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Stifel Financial Corp: 13F portfolio Q2 2026 and what copying it returned
Stifel Financial Corp's 13F for the quarter ended 2026-06-30 (filed Aug 12, 2026): 400 common-share positions, $120.2B reported. Copying each 13F the day after it was filed returned +22.4% from May 16, 2025 to Nov 6, 2026, against +24.5% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (95.1% of the portfolio on average); 6 filings since May 14, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NVDA | NVIDIA | 2.8% | $3.3B | -0.3% |
| AAPL | Apple | 2.6% | $3.2B | -0.3% |
| MSFT | Microsoft | 2.0% | $2.4B | -3.5% |
| GOOGL | Alphabet | 1.7% | $2.1B | -1.8% |
| AMZN | Amazon.com | 1.7% | $2.0B | +2.2% |
| AVGO | Broadcom | 1.4% | $1.7B | +0.4% |
| CSCO | Cisco Systems | 1.2% | $1.5B | -5.8% |
| JPM | JPMorgan Chase | 1.1% | $1.3B | +0.4% |
| GOOG | Alphabet | 1.0% | $1.2B | +1.7% |
| SPY | SPDR S&P 500 ETF Trust | 1.0% | $1.2B | -2.7% |
| VOO | Vanguard S&P 500 ETF | 0.9% | $1.1B | +5.4% |
| JNJ | Johnson & Johnson | 0.9% | $1.1B | -0.8% |
| IVW | iShares S&P 500 Growth ETF | 0.9% | $1.1B | +12.1% |
| V | Visa | 0.9% | $1.1B | -3.2% |
| MRK | Merck | 0.9% | $1.0B | -1.5% |
| IEFA | iShares Core MSCI Eafe ETF | 0.9% | $1.0B | -7.8% |
| LLY | ELI Lilly | 0.8% | $944M | +1.0% |
| ABBV | AbbVie | 0.8% | $912M | -2.9% |
| HD | Home Depot | 0.8% | $906M | +2.7% |
| PEP | PepsiCo | 0.7% | $845M | -1.6% |
| IVE | iShares S&P 500 Value ETF | 0.7% | $810M | +9.4% |
| TXN | Texas Instruments | 0.7% | $793M | -9.6% |
| QQQ | Invesco QQQ Trust Series 1 | 0.7% | $777M | -2.8% |
| IBM | International Business Machines | 0.6% | $770M | +2.2% |
| AGG | iShares Core U.S. Aggregate | 0.6% | $726M | unchanged |
Biggest adds
- SPDW new
- HONA new
- HON new
- SPMB new
- XLE new
- XLF new
- XLU new
- SPTL new
- XLC new
- XLY new
- USMV new
- BINC new
Biggest cuts
- BIL exit
- XLK exit
- CGDV exit
- SPYG exit
- SPYV exit
- CGGR exit
- SPSM exit
- XLI exit
- XLV exit
- SGOV exit
- SDY exit
Track record
Of 33 position changes scored in 33 separate decisions, 48.5% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 720672. Not investment advice.