MondegarAI
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD)

Q3 2025 · 13F-HR

STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD)holdings as filed

Filed 2025-11-12 · accession 0000720672-25-000015

$109.53B
Reported value
3,531
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) · Q3 2025

AI · grounded in 13F

STIFEL FINANCIAL CORP established a new position in MSFT valued at $3.69B. The fund also initiated new stakes in NVDA for $3.25B and AAPL for $2.93B. Additional new positions include AMZN at $1.84B and AVGO at $1.56B. Total assets under management stand at $109.53B across 3,531 positions.

Holdings as filed

First 500 of 3531

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.69B3.37%7,124,971CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.25B2.96%17,403,746CommonSOLE
037833100AAPLAPPLE INC$2.93B2.67%11,487,047CommonSOLE
023135106AMZNAMAZON COM INC$1.84B1.68%8,394,669CommonSOLE
11135F101AVGOBROADCOM INC$1.56B1.43%4,731,112CommonSOLE
02079K305GOOGLALPHABET INC$1.51B1.38%6,222,831CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.23B1.13%3,915,100CommonSOLE
92826C839VVISA INC$1.19B1.09%3,481,791CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.10B1.01%1,653,434CommonSOLE
931142103WMTWALMART INC$1.07B0.98%10,409,320CommonSOLE
437076102HDHOME DEPOT INC$1.03B0.94%2,552,245CommonSOLE
30303M102METAMETA PLATFORMS INC$1.02B0.93%1,385,659CommonSOLE
922908363VOOVANGUARD INDEX FDS$959.9M0.88%1,567,391CommonSOLE
17275R102CSCOCISCO SYS INC$939.6M0.86%13,733,524CommonSOLE
478160104JNJJOHNSON & JOHNSON$938.9M0.86%5,063,709CommonSOLE
713448108PEPPEPSICO INC$919.4M0.84%6,546,813CommonSOLE
46432F842IEFAISHARES TR$899.8M0.82%10,305,420CommonSOLE
464287309IVWISHARES TR$864.2M0.79%7,158,604CommonSOLE
02079K107GOOGALPHABET INC$808.0M0.74%3,317,362CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$781.6M0.71%2,769,891CommonSOLE
68389X105ORCLORACLE CORP$749.5M0.68%2,665,050CommonSOLE
58933Y105MRKMERCK & CO INC$731.9M0.67%8,720,884CommonSOLE
742718109PGPROCTER AND GAMBLE CO$717.6M0.66%4,670,302CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$691.3M0.63%746,608CommonSOLE
464287226AGGISHARES TR$654.2M0.60%6,525,696CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$629.2M0.57%1,260,154CommonSOLE
464287408IVEISHARES TR$623.6M0.57%3,019,690CommonSOLE
532457108LLYELI LILLY & CO$603.0M0.55%790,167CommonSOLE
46090E103QQQINVESCO QQQ TR$591.3M0.54%984,813CommonSOLE
64110L106NFLXNETFLIX INC$589.4M0.54%491,591CommonSOLE
G5960L103MDTMEDTRONIC PLC$582.0M0.53%6,110,875CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$581.6M0.53%9,705,665CommonSOLE
191216100KOCOCA COLA CO$574.8M0.52%8,667,137CommonSOLE
00287Y109ABBVABBVIE INC$572.6M0.52%2,473,152CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$566.8M0.52%2,298,151CommonSOLE
G29183103ETNEATON CORP PLC$542.0M0.49%1,448,117CommonSOLE
882508104TXNTEXAS INSTRS INC$540.8M0.49%2,943,507CommonSOLE
907818108UNPUNION PAC CORP$534.3M0.49%2,260,464CommonSOLE
464287614IWFISHARES TR$526.2M0.48%1,123,348CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$525.6M0.48%1,790,607CommonSOLE
166764100CVXCHEVRON CORP NEW$501.5M0.46%3,229,668CommonSOLE
032095101APHAMPHENOL CORP NEW$494.8M0.45%3,998,310CommonSOLE
94106L109WMWASTE MGMT INC DEL$490.1M0.45%2,219,155CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$485.4M0.44%965,454CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$462.5M0.42%2,294,938CommonSOLE
872540109TJXTJX COS INC NEW$454.4M0.41%3,143,773CommonSOLE
30231G102XOMEXXON MOBIL CORP$453.3M0.41%4,020,511CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$449.7M0.41%1,724,479CommonSOLE
009158106APDAIR PRODS & CHEMS INC$448.6M0.41%1,644,837CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$446.8M0.41%785,377CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$446.5M0.41%7,851,800CommonSOLE
231021106CMICUMMINS INC$445.1M0.41%1,053,907CommonSOLE
78468R663BILSPDR SERIES TRUST$439.7M0.40%4,791,835CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$436.7M0.40%2,144,841CommonSOLE
464287200IVVISHARES TR$435.8M0.40%651,144CommonSOLE
031162100AMGNAMGEN INC$434.7M0.40%1,540,435CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$420.2M0.38%5,256,801CommonSOLE
760759100RSGREPUBLIC SVCS INC$402.8M0.37%1,755,228CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$393.9M0.36%4,495,492CommonSOLE
189054109CLXCLOROX CO DEL$374.5M0.34%3,037,195CommonSOLE
384802104GWWGRAINGER W W INC$368.3M0.34%386,485CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$359.2M0.33%1,508,092CommonSOLE
922908736VUGVANGUARD INDEX FDS$358.2M0.33%746,838CommonSOLE
438516106HONHONEYWELL INTL INC$353.6M0.32%1,679,733CommonSOLE
81762P102NOWSERVICENOW INC$352.1M0.32%382,563CommonSOLE
580135101MCDMCDONALDS CORP$344.2M0.31%1,132,622CommonSOLE
75513E101RTXRTX CORPORATION$344.2M0.31%2,057,145CommonSOLE
464288588MBBISHARES TR$338.7M0.31%3,559,460CommonSOLE
615369105MCOMOODYS CORP$337.8M0.31%708,968CommonSOLE
46432F339QUALISHARES TR$335.5M0.31%1,724,635CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$327.0M0.30%674,148CommonSOLE
88160R101TSLATESLA INC$322.7M0.29%725,514CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$315.0M0.29%7,167,993CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$309.9M0.28%1,379,921CommonSOLE
78463V107GLDSPDR GOLD TR$309.6M0.28%870,976CommonSOLE
464287598IWDISHARES TR$308.7M0.28%1,516,261CommonSOLE
92204A702VGTVANGUARD WORLD FD$301.8M0.28%404,208CommonSOLE
46434G103IEMGISHARES INC$300.9M0.27%4,565,327CommonSOLE
922908744VTVVANGUARD INDEX FDS$295.3M0.27%1,583,681CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$294.5M0.27%6,271,666CommonSOLE
149123101CATCATERPILLAR INC$292.3M0.27%612,543CommonSOLE
922908751VBVANGUARD INDEX FDS$292.1M0.27%1,148,733CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$290.7M0.27%2,967,471CommonSOLE
461202103INTUINTUIT$280.9M0.26%411,254CommonSOLE
464288612GVIISHARES TR$278.7M0.25%2,594,210CommonSOLE
219350105GLWCORNING INC$271.2M0.25%3,306,108CommonSOLE
G54950103LINLINDE PLC$267.9M0.24%563,994CommonSOLE
860630102SFSTIFEL FINL CORP$264.7M0.24%2,333,172CommonSOLE
79466L302CRMSALESFORCE INC$260.5M0.24%1,099,226CommonSOLE
78409V104SPGIS&P GLOBAL INC$260.4M0.24%534,959CommonSOLE
00724F101ADBEADOBE INC$257.5M0.24%729,953CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$257.4M0.24%921,742CommonSOLE
617446448MSMORGAN STANLEY$255.8M0.23%1,609,425CommonSOLE
172908105CTASCINTAS CORP$255.1M0.23%1,242,873CommonSOLE
863667101SYKSTRYKER CORPORATION$251.2M0.23%679,570CommonSOLE
464288620USIGISHARES TR$250.2M0.23%4,791,698CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$249.8M0.23%2,317,443CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$248.6M0.23%881,795CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$245.9M0.22%308,765CommonSOLE
464288661IEIISHARES TR$243.4M0.22%2,036,746CommonSOLE
46138E420EQALINVESCO EXCH TRADED FD TR II$241.5M0.22%4,643,704CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$241.3M0.22%4,453,487CommonSOLE
969457100WMBWILLIAMS COS INC$240.8M0.22%3,801,823CommonSOLE
717081103PFEPFIZER INC$238.3M0.22%9,353,897CommonSOLE
002824100ABTABBOTT LABS$238.2M0.22%1,778,502CommonSOLE
922908769VTIVANGUARD INDEX FDS$237.3M0.22%723,061CommonSOLE
369604301GEGE AEROSPACE$237.1M0.22%788,150CommonSOLE
H1467J104CBCHUBB LIMITED$236.2M0.22%836,661CommonSOLE
060505104BACBANK AMERICA CORP$236.1M0.22%4,577,084CommonSOLE
025816109AXPAMERICAN EXPRESS CO$235.7M0.22%709,394CommonSOLE
949746101WMT2WELLS FARGO CO NEW$235.4M0.21%2,808,924CommonSOLE
09260D107BXBLACKSTONE INC$233.2M0.21%1,365,139CommonSOLE
N07059210ASMLASML HOLDING N V$230.5M0.21%238,062CommonSOLE
427866108HSYHERSHEY CO$228.9M0.21%1,223,944CommonSOLE
718172109PMPHILIP MORRIS INTL INC$227.8M0.21%1,404,702CommonSOLE
74340W103PLDPROLOGIS INC.$225.9M0.21%1,972,604CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$224.4M0.20%1,039,877CommonSOLE
65339F101NEENEXTERA ENERGY INC$222.7M0.20%2,949,656CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$222.4M0.20%3,115,615CommonSOLE
747525103QCOMQUALCOMM INC$220.8M0.20%1,326,980CommonSOLE
464287150ITOTISHARES TR$220.7M0.20%1,515,176CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$216.9M0.20%628,101CommonSOLE
032654105ADIANALOG DEVICES INC$216.5M0.20%881,067CommonSOLE
59156R108METMETLIFE INC$216.5M0.20%2,628,173CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$216.5M0.20%8,613,635CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$212.8M0.19%2,180,080CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$210.2M0.19%470,005CommonSOLE
701094104PHPARKER-HANNIFIN CORP$208.4M0.19%274,816CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$205.0M0.19%4,790,071CommonSOLE
464288653TLHISHARES TR$204.6M0.19%1,986,483CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$203.2M0.19%1,071,010CommonSOLE
922908629VOVANGUARD INDEX FDS$201.2M0.18%684,976CommonSOLE
244199105DEDEERE & CO$197.7M0.18%432,326CommonSOLE
097023105BABOEING CO$197.1M0.18%913,207CommonSOLE
464287804IJRISHARES TR$194.6M0.18%1,637,850CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$192.4M0.18%1,365,139CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$190.2M0.17%2,262,577CommonSOLE
464286681EUSAISHARES INC$188.8M0.17%1,833,958CommonSOLE
464288513HYGISHARES TR$187.5M0.17%2,309,857CommonSOLE
311900104FASTFASTENAL CO$184.6M0.17%3,764,396CommonSOLE
09290D101BLKBLACKROCK INC$182.9M0.17%156,784CommonSOLE
464288646IGSBISHARES TR$181.6M0.17%3,423,959CommonSOLE
36828A101GEVGE VERNOVA INC$179.3M0.16%291,564CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$179.0M0.16%2,143,509CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$177.4M0.16%361,757CommonSOLE
038222105AMATAPPLIED MATLS INC$176.7M0.16%863,136CommonSOLE
172967424CCITIGROUP INC$176.5M0.16%1,738,619CommonSOLE
464285204IAUISHARES GOLD TR$175.6M0.16%2,412,750CommonSOLE
46434V621DGROISHARES TR$173.6M0.16%2,549,576CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$170.3M0.16%2,982,946CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$164.9M0.15%903,881CommonSOLE
902973304USBUS BANCORP DEL$163.2M0.15%3,376,367CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$162.4M0.15%3,864,867CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$161.2M0.15%2,397,191CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$159.9M0.15%6,554,600CommonSOLE
78464A383SPMBSPDR SERIES TRUST$158.9M0.15%7,078,988CommonSOLE
464287507IJHISHARES TR$156.7M0.14%2,401,042CommonSOLE
548661107LOWLOWES COS INC$155.8M0.14%620,096CommonSOLE
235851102DHRDANAHER CORPORATION$152.3M0.14%768,213CommonSOLE
87612E106TGTTARGET CORP$152.1M0.14%1,695,677CommonSOLE
29250N105ENBENBRIDGE INC$151.9M0.14%3,011,025CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$151.2M0.14%3,978,002CommonSOLE
74762E102QUREQUANTA SVCS INC$150.3M0.14%362,613CommonSOLE
375558103GILDGILEAD SCIENCES INC$148.2M0.14%1,335,472CommonSOLE
464287655IWMISHARES TR$147.9M0.13%611,090CommonSOLE
464287432TLTISHARES TR$143.7M0.13%1,607,902CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$142.2M0.13%1,453,437CommonSOLE
922908538VOTVANGUARD INDEX FDS$141.4M0.13%481,159CommonSOLE
98149E303GLDMWORLD GOLD TR$140.9M0.13%1,843,134CommonSOLE
254687106DISDISNEY WALT CO$139.9M0.13%1,221,938CommonSOLE
29444U700EQIXEQUINIX INC$139.1M0.13%177,475CommonSOLE
147528103CASYCASEYS GEN STORES INC$138.8M0.13%245,442CommonSOLE
775711104ROLROLLINS INC$137.3M0.13%2,337,329CommonSOLE
464287465EFAISHARES TR$137.0M0.13%1,467,331CommonSOLE
92939U106WECWEC ENERGY GROUP INC$134.3M0.12%1,172,020CommonSOLE
464287440IEFISHARES TR$133.3M0.12%1,382,001CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$132.8M0.12%439,130CommonSOLE
780259305SHELSHELL PLC$131.9M0.12%1,844,404CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$131.7M0.12%2,224,543CommonSOLE
833034101SNASNAP ON INC$130.3M0.12%376,127CommonSOLE
89832Q109TFCTRUIST FINL CORP$130.1M0.12%2,845,230CommonSOLE
291011104EMREMERSON ELEC CO$129.9M0.12%989,887CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$129.3M0.12%373,380CommonSOLE
136375102CNICANADIAN NATL RY CO$128.1M0.12%1,358,627CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$125.8M0.11%903,667CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$125.4M0.11%2,328,436CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$123.3M0.11%1,838,646CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$123.0M0.11%3,932,600CommonSOLE
806857108SLBSCHLUMBERGER LTD$122.8M0.11%3,573,051CommonSOLE
654106103NKENIKE INC$122.8M0.11%1,760,527CommonSOLE
20030N101CMCSACOMCAST CORP NEW$120.4M0.11%3,831,272CommonSOLE
695156109PKGPACKAGING CORP AMER$120.1M0.11%550,873CommonSOLE
46434V613IUSBISHARES TR$118.0M0.11%2,525,541CommonSOLE
922908512VOEVANGUARD INDEX FDS$117.2M0.11%671,100CommonSOLE
78464A508SPYVSPDR SERIES TRUST$112.6M0.10%2,035,444CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$111.8M0.10%993,814CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$110.9M0.10%826,546CommonSOLE
11271J107BNBROOKFIELD CORP$110.7M0.10%1,614,405CommonSOLE
78464A409SPYGSPDR SERIES TRUST$110.3M0.10%1,055,479CommonSOLE
704326107PAYXPAYCHEX INC$110.1M0.10%868,230CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$109.4M0.10%771,362CommonSOLE
29273V100ETENERGY TRANSFER L P$109.2M0.10%6,365,813CommonSOLE
512807306LRCXLAM RESEARCH CORP$109.1M0.10%814,463CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$107.8M0.10%867,356CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$106.5M0.10%2,303,471CommonSOLE
464287457SHYISHARES TR$103.6M0.09%1,249,303CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$103.3M0.09%137CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$102.9M0.09%512,314CommonSOLE
78464A664SPTLSPDR SERIES TRUST$102.5M0.09%3,802,807CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$102.4M0.09%1,072,608CommonSOLE
911363109URIUNITED RENTALS INC$102.1M0.09%106,959CommonSOLE
91913Y100VLOVALERO ENERGY CORP$101.5M0.09%596,106CommonSOLE
74933W452TBILRBB FD INC$101.1M0.09%2,021,212CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$101.1M0.09%816,642CommonSOLE
040413205ANETARISTA NETWORKS INC$100.9M0.09%692,543CommonSOLE
G1110E107BHVNBIOHAVEN LTD$99.2M0.09%6,611,350CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$98.7M0.09%464,080CommonSOLE
98978V103ZTSZOETIS INC$98.7M0.09%674,105CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$98.6M0.09%653,445CommonSOLE
872590104TMUST-MOBILE US INC$98.4M0.09%410,842CommonSOLE
842587107SOSOUTHERN CO$97.7M0.09%1,031,384CommonSOLE
02209S103MOALTRIA GROUP INC$97.1M0.09%1,470,631CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$97.0M0.09%411,364CommonSOLE
46434G822EWJISHARES INC$97.0M0.09%1,209,358CommonSOLE
16411R208LNGCHENIERE ENERGY INC$96.3M0.09%409,749CommonSOLE
98389B100XELXCEL ENERGY INC$96.1M0.09%1,191,906CommonSOLE
855244109SBUXSTARBUCKS CORP$96.0M0.09%1,134,560CommonSOLE
20825C104COPCONOCOPHILLIPS$95.3M0.09%1,007,544CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$95.0M0.09%2,423,071CommonSOLE
00206R102TAT&T INC$94.7M0.09%3,351,735CommonSOLE
009066101ABNBAIRBNB INC$94.2M0.09%775,850CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$94.1M0.09%1,854,612CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$93.2M0.09%669,405CommonSOLE
46436E718SGOVISHARES TR$93.0M0.08%923,312CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$91.5M0.08%99,322CommonSOLE
464287242LQDISHARES TR$91.3M0.08%819,413CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$91.2M0.08%541,139CommonSOLE
46434G764EMXCISHARES INC$91.0M0.08%1,347,407CommonSOLE
746729300PVALPUTNAM ETF TRUST$90.9M0.08%2,126,866CommonSOLE
744320102PRUPRUDENTIAL FINL INC$90.8M0.08%875,687CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$90.5M0.08%1,012,440CommonSOLE
046353108AZNNASTRAZENECA PLC$90.3M0.08%1,176,763CommonSOLE
69374H881COWZPACER FDS TR$89.9M0.08%1,563,860CommonSOLE
69344A107PULSPGIM ETF TR$89.2M0.08%1,791,007CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$88.6M0.08%976,236CommonSOLE
464288877EFVISHARES TR$87.9M0.08%1,295,811CommonSOLE
369550108GDGENERAL DYNAMICS CORP$87.6M0.08%256,728CommonSOLE
609207105MDLZMONDELEZ INTL INC$87.1M0.08%1,393,853CommonSOLE
372460105GPCGENUINE PARTS CO$86.7M0.08%625,754CommonSOLE
92189F106GDXVANECK ETF TRUST$85.7M0.08%1,122,275CommonSOLE
G02602103DOXAMDOCS LTD$85.5M0.08%1,041,959CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$84.3M0.08%821,712CommonSOLE
464288638IGIBISHARES TR$82.5M0.08%1,524,685CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$81.3M0.07%15,058CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$81.0M0.07%929,145CommonSOLE
892331307TMTOYOTA MOTOR CORP$80.3M0.07%420,092CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$80.3M0.07%1,779,859CommonSOLE
075887109BDXBECTON DICKINSON & CO$79.9M0.07%427,077CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$79.9M0.07%999,899CommonSOLE
98138H101WDAYWORKDAY INC$79.9M0.07%331,916CommonSOLE
756109104OREALTY INCOME CORP$79.8M0.07%1,317,502CommonSOLE
72201R833MINTPIMCO ETF TR$79.5M0.07%789,186CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$79.2M0.07%1,377,448CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$79.2M0.07%668,689CommonSOLE
336917109FDLFIRST TR EXCHANGE-TRADED FD$79.1M0.07%1,822,893CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$78.9M0.07%170,165CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$78.9M0.07%329,179CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$78.5M0.07%1,787,315CommonSOLE
464288679SHVISHARES TR$78.3M0.07%709,023CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$78.3M0.07%525,823CommonSOLE
260557103DOWDOW INC$78.0M0.07%3,401,876CommonSOLE
278642103EBAYEBAY INC.$76.9M0.07%846,039CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$76.3M0.07%180,702CommonSOLE
464287101OEFISHARES TR$76.0M0.07%228,379CommonSOLE
55261F104MTBM & T BK CORP$75.2M0.07%380,678CommonSOLE
74347B680REGLPROSHARES TR$74.7M0.07%874,799CommonSOLE
921910816MGKVANGUARD WORLD FD$74.1M0.07%184,145CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$73.9M0.07%211,537CommonSOLE
03831W108APPAPPLOVIN CORP$73.8M0.07%102,739CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$72.7M0.07%378,525CommonSOLE
464287622IWBISHARES TR$72.5M0.07%198,378CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$72.3M0.07%468,608CommonSOLE
422806208HEI/AHEICO CORP NEW$71.8M0.07%282,522CommonSOLE
34959E109FTNTFORTINET INC$71.6M0.07%851,137CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$71.1M0.06%439,279CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$71.0M0.06%215,845CommonSOLE
921909768VXUSVANGUARD STAR FDS$70.9M0.06%965,564CommonSOLE
922908611VBRVANGUARD INDEX FDS$70.8M0.06%339,403CommonSOLE
55336V100MPLXMPLX LP$70.8M0.06%1,417,737CommonSOLE
858119100STLDSTEEL DYNAMICS INC$70.8M0.06%507,727CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$70.8M0.06%1,055,569CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$70.8M0.06%116,154CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$70.5M0.06%1,387,703CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$70.0M0.06%1,397,145CommonSOLE
893641100TDGTRANSDIGM GROUP INC$69.8M0.06%52,954CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$69.8M0.06%228,494CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$69.8M0.06%745,294CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$69.7M0.06%2,182,875CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$67.8M0.06%361,445CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$67.6M0.06%847,057CommonSOLE
46428Q109SLVISHARES SILVER TR$67.4M0.06%1,591,016CommonSOLE
857477103STTSTATE STR CORP$66.7M0.06%575,119CommonSOLE
464288760ITAISHARES TR$66.7M0.06%318,576CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$66.2M0.06%1,105,451CommonSOLE
78464A821MDYGSPDR SERIES TRUST$65.8M0.06%719,100CommonSOLE
88579Y101MMM3M CO$65.8M0.06%424,156CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$64.9M0.06%108,905CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$64.8M0.06%821,550CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$64.7M0.06%336,316CommonSOLE
084423102WRBBERKLEY W R CORP$64.5M0.06%841,656CommonSOLE
464288414MUBISHARES TR$64.3M0.06%604,044CommonSOLE
594972408MSTRSTRATEGY INC$63.8M0.06%197,972CommonSOLE
253868103DLRDIGITAL RLTY TR INC$63.8M0.06%368,932CommonSOLE
31428X106FDXFEDEX CORP$63.7M0.06%270,322CommonSOLE
46432F396MTUMISHARES TR$63.1M0.06%246,235CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$63.1M0.06%937,961CommonSOLE
78464A763SDYSPDR SERIES TRUST$63.0M0.06%449,976CommonSOLE
443201108HWMHOWMET AEROSPACE INC$63.0M0.06%320,944CommonSOLE
92204A405VFHVANGUARD WORLD FD$62.7M0.06%477,929CommonSOLE
126650100CVSCVS HEALTH CORP$62.4M0.06%827,860CommonSOLE
464287721IYWISHARES TR$62.3M0.06%318,137CommonSOLE
50212V100LPLALPL FINL HLDGS INC$62.2M0.06%186,828CommonSOLE
922908553VNQVANGUARD INDEX FDS$62.1M0.06%679,222CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$61.4M0.06%2,168,736CommonSOLE
443573100HUBSHUBSPOT INC$60.8M0.06%129,905CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$60.6M0.06%2,221,462CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$60.4M0.06%824,506CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$58.4M0.05%786,221CommonSOLE
46429B697USMVISHARES TR$58.0M0.05%609,963CommonSOLE
682680103OKEONEOK INC NEW$58.0M0.05%794,437CommonSOLE
82509L107SHOPSHOPIFY INC$57.6M0.05%387,811CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$57.4M0.05%2,219,215CommonSOLE
464287739IYRISHARES TR$57.3M0.05%590,025CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$57.2M0.05%184,806CommonSOLE
718546104PSXPHILLIPS 66$56.4M0.05%414,488CommonSOLE
086516101BBYBEST BUY INC$56.3M0.05%744,478CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$55.8M0.05%142,529CommonSOLE
001055102AFLAFLAC INC$55.2M0.05%494,240CommonSOLE
92204A504VHTVANGUARD WORLD FD$54.6M0.05%210,391CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$54.5M0.05%2,400,741CommonSOLE
651639106NEMNEWMONT CORP$54.1M0.05%641,273CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$53.9M0.05%1,429,266CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$53.3M0.05%1,359,445CommonSOLE
04010L103ARCCARES CAPITAL CORP$53.2M0.05%2,608,900CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$53.2M0.05%924,507CommonSOLE
278865100ECLECOLAB INC$53.0M0.05%193,353CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$52.7M0.05%4,624,198CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$52.6M0.05%75,377CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$52.5M0.05%1,078,148CommonSOLE
78468R853SPSMSPDR SERIES TRUST$52.5M0.05%1,132,906CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$52.3M0.05%1,767,148CommonSOLE
482480100KLACKLA CORP$52.3M0.05%48,475CommonSOLE
370334104GISGENERAL MLS INC$52.2M0.05%1,036,003CommonSOLE
743315103PGRPROGRESSIVE CORP$51.6M0.05%208,911CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$51.6M0.05%678,292CommonSOLE
595112103MUMICRON TECHNOLOGY INC$51.4M0.05%306,914CommonSOLE
G0403H108AONAON PLC$51.2M0.05%143,574CommonSOLE
670100205NVONOVO-NORDISK A S$51.0M0.05%919,372CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$50.2M0.05%596,705CommonSOLE
00162Q452AMLPALPS ETF TR$50.1M0.05%1,067,083CommonSOLE
58155Q103MCKMCKESSON CORP$49.6M0.05%64,205CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$49.1M0.04%1,797,923CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$48.8M0.04%656,393CommonSOLE
92189F643MOATVANECK ETF TRUST$48.7M0.04%491,277CommonSOLE
46434V738IEURISHARES TR$48.4M0.04%710,236CommonSOLE
48251W104KKRKKR & CO INC$48.3M0.04%371,753CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$47.9M0.04%104,753CommonSOLE
78464A839MDYVSPDR SERIES TRUST$47.8M0.04%572,940CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$47.5M0.04%891,938CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$47.4M0.04%605,394CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$47.2M0.04%449,728CommonSOLE
452327109ILMNILLUMINA INC$47.2M0.04%497,009CommonSOLE
26875P101EOGEOG RES INC$47.1M0.04%420,274CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$46.8M0.04%599,269CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$46.7M0.04%144,223CommonSOLE
46435U473HYBBISHARES TR$46.4M0.04%980,388CommonSOLE
464287515IGVISHARES TR$46.2M0.04%401,994CommonSOLE
92204A603VISVANGUARD WORLD FD$46.2M0.04%155,933CommonSOLE
92204A108VCRVANGUARD WORLD FD$46.0M0.04%116,102CommonSOLE
95040Q104WELLWELLTOWER INC$45.8M0.04%257,290CommonSOLE
89151E109TTENTOTALENERGIES SE$45.8M0.04%767,789CommonSOLE
98980G102ZSZSCALER INC$45.8M0.04%152,841CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$45.8M0.04%665,310CommonSOLE
942622200WSOWATSCO INC$45.6M0.04%112,821CommonSOLE
09290C780BAIBLACKROCK ETF TRUST$45.5M0.04%1,331,152CommonSOLE
921910840MGVVANGUARD WORLD FD$45.2M0.04%327,845CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$45.1M0.04%161,621CommonSOLE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$44.8M0.04%2,103,054CommonSOLE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$44.7M0.04%476,311CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$44.4M0.04%320,369CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$44.4M0.04%328,585CommonSOLE
G87052109TELTE CONNECTIVITY PLC$44.4M0.04%202,368CommonSOLE
44916E100IPXIPERIONX LTD$44.4M0.04%899,050CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$44.2M0.04%402,187CommonSOLE
92189F676SMHVANECK ETF TRUST$44.1M0.04%134,966CommonSOLE
501044101KRKROGER CO$44.0M0.04%652,694CommonSOLE
770700102HOODROBINHOOD MKTS INC$44.0M0.04%307,023CommonSOLE
464288166AGZISHARES TR$43.9M0.04%397,501CommonSOLE
458140100INTCINTEL CORP$43.9M0.04%1,307,528CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$43.7M0.04%259,162CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$43.3M0.04%234,713CommonSOLE
46432F834IXUSISHARES TR$42.6M0.04%516,197CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$42.3M0.04%300,242CommonSOLE
440452100HRLHORMEL FOODS CORP$42.2M0.04%1,705,322CommonSOLE
464287168DVYISHARES TR$42.1M0.04%296,469CommonSOLE
337738108FISVFISERV INC$41.8M0.04%324,394CommonSOLE
049560105ATOATMOS ENERGY CORP$41.7M0.04%244,442CommonSOLE
871607107SNPSSYNOPSYS INC$41.4M0.04%83,978CommonSOLE
74933W460XBILRBB FD INC$41.3M0.04%822,374CommonSOLE
72201R775BONDPIMCO ETF TR$40.9M0.04%438,545CommonSOLE
579780206MKCMCCORMICK & CO INC$40.9M0.04%610,903CommonSOLE
22052L104CTVACORTEVA INC$40.8M0.04%603,363CommonSOLE
81141R100SESEA LTD$40.8M0.04%228,015CommonSOLE
464287176TIPISHARES TR$40.7M0.04%366,213CommonSOLE
22822V101CCICROWN CASTLE INC$40.7M0.04%421,367CommonSOLE
97717X669DGRWWISDOMTREE TR$40.6M0.04%456,910CommonSOLE
46434V860TFLOISHARES TR$40.6M0.04%803,453CommonSOLE
922908595VBKVANGUARD INDEX FDS$40.6M0.04%136,275CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$40.1M0.04%511,108CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$40.1M0.04%2,199,004CommonSOLE
464287549IGMISHARES TR$40.0M0.04%317,876CommonSOLE
46434V696IPACISHARES TR$40.0M0.04%544,370CommonSOLE
92204A306VDEVANGUARD WORLD FD$39.7M0.04%315,406CommonSOLE
871829107SYYSYSCO CORP$39.1M0.04%474,408CommonSOLE
97717X594IHDGWISDOMTREE TR$38.9M0.04%844,525CommonSOLE
929160109VMCVULCAN MATLS CO$38.8M0.04%126,015CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$38.5M0.04%973,079CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$38.3M0.03%267,391CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$38.3M0.03%1,518,938CommonSOLE
37733W204GSKGSK PLC$38.2M0.03%885,021CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$38.2M0.03%971,177CommonSOLE
020002101ALLALLSTATE CORP$38.1M0.03%177,428CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$38.1M0.03%161,248CommonSOLE
904767704UNILEVER PLC$38.0M0.03%641,470CommonSOLE
816851109SRESEMPRA$37.9M0.03%421,237CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$37.5M0.03%281,619CommonSOLE
803054204SAPSAP SE$37.5M0.03%140,201CommonSOLE
92204A884VOXVANGUARD WORLD FD$37.1M0.03%197,731CommonSOLE
464287234EEMISHARES TR$36.5M0.03%683,944CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$36.5M0.03%121,565CommonSOLE
29287L700FLXRTCW ETF TRUST$36.5M0.03%916,524CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$36.4M0.03%376,364CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$36.3M0.03%61,947CommonSOLE
46431W507NEARISHARES U S ETF TR$35.5M0.03%692,616CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$35.3M0.03%709,927CommonSOLE
833445109SNOWSNOWFLAKE INC$35.3M0.03%156,422CommonSOLE
03076C106AMPAMERIPRISE FINL INC$35.2M0.03%71,643CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$35.2M0.03%232,902CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$35.0M0.03%125,122CommonSOLE
92204A207VDCVANGUARD WORLD FD$34.9M0.03%163,434CommonSOLE
97717Y527USFRWISDOMTREE TR$34.9M0.03%694,887CommonSOLE
464288158SUBISHARES TR$34.9M0.03%327,086CommonSOLE
37959E102GLGLOBE LIFE INC$34.9M0.03%244,078CommonSOLE
925652109VICIVICI PPTYS INC$34.8M0.03%1,066,432CommonSOLE
46435U853USHYISHARES TR$34.7M0.03%919,530CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$34.6M0.03%196,842CommonSOLE
464287879IJSISHARES TR$34.3M0.03%310,111CommonSOLE
52468L505LVHILEGG MASON ETF INVT$34.1M0.03%981,028CommonSOLE
504922105LHLABCORP HOLDINGS INC$34.0M0.03%118,269CommonSOLE
56585A102MPCMARATHON PETE CORP$33.9M0.03%175,995CommonSOLE
37960A529SHLDGLOBAL X FDS$33.9M0.03%482,596CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$33.7M0.03%236,101CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$33.5M0.03%251,181CommonSOLE
09290C806THROBLACKROCK ETF TRUST$33.1M0.03%873,689CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$33.1M0.03%329,987CommonSOLE
66987V109NVSNOVARTIS AG$32.9M0.03%256,752CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$32.9M0.03%1,185,976CommonSOLE
30040W108ESEVERSOURCE ENERGY$32.9M0.03%462,407CommonSOLE
72201R585PYLDPIMCO ETF TR$32.8M0.03%1,223,807CommonSOLE
052769106ADSKAUTODESK INC$32.8M0.03%103,387CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$32.7M0.03%182,999CommonSOLE
60937P106MDBMONGODB INC$32.6M0.03%104,918CommonSOLE
46434V456IQLTISHARES TR$32.4M0.03%734,114CommonSOLE
78464A870XBISPDR SERIES TRUST$32.4M0.03%323,668CommonSOLE
922475108VEEVVEEVA SYS INC$32.3M0.03%108,528CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$32.3M0.03%92,015CommonSOLE
988498101YUMYUM BRANDS INC$32.3M0.03%212,635CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$32.3M0.03%1,226,232CommonSOLE
217204106CPRTCOPART INC$32.0M0.03%712,555CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$32.0M0.03%647,536CommonSOLE
78433H303SPYINEOS ETF TRUST$32.0M0.03%611,938CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$31.9M0.03%98,696CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$31.8M0.03%598,154CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$31.7M0.03%1,621,772CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$31.7M0.03%50,280CommonSOLE
422806109HEIHEICO CORP NEW$31.1M0.03%96,331CommonSOLE
73278L105POOLPOOL CORP$31.0M0.03%99,974CommonSOLE
464288448IDVISHARES TR$31.0M0.03%847,910CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$31.0M0.03%339,178CommonSOLE
13321L108CCJCAMECO CORP$30.9M0.03%368,795CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$30.8M0.03%648,389CommonSOLE
631103108NDAQNASDAQ INC$30.6M0.03%346,316CommonSOLE
16115Q308GTLSCHART INDS INC$30.5M0.03%152,587CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$30.5M0.03%117,486CommonSOLE
055622104BPBP PLC$30.4M0.03%881,860CommonSOLE
92189F601NLRVANECK ETF TRUST$30.4M0.03%223,771CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$30.1M0.03%276,016CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$30.0M0.03%222,399CommonSOLE
835699307SONYSONY GROUP CORP$29.9M0.03%1,039,232CommonSOLE
03073E105CORCENCORA INC$29.8M0.03%95,312CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.