STIFEL FINANCIAL CORP

Q2 2025 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
3,462
Total value ($000)
$102,808,264
Net value change ($000)
+8,732,843 (9.3%)
New positions
198
Sold out positions
149
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 907,245 46.2%
MSFT 873,646 32.5%
AVGO 548,235 67.7%
MCO 348,828 2423.9%
ORCL 283,466 57.9%
AMZN 272,919 17.3%
META 252,708 33.5%
NFLX 195,998 43.5%
JPM 175,962 17.4%
AGG 145,988 23.3%
Top Reduces (Value $000, Stocks/ETFs)
UNH -309,831 -36.8%
AAPL -216,839 -8.5%
XMHQ -129,200 -74.7%
HRL -105,898 -66.3%
HYBB -88,408 -83.6%
PEP -82,430 -9.1%
JNJ -71,955 -8.7%
BHVN -65,567 -41.3%
MRSH -61,268 -11.1%
CLX -58,324 -16.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type