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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
GSEE icon
1501
Goldman Sachs MarketBeta Emerging Markets Equity ETF
GSEE
$141M
– –
-54,366
Closed -$3.18M
GVI icon
1502
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
– –
-2,074
Closed -$221K
HTCR icon
1503
HeartCore Enterprises
HTCR
$3.03M
– –
-720
Closed -$3.23K
HUMA icon
1504
Humacyte
HUMA
$168M
– –
-16,205
Closed -$9.83K
HYMC icon
1505
Hycroft Mining Holding Corp
HYMC
$2.11B
– –
-6,475
Closed -$228K
ICLN icon
1506
iShares Global Clean Energy ETF
ICLN
$2.07B
– –
-15,420
Closed -$282K
IGSB icon
1507
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
– –
-7,302
Closed -$384K
IHI icon
1508
iShares US Medical Devices ETF
IHI
$3.37B
– –
-5,147
Closed -$274K
IIIN icon
1509
Insteel Industries
IIIN
$605M
– –
-6,008
Closed -$202K
INFY icon
1510
Infosys
INFY
$47.4B
– –
-13,204
Closed -$178K
ISPC icon
1511
iSpecimen
ISPC
$3.88M
– –
-493
Closed -$3.09K
ITW icon
1512
Illinois Tool Works
ITW
$76.9B
– –
-893
Closed -$233K
IWS icon
1513
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
– –
-1,696
Closed -$247K
IXJ icon
1514
iShares Global Healthcare ETF
IXJ
$4.31B
– –
-5,355
Closed -$501K
IYH icon
1515
iShares US Healthcare ETF
IYH
$3.7B
– –
-3,591
Closed -$220K
IYR icon
1516
iShares US Real Estate ETF
IYR
$4.33B
– –
-14,479
Closed -$1.37M
JAAA icon
1517
Janus Henderson AAA CLO ETF
JAAA
$30.4B
– –
-7,548
Closed -$380K
KALA icon
1518
KALA BIO
KALA
$9.81M
– –
-260
Closed -$2.25K
LGO
1519
Largo
LGO
$73.2M
– –
-15,111
Closed -$16.9K
PWCM
1520
PowerCompute Inc
PWCM
$2.12M
– –
-555
Closed -$3.47K
LUCD icon
1521
Lucid Diagnostics
LUCD
$179M
– –
-14,608
Closed -$16.8K
LU icon
1522
Lufax Holding
LU
$1.08B
– –
-11,028
Closed -$20.6K
LX
1523
LexinFintech Holdings
LX
$145M
– –
-10,397
Closed -$22.7K
MAR icon
1524
Marriott International
MAR
$87.8B
– –
-724
Closed -$237K
MCO icon
1525
Moody's
MCO
$85.5B
– –
-469
Closed -$205K
59 60
61
62 63

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SGM
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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.