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CIK: 0000096223
Total reported value
$15.2B
$15.2B
1448 檔
35.8%
In Q4 2025, Jefferies Financial Group Inc.'s U.S. equity holdings reached a combined market value of $15.2B, distributed across 1448 disclosed stock positions.
In Q4 2025, Jefferies Financial Group Inc. displayed an active expansion posture, initiating 42 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1448 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.70% | +6.02% | -22.55% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.07% | -22.29% | -57.63% | |
| 3 | IREN | IREN Limited | Stock-Other | 3.14% | -0.12% | -22.67% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.04% | +485.32% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.93% | +1.43% | +46.36% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | -0.11% | +483.68% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.15% | +0.09% | -10.08% | |
| 8 | C | Citigroup Inc | Stock-Financials | 1.62% | +0.04% | +4.20% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.08% | +170.56% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.12% | +0.18% | +8.06% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.11% | +1.10% | +30.45% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.08% | -1.13% | +53.35% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.22% | +2119.05% | |
| 14 | INSM | Insmed Inc | Stock-Healthcare | 0.91% | -0.04% | +393.39% | |
| 15 | CDTX | Cidara Therapeutics Inc | Stock-Other | 0.87% | — | +110.01% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.22% | +79.00% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | +0.01% | +122.70% | |
| 18 | CRH | CRH plc | Stock-Materials | 0.71% | +0.27% | +137.72% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.38% | +6162.72% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.28% | +136.52% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.67% | -0.71% | +1900.00% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.66% | -0.09% | +269.12% | |
| 23 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 0.64% | +0.10% | +4.66% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.58% | +368.28% | |
| 25 | ASH | Ashland Inc | Stock-Materials | 0.57% | -0.73% | EXIT | |
| 26 | EQT | Eqt CORP | Stock-Energy | 0.55% | -0.04% | +204.21% | |
| 27 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.53% | +0.03% | +5.01% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.27% | +191.92% | |
| 29 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.48% | +0.36% | +239.87% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | +0.02% | +31.73% | |
| 31 | VST | Vistra CORP | Stock-Utilities | 0.47% | -0.02% | +1354.99% | |
| 32 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 0.46% | — | EXIT | |
| 33 | CMA | Comerica Inc | Stock-Other | 0.45% | — | +3520.29% | |
| 34 | IMNM | Immunome Inc | Stock-Other | 0.44% | -0.35% | EXIT | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.34% | -26.01% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | +0.04% | +1492.29% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.16% | +0.24% | |
| 38 | AHCO | Adapthealth CORP | Stock-Other | 0.40% | -0.11% | -8.38% | |
| 39 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.39% | — | EXIT | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.24% | +55.72% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.39% | -0.02% | +66.66% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.38% | -0.21% | EXIT | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.38% | +0.08% | -71.97% | |
| 44 | VICI | Vici Properties Inc | Stock-Real Estate | 0.36% | — | +75.07% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.36% | +0.27% | +178.09% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.18% | -12.71% | |
| 47 | HLMN | Hillman Solutions CORP | Stock-Other | 0.35% | -0.02% | +0.23% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.35% | — | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.08% | -1.05% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | +0.74% | +6228.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +485.32% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +2.2% | +483.68% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +1.1% | +46.36% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | +2119.05% | Add |
| 5 | AMZN | Amazon.com Inc | +0.9% | +170.56% | Add |
| 6 | INSM | Insmed Inc | +0.8% | +393.39% | Add |
| 7 | CDTX | Cidara Therapeutics Inc | +0.7% | +110.01% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.7% | +6162.72% | Add |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | +1900.00% | Add |
| 10 | MU | Micron Technology Inc | +0.6% | +269.12% | Add |
| 11 | ASH | Ashland Inc | +0.5% | +775.55% | Add |
| 12 | WMT | Walmart Inc | +0.5% | +368.28% | Add |
| 13 | RVMD | Revolution Medicines Inc | +0.5% | +8678.42% | Add |
| 14 | CMA | Comerica Inc | +0.4% | +3520.29% | Add |
| 15 | CRH | CRH plc | +0.4% | +137.72% | Add |
| 16 | VST | Vistra CORP | +0.4% | +1354.99% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.4% | +79.00% | Add |
| 18 | PG | Procter & Gamble Co/the | +0.4% | +122.70% | Add |
| 19 | MSFT | Microsoft CORP | +0.4% | +136.52% | Add |
| 20 | VZ | Verizon Communications Inc | +0.4% | +1492.29% | Add |
| 21 | HON | Honeywell International Inc | +0.4% | +8521.40% | Add |
| 22 | EQT | Eqt CORP | +0.4% | +204.21% | Add |
| 23 | AAPL | Apple Inc | +0.4% | +30.45% | Add |
| 24 | STX | Seagate Technology Holdings plc | +0.4% | +239.87% | Add |
| 25 | C | Citigroup Inc | +0.4% | +4.20% | Add |
| 26 | XOM | Exxon Mobil CORP | +0.4% | +191.92% | Add |
| 27 | AMD | Advanced Micro Devices | +0.3% | +6228.77% | Add |
| 28 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +8.06% | Add |
| 29 | BMO | Bank Of Montreal | +0.3% | +6300.05% | Add |
| 30 | BAH | Booz Allen Hamilton Holdings | +0.3% | +4022.10% | Add |
| 31 | INTC | Intel CORP | +0.3% | +178.09% | Add |
| 32 | FIX | Comfort Systems USA Inc | +0.2% | +741.19% | Add |
| 33 | CVNA | Carvana Co | +0.2% | +3501.25% | Add |
| 34 | ✓ | Immatics NV | +0.2% | +323.42% | Add |
| 35 | FSLR | First Solar Inc | +0.2% | +198.20% | Add |
| 36 | IMNM | Immunome Inc | +0.2% | -4.76% | Trim |
| 37 | ARES | Ares Management CORP - A | +0.2% | +701.13% | Add |
| 38 | LIN | Linde plc | +0.2% | +5163.47% | Add |
| 39 | MRK | Merck & Co. Inc. | +0.2% | +102.54% | Add |
| 40 | PTCT | Ptc Therapeutics Inc | +0.2% | +4.66% | Add |
| 41 | ROST | Ross Stores Inc | +0.2% | +744.78% | Add |
| 42 | VNQ | Vanguard Real Estate ETF | +0.2% | +15839.61% | Add |
| 43 | BA | Boeing Co/the | +0.2% | +310.50% | Add |
| 44 | KLAC | Kla CORP | +0.2% | +517.43% | Add |
| 45 | OKE | Oneok Inc | +0.2% | +1687.33% | Add |
| 46 | TLN | Talen Energy CORP | +0.2% | +6605.75% | Add |
| 47 | COR | Cencora Inc | +0.2% | +195.07% | Add |
| 48 | PFE | Pfizer Inc | +0.2% | +182.07% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | +0.1% | +10907.98% | Add |
| 50 | NNN | Nnn Reit Inc | +0.1% | +508.62% | Add |
According to official SEC Form 13F filings, Jefferies Financial Group Inc. reported a total U.S. public equity portfolio value of $15.2B across 1448 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, GLD, IREN) accounted for 35.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
ROIV
市值: $76.3M
Top Position Liquidated / Trimmed
VGT
前期市值: $1.7B
During Q4 2025, Jefferies Financial Group Inc.'s top holdings by market value included SPY (10.7%)、GLD (8.1%)、IREN (3.1%). The largest single position, SPY, represented 10.7% of total portfolio value.
In Q4 2025, Jefferies Financial Group Inc. made 198 total portfolio adjustments, initiating 42 new buys, adding to 91 positions, trimming 52 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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