1y return+24.5%S&P 500 +20.9%
3y return+52.4%S&P 500 +68.5%
5y return−21.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $114 against $264 in the S&P 500.2
Jefferies Financial Group Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $862.7M | 8.1% | +83.1% |
| IWMIshares Tr | $379.5M | 3.6% | +42.8% |
| XBISpdr Series Trust | $338.7M | 3.2% | −7.5% |
| QQQInvesco Qqq Tr | $244.6M | 2.3% | −23.4% |
| AAPLApple Inc | $211.1M | 2.0% | +239.9% |
| AMDAdvanced Micro Devices Inc | $164.7M | 1.6% | +41.6% |
| NVDANvidia Corporation | $139.0M | 1.3% | −6.4% |
| METAMeta Platforms Inc | $137.0M | 1.3% | +35.0% |
| ADPAutomatic Data Processing In | $129.4M | 1.2% | +47.2% |
| AMZNAmazon Com Inc | $127.3M | 1.2% | −3.6% |
| PTCTPtc Therapeutics Inc | $110.7M | 1.0% | |
| ACHCAcadia Healthcare Company In | $106.5M | 1.0% | |
| TPRTapestry Inc | $102.3M | 1.0% | +85.1% |
| TMOThermo Fisher Scientific Inc | $96.9M | 0.9% | +252.3% |
| TSLATesla Inc | $93.3M | 0.9% | +111.7% |
| AMATApplied Matls Inc | $92.5M | 0.9% | |
| LIONLionsgate Studios Corp | $88.9M | 0.8% | |
| AMGNAmgen Inc | $86.8M | 0.8% | +121.3% |
| Urogen Pharma LtdCUSIP M96088105 | $80.9M | 0.8% | |
| VNQVanguard Index Fds | $80.1M | 0.8% | +3.6% |
| VOOVanguard Index Fds | $79.1M | 0.7% | +31.4% |
| Flex LtdCUSIP Y2573F102 | $75.8M | 0.7% | +106.4% |
| ARKGArk Etf Tr | $75.7M | 0.7% | +139.8% |
| PPLPpl Corp | $70.3M | 0.7% | +31.1% |
| ELVElevance Health Inc Formerly | $69.9M | 0.7% | +24.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $139.0M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $164.7M |
| AMATApplied Matls Inc | March 31, 2023 | +488.6% | $92.5M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $137.0M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | September 30, 2025 | +308.8% | $58.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $59.5M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $93.3M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $127.3M |
| Flex LtdCUSIP Y2573F102 | September 30, 2025 | +179.6% | $75.8M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $244.6M |
Sold off last quarter
- ASHAshland Inc was $106.1M
- Allegion PLCCUSIP G0176J109 was $48.7M
- NSCNorfolk Southn Corp was $39.6M
- CXMSprinklr Inc was $33.7M
- Jazz Pharmaceuticals PLCCUSIP G50871105 was $33.2M
- Honeywell Intl IncCUSIP 438516106 was $30.5M
- DAVEDave Inc was $27.6M
- IMNMImmunome Inc was $25.4M
- CTRACoterra Energy Inc was $17.6M
- INSPInspire Med Sys Inc was $15.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −5.3% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +14.3% | +7.0% |
| December 31, 2022 | −4.2% | +7.1% |
| September 30, 2022 | −12.5% | −5.3% |
| June 30, 2022 | −27.7% | −16.5% |
| March 31, 2022 | −7.0% | −4.9% |
| December 31, 2021 | −5.3% | +10.7% |
| September 30, 2021 | −20.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jefferies Financial Group Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=96223&type=13F-HR&dateb=&owner=include&count=40CIK 96223
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/96223/000108514626000619/Filed August 17, 2026 · accession 0001085146-26-000619