Jefferies Financial Group Inc.

CIK
96223
City
NEW YORK
State / Country
NY

Top Portfolio Positions

1,136 positions · $12,214,227,151 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GLD
Spdr Gold Trust
8,093,048 $3,482,357,623 28.51%
SPY
Spdr S&P 500 Etf Trust
1,714,973 $1,115,315,540 9.13%
QQQ
Invesco Qqq Trust, Series 1
955,045 $551,232,873 4.51%
AMZN
Amazon Com Inc
Consumer Cyclical
805,235 $167,706,293 1.37%
IREN
IREN Ltd
Financial Services
4,858,960 $166,565,148 1.36%
NVDA
Nvidia Corp
Technology
748,895 $130,607,288 1.07%
WMT
Walmart Inc.
Consumer Defensive
974,167 $121,069,474 0.99%
MA
Mastercard Inc
Financial Services
231,664 $115,753,234 0.95%
ASH
Ashland Inc.
Basic Materials
1,908,142 $106,111,776 0.87%
AVGO
Broadcom Inc.
Technology
342,531 $106,016,769 0.87%

Portfolio Trend

22 quarters · across all stocks

Holdings in BUR

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $470,080 104,000
2026-03-31 $9,169,918 2,028,743
2025-12-31 $22,331,407 2,503,521
2025-12-31 $115,960 13,000
2025-12-31 $852,752 95,600
2025-06-30 $9,885,032 693,200
2025-06-30 $1,220,042 85,557
2024-06-30 $195,750 15,000
2024-03-31 $1,523,410 95,392
2023-12-31 $906,453 58,106
2023-09-30 $1,000,678 71,477
2023-06-30 $496,883 40,795
2023-03-31 $1,470,980 133,000