reduced · −249K sh | |
| 3 | Microsoft Corp COM | $2.5B | 6.66M | 2.3% | ▼−5.0% Reduced · −354K sh | |
| 4 | Amazon Com Inc COM | $1.7B | 8.26M | 1.6% | ▼−1.0% Reduced · −85K sh | |
| 5 | Alphabet Inc CAP STK CL A | $1.7B | 5.85M | 1.5% | ▼−1.6% Reduced · −95K sh | |
| 6 | Broadcom Inc COM | $1.4B | 4.49M | 1.3% | ▼−2.8% Reduced · −130K sh | |
| 7 | JPMorgan Chase & Co COM | $1.1B | 3.85M | 1.0% | ▼−1.3% Reduced · −51K sh | |
| 8 | Johnson & Johnson COM | $1.1B | 4.49M | 1.0% | ▼−8.4% Reduced · −415K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1B | 1.63M | 1.0% | ▼−3.0% Reduced · −50K sh | |
| 10 | Cisco Sys Inc COM | $1.0B | 13.48M | 1.0% | ▲+0.2% Added · +30K sh | |
| 11 | Ishares TR CORE MSCI EAFE | $1.0B | 11.48M | 1.0% | ▲+3.3% Added · +366K sh | |
| 12 | Merck & Co Inc COM | $997.4M | 8.29M | 0.9% | ▼−3.0% Reduced · −255K sh | |
| 13 | Visa Inc COM CL A | $991.1M | 3.28M | 0.9% | ▼−2.9% Reduced · −96K sh | |
| 14 | Pepsico Inc COM | $984.8M | 6.34M | 0.9% | ▼−0.5% Reduced · −32K sh | |
| 15 | Alphabet Inc CAP STK CL C | $970.9M | 3.38M | 0.9% | ▲+0.3% Added · +9K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $945.5M | 1.58M | 0.9% | ▲+1.3% Added · +21K sh | |
| 17 | Ishares TR S&P 500 GRWT ETF | $824.7M | 7.29M | 0.8% | ▲+5.3% Added · +369K sh | |
| 18 | Home Depot Inc COM | $822.2M | 2.50M | 0.8% | ▲+0.3% Added · +8K sh | |
| 19 | Abbvie Inc COM | $811.7M | 3.73M | 0.7% | ▲+51% Added · +1.3M sh | |
| 20 | Meta Platforms Inc CL A | $795.2M | 1.39M | 0.7% | ▼−1.9% Reduced · −27K sh | |
| 21 | Ishares TR CORE US AGGBD ET | $726.6M | 7.32M | 0.7% | ▼−2.5% Reduced · −187K sh | |
| 22 | Lockheed Martin Corp COM | $723.6M | 1.20M | 0.7% | ▼−3.3% Reduced · −41K sh | |
| 23 | Eli Lilly & Co COM | $716.7M | 779.2K | 0.7% | ▼−1.8% Reduced · −14K sh | |
| 24 | Costco Wholesale Corporation COM | $700.6M | 702.9K | 0.6% | ▼−2.9% Reduced · −21K sh | |
| 25 | Ishares TR S&P 500 VAL ETF | $688.6M | 3.26M | 0.6% | ▲+0.3% Added · +10K sh | |
| 26 | Procter & Gamble Co COM | $661.4M | 4.58M | 0.6% | ▲+1.3% Added · +57K sh | |
| 27 | International Business Machs COM | $649.0M | 2.68M | 0.6% | ▼−1.8% Reduced · −50K sh | |
| 28 | Chevron Corporation COM | $638.1M | 3.08M | 0.6% | ▼−2.5% Reduced · −79K sh | |
| 29 | Coca Cola Co COM | $634.6M | 8.34M | 0.6% | ▼−2.3% Reduced · −199K sh | |
| 30 | Exxon Mobil Corp COM | $632.7M | 3.73M | 0.6% | ▼−6.6% Reduced · −263K sh | |
| 31 | Invesco QQQ TR UNIT SER 1 | $626.5M | 1.09M | 0.6% | ▲+9.0% Added · +89K sh | |
| 32 | Texas Instrs Inc COM | $571.0M | 2.94M | 0.5% | ▲+0.2% Added · +6K sh | |
| 33 | Amgen Inc COM | $547.2M | 1.56M | 0.5% | ▼−2.5% Reduced · −39K sh | |
| 34 | Ishares TR RUS 1000 GRW ETF | $535.2M | 1.26M | 0.5% | ▼−2.3% Reduced · −29K sh | |
| 35 | Union Pac Corp COM | $525.1M | 2.16M | 0.5% | ▼−1.9% Reduced · −42K sh | |
| 36 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $517.8M | 8.08M | 0.5% | ▼−10% Reduced · −911K sh | |
| 37 | Eaton Corp PLC SHS | $516.4M | 1.44M | 0.5% | ▲+1.7% Added · +24K sh | |
| 38 | Medtronic PLC SHS | $499.0M | 5.76M | 0.5% | ▼−1.9% Reduced · −109K sh | |
| 39 | Waste Mgmt Inc Del COM | $491.3M | 2.14M | 0.5% | ▼−2.6% Reduced · −57K sh | |
| 40 | Netflix Inc. COM | $487.1M | 5.07M | 0.4% | ▲+4.2% Added · +203K sh | |
| 41 | TJX Cos Inc New COM | $479.7M | 3.00M | 0.4% | ▼−2.5% Reduced · −79K sh | |
| 42 | Air Products And Chemicals I COM | $477.7M | 1.64M | 0.4% | ▲+4.4% Added · +69K sh | |
| 43 | Ishares TR CORE S&P500 ETF | $469.8M | 719.1K | 0.4% | ▲+5.1% Added · +35K sh | |
| 44 | Amphenol Corp CL A | $468.5M | 3.71M | 0.4% | ▲+1.5% Added · +56K sh | |
| 45 | Cummins Inc COM | $452.5M | 841.0K | 0.4% | ▼−8.9% Reduced · −82K sh | |
| 46 | SPDR Series Trust STATE STREET SPD | $439.7M | 4.80M | 0.4% | ▲+2.9% Added · +134K sh | |
| 47 | Accenture PLC Ireland SHS CLASS A | $436.7M | 2.20M | 0.4% | ▼−1.7% Reduced · −39K sh | |
| 48 | Colgate Palmolive Co COM | $423.3M | 4.97M | 0.4% | ▼−0.8% Reduced · −42K sh | |
| 49 | Berkshire Hathaway Inc Del CL B NEW | $423.0M | 882.8K | 0.4% | ▼−4.5% Reduced · −42K sh | |
| 50 | Walmart Inc COM | $421.3M | 3.39M | 0.4% | ▼−65% Reduced · −6.3M sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/720672/holdings"
Use Arkolith to show STIFEL FINANCIAL CORP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 8,981 | $108.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 9,512 | $111.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 9,480 | $109.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 9,316 | $102.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 9,286 | $94.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 9,210 | $96.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 9,139 | $95.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 9,165 | $88.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 9,189 | $87.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 8,601 | $79.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 8,425 | $71.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 8,533 | $73.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 8,614 | $69.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 8,373 | $66.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 8,225 | $61.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 8,229 | $63.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 8,263 | $73.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 8,217 | $75.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 7,721 | $68.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 7,855 | $66.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 7,634 | $60.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 7,309 | $56.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 7,049 | $48.6B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 7,039 | $43.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.