— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

GROUP ONE TRADING LLC

Q4 2025 · Filed 2026-02-12
Market Value
$3.3B
+1.5%
Holdings
2,659
+140
New Purchases
632
Added To
615
Closed
597
Reduced
709
Top 10 Concentration
12.5%
Turnover
46.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SILJ 3.15% 0.00% +3.15% $104M
AMD 0.98% 0.13% +0.85% $32M
MMM 0.69% 0.00% +0.69% $23M
CAR 0.68% 0.00% +0.68% $23M
GDX 0.70% 0.07% +0.62% $23M
META 0.62% 0.00% +0.62% $20M
KWEB 0.62% 0.00% +0.62% $20M
AXP 0.61% 0.00% +0.61% $20M
AMZN 0.59% 0.00% +0.58% $19M
WBD 1.34% 0.78% +0.56% $44M
SIL 0.76% 0.23% +0.53% $25M
CRWD 0.68% 0.21% +0.47% $22M
CYTK 0.78% 0.32% +0.47% $26M
APO 0.45% 0.00% +0.45% $15M
TQQQ 0.44% 0.00% +0.44% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IREN 1.35% 4.42% -3.07% $45M
BMNR 0.23% 1.59% -1.36% $8M
HOOD 0.64% 1.62% -0.98% $21M
WYNN 0.00% 0.95% -0.95% $0
DASH 0.00% 0.76% -0.76% $0
CIFR 0.18% 0.81% -0.63% $6M
URA 0.69% 1.28% -0.58% $23M
YNDX 0.22% 0.79% -0.57% $7M
MSTR 0.04% 0.59% -0.54% $1M
TEM 0.26% 0.77% -0.50% $9M
MAGS 0.05% 0.49% -0.44% $2M
FUTU 0.43% 0.82% -0.39% $14M
BTDR 0.06% 0.44% -0.38% $2M
WULF 0.08% 0.45% -0.37% $3M
BE 0.00% 0.37% -0.37% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 53 $288M 8.7%
Large Cap 611 $1.6B 46.9%
Mid Cap 685 $1.1B 32.3%
Small Cap 707 $325M 9.8%
Micro Cap 603 $73M 2.2%

Portfolio Analytics

Avg Market Cap
$25.3B
Median Market Cap
$2.1B
Avg P/E
33.7
Median P/E
20.9
Avg Dividend Yield
0.02%
Avg Beta
1.17
# Stocks
2,277
# ETFs / Funds
382

Top Holdings (2,659 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SILJ 3.15% 3,756,119 $104M $27.67 +3,756,119 NEW
2 IREN 1.35% 1,181,644 $45M $37.77 -$99M -1,880,810 -61.4%
3 WBD 1.34% 1,534,831 $44M $28.82 $19M +242,581 +18.8%
4 TIGR 1.23% 4,247,722 $41M $9.56 -$5M -30,671 -0.7%
5 NN 1.08% 2,136,693 $36M $16.64 $3M -165,509 -7.2%
6 AMD 0.98% 150,696 $32M $214.16 $28M +124,378 +472.6%
7 MAR 0.93% 98,510 $31M $310.24 $7M +8,024 +8.9%
8 SOFI 0.92% 1,154,919 $30M $26.18 $11M +436,164 +60.7%
9 CYTK 0.78% 407,253 $26M $63.54 $16M +219,284 +116.7%
10 SIL 0.76% 301,802 $25M $83.52 $18M +196,492 +186.6%
11 AG 0.73% 1,452,576 $24M $16.66 $4M -218,553 -13.1%
12 DAL 0.71% 335,637 $23M $69.40 $6M +29,178 +9.5%
13 PAAS 0.70% 449,526 $23M $51.81 $12M +148,289 +49.2%
14 GDX 0.70% 268,523 $23M $85.77 $21M +236,933 +750.0%
15 URA 0.69% 536,284 $23M $42.73 -$19M -334,483 -38.4%
16 MMM 0.69% 141,695 $23M $160.10 +141,695 NEW
17 CAR 0.68% 176,213 $23M $128.32 +176,213 NEW
18 ET 0.68% 1,366,202 $23M $16.49 $10M +609,593 +80.6%
19 CRWD 0.68% 47,858 $22M $468.76 $16M +34,057 +246.8%
20 ONDS 0.66% 2,243,318 $22M $9.76 $7M +339,171 +17.8%
21 HOOD 0.64% 185,809 $21M $113.10 -$32M -181,879 -49.5%
22 UNH 0.64% 63,611 $21M $330.11 $13M +41,409 +186.5%
23 META 0.62% 31,032 $20M $660.09 +31,032 NEW
24 KWEB 0.62% 601,559 $20M $34.05 +601,559 NEW
25 ASTS 0.61% 277,737 $20M $72.63 -$387K -141,156 -33.7%
26 AXP 0.61% 54,076 $20M $369.95 +54,076 NEW
27 AMZN 0.59% 84,230 $19M $230.82 $19M +83,578 +12818.7%
28 SGHC 0.58% 1,608,617 $19M $11.95 $2M +321,025 +24.9%
29 COIN 0.58% 84,771 $19M $226.14 $10M +58,267 +219.8%
30 NEE 0.55% 227,728 $18M $80.28 $2M +5,785 +2.6%
31 PBR 0.55% 1,535,545 $18M $11.85 $419K +131,303 +9.3%
32 UPS 0.54% 181,353 $18M $99.19 $6M +42,169 +30.3%
33 MU 0.53% 61,072 $17M $285.41 $3M -25,949 -29.8%
34 RSI 0.50% 855,753 $17M $19.43 $2M +155,876 +22.3%
35 GRAB 0.50% 3,300,311 $16M $4.99 -$9M -961,605 -22.6%
36 HUM 0.48% 62,316 $16M $256.13 $7M +27,831 +80.7%
37 MRVL 0.48% 186,822 $16M $84.98 $12M +136,656 +272.4%
38 RKLB 0.48% 225,535 $16M $69.76 $13M +177,257 +367.2%
39 ZIM 0.48% 739,866 $16M $21.23 $8M +153,886 +26.3%
40 PLTR 0.47% 87,951 $16M $177.75 $2M +13,439 +18.0%
41 NEM 0.46% 153,462 $15M $99.85 $13M +128,244 +508.5%
42 CRCL 0.46% 191,829 $15M $79.30 $13M +176,418 +1144.8%
43 HL 0.45% 781,399 $15M $19.19 $8M +231,495 +42.1%
44 APO 0.45% 103,540 $15M $144.76 +103,540 NEW
45 TQQQ 0.44% 278,626 $15M $52.72 +278,626 NEW
46 EOSE 0.44% 1,256,795 $14M $11.46 -$1M -138,975 -10.0%
47 SOXL 0.43% 337,542 $14M $42.03 $4M +59,263 +21.3%
48 FUTU 0.43% 85,957 $14M $164.21 -$12M -66,566 -43.6%
49 CNC 0.43% 342,142 $14M $41.15 -$7M -249,550 -42.2%
50 BTG 0.43% 3,121,618 $14M $4.51 -$2M -187,460 -5.7%
51 AGQ 0.42% 90,024 $14M $155.12 $9M +31,313 +53.3%
52 S 0.42% 926,844 $14M $15.00 $9M +637,283 +220.1%
53 COST 0.42% 16,091 $14M $862.34 $9M +10,568 +191.3%
54 SLB 0.42% 359,580 $14M $38.38 $5M +96,888 +36.9%
55 GGAL 0.42% 254,860 $14M $53.94 $5M -57,493 -18.4%
56 PATH 0.41% 822,028 $13M $16.39 $9M +472,132 +134.9%
57 JD 0.40% 462,670 $13M $28.70 -$3M +1,076 +0.2%
58 LVS 0.40% 200,956 $13M $65.09 -$664K -54,562 -21.4%
59 RKT 0.40% 674,327 $13M $19.36 +674,327 NEW
60 EQT 0.39% 241,612 $13M $53.60 $10M +187,263 +344.6%
61 INTC 0.39% 349,013 $13M $36.90 $2M +23,192 +7.1%
62 SYF 0.39% 154,198 $13M $83.43 $2M -1,990 -1.3%
63 NET 0.39% 65,036 $13M $197.15 $8M +42,909 +193.9%
64 SLG 0.38% 276,507 $13M $45.87 $6M +158,817 +134.9%
65 CMCSA 0.38% 422,432 $13M $29.89 $9M +291,124 +221.7%
66 FXI 0.38% 328,600 $13M $38.29 -$3M -49,783 -13.2%
67 FLG 0.38% 994,121 $13M $12.59 -$3M -341,856 -25.6%
68 WDC 0.36% 68,783 $12M $172.27 $9M +45,805 +199.3%
69 NKE 0.34% 175,117 $11M $63.71 $2M +38,711 +28.4%
70 EXK 0.34% 1,182,797 $11M $9.40 $4M +232,124 +24.4%
71 PSKY 0.33% 807,680 $11M $13.40 $10M +742,292 +1135.2%
72 EL 0.32% 101,246 $11M $104.72 -$509K -24,849 -19.7%
73 TPR 0.32% 82,379 $11M $127.77 -$2M -29,784 -26.6%
74 UAA 0.32% 2,104,385 $10M $4.97 $3M +601,597 +40.0%
75 COHR 0.32% 56,452 $10M $184.57 $9M +39,240 +228.0%
76 AIG 0.31% 118,906 $10M $85.55 $10M +114,253 +2455.5%
77 TEVA 0.30% 320,801 $10M $31.21 -$4M -393,490 -55.1%
78 SHOP 0.30% 61,953 $10M $160.97 $4M +24,362 +64.8%
79 CDE 0.30% 556,087 $10M $17.83 +556,087 NEW
80 ETHA 0.30% 441,272 $10M $22.43 $4M +256,163 +138.4%
81 VRT 0.30% 60,261 $10M $162.01 $281K -2,590 -4.1%
82 UBER 0.29% 119,201 $10M $81.71 $7M +91,028 +323.1%
83 GLNG 0.29% 260,341 $10M $37.21 $165K +24,703 +10.5%
84 OSCR 0.29% 673,660 $10M $14.37 -$3M +16,583 +2.5%
85 EWZ 0.29% 303,115 $10M $31.77 +303,115 NEW
86 QXO 0.28% 486,258 $9M $19.29 -$7M -389,016 -44.5%
87 FI 0.28% 137,020 $9M $67.17 $7M +122,851 +867.0%
88 CCJ 0.28% 99,923 $9M $91.49 $4M +35,413 +54.9%
89 C 0.27% 77,318 $9M $116.69 -$12M -126,602 -62.1%
90 ZETA 0.27% 441,699 $9M $20.35 -$201K -20,782 -4.5%
91 CELH 0.27% 195,742 $9M $45.74 $3M +95,778 +95.8%
92 EH 0.27% 673,873 $9M $13.18 -$4M -18,561 -2.7%
93 VNQ 0.27% 99,764 $9M $88.49 $6M +68,566 +219.8%
94 CLF 0.27% 662,081 $9M $13.28 $1M +24,948 +3.9%
95 STZ 0.26% 63,334 $9M $137.96 $431K +1,650 +2.7%
96 TEM 0.26% 147,967 $9M $59.05 -$16M -160,949 -52.1%
97 STLA 0.26% 788,856 $9M $10.89 $47K -125,871 -13.8%
98 LMT 0.26% 17,532 $8M $483.67 $3M +7,108 +68.2%
99 CLS 0.25% 28,386 $8M $295.61 -$2M -14,435 -33.7%
100 GEO 0.25% 518,124 $8M $16.12 $7M +458,253 +765.4%

New Positions

SymbolValue% Port
SILJ $104M 3.15%
MMM $23M 0.69%
CAR $23M 0.68%
META $20M 0.62%
KWEB $20M 0.62%
AXP $20M 0.61%
APO $15M 0.45%
TQQQ $15M 0.44%
RKT $13M 0.40%
CDE $10M 0.30%
EWZ $10M 0.29%
KGC $8M 0.23%
RIOT $7M 0.22%
APP $7M 0.22%
ASML $7M 0.20%

Sold Out Positions

SymbolValue% Port
ALB —%
APAM —%
EVC —%
DIS —%
TMHC —%
EMN —%
HPE —%
GEL —%
GWRE —%
BMY —%
CTRE —%
CUBE —%
BRX —%
CNR —%
AFG —%
View SEC EDGAR Filings for GROUP ONE TRADING LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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