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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
XLG icon
476
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$642K 0.03%
+10,243
New +$625K
COWG icon
477
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.31B
$638K 0.03%
16,821
+8,424
+100% +$314K
JPIE icon
478
JPMorgan Income ETF
JPIE
$10.7B
$636K 0.03%
13,786
+1,640
+14% +$75.5K
FVAV
479
Fortress Value Acquisition Corp V
FVAV
$374M
$632K 0.03%
62,554
+52,554
+526% +$530K
ARKF icon
480
ARK Blockchain & Fintech Innovation ETF
ARKF
$834M
$626K 0.03%
15,206
+7,451
+96% +$303K
BA icon
481
Boeing
BA
$168B
$622K 0.03%
2,873
+388
+16% +$86.3K
AAOI icon
482
Applied Optoelectronics
AAOI
$8.96B
$622K 0.03%
4,096
+200
+5% +$32.5K
COF icon
483
Capital One
COF
$135B
$621K 0.03%
3,098
+150
+5% +$28.7K
TROW icon
484
T. Rowe Price
TROW
$23.4B
$618K 0.02%
5,858
+2,808
+92% +$287K
THRO
485
iShares U.S. Thematic Rotation Active ETF
THRO
$6.83B
$608K 0.02%
+14,089
New +$583K
FDVV icon
486
Fidelity High Dividend ETF
FDVV
$10.5B
$606K 0.02%
10,047
-1,201
-11% -$71.4K
SMCX
487
Defiance Daily Target 2X Long SMCI ETF
SMCX
$180M
$600K 0.02%
+23,038
New +$336K
RKLB icon
488
Rocket Lab Corp
RKLB
$41.1B
$600K 0.02%
5,899
+234
+4% +$23.3K
EMBJ
489
Embraer S.A. ADS
EMBJ
$13.1B
$598K 0.02%
9,442
+742
+9% +$45.5K
GOF icon
490
Guggenheim Strategic Opportunities Fund
GOF
$2.1B
$595K 0.02%
+54,497
New +$608K
BKLN icon
491
Invesco Senior Loan ETF
BKLN
$6.77B
$595K 0.02%
29,198
-1,889
-6% -$38.7K
PAVE icon
492
Global X US Infrastructure Development ETF
PAVE
$13.7B
$594K 0.02%
10,080
+108
+1% +$6.06K
SUB icon
493
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$593K 0.02%
5,565
+103
+2% +$11K
SYK icon
494
Stryker
SYK
$116B
$591K 0.02%
1,872
-149
-7% -$47K
CMCSA icon
495
Comcast
CMCSA
$94B
$590K 0.02%
23,773
+7,750
+48% +$200K
BKUI icon
496
BNY Mellon Ultra Short Income ETF
BKUI
$588M
$588K 0.02%
+11,800
New +$587K
ATO icon
497
Atmos Energy
ATO
$28.3B
$582K 0.02%
+3,346
New +$599K
IEF icon
498
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$581K 0.02%
6,146
+82
+1% +$7.76K
PTIR
499
GraniteShares 2x Long PLTR Daily ETF
PTIR
$330M
$581K 0.02%
43,149
+22,049
+104% +$301K
SKYY icon
500
First Trust Cloud Computing ETF
SKYY
$3.34B
$580K 0.02%
4,310
+478
+12% +$60.7K
18 19
20
21 22

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
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SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
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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.