1y return+15.5%S&P 500 +20.9%
3y return+47.1%S&P 500 +68.5%
5y return+44.4%S&P 500 +74.5%
10y return+156.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $257 against $357 in the S&P 500.2
Stifel Financial CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $3.3B | 2.7% | |
| AAPLApple Inc | $3.2B | 2.7% | |
| MSFTMicrosoft Corp | $2.4B | 2.0% | −3.5% |
| GOOGLAlphabet Inc | $2.1B | 1.7% | −1.8% |
| AMZNAmazon Com Inc | $2.0B | 1.7% | +2.2% |
| AVGOBroadcom Inc | $1.7B | 1.4% | |
| CSCOCisco Sys Inc | $1.5B | 1.2% | −5.8% |
| JPMJpmorgan Chase & Co | $1.3B | 1.1% | |
| GOOGAlphabet Inc | $1.2B | 1.0% | +1.7% |
| SPYState Str Spdr S&p 500 Etf T | $1.2B | 1.0% | −2.7% |
| VOOVanguard Index Fds | $1.1B | 1.0% | +5.4% |
| JNJJohnson & Johnson | $1.1B | 0.9% | |
| IVWIshares Tr | $1.1B | 0.9% | +12.1% |
| VVisa Inc | $1.1B | 0.9% | −3.2% |
| MRKMerck & Co Inc | $1.0B | 0.9% | −1.5% |
| IEFAIshares Tr | $1.0B | 0.9% | −7.8% |
| LLYEli Lilly & Co | $943.9M | 0.8% | |
| ABBVAbbvie Inc | $912.2M | 0.8% | −2.9% |
| HDHome Depot Inc | $905.8M | 0.8% | +2.7% |
| PEPPepsico Inc | $844.9M | 0.7% | −1.6% |
| IVEIshares Tr | $809.8M | 0.7% | +9.4% |
| TXNTexas Instrs Inc | $792.8M | 0.7% | −9.6% |
| QQQInvesco Qqq Tr | $777.1M | 0.6% | −2.8% |
| IBMInternational Business Machs | $769.6M | 0.6% | +2.2% |
| AGGIshares Tr | $726.4M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $3.3B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.7B |
| GLWCorning Inc | June 30, 2020 | +886.1% | $660.7M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $719.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $629.5M |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $663.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $943.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.1B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $1.2B |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $606.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $404.0M
- Carnival CorpCUSIP 143658300 was $21.7M
- CTRACoterra Energy Inc was $21.5M
- Thomson Reuters CorpCUSIP 884903808 was $14.9M
- Dupont De Nemours IncCUSIP 26614N102 was $13.3M
- HDGEAdvisorshares Tr was $5.3M
- Wix Com LtdCUSIP M98068105 was $4.9M
- Ascendis Pharma A/sCUSIP 04351P101 was $4.5M
- WORWorthington Enterprises Inc was $4.4M
- SNWVSanuwave Health Inc was $4.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stifel Financial Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=720672&type=13F-HR&dateb=&owner=include&count=40CIK 720672
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/720672/000072067226000012/Filed August 12, 2026 · accession 0000720672-26-000012