StoneX Group Inc.

CIK

913760

Location

New York, NY

Portfolio Value

Small $585,168,632

Diversification

Diversified

Filing Date

Global Rank

#2,398 / 8,603 ▼ 440 · as of Mar 2026

Top Industry

Semiconductors 10.6%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.7%

SPY

+76.0%

Annualised alpha

-3.1%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.7%

+0.1 pts

Top 5

23.0%

+0.8 pts

Top 10

34.5%

+1.8 pts

HHI

178

Diversified+18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$148,886,883	57
Financial Services	14.9%	$87,057,038	99
Unclassified	11.1%	$65,190,183	20
Consumer Cyclical	9.9%	$57,957,432	22
Industrials	9.2%	$53,992,732	44
Healthcare	7.7%	$45,141,747	49
Communication Services	5.8%	$34,194,680	13
Consumer Defensive	5.1%	$29,774,689	16
Energy	4.2%	$24,297,449	19
Utilities	3.6%	$21,152,087	15
Basic Materials	2.3%	$13,248,563	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
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
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
USB	US Bancorp De	−18,937	48,426	$2,518,636
GOOGL	Alphabet Inc.	−18,921	50,177	$14,428,898
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
SVAC	Spring Valley Acquisition Corp. III	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
UVIX	VS Trust	22,795	$2,603,189
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
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

404 positions · $585,168,632 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 404 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%	5.71%
NVDA	Nvidia Corp Technology	Reduced	191,220	-70,461	$33,348,768	−31.7%	5.70%
QQQ	Invesco Qqq Trust, Series 1	Added	55,128	+20,819	$31,818,779	+51.0%	5.44%
MSFT	Microsoft Corp Technology	Reduced	52,680	-23,249	$19,500,555	−46.9%	3.33%
RACE	Ferrari N.V. Consumer Cyclical	NEW	48,754	NEW	$16,500,791	NEW	2.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	77,335	-54,622	$16,106,560	−47.1%	2.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,436	-18,957	$15,241,368	−47.3%	2.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	50,177	-18,921	$14,428,898	−33.3%	2.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	36,870	-14,855	$10,845,679	−34.9%	1.85%
CAT	Caterpillar Inc Industrials	Reduced	14,669	-9,596	$10,392,399	−25.2%	1.78%
AVGO	Broadcom Inc. Technology	Reduced	29,871	-16,279	$9,245,373	−42.1%	1.58%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	19,607	-10,362	$7,288,902	−45.9%	1.25%
GLD	Spdr Gold Trust	Added	16,543	+795	$7,118,287	+14.1%	1.22%
GEV	GE Vernova Inc. Industrials	Reduced	8,095	-230	$7,066,125	+29.9%	1.21%
SO	Southern Co Utilities	Reduced	72,568	-31,296	$7,004,263	−22.7%	1.20%
AME	Ametek Inc/ Industrials	Added	32,651	+63	$6,999,068	+4.6%	1.20%
CVX	Chevron Corp Energy	Reduced	33,309	-13,693	$6,891,632	−3.8%	1.18%
JNJ	Johnson & Johnson Healthcare	Reduced	28,142	-18,409	$6,879,030	−28.6%	1.18%
GLW	Corning Inc /Ny Technology	Reduced	50,102	-1,134	$6,812,368	+51.9%	1.16%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	19,127	-3,966	$6,290,679	−20.8%	1.08%
CSCO	Cisco Systems, Inc. Technology	Reduced	80,198	-7,165	$6,222,562	−7.5%	1.06%
ABBV	AbbVie Inc. Healthcare	Reduced	28,420	-18,263	$6,181,065	−42.1%	1.06%
LLY	ELI LILLY & Co Healthcare	Reduced	6,592	-4,543	$6,063,123	−49.3%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	38,504	-12,834	$5,561,517	−24.4%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,432	-2,127	$5,412,607	−17.0%	0.92%
MRK	Merck & Co., Inc. Healthcare	Reduced	42,922	-15,381	$5,163,087	−15.9%	0.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	40,569	-30,748	$5,041,915	−36.5%	0.86%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	30,167	-7,130	$4,987,811	−16.6%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,983	-4,150	$4,783,853	−32.7%	0.82%
VLO	Valero Energy Corp/Tx Energy	Added	17,963	+1,348	$4,438,298	+64.1%	0.76%
T	At&T Inc. Communication Services	Reduced	148,632	-18,043	$4,308,841	+4.1%	0.74%
NFLX	Netflix Inc Communication Services	Added	43,553	+5,475	$4,187,620	+17.3%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,210	-8,195	$4,105,535	−37.2%	0.70%
GE	General Electric Co Industrials	Reduced	14,023	-2,634	$3,979,306	−22.4%	0.68%
AMGN	Amgen Inc Healthcare	Reduced	11,188	-6,876	$3,936,497	−33.4%	0.67%
META	Meta Platforms, Inc. Communication Services	Reduced	6,792	-17,249	$3,885,906	−75.5%	0.66%
MS	Morgan Stanley Financial Services	Reduced	23,155	-7,167	$3,810,618	−29.2%	0.65%
KMI	Kinder Morgan, Inc. Energy	Reduced	112,785	-309	$3,781,681	+21.6%	0.65%
PEP	Pepsico Inc Consumer Defensive	Reduced	24,088	-11,862	$3,740,625	−27.5%	0.64%
HON	Honeywell International Inc Industrials	Reduced	14,780	-3,047	$3,503,643	−3.9%	0.60%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	16,487	-3,323	$3,430,779	−17.0%	0.59%
ADI	Analog Devices Inc Technology	Reduced	10,599	-3,125	$3,371,965	−9.4%	0.58%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	15,993	-5,367	$3,359,009	−22.5%	0.57%
ETR	Entergy Corp /De/ Utilities	Reduced	29,347	-18,774	$3,297,428	−25.9%	0.56%
TFC	Truist Financial Corp Financial Services	Reduced	68,302	-16,395	$3,139,842	−24.7%	0.54%
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%	0.51%
EMR	Emerson Electric Co Industrials	Reduced	21,471	-10,365	$2,813,130	−33.4%	0.48%
V	Visa Inc. Financial Services	Reduced	9,202	-17,485	$2,781,212	−70.3%	0.48%
ABT	Abbott Laboratories Healthcare	Added	26,704	+8,324	$2,741,699	+19.1%	0.47%