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SG

StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
Cap. Flow
+$403M
Cap. Flow %
16.23%
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169

Top Buys

Rank Stock Value
1
KT icon
KT
KT
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
XEL icon
Xcel Energy
XEL
+$14.2M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$12.1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$10M

Top Sells

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$16.7M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.95M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.72M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.44M
5
MUU
Direxion Daily MU Bull 2X ETF
MUU
+$4.12M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.91%
2 Technology 8.68%
3 Financials 5.92%
4 Industrials 3.11%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XEL icon
26
Xcel Energy
XEL
$47.8B
$14.7M 0.59%
+177,481
New +$14.2M
CAT icon
27
Caterpillar
CAT
$380B
$14.4M 0.58%
13,499
-1,170
-8% -$1.03M
XLI icon
28
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$13.1M 0.53%
70,924
+24,961
+54% +$4.34M
GLW icon
29
Corning
GLW
$146B
$12.8M 0.52%
50,242
+140
+0.3% +$25.5K
AVGO icon
30
Broadcom
AVGO
$1.76T
$12.8M 0.52%
33,783
+3,912
+13% +$1.57M
JPM icon
31
JPMorgan Chase
JPM
$945B
$12.6M 0.51%
38,617
+1,747
+5% +$543K
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$56.7B
$12M 0.48%
108,659
+640
+0.6% +$67.3K
SGOV icon
33
iShares 0-3 Month Treasury Bond ETF
SGOV
$107B
$10.9M 0.44%
108,136
+55,267
+105% +$5.56M
SPYD icon
34
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$10.5M 0.42%
219,905
+14,543
+7% +$683K
GEV icon
35
GE Vernova
GEV
$258B
$10.1M 0.41%
8,614
+519
+6% +$530K
VUG icon
36
Vanguard Morningstar Growth ETF
VUG
$227B
$10.1M 0.41%
116,973
-5,055
-4% -$425K
GOOG icon
37
Alphabet (Google) Class C
GOOG
$4.1T
$10.1M 0.41%
28,022
+12,250
+78% +$4.38M
XLK icon
38
State Street Technology Select Sector SPDR ETF
XLK
$123B
$10M 0.4%
52,470
+1,527
+3% +$261K
ITOT icon
39
iShares Core S&P Total US Stock Market ETF
ITOT
$96.7B
$9.96M 0.4%
60,621
+1,795
+3% +$285K
CSCO icon
40
Cisco
CSCO
$430B
$9.81M 0.4%
83,516
+3,318
+4% +$347K
SMH icon
41
VanEck Semiconductor ETF
SMH
$70.3B
$9.47M 0.38%
15,222
+7,526
+98% +$4.11M
VIG icon
42
Vanguard Dividend Appreciation ETF
VIG
$112B
$9.36M 0.38%
39,561
-2,039
-5% -$468K
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$77B
$9.31M 0.38%
67,669
-5,401
-7% -$713K
FTGC icon
44
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.3B
$8.77M 0.35%
+324,087
New +$9.32M
BND icon
45
Vanguard Total Bond Market
BND
$163B
$8.65M 0.35%
117,814
+19,497
+20% +$1.43M
TSLA icon
46
Tesla
TSLA
$1.45T
$8.51M 0.34%
20,462
+855
+4% +$340K
XLU icon
47
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$8.23M 0.33%
181,567
+10,062
+6% +$456K
ABBV icon
48
AbbVie
ABBV
$444B
$8.23M 0.33%
32,707
+4,287
+15% +$922K
AME icon
49
Ametek
AME
$55.1B
$7.98M 0.32%
33,008
+357
+1% +$82.2K
LLY icon
50
Eli Lilly
LLY
$999B
$7.96M 0.32%
6,635
+43
+0.7% +$43.9K
1
2
3 4 5

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StoneX Group's Q2 2026 Portfolio in Review

As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.

  • StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
  • StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
  • StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.95M.
  • StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
  • StoneX Group opened 716 new positions and closed 169 in Q2 2026.
  • StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.