MondegarAI
← Tracker

Institutional

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

CIK 0000720672
$108.79B
Reported AUM
3,624
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) · Q1 2026

AI · grounded in 13F

STIFEL FINANCIAL CORP significantly increased its stake in YUM, growing the position by 794.54%. The fund also established a new position in AZN valued at $134.98M and accumulated more shares of ABBV by 51.24%. Conversely, the fund trimmed several holdings, most notably reducing its position in WMT by 65.16%.

Portfolio · Q1 2026

NVDAAAPLMSFTOther$75.66BSS

Top holdings· first 500 of 3624

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$2.89B2.66%499,546−2.9%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$2.81B2.58%249,462−2.2%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.47B2.27%354,414−5.1%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.72B1.58%84,784−1.0%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.68B1.55%94,731−1.6%
6AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.39B1.28%129,630−2.8%
7JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$1.13B1.04%51,005−1.3%
8JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$1.10B1.01%414,874−8.5%
9SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$1.06B0.97%50,185−3.0%
10CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$1.05B0.96%+30,229+0.2%
11IEFAISHARES TR$95.56-2.60%18.86%46.61%$1.04B0.96%+365,699+3.3%
12MRKMERCK & CO INC$120.790.44%58.51%82.35%$997.4M0.92%255,243−3.0%
13VVISA INC$323.571.06%-11.91%36.33%$991.1M0.91%96,199−2.9%
14PEPPEPSICO INC$141.92-0.16%14.71%5.94%$984.8M0.91%32,082−0.5%
15GOOGALPHABET INC$365.76-0.95%109.82%172.71%$970.9M0.89%+9,380+0.3%
16VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$945.5M0.87%+20,975+1.3%
17IVWISHARES TR$134.60-3.81%28.06%84.10%$824.7M0.76%+368,516+5.3%
18HDHOME DEPOT INC$310.780.27%-12.61%7.24%$822.2M0.76%+8,471+0.3%
19ABBVABBVIE INC$227.231.02%23.60%135.68%$811.7M0.75%+1,264,508+51.2%
20METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$795.2M0.73%27,349−1.9%
21AGGISHARES TR$98.17-0.50%5.32%-1.36%$726.6M0.67%187,106−2.5%
22LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$723.6M0.67%40,973−3.3%
23LLYELI LILLY & CO$1131.420.55%48.00%387.10%$716.7M0.66%14,434−1.8%
24COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$700.6M0.64%20,959−2.9%
25IVEISHARES TR$226.54-1.15%20.41%66.77%$688.6M0.63%+10,444+0.3%
26PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$661.4M0.61%+56,986+1.3%
27IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$649.0M0.60%50,010−1.8%
28CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$638.1M0.59%79,437−2.5%
29KOCOCA COLA CO$79.483.46%14.62%60.54%$634.6M0.58%198,581−2.3%
30XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$632.7M0.58%263,056−6.6%
31QQQINVESCO QQQ TR$705.06-4.80%$626.5M0.58%+89,454+9.0%
32TXNTEXAS INSTRS INC$285.06-6.65%$571.0M0.52%+6,021+0.2%
33AMGNAMGEN INC$349.581.15%$547.2M0.50%39,348−2.5%
34IWFISHARES TR$122.69-3.26%$535.2M0.49%29,035−2.3%
35UNPUNION PAC CORP$272.323.19%$525.1M0.48%41,577−1.9%
36VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$517.8M0.48%911,080−10.1%
37ETNEATON CORP PLC$395.94-5.42%$516.4M0.47%+24,164+1.7%
38MDTMEDTRONIC PLC$81.67-0.32%$499.0M0.46%108,897−1.9%
39WMWASTE MGMT INC DEL$220.400.63%$491.3M0.45%57,469−2.6%
40NFLXNETFLIX INC.$82.180.76%$487.1M0.45%+202,535+4.2%
41TJXTJX COS INC NEW$160.711.31%$479.7M0.44%78,756−2.6%
42APDAIR PRODUCTS AND CHEMICALS I$282.35-0.18%$477.7M0.44%+69,090+4.4%
43IVVISHARES TR$740.91-2.62%$469.8M0.43%+35,212+5.1%
44APHAMPHENOL CORP$138.81-5.42%$468.5M0.43%+56,053+1.5%
45CMICUMMINS INC$651.22-3.96%$452.5M0.42%81,902−8.9%
46BILSPDR SERIES TRUST$91.450.04%$439.7M0.40%+134,454+2.9%
47ACNACCENTURE PLC IRELAND$178.25-0.34%$436.7M0.40%38,688−1.7%
48CLCOLGATE PALMOLIVE CO$88.584.09%$423.3M0.39%41,859−0.8%
49BRK/BBERKSHIRE HATHAWAY INC DEL$423.0M0.39%41,529−4.5%
50WMTWALMART INC$118.880.97%$421.3M0.39%6,340,420−65.2%
51ITWILLINOIS TOOL WKS INC$252.720.64%$412.3M0.38%72,541−4.4%
52CATCATERPILLAR INC$904.28-3.85%$409.1M0.38%28,086−4.6%
53VMBSVANGUARD SCOTTSDALE FDS$46.38-0.47%$408.1M0.38%+393,221+4.7%
54RTXRTX CORPORATION$180.990.88%$407.0M0.37%19,103−0.9%
55HONHONEYWELL INTL INC$213.97-1.69%$404.0M0.37%+78,416+4.6%
56CHDCHURCH & DWIGHT CO INC$96.742.78%$400.4M0.37%8,519−0.2%
57MRSHMARSH & MCLENNAN COS INC$165.442.59%$400.2M0.37%+148,970+6.9%
58ABTABBOTT LABORATORIES$91.070.32%$396.9M0.36%82,141−2.1%
59GWWWW GRAINGER INC$1300.010.83%$391.2M0.36%13,266−3.6%
60VZVERIZON COMMUNICATIONS INC$45.371.11%$375.8M0.35%+207,305+2.8%
61TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$372.9M0.34%+163,168+17.4%
62ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$372.4M0.34%+39,860+2.2%
63USIGISHARES TR$50.88-0.51%$364.2M0.33%+388,257+5.8%
64GLWCORNING INC$177.58-10.18%$363.5M0.33%276,700−9.4%
65RSGREPUBLIC SVCS INC$210.041.02%$353.0M0.32%27,825−1.7%
66MCDMCDONALDS CORP$279.842.61%$352.4M0.32%4,093−0.4%
67MBBISHARES TR$93.74-0.50%$352.0M0.32%+8,277+0.2%
68PANWPALO ALTO NETWORKS INC$272.05-2.58%$347.3M0.32%+14,727+0.7%
69IEMGISHARES INC$78.63-6.40%$345.4M0.32%2,962−0.1%
70MAMASTERCARD INCORPORATED$491.081.93%$337.9M0.31%106,023−13.6%
71VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$334.1M0.31%+1,460,570+30.9%
72TSCOTRACTOR SUPPLY CO$29.781.40%$332.0M0.31%138,529−1.9%
73VTVVANGUARD INDEX FDS$212.02-1.36%$331.8M0.31%+16,828+1.0%
74ASMLASML HLDG NV$1641.74-6.59%$328.7M0.30%+14,857+6.4%
75VUGVANGUARD INDEX FDS$85.93-3.62%$322.6M0.30%2,741−0.4%
76TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$319.1M0.29%31,866−4.7%
77IWDISHARES TR$236.42-1.91%$313.2M0.29%450,504−23.5%
78QUALISHARES TR$213.14-1.93%$313.1M0.29%+39,312+2.5%
79VBVANGUARD INDEX FDS$288.20-2.44%$307.5M0.28%5,647−0.5%
80MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$304.7M0.28%6,068−0.9%
81FERGFERGUSON ENTERPRISES INC$229.58-0.44%$298.0M0.27%14,980−1.2%
82YUMYUM BRANDS INC$150.871.88%$296.3M0.27%+1,692,453+794.5%
83GLDSPDR GOLD TR$396.24-3.65%$292.6M0.27%62,437−8.4%
84MCOMOODYS CORP$451.350.49%$286.2M0.26%17,575−2.6%
85VGTVANGUARD WORLD FD$115.28-6.14%$285.9M0.26%+562+0.1%
86IEIISHARES TR$116.73-0.38%$285.1M0.26%+227,770+10.5%
87TSLATESLA INC$391.00-6.56%$279.6M0.26%24,512−3.2%
88SFSTIFEL FINL CORP$70.72-0.98%$279.1M0.26%+1,489,893+65.2%
89LINLINDE PLC$507.900.09%$276.1M0.25%+1,548+0.3%
90WMBWILLIAMS COS INC$71.96-0.65%$274.6M0.25%+82,950+2.2%
91PFEPFIZER INC$26.041.36%$274.3M0.25%+491,819+5.3%
92MSMORGAN STANLEY$211.93-2.90%$269.7M0.25%+2,443+0.1%
93GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$268.8M0.25%+6,991+2.3%
94GEVGE VERNOVA INC$933.61-3.09%$268.5M0.25%+2,294+0.8%
95VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$267.7M0.25%+172,201+5.1%
96CBCHUBB LTD SWITZ$326.273.74%$267.1M0.25%18,502−2.2%
97PLDPROLOGIS INC.$144.540.52%$266.8M0.25%+24,856+1.2%
98NEENEXTERA ENERGY INC$85.840.19%$264.7M0.24%96,875−3.3%
99CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%$260.3M0.24%+1,336,415+27.9%
100ADIANALOG DEVICES INC$401.39-6.38%$257.2M0.24%46,098−5.4%
101EQALINVESCO EXCH TRADED FD TR II$255.8M0.24%13,719−0.3%
102HSYHERSHEY CO$253.5M0.23%7,632−0.6%
103BACBANK AMERICA CORP$250.7M0.23%10,285−0.2%
104AMATAPPLIED MATLS INC$244.4M0.22%71,453−9.1%
105TGTTARGET CORP$241.7M0.22%+231,636+13.1%
106ITOTISHARES TR$239.8M0.22%+186,844+12.5%
107DEDEERE & CO$238.9M0.22%2,210−0.5%
108VTIVANGUARD INDEX FDS$237.0M0.22%+4,236+0.6%
109SPDWSPDR INDEX SHS FDS$235.3M0.22%141,004−2.7%
110BRBROADRIDGE FINL SOLUTIONS IN$232.0M0.21%18,211−1.3%
111XLKSELECT SECTOR SPDR TR$229.5M0.21%10,134−0.6%
112PHPARKER-HANNIFIN CORP$228.0M0.21%10,198−3.9%
113PMPHILIP MORRIS INTL INC$227.1M0.21%+15,320+1.1%
114BXBLACKSTONE INC$224.1M0.21%+575,394+41.9%
115UPSUNITED PARCEL SVCS INC$223.1M0.21%+200,716+9.7%
116VIGVANGUARD SPECIALIZED FUNDS$222.7M0.20%23,297−2.2%
117ADBEADOBE INC$217.4M0.20%+162,182+22.1%
118IGSBISHARES TR$217.4M0.20%+648,875+18.6%
119HYGISHARES TR$217.0M0.20%+7,186+0.3%
120AXPAMERICAN EXPRESS CO$216.6M0.20%+6,604+0.9%
121IJRISHARES TR$213.9M0.20%+20,242+1.2%
122SPGIS&P GLOBAL INC$212.2M0.20%9,761−1.9%
123ORLYOREILLY AUTOMOTIVE INC$212.2M0.20%+7,837+0.3%
124EUSAISHARES INC$210.9M0.19%+281,084+15.7%
125VOVANGUARD INDEX FDS$208.4M0.19%+14,097+2.0%
126SYKSTRYKER CORPORATION$207.2M0.19%2,966−0.5%
127WMT2WELLS FARGO & CO$206.6M0.19%52,564−2.0%
128CTASCINTAS CORP$205.1M0.19%13,671−1.1%
129VYMVANGUARD WHITEHALL FDS$203.7M0.19%91,202−6.2%
130BABOEING CO$203.6M0.19%+35,084+3.6%
131METMETLIFE INC$200.6M0.18%+175,734+6.6%
132CCITIGROUP INC$200.3M0.18%+36,420+2.1%
133TLTISHARES TR$199.5M0.18%+884,808+62.5%
134GEGE AEROSPACE$199.5M0.18%49,955−6.6%
135ISRGINTUITIVE SURGICAL INC$199.0M0.18%80,598−15.7%
136NOWSERVICENOW INC$198.6M0.18%13,182−0.7%
137IAUISHARES GOLD TR$196.2M0.18%207,215−8.5%
138RSPINVESCO EXCHANGE TRADED FD T$195.2M0.18%76,861−7.0%
139DGROISHARES TR$194.4M0.18%+91,853+3.4%
140QUREQUANTA SVCS INC$192.3M0.18%8,467−2.4%
141GVIISHARES TR$190.5M0.18%423,877−19.2%
142CRMSALESFORCE INC$190.3M0.17%88,397−8.0%
143SCHRSCHWAB STRATEGIC TR$189.9M0.17%+371,982+5.1%
144SLBSLB LIMITED$187.0M0.17%+107,325+3.0%
145UBERUBER TECHNOLOGIES INC$185.8M0.17%158,966−5.8%
146MRVLMARVELL TECHNOLOGY INC$177.6M0.16%298,304−14.3%
147UNHUNITEDHEALTH GROUP INC$176.1M0.16%2,041−0.3%
148SPMBSPDR SERIES TRUST$176.0M0.16%+258,778+3.4%
149SPYGSPDR SERIES TRUST$175.0M0.16%+57,698+3.3%
150RDVYFIRST TR EXCHANGE TRADED FD$174.3M0.16%+76,533+3.1%
151SHELSHELL PLC$174.0M0.16%+9,619+0.5%
152CASYCASEYS GEN STORES INC$173.9M0.16%4,527−1.9%
153IJHISHARES TR$170.2M0.16%+41,882+1.7%
154PAYXPAYCHEX INC$170.0M0.16%+878,618+90.8%
155FASTFASTENAL CO$168.0M0.15%112,065−3.0%
156GILDGILEAD SCIENCES INC$167.6M0.15%184,349−13.3%
157USBUS BANCORP$166.7M0.15%162,540−4.8%
158ORCLORACLE CORP$166.2M0.15%+45,318+4.2%
159JBHTHUNT J B TRANS SVCS INC$165.2M0.15%26,903−3.3%
160PLTRPALANTIR TECHNOLOGIES INC$160.3M0.15%+260,175+31.1%
161JEPIJ P MORGAN EXCHANGE TRADED F$159.9M0.15%7,644−0.3%
162IWMISHARES TR$158.4M0.15%24,747−3.7%
163QCOMQUALCOMM INC$157.5M0.14%69,775−5.4%
164VRTVERTIV HOLDINGS CO$155.9M0.14%23,855−3.7%
165SDVYFIRST TR EXCHANGE TRADED FD$155.6M0.14%222,431−5.3%
166SCHOSCHWAB STRATEGIC TR$154.3M0.14%+331,139+5.5%
167EPDENTERPRISE PRODS PARTNERS L$153.9M0.14%+89,019+2.2%
168DOWDOW HLDGS INC$151.2M0.14%76,121−2.1%
169SPYVSPDR SERIES TRUST$150.7M0.14%+616,193+30.1%
170LRCXLAM RESEARCH CORP$149.0M0.14%39,299−5.3%
171VTWOVANGUARD SCOTTSDALE FDS$148.2M0.14%+30,692+2.1%
172TLHISHARES TR$147.8M0.14%124,130−7.8%
173EFAISHARES TR$147.0M0.14%19,720−1.3%
174IEFISHARES TR$146.9M0.13%+116,614+8.2%
175VLOVALERO ENERGY CORP$146.7M0.13%1,558−0.3%
176EQIXEQUINIX INC$145.1M0.13%24,532−14.2%
177VONEVANGUARD SCOTTSDALE FDS$144.1M0.13%+26,254+5.7%
178DYNFBLACKROCK ETF TRUST$143.2M0.13%77,435−3.0%
179ENBENBRIDGE INC$143.2M0.13%211,324−7.4%
180CNICANADIAN NATL RY CO$142.9M0.13%+32,483+2.4%
181INTUINTUIT$142.9M0.13%63,793−16.2%
182WECWEC ENERGY GROUP INC$142.9M0.13%+54,529+4.6%
183LOWLOWES COS INC$142.0M0.13%13,991−2.3%
184CRWDCROWDSTRIKE HLDGS INC$140.1M0.13%14,338−3.8%
185DHRDANAHER CORP DEL$137.6M0.13%35,562−4.7%
186IUSBISHARES TR$135.2M0.12%+200,483+7.4%
187AZNASTRAZENECA PLC$135.0M0.12%+684,404NEW
188SNASNAP ON INC$134.3M0.12%3,224−0.9%
189GLDMWORLD GOLD TR$132.3M0.12%177,763−11.1%
190VOTVANGUARD INDEX FDS$132.2M0.12%+9,610+1.9%
191XLESELECT SECTOR SPDR TR$132.2M0.12%118,572−5.2%
192AEPAMERICAN ELEC PWR CO INC$131.7M0.12%4,043−0.4%
193TFCTRUIST FINL CORP$129.9M0.12%+36,397+1.3%
194VOEVANGUARD INDEX FDS$129.6M0.12%4,935−0.7%
195ETENERGY TRANSFER L P$129.1M0.12%+253,409+3.9%
196XLFSELECT SECTOR SPDR TR$124.6M0.11%201,744−7.4%
197SHYISHARES TR$124.3M0.11%+124,501+9.0%
198BSXBOSTON SCIENTIFIC CORP$124.1M0.11%136,486−6.5%
199DELLDELL TECHNOLOGIES INC$123.0M0.11%66,854−8.2%
200CTSHCOGNIZANT TECHNOLOGY SOLUTIO$122.7M0.11%+198,938+11.0%
201ROLROLLINS INC$121.9M0.11%2,180−0.1%
202BMYBRISTOL-MYERS SQUIBB CO$121.6M0.11%+14,825+0.7%
203PKGPACKAGING CORP AMER$119.5M0.11%+8,884+1.6%
204TBILRBB FD INC$118.9M0.11%+314,743+15.2%
205EMXCISHARES INC$118.7M0.11%+166,236+12.4%
206COPCONOCOPHILLIPS$117.7M0.11%100,710−10.1%
207AWKAMERICAN WTR WKS CO INC NEW$116.0M0.11%25,401−2.9%
208XLUSELECT SECTOR SPDR TR$115.8M0.11%+573,054+29.4%
209XLVSELECT SECTOR SPDR TR$112.9M0.10%+79,622+11.5%
210CMCSACOMCAST CORP NEW$112.2M0.10%+345,187+9.7%
211MOALTRIA GROUP INC$111.4M0.10%+44,824+2.7%
212BLKBLACKROCK INC$111.2M0.10%40,239−25.8%
213ANETARISTA NETWORKS INC$110.7M0.10%+86,113+10.6%
214VCSHVANGUARD SCOTTSDALE FDS$110.2M0.10%+175,012+14.4%
215LNGCHENIERE ENERGY INC$109.5M0.10%+23,160+6.4%
216EWJISHARES INC$108.3M0.10%+25,914+2.1%
217SCHWSCHWAB CHARLES CORP$107.1M0.10%+95,890+9.2%
218SHWSHERWIN WILLIAMS CO$106.8M0.10%16,349−4.7%
219PVALPUTNAM ETF TRUST$106.6M0.10%+139,189+6.4%
220DUKDUKE ENERGY CORP NEW$105.9M0.10%4,493−0.6%
221KMBKIMBERLY-CLARK CORP$105.1M0.10%+226,803+26.3%
222EMREMERSON ELEC CO$105.0M0.10%134,163−14.3%
223NKENIKE INC$104.9M0.10%+197,101+11.0%
224LECOLINCOLN ELEC HLDGS INC$102.1M0.09%+735+0.2%
225FVDFIRST TR EXCHANGE-TRADED FD$102.1M0.09%150,336−6.5%
226SOSOUTHERN CO$101.9M0.09%9,820−0.9%
227MUMICRON TECHNOLOGY INC$99.6M0.09%23,229−7.3%
228TAT&T INC$99.4M0.09%+96,727+2.9%
229BNBROOKFIELD CORP$99.1M0.09%+6,347+0.3%
230CGGRCAPITAL GROUP GROWTH ETF$97.8M0.09%+93,336+4.0%
231SHVISHARES TR$97.7M0.09%+11,620+1.3%
232STLDSTEEL DYNAMICS INC$97.4M0.09%+37,675+7.5%
233GDXVANECK ETF TRUST$95.0M0.09%4,905−0.5%
234EFVISHARES TR$95.0M0.09%+30,728+2.5%
235SBUXSTARBUCKS CORP$94.7M0.09%63,723−5.7%
236TMTOYOTA MOTOR CORP$93.8M0.09%+16,072+3.7%
237DISDISNEY WALT CO$93.7M0.09%128,086−11.6%
238JPSTJ P MORGAN EXCHANGE TRADED F$93.0M0.09%+20,534+1.1%
239ABNBAIRBNB INC$92.7M0.09%898−0.1%
240SPTLSPDR SERIES TRUST$92.2M0.08%+186,351+5.6%
241FDXFEDEX CORP$92.2M0.08%11,396−4.2%
242IYRISHARES TR$90.4M0.08%+221,142+30.1%
243PULSPGIM ETF TR$89.6M0.08%269,497−13.0%
244IGIBISHARES TR$88.9M0.08%+112,361+7.2%
245DIASTATE STR SPDR DOW JONES IND$88.7M0.08%+11,469+6.4%
246AMDADVANCED MICRO DEVICES INC$88.4M0.08%3,176−0.7%
247COWZPACER FDS TR$87.7M0.08%+7,604+0.5%
248MPWRMONOLITHIC PWR SYS INC$86.8M0.08%1,378−1.7%
249COFCAPITAL ONE FINL CORP$85.6M0.08%+15,835+3.5%
250PRUPRUDENTIAL FINL INC$85.5M0.08%+6,496+0.7%
251MDLZMONDELEZ INTL INC$85.5M0.08%+169,506+12.9%
252GDGENERAL DYNAMICS CORP$85.2M0.08%9,582−3.7%
253TMUST-MOBILE US INC$85.2M0.08%+48,578+13.6%
254ACGLARCH CAP GROUP LTD$85.1M0.08%33,996−3.7%
255BHVNBIOHAVEN LTD$84.1M0.08%+1,029+0.0%
256DOXAMDOCS LTD$84.0M0.08%+232,491+22.1%
257JKHYHENRY JACK & ASSOC INC$83.3M0.08%+619+0.1%
258VXUSVANGUARD STAR FDS$83.2M0.08%+93,987+9.5%
259PNCPNC FINL SVCS GROUP INC$82.6M0.08%36,784−8.5%
260OKEONEOK INC NEW$81.9M0.08%+23,679+2.7%
261BRK/ABERKSHIRE HATHAWAY INC DEL$81.9M0.08%30−20.8%
262VBRVANGUARD INDEX FDS$80.7M0.07%+13,571+3.8%
263MINTPIMCO ETF TR$80.6M0.07%+14,143+1.8%
264MTUMISHARES TR$79.8M0.07%+17,297+5.5%
265XLISELECT SECTOR SPDR TR$79.2M0.07%+9,828+2.0%
266XLCSELECT SECTOR SPDR TR$78.2M0.07%12,062−1.7%
267VTEBVANGUARD MUN BD FDS$77.6M0.07%+69,173+4.7%
268EMNEASTMAN CHEM CO$77.5M0.07%+961,476+1779.0%
269OREALTY INCOME CORP$76.8M0.07%62,035−4.7%
270FCXFREEPORT MCMORAN INC$76.7M0.07%66,811−4.9%
271MTBM & T BK CORP$76.1M0.07%+1,163+0.3%
272MPLXMPLX LP$75.9M0.07%+2,326+0.2%
273BNDVANGUARD BD INDEX FDS$75.9M0.07%+272,503+35.9%
274CLXCLOROX CO DEL$75.6M0.07%+71,342+10.8%
275VGKVANGUARD INTL EQUITY INDEX F$75.6M0.07%+29,366+3.3%
276JAAAJANUS DETROIT STR TR$75.2M0.07%14,886−1.0%
277LQDISHARES TR$74.7M0.07%340,989−33.2%
278EBAYEBAY INC.$74.3M0.07%18,085−2.2%
279IEURISHARES TR$73.7M0.07%+195,176+22.8%
280ROKROCKWELL AUTOMATION INC$73.6M0.07%+10,410+5.4%
281HWMHOWMET AEROSPACE INC$72.8M0.07%+32,237+11.4%
282EEMISHARES TR$72.4M0.07%+523,575+69.7%
283JEPQJ P MORGAN EXCHANGE TRADED F$72.1M0.07%+26,124+2.1%
284VRTXVERTEX PHARMACEUTICALS INC$71.9M0.07%+8,605+5.6%
285RGAREINSURANCE GROUP AMER INC$71.3M0.07%16,827−4.6%
286FTSMFIRST TR EXCHANGE-TRADED FD$70.9M0.07%+6,799+0.6%
287SCHDSCHWAB STRATEGIC TR$70.7M0.07%+56,636+2.5%
288MGKVANGUARD WORLD FD$70.7M0.06%+3,855+2.0%
289XLYSELECT SECTOR SPDR TR$70.6M0.06%31,549−4.6%
290SGOVISHARES TR$70.4M0.06%350,145−33.4%
291MNSTMONSTER BEVERAGE CORP NEW$70.3M0.06%+21,891+2.3%
292SPHQINVESCO EXCHANGE TRADED FD T$70.3M0.06%+68,366+7.9%
293KLACKLA CORP$70.2M0.06%4,938−9.4%
294BKRBAKER HUGHES COMPANY$70.2M0.06%+32,030+2.9%
295TROWPRICE T ROWE GROUP INC$69.5M0.06%+5,221+0.7%
296SLVISHARES SILVER TR$69.1M0.06%453,360−30.9%
297FTCSFIRST TR EXCHANGE-TRADED FD$69.0M0.06%+1,668+0.2%
298IWBISHARES TR$68.7M0.06%63,861−24.9%
299SDYSPDR SERIES TRUST$68.0M0.06%12,124−2.5%
300LHXL3HARRIS TECHNOLOGIES INC$67.8M0.06%20,454−9.4%
301TTETOTALENERGIES SE$67.7M0.06%12,535−1.7%
302MUBISHARES TR$67.5M0.06%+16,733+2.7%
303BSVVANGUARD BD INDEX FDS$65.9M0.06%10,713−1.3%
304MDYSTATE STR SPDR S&P MIDCAP 40$65.9M0.06%13,763−11.4%
305SPGSIMON PPTY GROUP INC NEW$65.8M0.06%6,226−1.7%
306CMECME GROUP INC$65.4M0.06%+34,208+18.3%
307GPCGENUINE PARTS CO$65.4M0.06%+11,775+1.9%
308KMIKINDER MORGAN INC DEL$65.1M0.06%120,693−5.9%
309ECLECOLAB INC$64.9M0.06%+34,754+16.6%
310AMTAMERICAN TOWER CORP$64.6M0.06%+66,861+21.8%
311NOCNORTHROP GRUMMAN CORP$64.2M0.06%19,979−17.5%
312URIUNITED RENTALS INC$63.6M0.06%14,242−14.0%
313FDLFIRST TR EXCHANGE-TRADED FD$62.8M0.06%511,802−29.3%
314RDVIFIRST TR EXCHANGE-TRADED FD$62.7M0.06%+195,372+8.6%
315MCKMCKESSON CORP$61.4M0.06%+4,835+7.3%
316VNQVANGUARD INDEX FDS$61.3M0.06%+3,006+0.4%
317DLRDIGITAL RLTY TR INC$61.3M0.06%9,945−2.8%
318SCHGSCHWAB STRATEGIC TR$61.2M0.06%73,491−3.4%
319USMVISHARES TR$60.9M0.06%+872+0.1%
320ICEINTERCONTINENTAL EXCHANGE IN$60.8M0.06%70,761−15.5%
321NEMNEWMONT CORP$60.3M0.06%19,865−3.4%
322VCITVANGUARD SCOTTSDALE FDS$60.0M0.06%+71,961+11.0%
323EOGEOG RES INC$59.8M0.05%+18,397+4.7%
324LVHILEGG MASON ETF INVT$59.7M0.05%+204,653+16.1%
325BDXBECTON DICKINSON & CO$59.5M0.05%+11,282+3.1%
326EFGISHARES TR$59.1M0.05%+376,831+244.6%
327EQREQUITY RESIDENTIAL$58.7M0.05%+893,860+911.7%
328CGCPCAPITAL GRP FIXED INCM ETF T$58.6M0.05%+209,337+8.7%
329ILMNILLUMINA INC$58.6M0.05%+18,156+4.0%
330WELLWELLTOWER INC$58.5M0.05%+16,254+5.8%
331FTNTFORTINET INC$58.3M0.05%100,870−12.4%
332SPSMSPDR SERIES TRUST$58.3M0.05%+9,060+0.8%
333BWXTBWX TECHNOLOGIES INC$57.3M0.05%+41,965+17.6%
334CVSCVS HEALTH CORP$57.3M0.05%28,072−3.4%
335VHTVANGUARD WORLD FD$57.1M0.05%+1,092+0.5%
336CGMUCAPITAL GRP FIXED INCM ETF T$56.8M0.05%+57,858+2.8%
337BAIBLACKROCK ETF TRUST$56.0M0.05%+152,812+9.9%
338GOVTISHARES TR$56.0M0.05%+1,576,838+181.7%
339VFHVANGUARD WORLD FD$55.9M0.05%7,035−1.5%
340USFRWISDOMTREE TR$55.7M0.05%+278,636+33.6%
341HYBBISHARES TR$55.3M0.05%226,942−16.0%
342XLGINVESCO EXCHANGE TRADED FD T$54.9M0.05%+61,201+6.5%
343AMLPALPS ETF TR$53.9M0.05%+21,071+2.1%
344MMM3M CO$53.7M0.05%19,850−5.1%
345SWKSTANLEY BLACK & DECKER INC$53.6M0.05%+26,845+3.7%
346CEGCONSTELLATION ENERGY CORP$53.3M0.05%44,179−18.8%
347CGXUCAPITAL GROUP INTL FOCUS EQT$53.2M0.05%185,795−9.3%
348MGVVANGUARD WORLD FD$53.0M0.05%+13,642+3.9%
349SMHVANECK ETF TRUST$53.0M0.05%+4,607+3.4%
350VDEVANGUARD WORLD FD$52.2M0.05%5,512−1.8%
351CGMSCAPITAL GRP FIXED INCM ETF T$51.9M0.05%+512,955+36.9%
352STXSEAGATE TECHNOLOGY HLDNGS PL$51.8M0.05%+1,523+1.2%
353AEMAGNICO EAGLE MINES LTD$51.7M0.05%4,915−1.9%
354XMMOINVESCO EXCHANGE TRADED FD T$51.6M0.05%5,637−1.6%
355BTIBRITISH AMERN TOB PLC$51.6M0.05%+243,006+38.0%
356TCAFT ROWE PRICE ETF INC$51.3M0.05%+812+0.1%
357CTVACORTEVA INC$51.1M0.05%+12,934+2.2%
358FTCBFIRST TR EXCHANGE-TRADED FD$51.1M0.05%+298,640+14.0%
359IXUSISHARES TR$50.9M0.05%+63,072+12.0%
360JCIJOHNSON CONTROLS INTERNATION$50.9M0.05%+3,834+1.0%
361AIRRFIRST TR EXCHANGE TRADED FD$50.8M0.05%+46,562+11.3%
362HUNHUNTSMAN CORP$50.6M0.05%+2,108,192+124.5%
363BINCBLACKROCK ETF TRUST II$50.6M0.05%20,678−2.1%
364AFLAFLAC INC$50.4M0.05%21,672−4.5%
365FEOERBB FUND TRUST$50.1M0.05%+358,082+56.3%
366INTCINTEL CORP$49.8M0.05%97,986−8.0%
367VISVANGUARD WORLD FD$49.6M0.05%+5,055+3.3%
368LPLALPL FINL HLDGS INC$49.5M0.05%16,642−9.2%
369AGZISHARES TR$49.0M0.05%+19,866+4.7%
370HEI/AHEICO CORP NEW$49.0M0.05%39,753−14.6%
371TDGTRANSDIGM GROUP INC$48.8M0.04%7,506−15.1%
372XLPSELECT SECTOR SPDR TR$48.8M0.04%112,967−16.0%
373NVSNOVARTIS AG$48.5M0.04%+45,335+16.6%
374AONAON PLC$48.1M0.04%+4,703+3.3%
375ODFLOLD DOMINION FREIGHT LINE IN$48.0M0.04%+10,705+4.6%
376ARCCARES CAPITAL CORP$47.5M0.04%+36,714+1.4%
377CGUSCAPITAL GROUP CORE EQUITY ET$47.5M0.04%+166,798+15.6%
378SHOPSHOPIFY INC$47.3M0.04%8,325−2.0%
379ITAISHARES TR$47.2M0.04%107,801−33.3%
380DVYISHARES TR$47.2M0.04%+8,277+2.7%
381BKDVBNY MELLON ETF TRUST II$46.8M0.04%+182,329+13.1%
382FLXRTCW ETF TRUST$46.4M0.04%+160,899+15.8%
383PSXPHILLIPS 66$46.2M0.04%156,744−38.2%
384IPACISHARES TR$46.2M0.04%+45,468+8.1%
385BBYBEST BUY INC$46.1M0.04%+30,233+4.4%
386ULUNILEVER PLC$45.9M0.04%+113,135+16.3%
387TIPISHARES TR$45.6M0.04%+58,280+16.4%
388GRIDFIRST TR EXCHANGE-TRADED FD$45.3M0.04%+15,605+6.0%
389CIBRFIRST TR EXCHANGE-TRADED FD$45.3M0.04%+11,317+1.6%
390WDCWESTERN DIGITAL CORP$45.1M0.04%+6,002+3.7%
391KRKROGER CO$44.9M0.04%31−0.0%
392VBKVANGUARD INDEX FDS$44.9M0.04%+4,446+3.1%
393IYWISHARES TR$44.7M0.04%73,964−23.1%
394WRBBERKLEY W R CORP$44.2M0.04%36,287−5.2%
395BONDPIMCO ETF TR$44.2M0.04%+32,024+7.2%
396CAHCARDINAL HEALTH INC$44.1M0.04%+22,193+11.9%
397JGROJ P MORGAN EXCHANGE TRADED F$44.1M0.04%+9,256+1.8%
398WMSADVANCED DRAIN SYS INC DEL$43.7M0.04%+2,357+0.7%
399CGBLCAPITAL GROUP CORE BALANCED$43.7M0.04%+214,620+20.3%
400IBKRINTERACTIVE BROKERS GROUP IN$43.6M0.04%+7,019+1.1%
401DGRWWISDOMTREE TR$43.1M0.04%+10,815+2.3%
402ATOATMOS ENERGY CORP$43.0M0.04%+4,379+1.9%
403NVONOVO-NORDISK A S$42.5M0.04%111,219−8.8%
404ZTSZOETIS INC$42.4M0.04%178,936−33.3%
405DARDARLING INGREDIENTS INC$42.2M0.04%302,530−30.7%
406IDVISHARES TR$42.1M0.04%+54,865+5.9%
407PYLDPIMCO ETF TR$41.9M0.04%+259,337+19.4%
408TFLOISHARES TR$41.9M0.04%+161,824+24.3%
409FPEFIRST TR EXCH TRADED FD III$41.8M0.04%+96,376+4.3%
410TRVTRAVELERS COMPANIES INC$41.8M0.04%10,307−6.7%
411BIVVANGUARD BD INDEX FDS$41.8M0.04%93,418−14.7%
412SHLDGLOBAL X FDS$41.0M0.04%+68,239+13.4%
413CMGCHIPOTLE MEXICAN GRILL INC$40.8M0.04%164,205−11.4%
414VCRVANGUARD WORLD FD$40.6M0.04%968−0.8%
415DIVOAMPLIFY ETF TR$40.5M0.04%+90,200+11.1%
416WESWESTERN MIDSTREAM PARTNERS L$40.5M0.04%+15,707+1.6%
417UCONFIRST TR EXCHNG TRADED FD VI$40.5M0.04%+54,681+3.5%
418TELTE CONNECTIVITY PLC$40.3M0.04%+479+0.2%
419WSOWATSCO INC$40.3M0.04%+7,256+7.0%
420GBILGOLDMAN SACHS ETF TR$39.9M0.04%+39,212+10.9%
421CIENCIENA CORP$39.8M0.04%+21,238+26.1%
422BNDXVANGUARD CHARLOTTE FDS$38.6M0.04%+68,763+9.4%
423THROBLACKROCK ETF TRUST$38.5M0.04%+98,770+10.3%
424AVDVAMERICAN CENTY ETF TR$38.4M0.04%37,695−8.9%
425NLRVANECK ETF TRUST$38.2M0.04%+37,436+15.0%
426GCOWPACER FDS TR$38.0M0.03%+61,109+8.0%
427REGNREGENERON PHARMACEUTICALS$37.8M0.03%1,613−3.2%
428AJGGALLAGHER ARTHUR J & CO$37.8M0.03%8,100−4.4%
429SNYSANOFI SA$37.7M0.03%+149,468+23.6%
430TTTRANE TECHNOLOGIES PLC$37.7M0.03%91,867−50.4%
431FANGDIAMONDBACK ENERGY INC$37.6M0.03%71,163−27.3%
432IHDGWISDOMTREE TR$37.3M0.03%42,534−5.2%
433XBISPDR SERIES TRUST$37.2M0.03%13,546−4.4%
434USHYISHARES TR$37.0M0.03%+45,592+4.8%
435DVNDEVON ENERGY CORP NEW$36.9M0.03%8,354−1.1%
436JCPBJ P MORGAN EXCHANGE TRADED F$36.9M0.03%+15,544+2.0%
437ALLALLSTATE CORP$36.6M0.03%+8,046+4.8%
438BPBP PLC$36.5M0.03%140,751−15.3%
439CGGOCAPITAL GROUP GBL GROWTH EQT$35.9M0.03%+137,994+14.7%
440IJSISHARES TR$35.9M0.03%2,953−1.0%
441TDYTELEDYNE TECHNOLOGIES INC$35.6M0.03%1,468−2.4%
442CCJCAMECO CORP$35.6M0.03%78,458−19.3%
443RCLROYAL CARIBBEAN GROUP$35.5M0.03%20,259−13.6%
444SRESEMPRA$35.4M0.03%+3,863+1.1%
445AIGAMERICAN INTL GROUP INC$35.4M0.03%23,228−4.7%
446LMBSFIRST TR EXCHANGE-TRADED FD$35.2M0.03%27,608−3.8%
447FIXCOMFORT SYS USA INC$34.8M0.03%406−1.6%
448SPOTSPOTIFY TECHNOLOGY S A$34.8M0.03%+4,625+6.9%
449GISGENERAL MILLS INC$34.8M0.03%4,670−0.5%
450HRLHORMEL FOODS CORP$34.8M0.03%+165,989+12.1%
451FSMDFIDELITY COVINGTON TRUST$34.6M0.03%+252,096+48.2%
452MPCMARATHON PETE CORP$34.4M0.03%31,858−18.5%
453GSKGSK PLC$34.3M0.03%214,207−25.6%
454SNPSSYNOPSYS INC$34.3M0.03%+12,027+16.2%
455IGMISHARES TR$34.1M0.03%+7,323+2.6%
456BKBANK NEW YORK MELLON CORP$34.1M0.03%10,436−3.5%
457APPAPPLOVIN CORP$34.1M0.03%17,244−16.8%
458SPYINEOS ETF TRUST$34.0M0.03%+87,438+14.5%
459VOXVANGUARD WORLD FD$33.8M0.03%1,777−0.9%
460NSCNORFOLK SOUTHN CORP$33.8M0.03%+27,386+30.3%
461VMCVULCAN MATLS CO$33.7M0.03%3,480−2.7%
462CRDOCREDO TECHNOLOGY GROUP HOLDI$33.5M0.03%+176,203+97.5%
463WTVWISDOMTREE TR$33.4M0.03%+20,730+6.2%
464BEBLOOM ENERGY CORP$33.0M0.03%+67,157+38.0%
465APAAPA CORPORATION$33.0M0.03%159,281−17.0%
466SYYSYSCO CORP$32.8M0.03%+16,899+3.8%
467VDCVANGUARD WORLD FD$32.7M0.03%3,995−2.7%
468NDSNNORDSON CORP$32.4M0.03%+5,762+5.0%
469IQLTISHARES TR$32.3M0.03%97,768−12.3%
470VSSVANGUARD INTL EQUITY INDEX F$32.2M0.03%553−0.2%
471NDAQNASDAQ INC$32.1M0.03%31,273−7.6%
472SOXXISHARES TR$31.9M0.03%11,480−10.6%
473CPRTCOPART INC$31.9M0.03%+159,556+19.9%
474SUBISHARES TR$31.8M0.03%16,829−5.3%
475SILGLOBAL X FDS$31.8M0.03%+53,990+18.1%
476GDXJVANECK ETF TRUST$31.7M0.03%+71,525+37.1%
477COHRCOHERENT CORP$31.7M0.03%+25,242+23.4%
478ROSTROSS STORES INC$31.5M0.03%+15,415+11.8%
479MOATVANECK ETF TRUST$31.3M0.03%181,404−36.0%
480BKNGBOOKING HOLDINGS INC$31.2M0.03%2,969−28.6%
481SNOWSNOWFLAKE INC$31.2M0.03%+7,602+3.8%
482SCHXSCHWAB STRATEGIC TR$31.1M0.03%+29,951+2.5%
483ICSHISHARES TR$31.1M0.03%+107,395+21.2%
484GLGLOBE LIFE INC$31.1M0.03%1,348−0.6%
485QQQMINVESCO EXCH TRADED FD TR II$31.0M0.03%+6,491+5.2%
486VICIVICI PPTYS INC$30.8M0.03%+90,949+8.8%
487PFFISHARES TR$30.8M0.03%+171,709+20.4%
488PGRPROGRESSIVE CORP$30.6M0.03%+18,302+13.5%
489PHYSSPROTT ASSET MANAGEMENT LP$30.4M0.03%+42,310+5.2%
490DBEFDBX ETF TR$30.0M0.03%3,870−0.6%
491ESEVERSOURCE ENERGY$29.8M0.03%22,354−4.9%
492CCICROWN CASTLE INC$29.7M0.03%6,586−1.8%
493STZCONSTELLATION BRANDS INC$29.6M0.03%+17,387+9.7%
494PDPINVESCO EXCHANGE TRADED FD T$29.5M0.03%13,114−5.1%
495IDEFBLACKROCK ETF TRUST$29.3M0.03%+895,284NEW
496FLSFLOWSERVE CORP$29.3M0.03%137,819−25.7%
497IWRISHARES TR$29.1M0.03%18,640−5.9%
498BSCTINVESCO EXCH TRD SLF IDX FD$29.0M0.03%+155,739+11.1%
499AMCRAMCOR PLC$29.0M0.03%+729,291NEW
500BLCRBLACKROCK ETF TRUST$28.9M0.03%+704,827NEW

Source: SEC EDGAR · accession 0000720672-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.