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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
DUST icon
601
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$115M
$464K 0.02%
7,730
-3,770
-33% -$195K
SPGP icon
602
Invesco S&P 500 GARP ETF
SPGP
$2.24B
$464K 0.02%
+3,842
New +$451K
LITE icon
603
Lumentum
LITE
$79B
$463K 0.02%
540
+211
+64% +$188K
QID icon
604
ProShares UltraShort QQQ
QID
$236M
$461K 0.02%
+33,109
New +$534K
CPRX
605
DELISTED
Catalyst Pharmaceutical
CPRX
$461K 0.02%
+14,754
New +$435K
AKRE
606
Akre Focus ETF
AKRE
$5.3B
$461K 0.02%
+8,559
New +$462K
BDJ icon
607
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.75B
$461K 0.02%
48,170
-11,587
-19% -$106K
URTH icon
608
iShares MSCI World ETF
URTH
$8.31B
$460K 0.02%
2,272
-8
-0.4% -$1.58K
JMHI icon
609
JPMorgan High Yield Municipal ETF
JMHI
$293M
$460K 0.02%
+9,170
New +$459K
APD icon
610
Air Products & Chemicals
APD
$67.1B
$460K 0.02%
1,560
+807
+107% +$235K
NXPI icon
611
NXP Semiconductors
NXPI
$57.5B
$460K 0.02%
+1,575
New +$434K
XHLF icon
612
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.01B
$457K 0.02%
9,074
+4,558
+101% +$229K
RSPH icon
613
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$849M
$456K 0.02%
13,851
+2,233
+19% +$69.5K
EQIX icon
614
Equinix
EQIX
$102B
$454K 0.02%
431
+157
+57% +$168K
TSDD icon
615
GraniteShares 2x Short TSLA Daily ETF
TSDD
$29.4M
$454K 0.02%
60,231
-1,681
-3% -$14.6K
IDACU
616
Iron Dome Acquisition I Corp Units
IDACU
$452K 0.02%
+44,794
New +$450K
BTG icon
617
B2Gold
BTG
$7.41B
$447K 0.02%
119,067
+2,255
+2% +$10.3K
NVR icon
618
NVR
NVR
$16.8B
$447K 0.02%
+71
New +$451K
BTI icon
619
British American Tobacco
BTI
$119B
$445K 0.02%
7,212
+2,960
+70% +$179K
FE icon
620
FirstEnergy
FE
$27.1B
$444K 0.02%
+9,343
New +$444K
MDT icon
621
Medtronic
MDT
$120B
$444K 0.02%
+5,709
New +$461K
HALO icon
622
Halozyme
HALO
$12.5B
$444K 0.02%
5,845
+2,195
+60% +$150K
AAOX
623
Tradr 2X Long AAOI Daily ETF
AAOX
$170M
$443K 0.02%
+13,961
New +$715K
TPL icon
624
Texas Pacific Land
TPL
$25B
$443K 0.02%
+1,044
New +$423K
HRMY icon
625
Harmony Biosciences
HRMY
$2.46B
$442K 0.02%
12,149
-482
-4% -$15.2K
23 24
25
26 27

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KWA
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SGM
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SW
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VCM
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SQA
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ROIC
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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.