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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
LDSF icon
151
First Trust Low Duration Strategic Focus ETF
LDSF
$165M
$2.71M 0.11%
143,230
+37,621
+36% +$713K
SCHD icon
152
Schwab US Dividend Equity ETF
SCHD
$112B
$2.69M 0.11%
84,911
-34,081
-29% -$1.08M
IREN icon
153
Iris Energy
IREN
$17.6B
$2.67M 0.11%
50,638
+25,849
+104% +$1.34M
ABT icon
154
Abbott
ABT
$187B
$2.65M 0.11%
29,212
+2,508
+9% +$229K
BMNU
155
T-REX 2X Long BMNR Daily Target ETF
BMNU
$400M
$2.65M 0.11%
191,842
+160,185
+506% +$2.57M
BIDWU
156
Tribeca Strategic Acquisition Corp Unit
BIDWU
$2.64M 0.11%
+264,900
New +$2.64M
CVS icon
157
CVS Health
CVS
$124B
$2.63M 0.11%
25,452
+15
+0.1% +$1.34K
SPSB icon
158
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$2.61M 0.11%
87,005
-773
-0.9% -$23.2K
IBIT icon
159
iShares Bitcoin Trust
IBIT
$62.2B
$2.61M 0.11%
76,644
+37,943
+98% +$1.54M
BUFZ icon
160
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.07B
$2.59M 0.1%
92,585
+14,466
+19% +$398K
POWR
161
iShares U.S. Power Infrastructure ETF
POWR
$462M
$2.58M 0.1%
92,360
+13,200
+17% +$361K
SPMO icon
162
Invesco S&P 500 Momentum ETF
SPMO
$22.6B
$2.55M 0.1%
15,808
-408
-3% -$57.5K
KLAC icon
163
KLA
KLAC
$242B
$2.54M 0.1%
8,431
-19
-0.2% -$3.77K
TMUS icon
164
T-Mobile US
TMUS
$195B
$2.54M 0.1%
15,146
-847
-5% -$160K
XLF icon
165
State Street Financial Select Sector SPDR ETF
XLF
$55B
$2.54M 0.1%
47,331
+5,574
+13% +$290K
MUZE
166
Muzero Acquisition Corp
MUZE
$273M
$2.52M 0.1%
255,150
+87,852
+53% +$869K
VPU
167
Vanguard Utilities ETF
VPU
$8.33B
$2.52M 0.1%
12,902
+3,164
+32% +$621K
SPHY icon
168
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$2.5M 0.1%
106,646
+5,463
+5% +$128K
QTUM icon
169
Defiance Quantum ETF
QTUM
$5.55B
$2.5M 0.1%
15,115
-6,865
-31% -$987K
XLV icon
170
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$2.4M 0.1%
15,310
+6,239
+69% +$928K
COP icon
171
ConocoPhillips
COP
$161B
$2.39M 0.1%
22,937
+357
+2% +$42.3K
XLY icon
172
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$2.36M 0.1%
20,101
+2,314
+13% +$270K
IJH icon
173
iShares Core S&P Mid-Cap ETF
IJH
$126B
$2.32M 0.09%
30,090
-2,141
-7% -$157K
BABA icon
174
Alibaba
BABA
$281B
$2.32M 0.09%
19,840
+15,059
+315% +$1.89M
QUAL icon
175
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$2.31M 0.09%
10,688
+7,873
+280% +$1.65M
5 6
7
8 9

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.