We are live on ! Find out more
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
SHOTU
526
RMG ML Sports Holdings Unit
SHOTU
$201M
$545K 0.02%
+54,574
New +$545K
KALU icon
527
Kaiser Aluminum
KALU
$2.68B
$545K 0.02%
2,785
-286
-9% -$48.6K
KORU icon
528
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.7B
$544K 0.02%
+16,780
New +$606K
PVAL icon
529
Putnam Focused Large Cap Value ETF
PVAL
$14.2B
$544K 0.02%
10,660
-31,033
-74% -$1.54M
BPRE
530
Bluerock Private Real Estate Fund
BPRE
$542K 0.02%
41,144
-28,784
-41% -$447K
GLDM icon
531
SPDR Gold MiniShares Trust
GLDM
$32.2B
$541K 0.02%
+6,565
New +$586K
BNO icon
532
United States Brent Oil Fund
BNO
$696M
$540K 0.02%
10,214
+5,662
+124% +$289K
NVDX icon
533
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$458M
$538K 0.02%
+30,171
New +$565K
AGNC icon
534
AGNC Investment
AGNC
$12.6B
$536K 0.02%
48,713
+6,463
+15% +$68.1K
MBB icon
535
iShares MBS ETF
MBB
$39.5B
$535K 0.02%
5,665
-366
-6% -$34.6K
SPCM
536
Tradr 2X Long SpaceX Daily ETF
SPCM
$19.6M
$535K 0.02%
+20,666
New +$555K
LEGO
537
Legato Merger Corp IV
LEGO
$312M
$534K 0.02%
+53,903
New +$533K
HUM icon
538
Humana
HUM
$48.2B
$534K 0.02%
1,341
– –
VYMI icon
539
Vanguard International High Dividend Yield ETF
VYMI
$22.2B
$531K 0.02%
5,412
+500
+10% +$49.4K
HACK icon
540
Amplify Cybersecurity ETF
HACK
$2.88B
$531K 0.02%
5,287
+580
+12% +$51.1K
GFEB icon
541
FT Vest US Equity Moderate Buffer ETF February
GFEB
$381M
$529K 0.02%
12,028
-652
-5% -$28.2K
GSRF
542
GSR IV Acquisition Corp
GSRF
$301M
$526K 0.02%
+51,882
New +$524K
UTG icon
543
Reaves Utility Income Fund
UTG
$3.53B
$526K 0.02%
12,911
+20
+0.2% +$835
SBXD
544
SilverBox Corp IV
SBXD
$277M
$525K 0.02%
+48,554
New +$523K
SPXU icon
545
ProShares UltraPro Short S&P 500
SPXU
$400M
$525K 0.02%
14,126
+8,333
+144% +$345K
PSI icon
546
Invesco Semiconductors ETF
PSI
$2.49B
$525K 0.02%
+2,793
New +$402K
RSPG icon
547
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$637M
$524K 0.02%
+5,326
New +$552K
IGEB icon
548
iShares Investment Grade Systematic Bond ETF
IGEB
$1.48B
$520K 0.02%
+11,522
New +$519K
FTXN icon
549
First Trust Nasdaq Oil & Gas ETF
FTXN
$162M
$520K 0.02%
+15,337
New +$553K
MPC icon
550
Marathon Petroleum
MPC
$109B
$520K 0.02%
2,033
+1,067
+110% +$262K
20 21
22
23 24

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
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
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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.