STIFEL FINANCIAL CORP
•CIK: 720672•Filing: Q4 2025
Stifel Financial Corp, with $111.2 billion in assets under management, is known for its concentrated tech-heavy portfolio, prominently featuring Microsoft, NVIDIA, and Apple. Recently, the fund has made notable moves by adding TotalEnergies, Union Labor, and Akers Biosciences, while significantly increasing positions in Ares Capital and Copart, reflecting a strategic pivot towards energy and alternative investments.
Total AUM
$111.2B
QoQ Performance
+1.5%
Positions
2,481
Top 10 Concentration
24.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT3.1%
NVDA2.9%
AAPL2.8%
AMZN1.7%
GOOGL1.7%
AVGO1.4%
JPM1.1%
V1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.4%
Technology24.3%
Healthcare7.6%
Consumer7.1%
Financial6.4%
Industrial3.8%
ETF3.2%
Consumer Staples1.9%
🚪 Exited Positionssold since Q3 2025
+3316 more exited positions
Changes from Q3 2025
↑89 increased
↓111 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023