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StoneX Group

StoneX Group Portfolio holdings

AUM $2.48B Turnover 54.19%
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
Avg Time Held
1.6 years
Top 10 Avg Time Held
3.7 years
Top 20 Avg Time Held
2.5 years

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
+$9.9M
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 icon
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 Held Since
RMD icon
1551
ResMed
RMD
$35.6B
– –
-1,395
Closed -$313K –
RNXT icon
1552
RenovoRx
RNXT
$57.3M
– –
-12,728
Closed -$12.9K –
ROK icon
1553
Rockwell Automation
ROK
$47.1B
– –
-631
Closed -$226K –
ROP icon
1554
Roper Technologies
ROP
$43.1B
– –
-627
Closed -$221K –
RSPS icon
1555
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$467M
– –
-7,238
Closed -$214K –
SCHA icon
1556
Schwab U.S Small- Cap ETF
SCHA
$21.6B
– –
-7,760
Closed -$226K –
SCHF icon
1557
Schwab International Equity ETF
SCHF
$66.8B
– –
-17,111
Closed -$424K –
SCHH icon
1558
Schwab US REIT ETF
SCHH
$11B
– –
-23,871
Closed -$513K –
SDVD icon
1559
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$901M
– –
-13,865
Closed -$301K –
SHM icon
1560
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
– –
-4,624
Closed -$221K –
SHV icon
1561
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
– –
-90,099
Closed -$9.9M –
SUSA icon
1562
iShares ESG Optimized MSCI USA ETF
SUSA
$4.06B
– –
-1,701
Closed -$225K –
TAFI icon
1563
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.42B
– –
-9,743
Closed -$245K –
TANH icon
1564
Tantech Holdings
TANH
$16.6M
– –
-230
Closed -$6.77K –
TIP icon
1565
iShares TIPS Bond ETF
TIP
$14.6B
– –
-6,426
Closed -$709K –
TIPZ icon
1566
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$82.6M
– –
-4,070
Closed -$216K –
TOVX icon
1567
Theriva Biologics
TOVX
$8.72M
– –
-22,280
Closed -$4.36K –
TSCO icon
1568
Tractor Supply
TSCO
$18.1B
– –
-8,100
Closed -$367K –
TSEM icon
1569
Tower Semiconductor
TSEM
$19B
– –
-1,834
Closed -$322K –
TSLS icon
1570
Direxion Daily TSLA Bear 1X ETF
TSLS
$46.7M
– –
-17,419
Closed -$1.05M –
URA icon
1571
Global X Uranium ETF
URA
$4.79B
– –
-14,234
Closed -$689K –
USA icon
1572
Liberty All-Star Equity Fund
USA
$1.83B
– –
-14,297
Closed -$79.3K –
USIG icon
1573
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.9B
– –
-7,295
Closed -$374K –
VGASW icon
1574
Verde Clean Fuels Warrant
VGASW
$309K
– –
-800,000
Closed -$16.7K –
VLN icon
1575
Valens Semiconductor
VLN
$159M
– –
-10,892
Closed -$12.3K –
61 62
63
64 65

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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 $9.9M.
  • 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.