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
GMOV
176
GMO US Value ETF
GMOV
$108M
$2.3M 0.09%
76,814
+15,261
+25% +$452K
VTIP icon
177
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
$2.29M 0.09%
45,687
+2,549
+6% +$128K
MDLZ icon
178
Mondelez International
MDLZ
$77.9B
$2.27M 0.09%
38,957
+198
+0.5% +$11.9K
SCHG icon
179
Schwab US Large-Cap Growth ETF
SCHG
$62.5B
$2.27M 0.09%
67,104
+15,322
+30% +$508K
IEMG icon
180
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$2.22M 0.09%
26,729
+11,856
+80% +$945K
NUKZ icon
181
Range Nuclear Renaissance Index ETF
NUKZ
$770M
$2.21M 0.09%
32,453
+374
+1% +$26.4K
TDWD
182
Tailwind 2.0 Acquisition Corp
TDWD
$2.21M 0.09%
+219,995
New +$2.2M
SPDW icon
183
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.7B
$2.2M 0.09%
43,830
+37,706
+616% +$1.87M
HDV
184
iShares Core High Dividend ETF
HDV
$15.4B
$2.17M 0.09%
79,220
+6,930
+10% +$188K
JETS icon
185
US Global Jets ETF
JETS
$733M
$2.17M 0.09%
+67,304
New +$1.86M
GGLL icon
186
Direxion Daily GOOGL Bull 2X ETF
GGLL
$916M
$2.15M 0.09%
+16,767
New +$2.01M
IONX
187
Defiance Daily Target 2X Long IONQ ETF
IONX
$175M
$2.12M 0.09%
25,573
+14,275
+126% +$790K
PPL
188
PPL Corp
PPL
$26.6B
$2.12M 0.09%
57,892
+6,680
+13% +$247K
PH icon
189
Parker-Hannifin
PH
$121B
$2.12M 0.09%
2,167
-28
-1% -$25.6K
FBND icon
190
Fidelity Total Bond ETF
FBND
$28.2B
$2.11M 0.09%
46,289
-7,511
-14% -$343K
TSLL icon
191
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.71B
$2.11M 0.08%
142,079
+119,028
+516% +$1.6M
VXUS icon
192
Vanguard Total International Stock ETF
VXUS
$167B
$2.09M 0.08%
24,488
+10,221
+72% +$856K
MET icon
193
MetLife
MET
$61.1B
$2.07M 0.08%
24,490
+1,985
+9% +$160K
CMI icon
194
Cummins
CMI
$77.8B
$2.04M 0.08%
2,865
-122
-4% -$80.4K
MCAH
195
Mountain Crest Acquisition 6 Corp
MCAH
$86.5M
$2.03M 0.08%
+205,100
New +$2.04M
ORBX
196
Global X Space Tech ETF
ORBX
$39.1M
$2.03M 0.08%
+37,338
New +$2.18M
MYX
197
Maywood Acquisition Corp 2
MYX
$2.03M 0.08%
+205,285
New +$2.03M
IPCX
198
DELISTED
Inflection Point Acquisition Corp III
IPCX
$2.03M 0.08%
+196,602
New +$2.02M
VWOB icon
199
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.35B
$2.01M 0.08%
29,831
+1,511
+5% +$101K
BX icon
200
Blackstone
BX
$102B
$2M 0.08%
17,033
-1,315
-7% -$158K
6 7
8
9 10

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.