1y return+19.0%S&P 500 +20.9%
3y return+53.8%S&P 500 +68.5%
5y return+39.0%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 September 30, 2016: $219 against $345 in the S&P 500.2
StoneX 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 |
|---|---|---|---|
| VOOVanguard Index Fds | $138.9M | 5.6% | +1.2% |
| IVVIshares Tr | $118.1M | 4.8% | |
| IWDIshares Tr | $88.4M | 3.6% | +1.5% |
| FNDFSchwab Strategic Tr | $83.9M | 3.4% | +5.2% |
| JBNDJ P Morgan Exchange Traded F | $55.3M | 2.2% | +27.9% |
| QQQInvesco Qqq Tr | $49.4M | 2.0% | +24.2% |
| VFLOVictory Portfolios II | $48.7M | 2.0% | |
| NVDANvidia Corporation | $43.9M | 1.8% | +14.6% |
| AAPLApple Inc | $41.3M | 1.7% | +8.4% |
| IWFIshares Tr | $40.5M | 1.6% | −5.5% |
| SPYState Str Spdr S&p 500 Etf T | $38.6M | 1.6% | +119.8% |
| VBVanguard Index Fds | $37.2M | 1.5% | +3.8% |
| EFAIshares Tr | $36.9M | 1.5% | +3.4% |
| RSPInvesco Exchange Traded Fd T | $35.1M | 1.4% | +4.3% |
| QQQMInvesco Exch Traded Fd Tr II | $33.9M | 1.4% | +1.1% |
| RSMCTidal Trust III | $28.2M | 1.1% | +1.4% |
| KTKt Corp | $25.8M | 1.0% | New |
| BUFRFirst Tr Exchng Traded Fd Vi | $25.6M | 1.0% | −3.7% |
| RSPTInvesco Exchange Traded Fd T | $25.5M | 1.0% | −12.0% |
| VTIVanguard Index Fds | $22.8M | 0.9% | +7.7% |
| AMZNAmazon Com Inc | $20.9M | 0.8% | +13.6% |
| NLRVaneck Etf Trust | $20.6M | 0.8% | +10.4% |
| MSFTMicrosoft Corp | $19.4M | 0.8% | −1.5% |
| SOXLDirexion Shares Etf Trust | $18.5M | 0.7% | +225.4% |
| GOOGLAlphabet Inc | $17.6M | 0.7% | −1.4% |
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 | June 30, 2020 | +2006.7% | $43.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $12.8M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $12.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $14.4M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $10.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $17.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $10.1M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $10.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $12.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $41.3M |
Sold off last quarter
- SHVIshares Tr was $9.9M
- QQQPInvestment Managers Ser Tr I was $3.6M
- Honeywell Intl IncCUSIP 438516106 was $3.3M
- GSEEGoldman Sachs Etf Tr was $3.2M
- Pono Cap Four IncCUSIP G71702123 was $1.8M
- Idea Acquisition CorpCUSIP G4727U126 was $1.7M
- QBTSD-wave Quantum Inc was $1.4M
- NFTYFirst Tr Exch Trd Alphdx Fd was $1.4M
- IYRIshares Tr was $1.4M
- Galaxyedge Acquisition CorpCUSIP G3710B129 was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +6.0% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: StoneX Group Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=913760&type=13F-HR&dateb=&owner=include&count=40CIK 913760
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/913760/000091376026000039/Filed August 12, 2026 · accession 0000913760-26-000039