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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
+2.28%
1 Year Est. Return
+21.3%
3 Year Est. Return
+67.54%
5 Year Est. Return
+78.7%
10 Year Est. Return
–
AUM
$2.3B
AUM Growth
+$10.4M
Cap. Flow
-$19.8M
Cap. Flow %
-0.86%
Top 10 Hldgs %
28.74%
Holding
1,257
New
327
Increased
411
Reduced
331
Closed
170

Top Buys

Rank Stock Value
1
JBND icon
JPMorgan Active Bond ETF
JBND
+$39M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.9M
3
META icon
Meta Platforms (Facebook)
META
+$6.37M
4
UIVM icon
VictoryShares International Value Momentum ETF
UIVM
+$5.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.42M

Top Sells

Rank Stock Value
1
NTES icon
NetEase
NTES
+$21.8M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$10.4M
3
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$8.4M
4
ORLA
Orla Mining
ORLA
+$7.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.75M

Sector Composition

Rank Sector Weight
1 Technology 9.8%
2 Financials 5.32%
3 Healthcare 3.19%
4 Industrials 3.18%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOG
1226
Leverage Shares 2X Long HOOD Daily ETF
HOOG
$59.3M
– –
-2,568
Closed -$297K
CRWV
1227
CoreWeave
CRWV
$39.2B
– –
-3,294
Closed -$451K
CUPR
1228
Cuprina Holdings Cayman Ltd
CUPR
$8.93M
– –
-1,658
Closed -$12.5K
LOKV
1229
DELISTED
Live Oak Acquisition Corp V
LOKV
– –
-20,612
Closed -$210K
QBTX
1230
Tradr 2X Long QBTS Daily ETF
QBTX
$59M
– –
-6,432
Closed -$335K
BRR
1231
ProCap Financial Inc
BRR
$161M
– –
-25,200
Closed -$255K
CHYM
1232
Chime Financial
CHYM
$7.88B
– –
-35,400
Closed -$714K
CRAQ
1233
Cal Redwood Acquisition Corp
CRAQ
– –
-50,000
Closed -$500K
HOLA
1234
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$278M
– –
-35,282
Closed -$1.82M
UNHG
1235
Leverage Shares 2X Long UNH Daily ETF
UNHG
$92.4M
– –
-26,567
Closed -$563K
GTERA
1236
Globa Terra Acquisition Corp
GTERA
– –
-100,000
Closed -$998K
INAC
1237
Indigo Acquisition Corp
INAC
$152M
– –
-128,289
Closed -$1.28M
BACC
1238
Blue Acquisition Corp
BACC
$292M
– –
-50,000
Closed -$500K
QUMSU
1239
Quantumsphere Acquisition Corp Units
QUMSU
– –
-168,149
Closed -$1.7M
SSEAU
1240
Starry Sea Acquisition Corp Unit
SSEAU
– –
-75,445
Closed -$765K
HVMCU
1241
Highview Merger Corp Units
HVMCU
– –
-56,949
Closed -$576K
PACH
1242
Pioneer Acquisition I Corp
PACH
$292M
– –
-155,000
Closed -$1.54M
EVAC
1243
EQV Ventures Acquisition Corp II
EVAC
$598M
– –
-106,792
Closed -$1.06M
MBVIU
1244
M3-Brigade Acquisition VI Corp Units
MBVIU
$308M
– –
-182,051
Closed -$1.84M
ELVR
1245
Elevra Lithium Ltd
ELVR
$922M
– –
-16,108
Closed -$387K
GSRFU
1246
GSR IV Acquisition Corp Units
GSRFU
– –
-60,006
Closed -$608K
PAII
1247
Pyrophyte Acquisition Corp II
PAII
– –
-110,371
Closed -$1.1M
ORIQ
1248
Origin Investment Corp I
ORIQ
– –
-109,149
Closed -$1.1M
KOYN
1249
CSLM Digital Asset Acquisition Corp III
KOYN
– –
-51,766
Closed -$514K
HCMA
1250
HCM III Acquisition Corp
HCMA
– –
-50,000
Closed -$505K
47 48 49
50
51

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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 Q4 2025 Portfolio in Review

As of Q4 2025, StoneX Group held 1,257 positions worth $2.3B, up 0.45% from $2.29B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group's Q4 2025 filing shows 327 new, 411 increased, 331 reduced and 170 closed positions. Its largest new stake was VictoryShares International Value Momentum ETF: 92,238 shares worth $5.95M. The largest sale was NetEase, an estimated $21.8M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, down from 9.9% a quarter earlier, followed by Financials and Healthcare.

  • StoneX Group's largest Q4 2025 buy was VictoryShares International Value Momentum ETF: 92,238 shares worth $5.95M.
  • StoneX Group added most to JPMorgan Active Bond ETF in Q4 2025, an estimated $39M increase.
  • StoneX Group's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $10.4M.
  • StoneX Group fully exited NetEase in Q4 2025, selling an estimated $21.8M.
  • StoneX Group's ten largest holdings make up 29% of its $2.3B portfolio in Q4 2025.
  • StoneX Group opened 327 new positions and closed 170 in Q4 2025.
  • StoneX Group's portfolio value rose 0.45% quarter-over-quarter to $2.3B.

Based on StoneX Group's 13F filing for Q4 2025, filed 12 Feb 2026.