Fund HoldingsSTIFEL FINANCIAL CORP

Total Portfolio Value
$120.21B
Total Bought
$13.01B
Total Sold
$10.09B
Net Transaction
+$2.91B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CISCO SYS INC(CSCO)13,476,99212,692,951-784,0411,045,6821,490,9171.24%+445,234
NVIDIA CORPORATION(NVDA)16,569,03716,520,061-48,9762,889,6663,305,5502.75%+415,884
APPLE INC(AAPL)11,053,45611,015,826-37,6302,805,3263,187,6172.65%+382,290
PALO ALTO NETWORKS INC(PANW)2,166,1292,108,508-57,621347,274719,0410.60%+371,766
ALPHABET INC(GOOG)5,849,4235,746,787-102,6361,682,1162,053,8051.71%+371,689
BROADCOM INC(AVGO)4,492,7894,510,303+17,5141,390,6031,703,8161.42%+313,213
MICRON TECHNOLOGY INC(MU)294,626348,167+53,54199,552401,9350.33%+302,383
ISHARES TR7,291,4288,171,635+880,207824,7351,123,8450.93%+299,110
CORNING INC(GLW)2,672,9862,586,481-86,505363,451660,6700.55%+297,219
AMAZON COM INC(AMZN)8,261,4868,445,681+184,1951,720,6202,012,9431.67%+292,323
INVESCO EXCH TRADED FD TR II32,7244,627,456+4,594,7321,102274,1940.23%+273,092
APPLIED MATLS INC714,857688,877-25,980244,358498,1120.41%+253,754
ALPHABET INC(GOOG)3,384,4983,442,790+58,292970,8901,216,4551.01%+245,565
ELI LILLY & CO(LLY)779,157786,902+7,745716,743943,9480.79%+227,205
TEXAS INSTRS INC(TXN)2,941,3642,659,759-281,605571,048792,8080.66%+221,760
CATERPILLAR INC(CAT)577,396591,099+13,703409,093629,5060.52%+220,413
ISHARES TR719,143903,149+184,006469,780676,3890.56%+206,610
HONEYWELL AEROSPACE INC0931,045+931,0450205,8330.17%+205,833
HONEYWELL INTL INC0900,107+900,1070201,5380.17%+201,538
VANGUARD INDEX FDS1,582,2341,667,490+85,256945,4961,145,2990.95%+199,803
AMPHENOL CORP3,707,6823,763,474+55,792468,470663,5790.55%+195,109
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,103,2641,171,567+68,303372,856559,5200.47%+186,664
INTUITIVE SURGICAL INC32,724631,488+598,7641,102186,4800.16%+185,378
MARVELL TECHNOLOGY INC(MRVL)1,792,6811,183,565-609,116177,573352,5930.29%+175,020
ADVANCED MICRO DEVICES INC(AMD)434,357444,158+9,80188,361258,0160.21%+169,655
LAM RESEARCH CORP(LRCX)697,140730,517+33,377148,956316,5660.26%+167,610
GE AEROSPACE(GE)702,987954,419+251,432199,491356,7010.30%+157,210
INVESCO QQQ TR1,085,2391,055,072-30,167626,477777,0730.65%+150,597
JPMORGAN CHASE & CO(JPM)3,849,2823,865,671+16,3891,132,3351,265,3801.05%+133,045
ISHARES INC
CORE MSCI EMKT
4,951,9015,738,838+786,937345,400475,4060.40%+130,006
ISHARES TR1,465,8081,821,926+356,118313,200441,6910.37%+128,491
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
1,479,4922,269,264+789,772148,203275,5360.23%+127,334
STATE STR SPDR S&P 500 ETF T(SPY)1,627,6791,584,389-43,2901,058,6261,183,2730.98%+124,647
CROWDSTRIKE HLDGS INC(CRWD)358,894342,558-16,336140,116261,4200.22%+121,304
ISHARES TR3,261,0143,566,472+305,458688,562809,8020.67%+121,239
INTERNATIONAL BUSINESS MACHS(IBM)2,677,2482,736,515+59,267648,955769,5580.64%+120,602
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,726,8871,826,572+99,685229,511348,0080.29%+118,496
GE VERNOVA INC(GEV)307,565322,868+15,303268,486379,3410.32%+110,856
VANGUARD WORLD FD
INF TECH ETF
409,7003,247,737+2,838,037285,876388,1710.32%+102,295
ABBVIE INC(ABBV)3,732,2043,625,155-107,049811,723912,2460.76%+100,523
ISHARES TR32,724984,074+951,3501,10299,0680.08%+97,966
VISA INC(V)3,278,9993,173,435-105,564991,0951,088,8270.91%+97,732
ASML HLDG NV
N Y REGISTRY SHS
248,817213,785-35,032328,653425,3220.35%+96,670
UNITEDHEALTH GROUP INC(UNH)650,763655,219+4,456176,104272,3520.23%+96,248
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
132,293152,692+20,39951,827147,3500.12%+95,522
EATON CORP PLC(ETN)1,443,7041,423,712-19,992516,400606,7070.50%+90,307
FERRARI N V
COM
17,337244,056+226,7195,86890,8610.08%+84,993
HOME DEPOT INC(HD)2,499,7062,568,267+68,561822,183905,8320.75%+83,649
VANGUARD TAX-MANAGED FDS8,080,2708,382,284+302,014517,785597,2410.50%+79,456
ISHARES INC
MSCI EMRG CHN
1,508,4241,912,586+404,162118,654195,6600.16%+77,006
MORGAN STANLEY(MS)1,638,5201,652,591+14,071269,656345,4630.29%+75,807
KLA CORP(KLAC)47,681476,005+428,32470,216143,6160.12%+73,400
INTEL CORP(INTC)1,129,371873,187-256,18449,839121,9230.10%+72,084
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
8,691,59610,216,170+1,524,574408,071478,2190.40%+70,148
UBER TECHNOLOGIES INC(UBER)2,583,1333,543,481+960,348185,805255,6980.21%+69,893
WW GRAINGER INC(GWW)358,629337,576-21,053391,227459,2750.38%+68,049
VANGUARD INDEX FDS738,5924,507,151+3,768,559322,639388,2500.32%+65,611
VANGUARD INDEX FDS1,691,3661,818,811+127,445331,845396,3780.33%+64,533
AUTOMATIC DATA PROCESSING IN1,832,8801,949,694+116,814372,418436,6500.36%+64,232
QUANTA SVCS INC350,167355,834+5,667192,266256,2380.21%+63,972
BIOHAVEN LTD(BHVN)9,940,8859,941,165+28084,100147,9250.12%+63,825
SPDR SERIES TRUST
ST STR SP600 SML
1,206,1252,080,273+874,14858,280119,9690.10%+61,689
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
6,118,6166,521,495+402,879260,286321,3830.27%+61,097
DELL TECHNOLOGIES INC(DELL)749,515424,917-324,598123,019183,3410.15%+60,322
ISHARES TR7,108,9008,274,513+1,165,613364,189424,4000.35%+60,211
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
356,894340,406-16,48833,50292,5740.08%+59,073
GOLDMAN SACHS GROUP INC(GS)317,678323,806+6,128268,809327,5600.27%+58,751
RBB FD INC
F/M US TREASURY
2,384,3903,551,219+1,166,829118,886177,0640.15%+58,177
CITIGROUP INC(C)1,766,2641,836,863+70,599200,316257,0930.21%+56,777
AMERICAN EXPRESS CO(AXP)715,950796,096+80,146216,583269,3090.22%+52,726
SPDR SERIES TRUST
ST STR BLO 1 ETF
4,797,9015,372,088+574,187439,679492,2980.41%+52,619
MERCK & CO INC(MRK)8,291,8268,169,394-122,432997,4271,049,7860.87%+52,359
VANGUARD INDEX FDS1,173,9691,186,781+12,812307,491359,7400.30%+52,249
VERTIV HOLDINGS CO(VRT)622,262617,045-5,217155,929206,6030.17%+50,674
ISHARES TR1,505,9222,125,383+619,461124,343174,5150.15%+50,172
FORTINET INC(FTNT)713,447703,513-9,93458,303108,0740.09%+49,771
ARISTA NETWORKS INC(ANET)901,367943,236+41,869110,670160,2370.13%+49,567
BLOOM ENERGY CORP243,843269,603+25,76033,03881,6090.07%+48,571
UNION PAC CORP(UNP)2,164,4162,108,345-56,071525,143573,4810.48%+48,338
ANALOG DEVICES INC(ADI)808,306765,432-42,874257,177304,0350.25%+46,859
ISHARES TR1,683,4251,741,348+57,923239,771286,0520.24%+46,281
METLIFE INC(MET)2,836,4612,915,365+78,904200,596246,6710.21%+46,076
BLACKROCK ETF TRUST
ISHARES US EQUIT
2,461,9512,771,211+309,260143,237188,4700.16%+45,233
ISHARES TR
CORE UNIVRSL USD
2,926,3453,879,099+952,754135,168179,0210.15%+43,852
HUNT J B TRANS SVCS INC(JBHT)779,596720,886-58,710165,197208,6460.17%+43,449
ISHARES INC2,072,7452,222,997+150,252210,943253,8440.21%+42,901
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
2,553,0662,674,445+121,379174,325216,7950.18%+42,469
DEERE & CO(DE)423,985441,309+17,324238,874279,9830.23%+41,109
VANGUARD INDEX FDS738,795750,859+12,064237,017277,8520.23%+40,834
SPDR SERIES TRUST
ST STR P500VAL
2,662,8373,144,532+481,695150,663191,1560.16%+40,492
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
2,433,9042,911,584+477,68097,823137,4310.11%+39,609
ISHARES TR1,255,1514,628,950+3,373,799535,201574,7800.48%+39,579
SELECT SECTOR SPDR TR
ST STR INDL ETF
489,544632,441+142,89779,178117,1480.10%+37,970
BLACKSTONE INC(BX)1,948,4942,226,603+278,109224,067262,0110.22%+37,944
SPDR SERIES TRUST
ST STR P500GRW
1,786,9671,776,289-10,678174,962211,3610.18%+36,400
UNITED RENTALS INC(URI)87,26087,788+52863,60399,4980.08%+35,895
TESLA INC(TSLA)752,064749,828-2,236279,582315,3780.26%+35,795
SPACE EXPLORATION TECHN CORP0206,757+206,757035,3270.03%+35,327
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0962,909+962,909035,2420.03%+35,242
ISHARES TR
MSCI USA MMENTM
332,532335,012+2,48079,806114,8540.10%+35,048
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