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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
TACOW
1401
Berto Acquisition Corp Warrant
TACOW
$5.9K ﹤0.01%
10,000
– –
KCHVR
1402
Kochav Defense Acquisition Corp Right
KCHVR
$5.78K ﹤0.01%
26,193
+7,462
+40% +$1.76K
AFJKR
1403
Aimei Health Technology Co Right
AFJKR
$5.75K ﹤0.01%
+21,258
New +$5.93K
JUNS
1404
Jupiter Neurosciences
JUNS
$4.32M
$5.68K ﹤0.01%
+275
New +$6.5K
NTCL
1405
NetClass Technology Inc
NTCL
$4.34M
$5.55K ﹤0.01%
+437
New +$13.2K
REE
1406
DELISTED
REE Automotive
REE
$5.55K ﹤0.01%
+11,997
New +$5.47K
FSP
1407
Franklin Street Properties
FSP
$42.1M
$5.5K ﹤0.01%
+10,339
New +$6.12K
NXL icon
1408
Nexalin Technology
NXL
$4.2M
$5.41K ﹤0.01%
450
-314
-41% -$3.87K
EDVA
1409
Endovia Health Sciences, Inc.
EDVA
$1.83M
$5.35K ﹤0.01%
+7,038
New +$7.29K
IMCC
1410
IM Cannabis
IMCC
$1.2M
$5.3K ﹤0.01%
+774
New +$6.35K
BRTX icon
1411
BioRestorative Therapies
BRTX
$4.09M
$5.23K ﹤0.01%
+13,900
New +$4.07K
GLE
1412
Global Engine Group
GLE
$9.32M
$5.16K ﹤0.01%
+12,005
New +$5.09K
AZTR icon
1413
Azitra
AZTR
$10.9M
$5.03K ﹤0.01%
28,651
+6,187
+28% +$1.33K
BACCR
1414
Blue Acquisition Corp Right
BACCR
$4.98K ﹤0.01%
+14,600
New +$5.06K
BTOC
1415
Armlogi Holding Corp
BTOC
$13.2M
$4.92K ﹤0.01%
+15,009
New +$4.48K
LOTWW
1416
Lotus Technology Inc Warrants
LOTWW
$4.76K ﹤0.01%
85,942
+52,628
+158% +$3.44K
BURU
1417
DELISTED
NUBURU INC
BURU
$4.62K ﹤0.01%
+14,447
New +$2.93K
ANSCW
1418
DELISTED
Agriculture & Natural Solutions Acquisition Corp Warrant
ANSCW
$4.6K ﹤0.01%
+23,163
New +$4.82K
SCNI
1419
Scinai Immunotherapeutics
SCNI
$1.26M
$4.56K ﹤0.01%
+1,309
New +$6.44K
HVMCW
1420
Highview Merger Corp Warrants
HVMCW
$2.76M
$4.51K ﹤0.01%
+14,886
New +$4.54K
GRML
1421
Greenland Mines Ltd
GRML
$15.1M
$4.39K ﹤0.01%
+232
New +$4.3K
AACPR
1422
Apogee Acquisition Corp Rights
AACPR
$4.35K ﹤0.01%
+20,999
New +$4.04K
TRAD.RT
1423
APEX Tech Acquisition Inc Rights
TRAD.RT
$4.24K ﹤0.01%
+24,928
New +$4.44K
DSX.WS icon
1424
Diana Shipping Inc Warrants exp 2026
DSX.WS
$17.2M
$4.22K ﹤0.01%
+19,532
New +$6.3K
BBAI.WS icon
1425
BigBear.ai Holdings Warrant
BBAI.WS
$15.3M
$4.09K ﹤0.01%
+11,165
New +$5.71K
55 56
57
58 59

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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.