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
QCOM icon
126
Qualcomm
QCOM
$180B
$3.16M 0.13%
17,125
+612
+4% +$114K
T icon
127
AT&T
T
$176B
$3.13M 0.13%
151,007
+2,375
+2% +$58.9K
FXACU
128
FortuneX Acquisition Corp Units
FXACU
$3.09M 0.12%
+307,348
New +$3.09M
EVAC
129
EQV Ventures Acquisition Corp II
EVAC
$602M
$3.07M 0.12%
+302,615
New +$3.07M
CRWD icon
130
CrowdStrike
CRWD
$218B
$3.05M 0.12%
16,948
+6,592
+64% +$937K
MUU
131
Direxion Daily MU Bull 2X ETF
MUU
$4.24B
$3.04M 0.12%
57,940
-144,980
-71% -$4.12M
PLUN.U
132
Plutonian Acquisition Corp II Units
PLUN.U
$3.02M 0.12%
+299,107
New +$3.02M
USB icon
133
US Bancorp
USB
$98.7B
$3.01M 0.12%
49,350
+924
+2% +$51.8K
VTV icon
134
Vanguard Morningstar Value ETF
VTV
$194B
$2.98M 0.12%
13,652
-1,942
-12% -$406K
MU icon
135
Micron Technology
MU
$1.15T
$2.97M 0.12%
2,571
-1,128
-30% -$846K
TSM icon
136
TSMC
TSM
$2.22T
$2.96M 0.12%
6,187
+1,175
+23% +$477K
MSTX
137
Defiance Daily Target 2x Long MSTR ETF
MSTX
$332M
$2.94M 0.12%
191,898
+145,413
+313% +$3.66M
DBCA
138
D. Boral Acquisition I Corp
DBCA
$2.92M 0.12%
293,455
+90,683
+45% +$900K
EMR icon
139
Emerson Electric
EMR
$85.2B
$2.88M 0.12%
20,151
-1,320
-6% -$186K
STXT icon
140
Strive Total Return Bond ETF
STXT
$120M
$2.88M 0.12%
146,504
-9,265
-6% -$184K
PLTR icon
141
Palantir
PLTR
$419B
$2.86M 0.12%
24,141
+7,703
+47% +$1.05M
PLTD
142
Direxion Dailly PLTR Bear 1X ETF
PLTD
$37.9M
$2.83M 0.11%
362,794
+203,326
+128% +$1.6M
ARCLU
143
ARC Group Acquisition I Corp Unit
ARCLU
$155M
$2.83M 0.11%
+279,031
New +$2.83M
XLE icon
144
State Street Energy Select Sector SPDR ETF
XLE
$42.2B
$2.83M 0.11%
52,938
+23,102
+77% +$1.32M
DUK icon
145
Duke Energy
DUK
$93.7B
$2.83M 0.11%
22,333
+3,437
+18% +$434K
GAA icon
146
Cambria Global Asset Allocation ETF
GAA
$77.9M
$2.82M 0.11%
81,980
+5,930
+8% +$207K
CFG icon
147
Citizens Financial Group
CFG
$29.8B
$2.81M 0.11%
40,057
-1,594
-4% -$103K
PHYS icon
148
Sprott Physical Gold
PHYS
$15.9B
$2.77M 0.11%
88,662
+39,966
+82% +$1.36M
DIA icon
149
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$2.76M 0.11%
5,286
+244
+5% +$122K
STXG icon
150
Strive 1000 Growth ETF
STXG
$152M
$2.74M 0.11%
49,616
+6,302
+15% +$336K
4 5
6
7 8

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.