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StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+2.28%
1 Year Est. Return
+21.3%
3 Year Est. Return
+67.54%
5 Year Est. Return
+78.7%
10 Year Est. Return
–
AUM
$2.3B
AUM Growth
+$10.4M
Cap. Flow
-$19.8M
Cap. Flow %
-0.86%
Top 10 Hldgs %
28.74%
Holding
1,257
New
327
Increased
411
Reduced
331
Closed
170

Top Buys

Rank Stock Value
1
JBND icon
JPMorgan Active Bond ETF
JBND
+$39M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.9M
3
META icon
Meta Platforms (Facebook)
META
+$6.37M
4
UIVM icon
VictoryShares International Value Momentum ETF
UIVM
+$5.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.42M

Top Sells

Rank Stock Value
1
NTES icon
NetEase
NTES
+$21.8M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$10.4M
3
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$8.4M
4
ORLA
Orla Mining
ORLA
+$7.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.75M

Sector Composition

Rank Sector Weight
1 Technology 9.8%
2 Financials 5.32%
3 Healthcare 3.19%
4 Industrials 3.18%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
526
Gilead Sciences
GILD
$161B
$512K 0.02%
4,173
-127
-3% -$15.4K
IRE
527
Defiance Daily Target 2x Long IREN ETF
IRE
$234M
$508K 0.02%
+21,386
New +$1.08M
DYOR
528
Insight Digital Partners II
DYOR
$505K 0.02%
+50,980
New +$505K
BDJ icon
529
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$505K 0.02%
53,285
-1,800
-3% -$16.4K
MSTR icon
530
Strategy Inc
MSTR
$33.5B
$504K 0.02%
3,316
-10,306
-76% -$2.37M
SPEG
531
Silver Pegasus Acquisition Corp
SPEG
$503K 0.02%
50,008
-41,754
-46% -$420K
IGACU
532
Invest Green Acquisition Corp Units
IGACU
$503K 0.02%
+50,100
New +$502K
VOOV icon
533
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$501K 0.02%
2,439
-15,071
-86% -$3.05M
EZBC icon
534
Franklin Bitcoin ETF
EZBC
$380M
$500K 0.02%
9,881
+5,246
+113% +$304K
NLY icon
535
Annaly Capital Management
NLY
$16.9B
$494K 0.02%
21,407
-852
-4% -$18.5K
VOT icon
536
Vanguard Mid-Cap Growth ETF
VOT
$19B
$493K 0.02%
1,763
-2,210
-56% -$632K
IONZ
537
Defiance Daily Target 2x Short IONQ ETF
IONZ
$21.1M
$492K 0.02%
+21,708
New +$507K
AZO icon
538
AutoZone
AZO
$48.3B
$492K 0.02%
145
+86
+146% +$325K
FJUL icon
539
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
$485K 0.02%
8,672
+2,052
+31% +$113K
FTNT icon
540
Fortinet
FTNT
$112B
$484K 0.02%
6,063
-12,813
-68% -$1.06M
PSA icon
541
Public Storage
PSA
$60.2B
$481K 0.02%
1,852
+910
+97% +$255K
XYLD icon
542
Global X S&P 500 Covered Call ETF
XYLD
$3.2B
$481K 0.02%
11,828
+4,246
+56% +$170K
IDEV icon
543
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$481K 0.02%
5,826
-4,915
-46% -$399K
ACWX icon
544
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$476K 0.02%
7,085
+2,246
+46% +$149K
XJUN icon
545
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$136M
$476K 0.02%
11,082
-2,139
-16% -$90.9K
P
546
Everpure Inc
P
$24.8B
$476K 0.02%
7,099
+1,121
+19% +$93.6K
KMB icon
547
Kimberly-Clark
KMB
$36.4B
$474K 0.02%
4,644
-16
-0.3% -$1.75K
IUSB icon
548
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$471K 0.02%
10,116
-4,223
-29% -$197K
SOXX icon
549
iShares Semiconductor ETF
SOXX
$44.2B
$470K 0.02%
1,558
+3
+0.2% +$885
DPZ icon
550
Domino's
DPZ
$11B
$470K 0.02%
1,115
-37
-3% -$15.4K
20 21
22
23 24

Similar funds

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

StoneX Group's Q4 2025 Portfolio in Review

As of Q4 2025, StoneX Group held 1,257 positions worth $2.3B, up 0.45% from $2.29B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group's Q4 2025 filing shows 327 new, 411 increased, 331 reduced and 170 closed positions. Its largest new stake was VictoryShares International Value Momentum ETF: 92,238 shares worth $5.95M. The largest sale was NetEase, an estimated $21.8M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, down from 9.9% a quarter earlier, followed by Financials and Healthcare.

  • StoneX Group's largest Q4 2025 buy was VictoryShares International Value Momentum ETF: 92,238 shares worth $5.95M.
  • StoneX Group added most to JPMorgan Active Bond ETF in Q4 2025, an estimated $39M increase.
  • StoneX Group's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $10.4M.
  • StoneX Group fully exited NetEase in Q4 2025, selling an estimated $21.8M.
  • StoneX Group's ten largest holdings make up 29% of its $2.3B portfolio in Q4 2025.
  • StoneX Group opened 327 new positions and closed 170 in Q4 2025.
  • StoneX Group's portfolio value rose 0.45% quarter-over-quarter to $2.3B.

Based on StoneX Group's 13F filing for Q4 2025, filed 12 Feb 2026.