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CIK: 0000913760
Total reported value
$2.5B
$2.5B
917 檔
16.8%
At the close of Q1 2026, StoneX Group Inc. disclosed equity holdings valued at approximately $2.5B, spread across 917 reported holdings.
In Q1 2026, StoneX Group Inc. adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 53 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, IWD) accounted for 16.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 917 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.43% | -0.83% | +0.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.57% | -0.81% | -17.92% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.13% | -0.57% | +0.44% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.98% | -0.60% | +12.41% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.34% | -0.11% | -15.69% | |
| 6 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.25% | -0.29% | -0.04% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.98% | -0.35% | +0.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.80% | -0.14% | -27.24% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.79% | -0.30% | -1.46% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.02% | -26.93% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | +0.28% | +60.68% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.67% | -0.17% | +44.75% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.63% | -0.22% | +0.01% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.42% | -0.05% | +8.86% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.33% | -0.30% | -4.58% | |
| 16 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.29% | -0.15% | +3.67% | |
| 17 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.15% | -0.32% | +2389.01% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.09% | -0.06% | -1.12% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.27% | -30.62% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.07% | -3.15% | |
| 21 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.89% | -0.88% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.03% | -41.39% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.73% | -44.72% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.07% | -27.38% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.07% | -28.72% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.57% | -0.09% | +4.78% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.02% | -39.55% | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.54% | -0.32% | -41.82% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.54% | EXIT | |
| 30 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.50% | -0.08% | -4.51% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.02% | -35.27% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | -0.18% | +3.23% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | -0.10% | -7.91% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | -0.07% | -49.41% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | -0.05% | +11.48% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | -0.06% | -61.52% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.17% | -34.28% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.42% | -0.09% | -70.35% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.40% | +0.13% | +620.65% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | -0.33% | +7.67% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.05% | -34.58% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.39% | -0.04% | +381.12% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.19% | +5.05% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | +0.03% | -2.76% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.38% | -0.11% | -30.13% | |
| 46 | AME | Ametek Inc | Stock-Industrials | 0.38% | -0.06% | +0.19% | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.37% | -0.08% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.14% | -29.13% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.09% | -39.55% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.37% | +0.15% | -2.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +1.3% | +12.41% | Add |
| 2 | NLR | Vaneck Urani & Nuclr Etf-usd | +1.1% | +2389.01% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +1% | +0.28% | Add |
| 4 | IWD | Ishares Russell 1000 Value E | +0.9% | +0.44% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +60.68% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.8% | +44.75% | Add |
| 7 | XLI | Ss Industrial Select Sector | +0.4% | +620.65% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.3% | +381.12% | Add |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +44.19% | Add |
| 10 | SCHO | Schwab Short-term US Treas | +0.2% | +1608.88% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.80% | Add |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | -4.58% | Trim |
| 13 | SQQQ | Proshares Ultrapro Short Qqq | +0.2% | +282.19% | Add |
| 14 | GLW | Corning Inc | +0.2% | -2.21% | Trim |
| 15 | GEV | GE Vernova Inc | +0.1% | -2.76% | Trim |
| 16 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +408.78% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -3.15% | Trim |
| 18 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +646.90% | Add |
| 19 | VLO | Valero Energy CORP | +0.1% | +8.11% | Add |
| 20 | FDT | First Trust Develp Mkt Ex-us | +0.1% | +89.66% | Add |
| 21 | PPL | Ppl CORP | +0.1% | +572.78% | Add |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +111.46% | Add |
| 23 | AIRR | First Trust Rba American Ind | +0.1% | +98.00% | Add |
| 24 | JBND | Jpmorgan Active Bond ETF | +0.1% | -15.69% | Trim |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +111.46% | Add |
| 26 | ACN | Accenture plc | +0.1% | +138.33% | Add |
| 27 | NUKZ | Range Nuclear Renaissance | +0.1% | +88.18% | Add |
| 28 | COST | Costco Wholesale CORP | 0% | -28.14% | Trim |
| 29 | PM | Philip Morris International | 0% | -19.12% | Trim |
| 30 | HD | Home Depot Inc | — | -17.17% | Trim |
| 31 | TDIV | Ft Nasdaq Tech Dvd Index Fd | — | -17.68% | Trim |
| 32 | SO | Southern Co/the | 0% | -30.13% | Trim |
| 33 | GE | General Electric | 0% | -15.81% | Trim |
| 34 | ETR | Entergy CORP | 0% | -39.01% | Trim |
| 35 | TFC | Truist Financial CORP | 0% | -19.36% | Trim |
| 36 | RDVY | First Trust Rising Dividend | 0% | -20.98% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | -25.00% | Trim |
| 38 | MS | Morgan Stanley | 0% | -23.64% | Trim |
| 39 | USB | US Bancorp | 0% | -28.11% | Trim |
| 40 | MGK | Vanguard Mega Cap Growth ETF | 0% | -30.72% | Trim |
| 41 | PEP | Pepsico Inc | 0% | -33.00% | Trim |
| 42 | EMR | Emerson Electric Co | 0% | -32.56% | Trim |
| 43 | AMAT | Applied Materials Inc | 0% | -54.84% | Trim |
| 44 | LOW | Lowe's Cos Inc | 0% | -36.89% | Trim |
| 45 | CAT | Caterpillar Inc | 0% | -39.55% | Trim |
| 46 | STXT | Strive Total Return Bond ETF | 0% | -36.12% | Trim |
| 47 | CRM | Salesforce Inc | 0% | -50.01% | Trim |
| 48 | DE | Deere & Co | 0% | -80.92% | Trim |
| 49 | VBK | Vanguard Small-cap Grwth ETF | 0% | -57.18% | Trim |
| 50 | DHR | Danaher CORP | 0% | -53.42% | Trim |
According to official SEC Form 13F filings, StoneX Group Inc. reported a total U.S. public equity portfolio value of $2.5B across 917 disclosed positions in Q1 2026.
During Q1 2026, StoneX Group Inc.'s top holdings by market value included VOO (6.4%)、IVV (5.6%)、IWD (4.1%). The largest single position, VOO, represented 6.4% of total portfolio value.
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.
Top New Position Initiated
RACE
市值: $16.5M
Top Position Liquidated / Trimmed
GLDM
前期市值: $10.7M
In Q1 2026, StoneX Group Inc. made 200 total portfolio adjustments, initiating 26 new buys, adding to 22 positions, trimming 99 holdings, and fully liquidating 53 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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