Diff портфелей
Stifel Financial Corp
Q1 2026 ⇄ Q2 2026
+150Добавлено
−111Убрано
200Изменён размер
621Без изменений
Добавлено (Q2 2026)
Убрано (находилось в Q1 2026)
Позиции с изменённым размером
| Ценная бумага | Q1 2026 акции | Q2 2026 акции | Изменение |
|---|---|---|---|
| EA ELECTRONIC ARTS INC | 1 | 12.51K | +1251300.0% |
| VOE VANGUARD INDEX FDS | 4 | 47.95K | +1198600.0% |
| LVHI LEGG MASON ETF INVT | 162 | 1.53M | +942760.5% |
| TPSC TIMOTHY PLAN | 45 | 374.02K | +831055.6% |
| UNM UNUM GROUP | 12 | 87.34K | +727775.0% |
| VOT VANGUARD INDEX FDS | 4 | 27.00K | +674950.0% |
| IEMG ISHARES INC | 21 | 100.70K | +479428.6% |
| SNN SMITH & NEPHEW PLC | 19 | 83.51K | +439431.6% |
| IVZ INVESCO LTD | 55 | 203.83K | +370496.4% |
| SCHO SCHWAB STRATEGIC TR | 23 | 75.86K | +329717.4% |
| VNOM VIPER ENERGY INC | 50 | 158.30K | +316492.0% |
| PBH PRESTIGE CONSMR… | 21 | 60.41K | +287566.7% |
| VLO VALERO ENERGY CORP | 14 | 37.31K | +266385.7% |
| JPST J P MORGAN EXCHANGE… | 114 | 293.34K | +257213.2% |
| TW TRADEWEB MKTS INC | 3 | 6.86K | +228533.3% |
| SLF SUN LIFE FINANCIAL INC. | 24 | 54.27K | +226020.8% |
| BMEZ BLACKROCK HEALTH… | 101 | 224.53K | +222205.9% |
| MGNI MAGNITE INC | 32 | 53.74K | +167828.1% |
| PTLC PACER FDS TR | 262 | 426.19K | +162569.8% |
| CROX CROCS INC | 4 | 6.40K | +159975.0% |
| SCHR SCHWAB STRATEGIC TR | 32 | 50.80K | +158662.5% |
| FN FABRINET | 11 | 16.62K | +150954.5% |
| IVW ISHARES TR | 45 | 65.86K | +146262.2% |
| VZ VERIZON COMMUNICATIONS… | 48 | 66.84K | +139152.1% |
| KOPN KOPIN CORP | 500 | 682.86K | +136471.0% |
| NTLA INTELLIA THERAPEUTICS… | 756 | 1.01M | +134068.7% |
| MISL FIRST TR… | 155 | 197.82K | +127523.2% |
| CRM SALESFORCE INC | 13 | 16.05K | +123361.5% |
| USPH U S PHYSICAL THERAPY | 36 | 41.70K | +115719.4% |
| BMY BRISTOL-MYERS SQUIBB CO | 41 | 45.48K | +110836.6% |
| HYLS FIRST TR… | 289 | 309.72K | +107068.9% |
| BSTZ BLACKROCK SCIENCE &… | 90 | 94.56K | +104964.4% |
| XP XP INC | 144 | 139.45K | +96739.6% |
| FVD FIRST TR… | 2.32K | 2.21M | +95453.3% |
| ITRI ITRON INC | 69 | 65.50K | +94833.3% |
| UHT UNIVERSAL HEALTH RLTY… | 100 | 94.92K | +94818.0% |
| EWY ISHARES INC | 53 | 49.44K | +93184.9% |
| EWJ ISHARES INC | 9 | 8.38K | +92977.8% |
| BITQ BITWISE FUNDS TRUST | 618 | 528.13K | +85358.6% |
| OSIS OSI SYSTEMS INC | 35 | 29.15K | +83191.4% |
| KT KT CORP | 42 | 33.65K | +80021.4% |
| PTNQ PACER FDS TR | 74 | 58.88K | +79468.9% |
| FTCS FIRST TR… | 935 | 737.86K | +78815.6% |
| PTMC PACER FDS TR | 129 | 98.99K | +76634.1% |
| XMHQ INVESCO EXCHANGE TRADED… | 209 | 159.00K | +75976.6% |
| EYE NATIONAL VISION HLDGS… | 49 | 35.93K | +73226.5% |
| VMBS VANGUARD SCOTTSDALE FDS | 23 | 16.80K | +72939.1% |
| FIXD FIRST TR EXCHNG TRADED… | 799 | 514.42K | +64283.4% |
| NSSC NAPCO SEC TECHNOLOGIES… | 145 | 93.10K | +64107.6% |
| LMND LEMONADE INC | 10 | 6.38K | +63690.0% |
| ZION ZIONS BANCORPORATION… | 18 | 11.43K | +63411.1% |
| SXI STANDEX INTL CORP | 33 | 20.40K | +61715.2% |
| MTN VAIL RESORTS INC | 35 | 20.93K | +59711.4% |
| CMCSA COMCAST CORP NEW | 87 | 49.13K | +56370.1% |
| ESI ELEMENT SOLUTIONS INC | 304 | 171.60K | +56346.7% |
| EMBJ EMBRAER S.A. | 153 | 81.09K | +52900.7% |
| AOD ABRDN TOTAL DYNAMIC… | 387 | 203.57K | +52502.1% |
| KTOS KRATOS DEFENSE & SEC… | 1.00K | 505.89K | +50489.5% |
| PAVE GLOBAL X FDS | 1.05K | 501.91K | +47655.6% |
| GEF GREIF INC | 82 | 38.30K | +46601.2% |
| FLNG FLEX LNG LTD | 100 | 45.33K | +45232.0% |
| VSEC VSE CORP | 35 | 15.61K | +44500.0% |
| ALHC ALIGNMENT HEALTHCARE INC | 231 | 102.53K | +44284.4% |
| NSC NORFOLK SOUTHN CORP | 8 | 3.49K | +43487.5% |
| GBDC GOLUB CAP BDC INC | 700 | 298.36K | +42523.3% |
| DGRO ISHARES TR | 14 | 5.87K | +41835.7% |
| MXL MAXLINEAR INC | 79 | 32.25K | +40722.8% |
| VTWO VANGUARD SCOTTSDALE FDS | 10 | 3.95K | +39370.0% |
| CWK CUSHMAN AND WAKEFIELD… | 482 | 187.12K | +38722.2% |
| VOO VANGUARD INDEX FDS | 9 | 3.47K | +38455.6% |
| ROBT FIRST TR EXCHANGE… | 241 | 91.08K | +37690.5% |
| EMR EMERSON ELEC CO | 61 | 22.71K | +37134.4% |
| CVE CENOVUS ENERGY INC | 76 | 28.15K | +36940.8% |
| POR PORTLAND GEN ELEC CO | 130 | 47.06K | +36100.0% |
| CLX CLOROX CO DEL | 24 | 8.18K | +33975.0% |
| AQN ALGONQUIN POWER &… | 250 | 81.66K | +32562.0% |
| USIG ISHARES TR | 17 | 5.49K | +32205.9% |
| HBAN HUNTINGTON BANCSHARES… | 148 | 47.57K | +32039.9% |
| IJR ISHARES TR | 5 | 1.52K | +30260.0% |
| MHD BLACKROCK MUNIHOLDINGS… | 1.70K | 498.35K | +29283.7% |
| CHRW C H ROBINSON WORLDWIDE… | 14 | 4.08K | +29021.4% |
| CAT CATERPILLAR INC | 5 | 1.44K | +28680.0% |
| LTH LIFE TIME GROUP… | 347 | 99.36K | +28533.1% |
| EVR EVERCORE INC | 44 | 12.34K | +27952.3% |
| WFC WELLS FARGO & CO | 45 | 12.59K | +27868.9% |
| MEGI NYLI CBRE GBL INFR… | 110 | 29.86K | +27045.5% |
| MWA MUELLER WTR PRODS INC | 259 | 69.30K | +26656.4% |
| MPC MARATHON PETE CORP | 13 | 3.38K | +25907.7% |
| CX CEMEX SA EURO MTN BE… | 1.14K | 294.11K | +25813.1% |
| IAGG ISHARES TR | 221 | 56.90K | +25645.7% |
| BWIN THE BALDWIN INSURANCE… | 82 | 20.42K | +24804.9% |
| BIO BIO RAD LABS INC | 20 | 4.92K | +24495.0% |
| CHRD CHORD ENERGY CORPORATION | 46 | 11.27K | +24391.3% |
| NDAQ NASDAQ INC | 245 | 58.19K | +23649.0% |
| CCK CROWN HLDGS INC | 1 | 229 | +22800.0% |
| LBRT LIBERTY ENERGY INC | 392 | 88.29K | +22422.7% |
| IDMO INVESCO EXCH TRADED FD… | 324 | 72.01K | +22125.6% |
| KFRC KFORCE INC | 332 | 71.70K | +21495.5% |
| POST POST HLDGS INC | 106 | 22.23K | +20874.5% |
| VCYT VERACYTE INC | 123 | 25.21K | +20395.9% |
| PR PERMIAN RESOURCES CORP | 1.00K | 194.85K | +19384.9% |
| CNC CENTENE CORP DEL | 21 | 4.00K | +18947.6% |
| SAP SAP SE | 80 | 13.98K | +17375.0% |
| FLR FLUOR CORP | 133 | 22.86K | +17089.5% |
| VITL VITAL FARMS INC | 137 | 22.59K | +16390.5% |
| LOGI LOGITECH INTL S A | 198 | 32.24K | +16182.8% |
| JHMM JOHN HANCOCK EXCHANGE… | 796 | 128.75K | +16074.7% |
| THO THOR INDS INC | 1.00K | 154.48K | +15348.3% |
| DLY DOUBLELINE YIELD… | 400 | 60.63K | +15056.8% |
| PFE PFIZER INC | 800 | 114.95K | +14268.5% |
| MTSI MACOM TECH SOLUTIONS… | 26 | 3.19K | +12161.5% |
| SPGI S&P GLOBAL INC | 15 | 1.78K | +11793.3% |
| APP APPLOVIN CORP | 6 | 712 | +11766.7% |
| CRUS CIRRUS LOGIC INC | 3 | 346 | +11433.3% |
| FELE FRANKLIN ELEC INC | 126 | 13.94K | +10961.1% |
| FTSM FIRST TR… | 10.90K | 1.20M | +10874.2% |
| ABNB AIRBNB INC | 22 | 2.41K | +10872.7% |
| KNG FIRST TR… | 3.05K | 326.39K | +10612.0% |
| LQD ISHARES TR | 45 | 4.63K | +10191.1% |
| TILE INTERFACE INC | 2.37K | 233.56K | +9755.0% |
Прямое сравнение количества акций между двумя выбранными кварталами (как отражено в отчётности; дробления акций между отдалёнными кварталами здесь не корректируются — вкладки квартальных изменений на странице управляющего скорректированы с учётом дроблений). Только позиции в обыкновенных акциях с сопоставленными тикерами.
Происхождение: Оба снимка получены из разобранных информационных таблиц 13F данного управляющего (последние принятые версии).
← Вернуться к записи управляющего