§ 13F · FUND PROFILE
STIFEL FINANCIAL CORP.
Wealth platform, broker-dealer
AUM · $109529.4T (13F)Positions · 9480Turnover · 93% · Q4Filed · Feb 13, 2026
CONCENTRATION
12%
Top 10 holdings
NEW BUYS
+386
+$2372.3T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → MEDIA
-1pp · +0pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 4.16M | $2014.3T | 1.8% | — |
| 2 | AAPL | APPLE INC | 6.27M | $1704.5T | 1.5% | — |
| 3 | NVDA | NVIDIA CORPORATION | 9.00M | $1678.1T | 1.5% | — |
| 4 | NVDA | NVIDIA CORPORATION | 7.37M | $1375.1T | 1.2% | — |
| 5 | AMZN | AMAZON COM INC | 5.50M | $1269.2T | 1.1% | — |
| 6 | AAPL | APPLE INC | 4.39M | $1193.9T | 1.1% | — |
| 7 | GOOGL | ALPHABET INC | 3.81M | $1192.7T | 1.1% | +133% |
| 8 | SPY | SPDR S&P 500 ETF TR | 1.47M | $1004.4T | 0.9% | — |
| 9 | AVGO | BROADCOM INC | 2.85M | $986.0T | 0.9% | — |
| 10 | IEFA | ISHARES TR | 10.70M | $957.6T | 0.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Other37.8% (±0)
Technology10.2% (−1pp)
Semiconductors6.6% (±0)
Retail5.8% (±0)
Financial Services4.8% (±0)
Media4.2% (±0)
§ 03 · THE STIFEL SIGNAL
AC read
STIFEL FINANCIAL CORP is a Other fund managing $109529357.3 trillion in assets. The fund runs a massive portfolio of 9,480 positions, broad diversification across holdings. Trading activity is aggressive at 93% quarterly turnover, with 386 new positions and 0 exits last quarter. Top sector allocations: Other (38%), Technology (10%), Semiconductors (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+386 buys · −0 exits · 8489 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed