StoneX Group Inc.

CIK

913760

Location

New York, NY

Portfolio Value

Small $594,674,661

Diversification

Diversified

Filing Date

Global Rank

#2,390 / 8,622 ▼ 438 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-1.3%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.4%

SPY

+67.9%

Annualised alpha

-1.3%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

406 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

+0.0 pts

Top 5

22.6%

+0.6 pts

Top 10

33.9%

+1.5 pts

HHI

174

Diversified+17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$150,640,288	57
Financial Services	14.5%	$86,145,425	99
Unclassified	11.0%	$65,190,183	20
Consumer Cyclical	9.8%	$58,224,196	22
Industrials	9.2%	$54,932,921	45
Healthcare	7.5%	$44,678,541	49
Communication Services	5.8%	$34,194,680	13
Energy	5.4%	$32,215,434	20
Consumer Defensive	5.0%	$29,774,689	16
Utilities	3.6%	$21,152,087	15
Basic Materials	2.2%	$13,251,068	37
Real Estate	0.7%	$4,275,149	13

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QBTS	D-Wave Quantum Inc.	+47,826	96,320	$1,389,897
PPL	PPL Corp	+43,600	51,212	$1,956,298
QQQ	Invesco Qqq Trust, Series 1	+20,819	55,128	$31,818,779
JPC	Nuveen Preferred & Income Opportunities Fund	+14,576	92,101	$694,441
CLM	Cornerstone Strategic Investment Fund, Inc.	+12,175	155,124	$1,129,302
ANGO	Angiodynamics Inc	+11,562	64,109	$728,919
ABT	Abbott Laboratories	+8,324	26,704	$2,741,699
IBIT	iShares Bitcoin Trust ETF	+7,703	38,701	$1,486,892
ACN	Accenture plc	+6,994	12,050	$2,389,394
BDJ	BlackRock Enhanced Equity Dividend Trust	+6,472	59,757	$515,105
SIVR	abrdn Silver ETF Trust	+6,209	10,638	$761,787
PDO	PIMCO Dynamic Income Opportunities Fund	+5,854	21,155	$273,534
NFLX	Netflix Inc	+5,475	43,553	$4,187,620
EVN	Eaton Vance Municipal Income Trust	+5,251	32,431	$337,606
GLDG	GoldMining Inc.	+4,852	30,062	$35,773
COIN	Coinbase Global, Inc.	+4,836	5,894	$1,029,151
MRVL	Marvell Technology, Inc.	+3,456	6,943	$687,704
PSLV	Sprott Physical Silver Trust	+2,382	42,604	$1,039,111
APH	Amphenol Corp /De/	+2,287	3,866	$488,469
BSX	Boston Scientific Corp	+2,135	7,030	$441,132
CBAT	CBAK Energy Technology Ltd	+1,884	22,301	$18,509
VTGN	Vistagen Therapeutics, Inc.	+1,849	15,198	$8,662
VLO	Valero Energy Corp/Tx	+1,348	17,963	$4,438,298
AAAU	Goldman Sachs Physical Gold ETF	+1,172	17,829	$823,521
CNVS	Cineverse Corp.	+1,026	15,299	$36,717
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DNMX	Dynamix Corp III	−173,725	10,326	$102,433
EVOX	Evolution Global Acquisition Corp	−151,173	80,045	$797,248
PML	Pimco Municipal Income Fund II	−132,667	12,526	$94,821
DNP	Dnp Select Income Fund Inc	−71,511	29,886	$307,825
NVDA	Nvidia Corp	−70,461	191,220	$33,348,768
USA	Liberty All Star Equity Fund	−68,844	14,297	$79,348
BCAR	D. Boral ARC Acquisition I Corp.	−66,771	11,622	$117,614
AMZN	Amazon Com Inc	−54,622	77,335	$16,106,560
AAPL	Apple Inc.	−49,314	131,729	$33,431,502
CRF	Cornerstone Total Return Fund Inc	−39,876	142,723	$991,924
PCN	Pimco Corporate & Income Strategy Fund	−38,108	18,566	$220,935
CSX	Csx Corp	−37,200	6,820	$279,961
CMCSA	Comcast Corp	−33,240	16,023	$460,020
ARCC	Ares Capital Corp	−32,637	12,872	$231,953
SO	Southern Co	−31,296	72,568	$7,004,263
WMT	Walmart Inc.	−30,748	40,569	$5,041,915
KO	Coca Cola Co	−26,275	12,812	$974,352
XOM	ExxonMobil Holdings Corp	−24,388	46,753	$7,932,113
PAA	Plains All American Pipeline LP	−23,941	10,489	$234,219
NEE	Nextera Energy Inc	−23,565	8,448	$784,650
MSFT	Microsoft Corp	−23,249	52,680	$19,500,555
FCX	Freeport-Mcmoran Inc	−22,138	5,639	$331,460
MO	Altria Group, Inc.	−20,240	11,251	$742,453
PFL	Pimco Income Strategy Fund	−20,020	19,878	$159,024
SPY	Spdr S&P 500 ETF Trust	−18,957	23,436	$15,241,368
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RACE	Ferrari N.V.	48,754	$16,500,791
DBCA	D. Boral Acquisition I Corp.	202,772	$1,999,331
MUZE	Muzero Acquisition Corp	167,298	$1,649,558
GIX	GigCapital9 Corp.	115,716	$1,137,488
ARCI	Archimedes Tech SPAC Partners III Co.	109,745	$1,080,988
RNGT	Range Capital Acquisition Corp II	107,573	$1,075,730
GFUZ	General Fusion Group Ltd.	104,363	$1,060,328
IEAG	Infinite Eagle Acquisition Corp.	99,609	$996,090
SNDK	Sandisk Corp	1,534	$974,611
CRCL	Circle Internet Group, Inc.	10,210	$974,136
MEVO	M Evo Global Acquisition Corp II	85,530	$842,470
CRAN	Crane Harbor Acquisition Corp. II	70,242	$696,098
CMII	Columbus Circle Capital Corp II	65,512	$643,982
NBIS	Nebius Group N.V.	5,962	$618,617
AGQ	ProShares Trust II	4,943	$590,737
TVA	Texas Ventures Acquisition III Corp	52,335	$543,760
SUNB	Sunbelt Rentals Holdings, Inc.	8,143	$530,027
PMTR	Perimeter Acquisition Corp. I	49,321	$506,033
BPAC	Blueport Acquisition Ltd	49,900	$499,499
SCII	SC II Acquisition Corp.	47,089	$469,477
MBVI	M3-Brigade Acquisition VI Corp.	42,600	$428,130
DT	Dynatrace, Inc.	10,856	$401,454
KALU	Kaiser Aluminum Corp	3,071	$370,086
RKLB	Rocket Lab Corp	5,665	$363,806
HRMY	Harmony Biosciences Holdings, Inc.	12,631	$353,794
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	124,169	$10,600,307
NZF	Nuveen Municipal Credit Income Fund	409,195	$5,147,673
NVG	Nuveen AMT-Free Municipal Credit Income Fund	385,320	$4,878,151
NEA	Nuveen AMT-Free Quality Municipal Income Fund	301,992	$3,512,166
NAD	Nuveen Quality Municipal Income Fund	268,500	$3,227,370
BBN	BlackRock Taxable Municipal Bond Trust	175,352	$2,861,744
APXT	Apex Treasury Corp	221,994	$2,195,520
ATO	Atmos Energy Corp	12,536	$2,101,409
TDWD	Tailwind 2.0 Acquisition Corp.	203,493	$2,004,406
MQY	Blackrock Muniyield Quality Fund, Inc.	167,115	$1,888,399
BHK	Blackrock Core Bond Trust	175,000	$1,678,250
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	111,324	$1,660,954
GIW	GigCapital8 Corp.	161,800	$1,600,202
TTE	TotalEnergies SE	23,484	$1,536,323
NDMO	Nuveen Dynamic Municipal Opportunities Fund	138,577	$1,396,856
GSRF	GSR IV Acquisition Corp.	132,536	$1,324,034
VACI	Viking Acquisition Corp I	116,674	$1,155,072
WENN	WEN Acquisition Corp	112,428	$1,135,522
IGAC	Invest Green Acquisition Corp	113,902	$1,120,795
CAH	Cardinal Health Inc	5,407	$1,111,138
PYPL	PayPal Holdings, Inc.	19,008	$1,109,687
UCB	United Community Banks Inc	32,518	$1,015,211
NBB	Nuveen Taxable Municipal Income Fund	64,014	$1,011,421
VBF	Invesco Bond Fund	56,797	$875,241
VICI	Vici Properties Inc.	30,394	$854,679
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

406 tracked positions · $594,674,661 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 406 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	131,729	-49,314	$33,431,502	−32.1%	5.62%
NVDA	Nvidia Corp Technology	Reduced	191,220	-70,461	$33,348,768	−31.7%	5.61%
QQQ	Invesco Qqq Trust, Series 1	Added	55,128	+20,819	$31,818,779	+51.0%	5.35%
MSFT	Microsoft Corp Technology	Reduced	52,680	-23,249	$19,500,555	−46.9%	3.28%
RACE	Ferrari N.V. Consumer Cyclical	NEW	48,754	NEW	$16,500,791	NEW	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	77,335	-54,622	$16,106,560	−47.1%	2.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,436	-18,957	$15,241,368	−47.3%	2.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	50,177	-18,921	$14,428,898	−33.3%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	36,870	-14,855	$10,845,679	−34.9%	1.82%
CAT	Caterpillar Inc Industrials	Reduced	14,669	-9,596	$10,392,399	−25.2%	1.75%
AVGO	Broadcom Inc. Technology	Reduced	29,871	-16,279	$9,245,373	−42.1%	1.55%
XOM	ExxonMobil Holdings Corp Energy	Reduced	46,753	-24,388	$7,932,113	−7.3%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	19,607	-10,362	$7,288,902	−45.9%	1.23%
GLD	Spdr Gold Trust	Added	16,543	+795	$7,118,287	+14.1%	1.20%
GEV	GE Vernova Inc. Industrials	Reduced	8,095	-230	$7,066,125	+29.9%	1.19%
SO	Southern Co Utilities	Reduced	72,568	-31,296	$7,004,263	−22.7%	1.18%
AME	Ametek Inc/ Industrials	Added	32,651	+63	$6,999,068	+4.6%	1.18%
CVX	Chevron Corp Energy	Reduced	33,309	-13,693	$6,891,632	−3.8%	1.16%
JNJ	Johnson & Johnson Healthcare	Reduced	28,142	-18,409	$6,879,030	−28.6%	1.16%
GLW	Corning Inc /Ny Technology	Reduced	50,102	-1,134	$6,812,368	+51.9%	1.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	19,127	-3,966	$6,290,679	−20.8%	1.06%
CSCO	Cisco Systems, Inc. Technology	Reduced	80,198	-7,165	$6,222,562	−7.5%	1.05%
ABBV	AbbVie Inc. Healthcare	Reduced	28,420	-18,263	$6,181,065	−42.1%	1.04%
LLY	ELI LILLY & Co Healthcare	Reduced	6,592	-4,543	$6,063,123	−49.3%	1.02%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	38,504	-12,834	$5,561,517	−24.4%	0.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,432	-2,127	$5,412,607	−17.0%	0.91%
MRK	Merck & Co., Inc. Healthcare	Reduced	42,922	-15,381	$5,163,087	−15.9%	0.87%
WMT	Walmart Inc. Consumer Defensive	Reduced	40,569	-30,748	$5,041,915	−36.5%	0.85%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	30,167	-7,130	$4,987,811	−16.6%	0.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,983	-4,150	$4,783,853	−32.7%	0.80%
VLO	Valero Energy Corp/Tx Energy	Added	17,963	+1,348	$4,438,298	+64.1%	0.75%
T	At&T Inc. Communication Services	Reduced	148,632	-18,043	$4,308,841	+4.1%	0.72%
NFLX	Netflix Inc Communication Services	Added	43,553	+5,475	$4,187,620	+17.3%	0.70%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,210	-8,195	$4,105,535	−37.2%	0.69%
GE	General Electric Co Industrials	Reduced	14,023	-2,634	$3,979,306	−22.4%	0.67%
AMGN	Amgen Inc Healthcare	Reduced	11,188	-6,876	$3,936,497	−33.4%	0.66%
META	Meta Platforms, Inc. Communication Services	Reduced	6,792	-17,249	$3,885,906	−75.5%	0.65%
MS	Morgan Stanley Financial Services	Reduced	23,155	-7,167	$3,810,618	−29.2%	0.64%
KMI	Kinder Morgan, Inc. Energy	Reduced	112,785	-309	$3,781,681	+21.6%	0.64%
PEP	Pepsico Inc Consumer Defensive	Reduced	24,088	-11,862	$3,740,625	−27.5%	0.63%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	16,487	-3,323	$3,430,779	−17.0%	0.58%
ADI	Analog Devices Inc Technology	Reduced	10,599	-3,125	$3,371,965	−9.4%	0.57%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	15,993	-5,367	$3,359,009	−22.5%	0.56%
HON	Honeywell International Inc Industrials	Reduced	14,780	-3,047	$3,340,723	−3.9%	0.56%
ETR	Entergy Corp /De/ Utilities	Reduced	29,347	-18,774	$3,297,428	−25.9%	0.55%
TFC	Truist Financial Corp Financial Services	Reduced	68,302	-16,395	$3,139,842	−24.7%	0.53%
BLK	BlackRock, Inc. Financial Services	Reduced	3,132	-443	$3,012,075	−21.3%	0.51%
COP	Conocophillips Energy	Reduced	22,580	-8,208	$2,980,560	+3.4%	0.50%
EMR	Emerson Electric Co Industrials	Reduced	21,471	-10,365	$2,813,130	−33.4%	0.47%
V	Visa Inc. Financial Services	Reduced	9,202	-17,485	$2,781,212	−70.3%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.