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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
+9.93%
1 Year Est. Return
+21.3%
3 Year Est. Return
+67.54%
5 Year Est. Return
+78.7%
10 Year Est. Return
–
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
+$79.7M
Cap. Flow %
3.87%
Top 10 Hldgs %
27.53%
Holding
1,050
New
189
Increased
324
Reduced
342
Closed
181

Top Buys

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$28M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$15.9M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$8.17M
2
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$4.76M
3
ARGT icon
Global X MSCI Argentina ETF
ARGT
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

Rank Sector Weight
1 Technology 9.73%
2 Financials 4.73%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
926
Grayscale Bitcoin Trust
GBTC
$9.64B
– –
-4,316
Closed -$281K
GCOR icon
927
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$791M
– –
-31,851
Closed -$1.31M
GDXJ icon
928
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
– –
-10,218
Closed -$584K
GDXU icon
929
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$680M
– –
-4,111
Closed -$246K
GDXD icon
930
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$1.23B
– –
-72
Closed -$90.5K
GEHC icon
931
GE HealthCare
GEHC
$27.6B
– –
-2,651
Closed -$214K
GEM icon
932
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.63B
– –
-8,493
Closed -$282K
GIGB icon
933
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$957M
– –
-13,511
Closed -$618K
GIS icon
934
General Mills
GIS
$19.2B
– –
-5,358
Closed -$320K
GJUN icon
935
FT Vest US Equity Moderate Buffer ETF June
GJUN
$513M
– –
-7,021
Closed -$247K
GLDM icon
936
SPDR Gold MiniShares Trust
GLDM
$27.5B
– –
-7,532
Closed -$466K
GNLN icon
937
Greenlane Holdings
GNLN
$1.33M
– –
-3
Closed -$4.76K
GNMA icon
938
iShares GNMA Bond ETF
GNMA
$422M
– –
-14,817
Closed -$650K
GRMN
939
Garmin
GRMN
$46.9B
– –
-1,171
Closed -$254K
GROY.WS icon
940
Gold Royalty Corp Warrants
GROY.WS
$157M
– –
-34,091
Closed -$8.52K
GSIE icon
941
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
– –
-22,897
Closed -$816K
GSLC icon
942
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
– –
-4,839
Closed -$533K
GSUS icon
943
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.14B
– –
-23,654
Closed -$1.82M
GTIP icon
944
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$292M
– –
-4,043
Closed -$203K
GXC icon
945
State Street SPDR S&P China ETF
GXC
$445M
– –
-26,510
Closed -$2.28M
HAL icon
946
Halliburton
HAL
$27.9B
– –
-38,550
Closed -$978K
HALO icon
947
Halozyme
HALO
$9.72B
– –
-4,339
Closed -$277K
IBD icon
948
Inspire Corporate Bond ETF
IBD
$481M
– –
-20,036
Closed -$477K
IBTF
949
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-9,152
Closed -$214K
IGIB icon
950
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
– –
-16,274
Closed -$855K
36 37
38
39 40

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 Q2 2025 Portfolio in Review

As of Q2 2025, StoneX Group held 1,050 positions worth $2.06B, up 13% from $1.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

StoneX Group deployed $79.7M of net new capital in Q2 2025, opening 189 new positions and adding to 324 existing holdings. Its largest new stake was iShares MSCI ACWI ETF: 233,607 shares worth $30M.

By sector, the portfolio is most concentrated in Technology at 9.7% of assets, up from 8.7% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was SPDR Gold Trust, an estimated $8.17M trimmed.

  • StoneX Group's largest Q2 2025 buy was iShares MSCI ACWI ETF: 233,607 shares worth $30M.
  • StoneX Group added most to State Street Utilities Select Sector SPDR ETF in Q2 2025, an estimated $15.9M increase.
  • StoneX Group's biggest Q2 2025 reduction was SPDR Gold Trust, cutting an estimated $8.17M.
  • StoneX Group fully exited State Street SPDR S&P Kensho Clean Power ETF in Q2 2025, selling an estimated $4.76M.
  • StoneX Group's ten largest holdings make up 28% of its $2.06B portfolio in Q2 2025.
  • StoneX Group opened 189 new positions and closed 181 in Q2 2025.
  • StoneX Group's portfolio value rose 13% quarter-over-quarter to $2.06B.

Based on StoneX Group's 13F filing for Q2 2025, filed 13 Aug 2025.