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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
GXO icon
701
GXO Logistics
GXO
$5.54B
$375K 0.02%
+7,466
New +$387K
RGT
702
Royce Global Value Trust
RGT
$99.4M
$372K 0.02%
+26,174
New +$374K
GDXD icon
703
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$426M
$371K 0.02%
+8,339
New +$332K
EUAD
704
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.12B
$371K 0.02%
+8,829
New +$365K
LINT
705
Direxion Daily INTC Bull 2X ETF
LINT
$67M
$371K 0.01%
+1,981
New +$311K
ALDF
706
Aldel Financial II Inc
ALDF
$369K 0.01%
+34,578
New +$368K
ACWX icon
707
iShares MSCI ACWI ex US ETF
ACWX
$12.7B
$368K 0.01%
4,839
-4,755
-50% -$354K
EVN
708
Eaton Vance Municipal Income Trust
EVN
$424M
$368K 0.01%
32,650
+219
+0.7% +$2.34K
PJUL icon
709
Innovator US Equity Power Buffer ETF July
PJUL
$1.3B
$368K 0.01%
+7,630
New +$367K
SOXQ icon
710
Invesco PHLX Semiconductor ETF
SOXQ
$3.04B
$367K 0.01%
+4,289
New +$388K
KOMP icon
711
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.68B
$366K 0.01%
+5,118
New +$347K
BBAG icon
712
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.05B
$366K 0.01%
7,957
+2
+0% +$92
IYM icon
713
iShares US Basic Materials ETF
IYM
$1.21B
$364K 0.01%
2,027
-273
-12% -$50K
HIMZ
714
Defiance Daily Target 2X Long HIMS ETF
HIMZ
$54.3M
$363K 0.01%
10,349
-423
-4% -$14.3K
D icon
715
Dominion Energy
D
$57.9B
$363K 0.01%
5,324
+1,651
+45% +$107K
SPYG icon
716
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$363K 0.01%
3,047
+324
+12% +$37K
PDP icon
717
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
$363K 0.01%
+2,474
New +$345K
AVUS icon
718
Avantis US Equity ETF
AVUS
$14.6B
$362K 0.01%
+2,827
New +$348K
UCON icon
719
First Trust Smith Unconstrained Bond ETF
UCON
$3.29B
$362K 0.01%
14,528
-50,818
-78% -$1.27M
IRE
720
Defiance Daily Target 2x Long IREN ETF
IRE
$316M
$361K 0.01%
17,213
-45,303
-72% -$1.18M
ASM
721
Avino Silver & Gold Mines
ASM
$1.25B
$361K 0.01%
56,872
+100
+0.2% +$675
DX
722
Dynex Capital
DX
$3.2B
$359K 0.01%
27,037
+2,772
+11% +$36.5K
TRV icon
723
Travelers Companies
TRV
$77B
$357K 0.01%
1,089
+105
+11% +$31.8K
RING icon
724
iShares MSCI Global Gold Miners ETF
RING
$2.53B
$357K 0.01%
4,773
-2,176
-31% -$167K
IPFXU
725
Inflection Point Acquisition Corp VI Units
IPFXU
$229M
$357K 0.01%
+35,190
New +$367K
27 28
29
30 31

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SGM
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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.