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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
RMD icon
1551
ResMed
RMD
$32.9B
– –
-1,395
Closed -$313K
RNXT icon
1552
RenovoRx
RNXT
$108M
– –
-12,728
Closed -$12.9K
ROK icon
1553
Rockwell Automation
ROK
$48.2B
– –
-631
Closed -$226K
ROP icon
1554
Roper Technologies
ROP
$40.3B
– –
-627
Closed -$221K
RSPS icon
1555
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$246M
– –
-7,238
Closed -$214K
SCHA icon
1556
Schwab U.S Small- Cap ETF
SCHA
$22.9B
– –
-7,760
Closed -$226K
SCHF icon
1557
Schwab International Equity ETF
SCHF
$70.5B
– –
-17,111
Closed -$424K
SCHH icon
1558
Schwab US REIT ETF
SCHH
$11.2B
– –
-23,871
Closed -$513K
SDVD icon
1559
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$929M
– –
-13,865
Closed -$301K
SHM icon
1560
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
– –
-4,624
Closed -$221K
SHV icon
1561
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
– –
-90,099
Closed -$9.95M
SUSA icon
1562
iShares ESG Optimized MSCI USA ETF
SUSA
$4.1B
– –
-1,701
Closed -$225K
TAFI icon
1563
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.38B
– –
-9,743
Closed -$245K
TANH icon
1564
Tantech Holdings
TANH
$14.6M
– –
-230
Closed -$6.77K
TIP icon
1565
iShares TIPS Bond ETF
TIP
$14.9B
– –
-6,426
Closed -$709K
TIPZ icon
1566
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$88.3M
– –
-4,070
Closed -$216K
TOVX icon
1567
Theriva Biologics
TOVX
$11.6M
– –
-22,280
Closed -$4.36K
TSCO icon
1568
Tractor Supply
TSCO
$18.2B
– –
-8,100
Closed -$367K
TSEM icon
1569
Tower Semiconductor
TSEM
$25.1B
– –
-1,834
Closed -$322K
TSLS icon
1570
Direxion Daily TSLA Bear 1X ETF
TSLS
$61.3M
– –
-17,419
Closed -$1.05M
URA icon
1571
Global X Uranium ETF
URA
$6.45B
– –
-14,234
Closed -$689K
USA icon
1572
Liberty All-Star Equity Fund
USA
$1.84B
– –
-14,297
Closed -$79.3K
USIG icon
1573
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.7B
– –
-7,295
Closed -$374K
VGASW icon
1574
Verde Clean Fuels Warrant
VGASW
– –
-800,000
Closed -$16.7K
VLN icon
1575
Valens Semiconductor
VLN
$185M
– –
-10,892
Closed -$12.3K
61 62
63
64 65

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KWA
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SGM
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SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
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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.