STIFEL FINANCIAL CORP

data from 30/09/2025

Capitalization

$ 109.529 B 6.54 %

Average holding period

23 ans

Performance

$ 38.499 B 64 448.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in STIFEL FINANCIAL CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.37% 3.691 B $ 7124971 2014/03/31 147.121 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 2.96% 3.247 B $ 17403746 2014/03/31 519.581 M $ 18.10 %
2025/09/30 AAPL APPLE INC 2.67% 2.925 B $ 11487047 2014/03/31 564.817 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 1.68% 1.843 B $ 8394669 2014/03/31 1.521 M $ 0.08 %
2025/09/30 AVGO BROADCOM INC 1.43% 1.561 B $ 4731112 2018/06/30 267.286 M $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 1.38% 1.513 B $ 6222831 2015/12/31 420.102 M $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.13% 1.235 B $ 3915100 2014/03/31 104.296 M $ 8.80 %
2025/09/30 V VISA INC 1.09% 1.189 B $ 3481791 2014/03/31 -48.567 M $ -3.85 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.01% 1.102 B $ 1653434 2014/03/31 80.147 M $ 7.82 %
2025/09/30 WMT WALMART INC 0.98% 1.073 B $ 10409320 2014/03/31 56.099 M $ 5.40 %
2025/09/30 HD HOME DEPOT INC 0.94% 1.034 B $ 2552245 2014/03/31 97.648 M $ 10.51 %
2025/09/30 META META PLATFORMS INC 0.93% 1.018 B $ 1385659 2014/03/31 -5.065 M $ -0.50 %
2025/09/30 VOO VANGUARD INDEX FDS 0.88% 959.889 M $ 1567391 2014/03/31 68.086 M $ 7.81 %
2025/09/30 CSCO CISCO SYS INC 0.86% 939.650 M $ 13733524 2014/03/31 -8.675 M $ -1.38 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.86% 938.933 M $ 5063709 2014/03/31 162.179 M $ 21.39 %
2025/09/30 PEP PEPSICO INC 0.84% 919.449 M $ 6546813 2014/03/31 52.113 M $ 6.36 %
2025/09/30 IEFA ISHARES TR 0.82% 899.768 M $ 10305420 2014/03/31 37.874 M $ 4.59 %
2025/09/30 IVW ISHARES TR 0.79% 864.188 M $ 7158604 2014/03/31 75.715 M $ 9.65 %
2025/09/30 GOOG ALPHABET INC 0.74% 807.954 M $ 3317362 2015/12/31 220.755 M $ 37.30 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.71% 781.571 M $ 2769891 2014/03/31 -22.207 M $ -4.28 %
2025/09/30 ORCL ORACLE CORP 0.68% 749.522 M $ 2665050 2014/03/31 221.432 M $ 28.64 %
2025/09/30 MRK MERCK & CO INC 0.67% 731.946 M $ 8720884 2014/03/31 37.002 M $ 6.03 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.66% 717.606 M $ 4670302 2014/03/31 -26.486 M $ -3.56 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.63% 691.251 M $ 746608 2014/03/31 -48.141 M $ -6.49 %
2025/09/30 AGG ISHARES TR 0.60% 654.205 M $ 6525696 2014/03/31 8.173 M $ 1.06 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.57% 629.156 M $ 1260154 2014/03/31 45.292 M $ 7.79 %
2025/09/30 IVE ISHARES TR 0.57% 623.598 M $ 3019690 2014/03/31 32.473 M $ 5.67 %
2025/09/30 LLY ELI LILLY & CO 0.55% 602.980 M $ 790167 2014/03/31 -13.666 M $ -2.12 %
2025/09/30 QQQ INVESCO QQQ TR 0.54% 591.324 M $ 984813 2018/06/30 47.290 M $ 8.83 %
2025/09/30 NFLX NETFLIX INC 0.54% 589.382 M $ 491591 2014/03/31 -67.663 M $ -10.47 %
2025/09/30 MDT MEDTRONIC PLC 0.53% 582.004 M $ 6110875 2015/03/31 48.193 M $ 9.26 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.53% 581.565 M $ 9705665 2014/03/31 22.932 M $ 5.10 %
2025/09/30 KO COCA COLA CO 0.52% 574.806 M $ 8667137 2014/03/31 -38.067 M $ -6.26 %
2025/09/30 ABBV ABBVIE INC 0.52% 572.637 M $ 2473152 2014/03/31 114.820 M $ 24.74 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.52% 566.753 M $ 2298151 2014/03/31 -101.510 M $ -17.49 %
2025/09/30 ETN EATON CORP PLC 0.49% 541.985 M $ 1448117 2014/03/31 24.579 M $ 4.83 %
2025/09/30 TXN TEXAS INSTRS INC 0.49% 540.820 M $ 2943507 2014/03/31 -70.663 M $ -11.51 %
2025/09/30 UNP UNION PAC CORP 0.49% 534.319 M $ 2260464 2014/03/31 14.720 M $ 2.73 %
2025/09/30 IWF ISHARES TR 0.48% 526.195 M $ 1123348 2014/03/31 55.345 M $ 10.32 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.48% 525.573 M $ 1790607 2014/03/31 -27.334 M $ -4.83 %
2025/09/30 CVX CHEVRON CORP NEW 0.46% 501.545 M $ 3229668 2014/03/31 38.680 M $ 8.45 %
2025/09/30 APH AMPHENOL CORP NEW 0.45% 494.798 M $ 3998310 2014/03/31 138.360 M $ 25.32 %
2025/09/30 WM WASTE MGMT INC DEL 0.45% 490.065 M $ 2219155 2014/03/31 -17.859 M $ -3.49 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.44% 485.372 M $ 965454 2014/03/31 16.566 M $ 3.49 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.42% 462.501 M $ 2294938 2014/03/31 -38.586 M $ -7.83 %
2025/09/30 TJX TJX COS INC NEW 0.41% 454.403 M $ 3143773 2014/03/31 66.759 M $ 17.05 %
2025/09/30 XOM EXXON MOBIL CORP 0.41% 453.317 M $ 4020511 2014/03/31 20.824 M $ 4.59 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.41% 449.693 M $ 1724479 2014/03/31 23.671 M $ 5.46 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.41% 448.603 M $ 1644837 2014/03/31 -15.233 M $ -3.31 %
2025/09/30 MA MASTERCARD INCORPORATED 0.41% 446.776 M $ 785377 2014/03/31 5.031 M $ 1.22 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.41% 446.532 M $ 7851800 2015/09/30 33.117 M $ 7.77 %
2025/09/30 CMI CUMMINS INC 0.41% 445.144 M $ 1053907 2014/03/31 102.579 M $ 28.97 %
2025/09/30 BIL SPDR SERIES TRUST 0.40% 439.653 M $ 4791835 2017/12/31 97.724 K $ 0.02 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.40% 436.732 M $ 2144841 2014/06/30 -2.016 M $ -0.50 %
2025/09/30 IVV ISHARES TR 0.40% 435.829 M $ 651144 2014/03/31 31.768 M $ 7.79 %
2025/09/30 AMGN AMGEN INC 0.40% 434.748 M $ 1540435 2014/03/31 4.530 M $ 1.07 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.38% 420.232 M $ 5256801 2014/03/31 -55.891 M $ -12.06 %
2025/09/30 RSG REPUBLIC SVCS INC 0.37% 402.795 M $ 1755228 2014/03/31 -30.021 M $ -6.95 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.36% 393.941 M $ 4495492 2014/03/31 -36.508 M $ -8.82 %
2025/09/30 CLX CLOROX CO DEL 0.34% 374.490 M $ 3037195 2014/03/31 7.821 M $ 2.69 %
2025/09/30 GWW GRAINGER W W INC 0.34% 368.341 M $ 386485 2014/03/31 -34.656 M $ -8.39 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.33% 359.193 M $ 1508092 2014/03/31 -7.547 M $ -2.00 %
2025/09/30 VUG VANGUARD INDEX FDS 0.33% 358.238 M $ 746838 2014/03/31 30.326 M $ 9.40 %
2025/09/30 HON HONEYWELL INTL INC 0.32% 353.614 M $ 1679733 2014/03/31 -36.563 M $ -9.61 %
2025/09/30 NOW SERVICENOW INC 0.32% 352.066 M $ 382563 2016/06/30 -41.077 M $ -10.49 %
2025/09/30 MCD MCDONALDS CORP 0.31% 344.246 M $ 1132622 2014/03/31 13.220 M $ 4.01 %
2025/09/30 RTX RTX CORPORATION 0.31% 344.231 M $ 2057145 2020/06/30 39.480 M $ 14.59 %
2025/09/30 MBB ISHARES TR 0.31% 338.683 M $ 3559460 2014/03/31 5.003 M $ 1.34 %
2025/09/30 MCO MOODYS CORP 0.31% 337.809 M $ 708968 2014/09/30 -18.183 M $ -5.01 %
2025/09/30 QUAL ISHARES TR 0.31% 335.457 M $ 1724635 2014/09/30 20.764 M $ 6.39 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.30% 326.999 M $ 674148 2014/03/31 54.357 M $ 19.62 %
2025/09/30 TSLA TESLA INC 0.29% 322.650 M $ 725514 2014/03/31 95.510 M $ 40.00 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.29% 315.034 M $ 7167993 2014/03/31 4.648 M $ 1.57 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.28% 309.902 M $ 1379921 2024/09/30 728.801 K $ 3.14 %
2025/09/30 GLD SPDR GOLD TR 0.28% 309.606 M $ 870976 2014/03/31 42.120 M $ 16.61 %
2025/09/30 IWD ISHARES TR 0.28% 308.695 M $ 1516261 2014/03/31 16.898 M $ 4.82 %
2025/09/30 VGT VANGUARD WORLD FD 0.28% 301.814 M $ 404208 2014/03/31 34.262 M $ 12.57 %
2025/09/30 IEMG ISHARES INC 0.27% 300.946 M $ 4565327 2014/03/31 25.760 M $ 9.81 %
2025/09/30 VTV VANGUARD INDEX FDS 0.27% 295.342 M $ 1583681 2014/03/31 15.125 M $ 5.52 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.27% 294.517 M $ 6271666 2014/03/31 3.630 M $ 1.34 %
2025/09/30 CAT CATERPILLAR INC 0.27% 292.298 M $ 612543 2014/03/31 55.640 M $ 22.91 %
2025/09/30 VB VANGUARD INDEX FDS 0.27% 292.104 M $ 1148733 2014/03/31 19.279 M $ 7.30 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.27% 290.723 M $ 2967471 2019/06/30 13.129 M $ 5.01 %
2025/09/30 INTU INTUIT 0.26% 280.877 M $ 411254 2014/03/31 -41.159 M $ -13.29 %
2025/09/30 GVI ISHARES TR 0.25% 278.714 M $ 2594210 2015/03/31 1.091 M $ 0.61 %
2025/09/30 GLW CORNING INC 0.25% 271.202 M $ 3306108 2014/03/31 101.076 M $ 55.98 %
2025/09/30 LIN LINDE PLC 0.24% 267.921 M $ 563994 2023/03/31 3.263 M $ 1.24 %
2025/09/30 SF STIFEL FINL CORP 0.24% 264.745 M $ 2333172 2014/03/31 22.387 M $ 9.34 %
2025/09/30 CRM SALESFORCE INC 0.24% 260.546 M $ 1099226 2014/03/31 -46.202 M $ -13.09 %
2025/09/30 SPGI S&P GLOBAL INC 0.24% 260.386 M $ 534959 2016/06/30 -21.608 M $ -7.70 %
2025/09/30 ADBE ADOBE INC 0.24% 257.494 M $ 729953 2014/03/31 -24.462 M $ -8.82 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.24% 257.438 M $ 921742 2014/03/31 47.207 M $ 23.31 %
2025/09/30 MS MORGAN STANLEY 0.23% 255.841 M $ 1609425 2014/03/31 29.043 M $ 12.85 %
2025/09/30 CTAS CINTAS CORP 0.23% 255.119 M $ 1242873 2015/03/31 -22.349 M $ -7.90 %
2025/09/30 SYK STRYKER CORPORATION 0.23% 251.231 M $ 679570 2014/03/31 -18.009 M $ -6.56 %
2025/09/30 USIG ISHARES TR 0.23% 250.223 M $ 4791698 2018/12/31 3.485 M $ 1.52 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.23% 249.843 M $ 2317443 2014/03/31 42.020 M $ 19.62 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.23% 248.559 M $ 881795 2014/03/31 25.900 M $ 11.31 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.22% 245.930 M $ 308765 2014/03/31 26.813 M $ 12.52 %
2025/09/30 IEI ISHARES TR 0.22% 243.412 M $ 2036746 2014/03/31 911.427 K $ 0.35 %