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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
ETHU
876
2x Ether ETF
ETHU
$1.06B
$276K 0.01%
+16,841
New +$356K
VBIL
877
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
$276K 0.01%
3,650
– –
BTZ icon
878
BlackRock Credit Allocation Income Trust
BTZ
$929M
$276K 0.01%
+26,779
New +$273K
PEG icon
879
Public Service Enterprise Group
PEG
$36.7B
$276K 0.01%
3,398
-195
-5% -$15.6K
SBIT icon
880
ProShares UltraShort Bitcoin ETF
SBIT
$146M
$276K 0.01%
6,278
-1,816
-22% -$91.3K
GILD icon
881
Gilead Sciences
GILD
$187B
$276K 0.01%
2,181
-337
-13% -$44.4K
ZTS icon
882
Zoetis
ZTS
$31.3B
$275K 0.01%
3,713
-1,840
-33% -$173K
SPEM icon
883
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$275K 0.01%
+5,309
New +$272K
VGIT icon
884
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$274K 0.01%
+4,629
New +$274K
PNQI icon
885
Invesco NASDAQ Internet ETF
PNQI
$545M
$273K 0.01%
+5,809
New +$275K
ASTS icon
886
AST SpaceMobile
ASTS
$18.7B
$273K 0.01%
+3,067
New +$268K
SPYU
887
MAX S&P 500 4x Leveraged ETN
SPYU
$283M
$272K 0.01%
+8,259
New +$255K
MCHI icon
888
iShares MSCI China ETF
MCHI
$6.33B
$272K 0.01%
5,341
+577
+12% +$32.3K
BLCR icon
889
BlackRock Large Cap Core ETF
BLCR
$6.83B
$271K 0.01%
+5,380
New +$259K
EMLP icon
890
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
$271K 0.01%
+6,181
New +$270K
RACE icon
891
Ferrari
RACE
$72.1B
$271K 0.01%
754
-48,000
-98% -$16.7M
JAVA icon
892
JPMorgan Active Value ETF
JAVA
$7.05B
$270K 0.01%
3,400
+242
+8% +$18.5K
AIQ icon
893
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$270K 0.01%
4,156
-2,244
-35% -$134K
MKL icon
894
Markel Group
MKL
$22.6B
$270K 0.01%
138
-97
-41% -$181K
EPI icon
895
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$269K 0.01%
+6,275
New +$268K
EFAV icon
896
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.5B
$269K 0.01%
+3,065
New +$278K
CLOA icon
897
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.26B
$269K 0.01%
+5,169
New +$268K
EBND icon
898
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.3B
$268K 0.01%
+12,831
New +$269K
NET icon
899
Cloudflare
NET
$99.3B
$268K 0.01%
+1,099
New +$240K
DEM icon
900
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.29B
$268K 0.01%
4,988
+955
+24% +$51K
34 35
36
37 38

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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.