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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
SCHX icon
726
Schwab US Large- Cap ETF
SCHX
$74.5B
$355K 0.01%
12,050
-16,446
-58% -$470K
IDXX icon
727
Idexx Laboratories
IDXX
$42.2B
$354K 0.01%
+654
New +$367K
HLT icon
728
Hilton Worldwide
HLT
$70B
$354K 0.01%
+1,080
New +$355K
VNQ icon
729
Vanguard Real Estate ETF
VNQ
$37.9B
$353K 0.01%
3,665
+149
+4% +$14.2K
FSEP icon
730
FT Vest US Equity Buffer ETF September
FSEP
$1.26B
$353K 0.01%
+6,473
New +$348K
CGDG icon
731
Capital Group Dividend Growers ETF
CGDG
$5.74B
$353K 0.01%
+9,408
New +$350K
AWK icon
732
American Water Works
AWK
$28B
$353K 0.01%
2,684
+955
+55% +$123K
XTWO icon
733
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$250M
$352K 0.01%
7,199
-163
-2% -$7.99K
RDDT icon
734
Reddit
RDDT
$29.7B
$351K 0.01%
+2,185
New +$350K
ITHA
735
ITHAX Acquisition Corp III
ITHA
$308M
$349K 0.01%
+34,950
New +$348K
DNP icon
736
DNP Select Income Fund
DNP
$4.07B
$348K 0.01%
32,133
+2,247
+8% +$24K
FTNT icon
737
Fortinet
FTNT
$115B
$347K 0.01%
+2,260
New +$261K
MOH icon
738
Molina Healthcare
MOH
$10.5B
$346K 0.01%
+1,634
New +$296K
PTLC icon
739
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$345K 0.01%
5,987
-13,900
-70% -$787K
GPIX icon
740
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.65B
$345K 0.01%
6,203
+309
+5% +$16.7K
BP icon
741
BP
BP
$113B
$345K 0.01%
9,329
+1,752
+23% +$76.9K
DRI icon
742
Darden Restaurants
DRI
$24.6B
$344K 0.01%
1,669
+385
+30% +$77.1K
CGGO icon
743
Capital Group Global Growth Equity ETF
CGGO
$12.1B
$343K 0.01%
8,108
+1,312
+19% +$51.1K
FETH
744
Fidelity Ethereum Fund
FETH
$1.33B
$343K 0.01%
17,921
+6,539
+57% +$134K
STE icon
745
Steris
STE
$21.9B
$342K 0.01%
+1,612
New +$346K
VONG icon
746
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$341K 0.01%
+2,672
New +$332K
WM icon
747
Waste Management
WM
$87.5B
$340K 0.01%
1,526
-286
-16% -$63.6K
DFUV icon
748
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$340K 0.01%
+6,293
New +$330K
SMCZ
749
Defiance Daily Target 2X Short SMCI ETF
SMCZ
$155K
$339K 0.01%
+42,981
New +$807K
KRAQU
750
KRAKacquisition Corp Unit
KRAQU
$339K 0.01%
33,752
+2,408
+8% +$24.2K
28 29
30
31 32

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.