STIFEL FINANCIAL CORP

ST. LOUIS, MO · CIK 720672 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySTIFEL FINANCIAL CORP. (US)

Other 13F filers in this group: 1919 Investment Counsel, LLC files a notice, STIFEL NICOLAUS & CO INC \MO\ files a notice

$120.2bn reported value +10.5% vs Q1 2026

3,702positions

16.5%in top 10

212 new 1,862 added 1,543 reduced 134 sold out vs Q1 2026

This report includes the holdings of 7 other managers that share the investment decisions:

1919 Investment Counsel, LLC – reports through this filing
EquityCompass Investment Management – reports through this filing
STIFEL NICOLAUS & CO INC \MO\ – reports through this filing
Stifel Independent Advisors, LLC – reports through this filing
Stifel Trust Co Delaware, N.A. – reports through this filing
Stifel Trust Company, N.A. – reports through this filing
Washington Crossing Advisers LLC – reports through this filing

Also in the report of:

Highlander Partners, L.P. – $9.9m of shares are in both reports
Dorsey & Whitney Trust CO LLC – $1.1m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	16,520,061	$3.3bn2.75%	2.75%	Reduced -49.0k	-48,976 -0.3%
2	APPLE INC COM AAPL	AAPL	11,015,826	$3.2bn2.65%	2.65%	Reduced -37.6k	-37,630 -0.3%
3	MICROSOFT CORP COM MSFT	MSFT	6,433,235	$2.4bn2.00%	2.00%	Reduced -230.3k	-230,257 -3.5%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,746,787	$2.1bn1.71%	1.71%	Reduced -102.6k	-102,636 -1.8%
5	AMAZON COM INC COM AMZN	AMZN	8,445,681	$2.0bn1.67%	1.67%	Added +184.2k	+184,195 2.2%
6	BROADCOM INC COM AVGO	AVGO	4,510,303	$1.7bn1.42%	1.42%	Added +17.5k	+17,514 0.4%
7	CISCO SYS INC COM CSCO	CSCO	12,692,951	$1.5bn1.24%	1.24%	Reduced -784.0k	-784,041 -5.8%
8	JPMORGAN CHASE & CO COM JPM	JPM	3,865,671	$1.3bn1.05%	1.05%	Added +16.4k	+16,389 0.4%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	3,442,790	$1.2bn1.01%	1.01%	Added +58.3k	+58,292 1.7%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,584,389	$1.2bn0.98%	0.98%	Reduced -43.3k	-43,290 -2.7%
11	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,667,490	$1.1bn0.95%	0.95%	Added +85.3k	+85,256 5.4%
12	JOHNSON & JOHNSON COM JNJ	JNJ	4,454,737	$1.1bn0.94%	0.94%	Reduced -34.4k	-34,384 -0.8%
13	ISHARES TR S&P 500 GRWT ETF IVW	IVW	8,171,635	$1.1bn0.93%	0.93%	Added +880.2k	+880,207 12.1%
14	VISA INC COM CL A V	V	3,173,435	$1.1bn0.91%	0.91%	Reduced -105.6k	-105,564 -3.2%
15	MERCK & CO INC COM MRK	MRK	8,169,394	$1.0bn0.87%	0.87%	Reduced -122.4k	-122,432 -1.5%
16	ISHARES TR CORE MSCI EAFE IEFA	IEFA	10,588,773	$1.0bn0.85%	0.85%	Reduced -892.3k	-892,252 -7.8%
17	ELI LILLY & CO COM LLY	LLY	786,902	$943.9m0.79%	0.79%	Added +7.7k	+7,745 1.0%
18	ABBVIE INC COM ABBV	ABBV	3,625,155	$912.2m0.76%	0.76%	Reduced -107.0k	-107,049 -2.9%
19	HOME DEPOT INC COM HD	HD	2,568,267	$905.8m0.75%	0.75%	Added +68.6k	+68,561 2.7%
20	PEPSICO INC COM PEP	PEP	6,239,792	$844.9m0.70%	0.70%	Reduced -101.8k	-101,849 -1.6%
21	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,566,472	$809.8m0.67%	0.67%	Added +305.5k	+305,458 9.4%
22	TEXAS INSTRS INC COM TXN	TXN	2,659,759	$792.8m0.66%	0.66%	Reduced -281.6k	-281,605 -9.6%
23	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,055,072	$777.1m0.65%	0.65%	Reduced -30.2k	-30,167 -2.8%
24	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,736,515	$769.6m0.64%	0.64%	Added +59.3k	+59,267 2.2%
25	ISHARES TR CORE US AGGBD ET AGG	AGG	7,338,388	$726.4m0.60%	0.60%	Added +19.1k	+19,138 0.3%
26	PALO ALTO NETWORKS INC COM PANW	PANW	2,108,508	$719.0m0.60%	0.60%	Reduced -57.6k	-57,621 -2.7%
27	META PLATFORMS INC CL A META	META	1,231,479	$693.8m0.58%	0.58%	Reduced -158.3k	-158,292 -11.4%
28	PROCTER AND GAMBLE CO COM PG	PG	4,616,122	$676.9m0.56%	0.56%	Added +37.3k	+37,281 0.8%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	903,149	$676.4m0.56%	0.56%	Added +184.0k	+184,006 25.6%
30	AMPHENOL CORP CL A APH	APH	3,763,474	$663.6m0.55%	0.55%	Added +55.8k	+55,792 1.5%
31	CORNING INC COM GLW	GLW	2,586,481	$660.7m0.55%	0.55%	Reduced -86.5k	-86,505 -3.2%
32	COCA COLA CO COM KO	KO	8,097,686	$658.1m0.55%	0.55%	Reduced -247.2k	-247,192 -3.0%
33	COSTCO WHSL CORP NEW COM COST	COST	695,622	$650.9m0.54%	0.54%	Reduced -7.3k	-7,296 -1.0%
34	CATERPILLAR INC COM CAT	CAT	591,099	$629.5m0.52%	0.52%	Added +13.7k	+13,703 2.4%
35	EATON CORP PLC SHS ETN	ETN	1,423,712	$606.7m0.50%	0.50%	Reduced -20.0k	-19,992 -1.4%
36	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,382,284	$597.2m0.50%	0.50%	Added +302.0k	+302,014 3.7%
37	LOCKHEED MARTIN CORP COM LMT	LMT	1,166,742	$594.5m0.49%	0.49%	Reduced -30.4k	-30,441 -2.5%
38	ISHARES TR RUS 1000 GRW ETF IWF	IWF	4,628,950	$574.8m0.48%	0.48%	Reduced -391.7k	-391,654 -7.8%
39	UNION PAC CORP COM UNP	UNP	2,108,345	$573.5m0.48%	0.48%	Reduced -56.1k	-56,071 -2.6%
40	AMGEN INC COM AMGN	AMGN	1,548,229	$560.7m0.47%	0.47%	Reduced -6.8k	-6,792 -0.4%
41	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,171,567	$559.5m0.47%	0.47%	Added +68.3k	+68,303 6.2%
42	CHEVRON CORP NEW COM CVX	CVX	3,053,750	$506.2m0.42%	0.42%	Reduced -30.4k	-30,418 -1.0%
43	APPLIED MATLS INC COM AMAT	AMAT	688,877	$498.1m0.41%	0.41%	Reduced -26.0k	-25,980 -3.6%
44	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	5,372,088	$492.3m0.41%	0.41%	Added +574.2k	+574,187 12.0%
45	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	10,216,170	$478.2m0.40%	0.40%	Added +1.5m	+1,524,574 17.5%
46	ISHARES INC CORE MSCI EMKT IEMG	IEMG	5,738,838	$475.4m0.40%	0.40%	Added +786.9k	+786,937 15.9%
47	MEDTRONIC PLC SHS MDT	MDT	6,064,377	$474.4m0.39%	0.39%	Added +305.4k	+305,411 5.3%
48	GRAINGER W W INC COM GWW	GWW	337,576	$459.3m0.38%	0.38%	Reduced -21.1k	-21,053 -5.9%
49	TJX COS INC NEW COM TJX	TJX	2,974,205	$450.6m0.37%	0.37%	Reduced -29.7k	-29,725 -1.0%
50	WASTE MGMT INC DEL COM WM	WM	2,014,127	$448.9m0.37%	0.37%	Reduced -123.9k	-123,914 -5.8%
51	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,821,926	$441.7m0.37%	0.37%	Added +356.1k	+356,118 24.3%
52	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,949,694	$436.7m0.36%	0.36%	Added +116.8k	+116,814 6.4%
53	COLGATE PALMOLIVE CO COM CL	CL	4,700,765	$431.0m0.36%	0.36%	Reduced -266.2k	-266,210 -5.4%
54	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	213,785	$425.3m0.35%	0.35%	Reduced -35.0k	-35,032 -14.1%
55	ISHARES TR USD INV GRDE ETF USIG	USIG	8,274,513	$424.4m0.35%	0.35%	Added +1.2m	+1,165,613 16.4%
56	CUMMINS INC COM CMI	CMI	593,509	$423.3m0.35%	0.35%	Reduced -247.5k	-247,462 -29.4%
57	RTX CORPORATION COM RTX	RTX	2,190,766	$415.7m0.35%	0.35%	Added +80.7k	+80,691 3.8%
58	ILLINOIS TOOL WKS INC COM ITW	ITW	1,520,367	$411.2m0.34%	0.34%	Reduced -63.7k	-63,746 -4.0%
59	NETFLIX INC COM NFLX	NFLX	5,635,433	$402.4m0.33%	0.33%	Added +569.8k	+569,782 11.2%
60	MICRON TECHNOLOGY INC COM MU	MU	348,167	$401.9m0.33%	0.33%	Added +53.5k	+53,541 18.2%
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	803,186	$401.9m0.33%	0.33%	Reduced -79.6k	-79,620 -9.0%
62	CHURCH & DWIGHT CO INC COM CHD	CHD	4,116,081	$398.8m0.33%	0.33%	Reduced -174.1k	-174,055 -4.1%
63	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,818,811	$396.4m0.33%	0.33%	Added +127.4k	+127,445 7.5%
64	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,507,151	$388.3m0.32%	0.32%	Added +75.6k	+75,599 1.7%
65	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,247,737	$388.2m0.32%	0.32%	Reduced -29.9k	-29,863 -0.9%
66	GE VERNOVA INC COM GEV	GEV	322,868	$379.3m0.32%	0.32%	Added +15.3k	+15,303 5.0%
67	WALMART INC COM WMT	WMT	3,318,380	$375.8m0.31%	0.31%	Reduced -71.2k	-71,184 -2.1%
68	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,212,398	$368.7m0.31%	0.31%	Reduced -95.0k	-94,963 -4.1%
69	EXXON MOBIL CORP COM XOM	XOM	2,648,819	$362.1m0.30%	0.30%	Reduced -1.1m	-1,080,348 -29.0%
70	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,186,781	$359.7m0.30%	0.30%	Added +12.8k	+12,812 1.1%
71	GE AEROSPACE COM NEW GE	GE	954,419	$356.7m0.30%	0.30%	Added +251.4k	+251,432 35.8%
72	ISHARES TR MBS ETF MBB	MBB	3,741,705	$353.7m0.29%	0.29%	Added +34.1k	+34,107 0.9%
73	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,183,565	$352.6m0.29%	0.29%	Reduced -609.1k	-609,116 -34.0%
74	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,819,999	$350.9m0.29%	0.29%	Added +617.9k	+617,891 28.1%
75	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,826,572	$348.0m0.29%	0.29%	Added +99.7k	+99,685 5.8%
76	MORGAN STANLEY COM NEW MS	MS	1,652,591	$345.5m0.29%	0.29%	Added +14.1k	+14,071 0.9%
77	ABBOTT LABS COM ABT	ABT	3,797,845	$344.6m0.29%	0.29%	Reduced -67.7k	-67,700 -1.8%
78	MASTERCARD INCORPORATED CL A MA	MA	645,484	$331.6m0.28%	0.28%	Reduced -30.7k	-30,702 -4.5%
79	VERIZON COMMUNICATIONS INC COM VZ	VZ	7,751,542	$328.2m0.27%	0.27%	Added +264.6k	+264,554 3.5%
80	GOLDMAN SACHS GROUP INC COM GS	GS	323,806	$327.6m0.27%	0.27%	Added +6.1k	+6,128 1.9%
81	REPUBLIC SVCS INC COM RSG	RSG	1,521,593	$324.2m0.27%	0.27%	Reduced -90.0k	-90,034 -5.6%
82	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	6,521,495	$321.4m0.27%	0.27%	Added +402.9k	+402,879 6.6%
83	MCDONALDS CORP COM MCD	MCD	1,187,567	$321.1m0.27%	0.27%	Added +54.0k	+54,009 4.8%
84	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	5,347,891	$319.2m0.27%	0.27%	Reduced -833.5k	-833,463 -13.5%
85	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	633,668	$317.7m0.26%	0.26%	Reduced -15.5k	-15,479 -2.4%
86	LAM RESEARCH CORP COM NEW LRCX	LRCX	730,517	$316.6m0.26%	0.26%	Added +33.4k	+33,377 4.8%
87	TESLA INC COM TSLA	TSLA	749,828	$315.4m0.26%	0.26%	Reduced -2.2k	-2,236 -0.3%
88	ANALOG DEVICES INC COM ADI	ADI	765,432	$304.0m0.25%	0.25%	Reduced -42.9k	-42,874 -5.3%
89	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,605,788	$302.0m0.25%	0.25%	Added +41.4k	+41,437 1.2%
90	CHUBB LIMITED COM CB	CB	871,924	$297.1m0.25%	0.25%	Added +52.4k	+52,415 6.4%
91	YUM BRANDS INC COM YUM	YUM	1,825,459	$291.8m0.24%	0.24%	Reduced -80.0k	-80,005 -4.2%
92	WILLIAMS COS INC COM WMB	WMB	3,905,784	$290.4m0.24%	0.24%	Added +133.3k	+133,294 3.5%
93	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	1,208,552	$286.8m0.24%	0.24%	Reduced -69.1k	-69,136 -5.4%
94	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,741,348	$286.1m0.24%	0.24%	Added +57.9k	+57,923 3.4%
95	LINDE PLC SHS LIN	LIN	550,184	$285.5m0.24%	0.24%	Reduced -6.6k	-6,605 -1.2%
96	PROLOGIS INC. COM PLD	PLD	2,102,309	$284.8m0.24%	0.24%	Added +83.7k	+83,743 4.2%
97	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	685,447	$284.7m0.24%	0.24%	Reduced -16.6k	-16,568 -2.4%
98	DEERE & CO COM DE	DE	441,309	$280.0m0.23%	0.23%	Added +17.3k	+17,324 4.1%
99	BANK AMERICA CORP COM BAC	BAC	4,891,596	$278.7m0.23%	0.23%	Reduced -251.9k	-251,855 -4.9%
100	MOODYS CORP COM MCO	MCO	614,280	$278.2m0.23%	0.23%	Reduced -41.6k	-41,640 -6.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		893,558	$404.0m893.6k shares
CARNIVAL CORP		838,251	$21.7m838.3k shares
COTERRA ENERGY INC CTRA	CTRA	612,363	$21.5m612.4k shares
THOMSON REUTERS CORP		166,086	$14.9m166.1k shares
DUPONT DE NEMOURS INC DWDP	DWDP	96,606	$13.3m96.6k shares
ADVISORSHARES TR HDGE	HDGE	293,147	$5.3m293.1k shares
WIX COM LTD WIX	WIX	53,923	$4.9m53.9k shares
ASCENDIS PHARMA A/S		19,597	$4.5m19.6k shares
WORTHINGTON ENTERPRISES INC WOR	WOR	84,119	$4.4m84.1k shares
SANUWAVE HEALTH INC SNWV	SNWV	251,633	$4.4m251.6k shares
CEVA INC CEVA	CEVA	148,229	$2.8m148.2k shares
LAKELAND FINL CORP LKFN	LKFN	41,989	$2.4m42.0k shares
GOODYEAR TIRE & RUBR CO GT	GT	334,428	$2.2m334.4k shares
BOEING CO BA 6 10.15.27	BA 6 10.15.27	31,361	$2.0m31.4k shares
NEXSTAR MEDIA GROUP INC NXST	NXST	10,734	$1.9m10.7k shares
FLUTTER ENTMT PLC FLUT	FLUT	17,887	$1.8m17.9k shares
THERMON GROUP HLDGS INC		34,416	$1.7m34.4k shares
CLEARWAY ENERGY INC		43,827	$1.7m43.8k shares
MINISO GROUP HLDG LTD MNSO	MNSO	94,835	$1.5m94.8k shares
ISHARES TR EWZS	EWZS	102,314	$1.5m102.3k shares
SHOE CARNIVAL INC SHOE	SHOE	95,669	$1.5m95.7k shares
UNITED MICROELECTRONICS CORP UMC	UMC	163,818	$1.5m163.8k shares
PLDT INC PHI	PHI	67,473	$1.4m67.5k shares
STELLAR BANCORP INC		37,920	$1.4m37.9k shares
CANADIAN SOLAR INC CSIQ	CSIQ	97,300	$1.3m97.3k shares