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StoneX Group Inc.

Q4 2025 · Filed 2026-02-12
Market Value
$2.3B
+0.3%
Holdings
1,102
+121
New Purchases
237
Added To
399
Closed
134
Reduced
315
Top 10 Concentration
29.0%
Turnover
33.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JBND 2.28% 0.57% +1.71% $52M
SPY 1.27% 0.60% +0.67% $29M
IVV 5.80% 5.44% +0.36% $132M
UIVM 0.26% 0.00% +0.26% $6M
META 0.70% 0.47% +0.23% $16M
GOOGL 0.95% 0.72% +0.22% $22M
LLY 0.52% 0.37% +0.15% $12M
EFA 1.47% 1.32% +0.15% $33M
IWD 3.30% 3.15% +0.15% $75M
AAPL 2.16% 2.03% +0.13% $49M
FNDF 2.66% 2.54% +0.13% $61M
VOO 5.48% 5.36% +0.12% $125M
VFLO 1.82% 1.71% +0.11% $42M
RGTI 0.11% 0.00% +0.11% $2M
CAT 0.61% 0.51% +0.10% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NTES 0.00% 0.96% -0.96% $0
FBTC 0.04% 0.48% -0.44% $1M
QQQ 0.93% 1.35% -0.43% $21M
ORLA 0.00% 0.32% -0.32% $0
XLF 0.09% 0.35% -0.25% $2M
SCHO 0.01% 0.26% -0.25% $251K
SPGM 0.00% 0.24% -0.24% $0
XLI 0.04% 0.28% -0.24% $990K
BND 0.07% 0.29% -0.22% $2M
JEPI 0.16% 0.37% -0.22% $4M
VTV 0.14% 0.32% -0.18% $3M
MSTR 0.02% 0.19% -0.17% $504K
IBIT 0.07% 0.24% -0.17% $2M
SHV 0.30% 0.46% -0.16% $7M
IWM 0.24% 0.40% -0.16% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $838M 36.7%
Large Cap 417 $915M 40.1%
Mid Cap 193 $326M 14.3%
Small Cap 229 $140M 6.2%
Micro Cap 190 $62M 2.7%

Portfolio Analytics

Avg Market Cap
$78.4B
Median Market Cap
$6.5B
Avg P/E
30.4
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
0.94
# Stocks
508
# ETFs / Funds
594

Top Holdings (1,102 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 5.80% 192,973 $132M $686.03 $9M +7,988 +4.3%
2 VOO 5.48% 199,328 $125M $627.17 $3M +559 +0.3%
3 IWD 3.30% 357,505 $75M $210.35 $4M +5,808 +1.6%
4 FNDF 2.66% 1,344,284 $61M $45.21 $3M +613 +0.1%
5 JBND 2.28% 957,525 $52M $54.28 $39M +718,609 +300.8%
6 AAPL 2.16% 181,043 $49M $271.99 $3M -212 -0.1%
7 NVDA 2.14% 261,681 $49M $186.71 -$2M -9,037 -3.3%
8 VFLO 1.82% 1,057,256 $42M $39.38 $3M +18,654 +1.8%
9 IWF 1.78% 85,605 $41M $473.34 -$940K -2,906 -3.3%
10 MSFT 1.61% 75,929 $37M $484.17 -$2M +263 +0.3%
11 EFA 1.47% 348,324 $33M $96.04 $4M +27,562 +8.6%
12 AMZN 1.34% 131,957 $31M $231.22 -$283K -8,290 -5.9%
13 RSP 1.33% 157,960 $30M $191.56 $520K +1,194 +0.8%
14 SPY 1.27% 42,393 $29M $683.01 $15M +22,052 +108.4%
15 BUFR 1.15% 764,028 $26M $34.26 $760K +3,526 +0.5%
16 QQQM 1.13% 101,788 $26M $252.92 $2M +4,849 +5.0%
17 XLU 1.08% 578,349 $25M $42.69 $896K +305,489 +112.0%
18 RSMC 1.03% 927,718 $23M $25.25 -$766K +8,785 +1.0%
19 IVW 1.03% 189,895 $23M $123.28 -$3M -29,301 -13.4%
20 GOOGL 0.95% 69,098 $22M $313.21 $5M +1,345 +2.0%
21 QQQ 0.93% 34,309 $21M $615.47 -$10M -16,978 -33.1%
22 VB 0.92% 81,562 $21M $257.95 $540K +1,198 +1.5%
23 RSPT 0.91% 454,321 $21M $45.51 $353K -1,570 -0.3%
24 VTI 0.86% 58,818 $20M $335.39 $1M +2,398 +4.2%
25 VUG 0.86% 40,199 $20M $489.82 $85K -635 -1.6%
26 SDVY 0.74% 436,925 $17M $38.59 $136K -2,994 -0.7%
27 JPM 0.73% 51,725 $17M $322.38 $266K -297 -0.6%
28 AVGO 0.70% 46,150 $16M $346.57 $2M +4,802 +11.6%
29 META 0.70% 24,041 $16M $662.78 $5M +9,542 +65.8%
30 CAT 0.61% 24,265 $14M $573.42 $2M +71 +0.3%
31 TSLA 0.59% 29,969 $13M $450.11 $1M +3,001 +11.1%
32 LLY 0.52% 11,135 $12M $1,075.59 $3M -11 -0.1%
33 ABBV 0.47% 46,683 $11M $228.53 $197K +1,457 +3.2%
34 GLDM 0.47% 124,169 $11M $85.87 $2M +6,727 +5.7%
35 VYM 0.45% 70,997 $10M $144.25 $516K +1,999 +2.9%
36 VIG 0.44% 45,171 $10M $219.78 $228K +401 +0.9%
37 IWR 0.43% 103,095 $10M $96.28 $808K +8,653 +9.2%
38 JNJ 0.42% 46,551 $10M $206.95 $1M +163 +0.3%
39 CGDV 0.42% 218,453 $10M $43.92 -$2M -52,399 -19.4%
40 GOOG 0.42% 30,309 $10M $313.85 -$1M -13,264 -30.4%
41 V 0.41% 26,687 $9M $351.12 -$28K -844 -3.1%
42 SPYD 0.41% 215,063 $9M $43.25 $74K +5,346 +2.5%
43 SO 0.40% 103,864 $9M $87.22 -$891K -1,127 -1.1%
44 RDVY 0.38% 125,562 $9M $69.48 $691K +6,129 +5.1%
45 XOM 0.38% 71,141 $9M $120.41 -$494K -9,212 -11.5%
46 EEM 0.37% 153,031 $8M $54.71 $2M +28,603 +23.0%
47 COWZ 0.35% 131,242 $8M $61.06 -$623K -19,055 -12.7%
48 HD 0.35% 23,093 $8M $344.24 -$1M +544 +2.4%
49 WMT 0.35% 71,317 $8M $111.47 $560K -385 -0.5%
50 DFAI 0.35% 207,065 $8M $38.11 $247K -3,227 -1.5%
51 ITOT 0.34% 52,770 $8M $148.69 -$139K -2,057 -3.8%
52 IVE 0.34% 36,546 $8M $212.08 -$75K -1,347 -3.5%
53 XLK 0.32% 51,452 $7M $143.99 -$70K +24,919 +93.9%
54 FENI 0.32% 200,321 $7M $36.80 $621K +8,960 +4.7%
55 PG 0.32% 51,338 $7M $143.38 -$985K -2,977 -5.5%
56 CVX 0.31% 47,002 $7M $152.40 -$2M -10,863 -18.8%
57 FTSM 0.31% 118,573 $7M $59.93 $1M +22,120 +22.9%
58 BRK-B 0.31% 14,133 $7M $502.57 $50K +105 +0.8%
59 AGG 0.30% 69,577 $7M $99.90 -$2M -21,280 -23.4%
60 SHV 0.30% 62,488 $7M $110.13 -$4M -32,716 -34.4%
61 MA 0.30% 12,005 $7M $571.41 $457K +749 +6.7%
62 CSCO 0.29% 87,363 $7M $77.04 $1M +4,536 +5.5%
63 AME 0.29% 32,588 $7M $205.31 $532K -171 -0.5%
64 MCD 0.29% 21,405 $7M $305.73 $73K +110 +0.5%
65 NFTY 0.29% 111,654 $7M $58.59 -$135K -5,631 -4.8%
66 COST 0.29% 7,559 $7M $863.17 -$519K -51 -0.7%
67 COWG 0.28% 179,347 $6M $35.63 -$2M -50,848 -22.1%
68 IJK 0.28% 65,851 $6M $96.88 -$1M -13,500 -17.0%
69 TDIV 0.28% 64,939 $6M $96.84 $1M +12,179 +23.1%
70 GLD 0.27% 15,748 $6M $396.38 $187K -1,286 -7.5%
71 MRK 0.27% 58,303 $6M $106.12 $1M +74 +0.1%
72 PM 0.26% 37,297 $6M $161.88 $219K +1,424 +4.0%
73 UIVM 0.26% 92,238 $6M $64.53 +92,238 NEW
74 AMGN 0.26% 18,064 $6M $327.36 $1M +814 +4.7%
75 IWM 0.24% 22,571 $6M $246.68 -$4M -15,467 -40.7%
76 VO 0.24% 19,073 $6M $290.43 -$86K -9 -0.1%
77 GEV 0.24% 8,325 $5M $653.58 $608K +465 +5.9%
78 MS 0.24% 30,322 $5M $177.57 $732K +1,056 +3.6%
79 PEP 0.23% 35,950 $5M $144.93 -$126K -2,046 -5.4%
80 SGOV 0.23% 51,899 $5M $100.38 -$429K -4,099 -7.3%
81 BIV 0.23% 66,523 $5M $77.88 $206K +2,818 +4.4%
82 NZF 0.23% 409,195 $5M $12.58 $271K +22,110 +5.7%
83 GE 0.23% 16,657 $5M $308.82 $106K -70 -0.4%
84 BX 0.22% 32,901 $5M $154.19 -$408K +817 +2.5%
85 STXT 0.21% 243,843 $5M $20.10 $7K +2,524 +1.1%
86 NVG 0.21% 385,320 $5M $12.66 $116K -716 -0.2%
87 LRGF 0.21% 68,572 $5M $69.43 $63K +560 +0.8%
88 PPA 0.21% 30,259 $5M $156.63 $544K +3,269 +12.1%
89 FVD 0.20% 100,842 $5M $46.09 $171K +4,042 +4.2%
90 IJH 0.20% 69,291 $5M $66.26 $5K -990 -1.4%
91 USFR 0.20% 91,188 $5M $50.32 $332K +6,519 +7.7%
92 MINT 0.20% 44,719 $5M $100.70 -$61K -613 -1.4%
93 MOAT 0.20% 43,391 $4M $103.57 $497K +3,066 +7.6%
94 GLW 0.20% 51,236 $4M $87.57 $522K +2,900 +6.0%
95 ETR 0.19% 48,121 $4M $92.46 $93K +1,376 +2.9%
96 QCOM 0.19% 25,794 $4M $171.17 $302K +1,072 +4.3%
97 UNH 0.19% 13,315 $4M $331.52 -$86K +282 +2.2%
98 TMUS 0.19% 21,360 $4M $203.09 -$676K +415 +2.0%
99 MGC 0.19% 16,889 $4M $251.22 $270K +651 +4.0%
100 EMR 0.19% 31,836 $4M $132.82 $377K +2,480 +8.4%

New Positions

SymbolValue% Port
UIVM $6M 0.26%
RGTI $2M 0.11%
EVOX $2M 0.10%
TDWD $2M 0.09%
SBND $2M 0.08%
DNMX $2M 0.08%
PWZ $2M 0.08%
SCIIU $2M 0.07%
TOTB.DE $2M 0.07%
GMOV $2M 0.07%
LDSF $2M 0.07%
TQQQ $1M 0.06%
FTXL $1M 0.06%
RGTZ $1M 0.06%
SLQD $1M 0.06%

Sold Out Positions

SymbolValue% Port
ESTC —%
HMC —%
ADX —%
BROS —%
BKSY —%
LC —%
AG —%
DVN —%
AMPY —%
BCSS —%
VST —%
PATH —%
GM —%
DD —%
HLN —%
View SEC EDGAR Filings for StoneX Group Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms