We are live on ! Find out more
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
ONDL
1001
Defiance Daily Target 2X Long ONDS ETF
ONDL
$29.4M
$232K 0.01%
+10,533
New +$165K
INAC
1002
Indigo Acquisition Corp
INAC
$231K 0.01%
+22,500
New +$230K
DBO icon
1003
Invesco DB Oil Fund
DBO
$278M
$230K 0.01%
11,747
-4,191
-26% -$87.2K
SOPH icon
1004
SOPHiA GENETICS
SOPH
$689M
$230K 0.01%
+45,523
New +$231K
FLJP icon
1005
Franklin FTSE Japan ETF
FLJP
$4.22B
$230K 0.01%
+5,780
New +$224K
LPLA icon
1006
LPL Financial
LPLA
$28.3B
$230K 0.01%
+824
New +$247K
CTA icon
1007
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$230K 0.01%
8,852
-349
-4% -$10.4K
TSPA icon
1008
T. Rowe Price US Equity Research ETF
TSPA
$4.54B
$229K 0.01%
+4,823
New +$221K
OTF
1009
Blue Owl Technology Finance Corp
OTF
$5.21B
$229K 0.01%
+20,479
New +$228K
BOND icon
1010
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.6B
$229K 0.01%
2,475
-176
-7% -$16.2K
JMBS icon
1011
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.68B
$229K 0.01%
5,062
+417
+9% +$18.9K
EQBK icon
1012
Equity Bancshares
EQBK
$1.05B
$228K 0.01%
+4,877
New +$225K
WCC
1013
WESCO International
WCC
$17.1B
$228K 0.01%
+659
New +$224K
QBTZ
1014
Defiance Daily Target 2x Short QBTS ETF
QBTZ
$7.92M
$228K 0.01%
65,807
+54,009
+458% +$821K
J icon
1015
Jacobs Solutions
J
$17.1B
$228K 0.01%
+1,818
New +$224K
CURE icon
1016
Direxion Daily Healthcare Bull 3X ETF
CURE
$184M
$228K 0.01%
+2,316
New +$218K
ARTY
1017
iShares Future AI & Tech ETF
ARTY
$4.05B
$227K 0.01%
+2,984
New +$198K
ULTA icon
1018
Ulta Beauty
ULTA
$24.1B
$227K 0.01%
502
-54
-10% -$27.4K
CRSP icon
1019
CRISPR Therapeutics
CRSP
$5.39B
$226K 0.01%
+4,133
New +$218K
PJAN icon
1020
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$226K 0.01%
+4,614
New +$225K
ALAB icon
1021
Astera Labs
ALAB
$53.8B
$226K 0.01%
+468
New +$124K
QMNV
1022
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$46.1M
$226K 0.01%
9,000
-1,740
-16% -$42.7K
VOOV icon
1023
Vanguard S&P 500 Value ETF
VOOV
$6.79B
$225K 0.01%
1,028
-449
-30% -$96.9K
NXT icon
1024
Nextpower Inc. Common Stock
NXT
$12.8B
$225K 0.01%
+1,589
New +$196K
JHMM icon
1025
John Hancock Multifactor Mid Cap ETF
JHMM
$6.09B
$225K 0.01%
3,000
– –
39 40
41
42 43

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.