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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
CCL icon
1051
Carnival Corporation Ltd
CCL
$32.2B
$218K 0.01%
+7,614
New +$208K
UNM icon
1052
Unum
UNM
$15.2B
$217K 0.01%
+2,510
New +$208K
JPEF icon
1053
JPMorgan Equity Focus ETF
JPEF
$2.02B
$217K 0.01%
+2,699
New +$212K
JBBB icon
1054
Janus Henderson B-BBB CLO ETF
JBBB
$1.5B
$217K 0.01%
+4,574
New +$216K
HBAN icon
1055
Huntington Bancshares
HBAN
$34.4B
$216K 0.01%
+12,083
New +$199K
OKLO
1056
Oklo
OKLO
$7.68B
$216K 0.01%
3,607
-2,235
-38% -$139K
SNY icon
1057
Sanofi
SNY
$106B
$215K 0.01%
+4,884
New +$218K
CGCP icon
1058
Capital Group Core Plus Income ETF
CGCP
$8.59B
$215K 0.01%
+9,632
New +$215K
DJAN icon
1059
FT Vest US Equity Deep Buffer ETF January
DJAN
$487M
$215K 0.01%
4,724
-87
-2% -$3.9K
GSK icon
1060
GSK
GSK
$100B
$214K 0.01%
+4,051
New +$214K
HCM icon
1061
HUTCHMED
HCM
$2.45B
$214K 0.01%
+18,262
New +$231K
INTU icon
1062
Intuit
INTU
$91B
$213K 0.01%
815
-1,363
-63% -$475K
METW
1063
Roundhill META WeeklyPay ETF
METW
$26.1M
$212K 0.01%
+7,771
New +$219K
ENVA icon
1064
Enova International
ENVA
$5.74B
$211K 0.01%
+927
New +$159K
DGS icon
1065
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
$211K 0.01%
3,258
-660
-17% -$42.4K
SPXS icon
1066
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$346M
$211K 0.01%
+7,751
New +$229K
SPYV icon
1067
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$211K 0.01%
+3,466
New +$207K
DVY icon
1068
iShares Select Dividend ETF
DVY
$23.9B
$210K 0.01%
+1,346
New +$207K
FAPR icon
1069
FT Vest US Equity Buffer ETF April
FAPR
$1.32B
$210K 0.01%
4,500
-100
-2% -$4.6K
TCOM icon
1070
Trip.com Group
TCOM
$25.8B
$210K 0.01%
+4,850
New +$240K
COIN icon
1071
Coinbase
COIN
$48.7B
$209K 0.01%
1,422
-4,472
-76% -$807K
GRMN
1072
Garmin
GRMN
$53.4B
$209K 0.01%
+880
New +$214K
RXL icon
1073
ProShares Ultra Health Care
RXL
$101M
$209K 0.01%
+4,341
New +$203K
VXZ icon
1074
iPath Series B S&P 500 VIX Mid-Term Futures ETN
VXZ
$28.4M
$208K 0.01%
+3,935
New +$216K
LNG icon
1075
Cheniere Energy
LNG
$60.3B
$207K 0.01%
+856
New +$213K
41 42
43
44 45

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.