Jefferies Financial Group Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$12.2B

Total Positions

1,428

New This Quarter

581

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SPY4.07%

IWM2.17%

NVDA1.98%

QQQ1.97%

GOOG1.25%

AMZN1.10%

XBI1.07%

CDTX0.87%

INSM0.82%

GOOGL0.75%

Other8.39%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SNDK3Q held

Sandisk Corp/DE

Avg $47.15 · $4.2M est. P&L

Est. P&L

+409.48%

VTYX2Q held

VENTYX BIOSCIENCES INC

Avg $3.03 · $135,850 est. P&L

Est. P&L

+188.78%

INDV5Q held

INDIVIOR PLC

Avg $12.75 · $11.2M est. P&L

Est. P&L

+180.17%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1294 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPY SPDR S&P 500 ETF TR	1.2M	$796.5M	4.1%	—	$599.07	+14.68%	5 qtrs	Increased 63
IWM ISHARES TR	1.7M	$425.1M	2.2%	—	$230.17	+7.76%	5 qtrs	Increased 63
NVDA NVIDIA Corp	2.1M	$386.6M	2.0%	—	$183.71	+2.08%	5 qtrs	Increased 79
QQQ INVESCO QQQ TR	628,367	$386M	2.0%	—	$560.35	+10.54%	5 qtrs	Increased 53
GOOG Alphabet Inc	781,593	$245.3M	1.3%	—	$313.60	+0.30%	5 qtrs	Increased 78
AMZN Amazon.com Inc	934,388	$215.7M	1.1%	—	$229.43	+1.35%	5 qtrs	Increased 78
XBI SPDR SERIES TRUST	1.7M	$209.1M	1.1%	—	$90.75	+34.07%	5 qtrs	Increased 55
CDTX CIDARA THERAPEUTICS INC	766,520	$169.3M	0.9%	—	$139.21	+58.61%	3 qtrs	Increased 69
INSM Insmed Inc	926,339	$161.2M	0.8%	—	$170.00	+2.41%	5 qtrs	Increased 69
GOOGL Alphabet Inc	468,369	$146.6M	0.7%	—	$308.15	+1.85%	5 qtrs	Increased 69
PG Procter & Gamble Co/The	997,764	$143M	0.7%	—	$148.99	-4.00%	5 qtrs	Increased 69
GLD SPDR GOLD TR	338,958	$134.3M	0.7%	—	$394.45	+1.12%	5 qtrs	Increased 69
MSFT Microsoft Corp	274,648	$132.8M	0.7%	—	$486.04	+0.30%	5 qtrs	Increased 69
PTCT PTC Therapeutics Inc	1.7M	$126M	0.6%	—	$61.34	+24.21%	2 qtrs	Increased 45
JPM JPMORGAN CHASE & CO.	370,202	$119.3M	0.6%	—	$318.65	+1.04%	5 qtrs	Increased 68
MU Micron Technology Inc	412,469	$117.7M	0.6%	—	$283.10	+3.36%	2 qtrs	Increased 68
CRH CRH PLC	920,736	$114.9M	0.6%	—	$109.42	+14.98%	5 qtrs	Increased 68
ASH Ashland Inc	1.9M	$111.5M	0.6%	—	$57.79	+2.35%	2 qtrs	Increased 68
AAPL Apple Inc	399,482	$108.6M	0.6%	—	$262.44	+3.95%	5 qtrs	Increased 68
C Citigroup Inc	902,469	$105.3M	0.5%	—	$112.17	+3.95%	5 qtrs	Increased 68
RVMD REVOLUTION MEDICINES INC	1.1M	$90.9M	0.5%	—	$79.20	+0.60%	5 qtrs	Increased 58
CMA Comerica Inc	1M	$87.5M	0.4%	—	$86.71	+0.87%	5 qtrs	Increased 58
TSLA Tesla Inc	188,247	$84.7M	0.4%	—	$440.66	+3.12%	5 qtrs	Increased 39
BRK/B Berkshire Hathaway Inc	167,137	$84M	0.4%	—	—	—	5 qtrs	Increased 46
VOO VANGUARD INDEX FDS	131,444	$82.4M	0.4%	—	$536.28	+17.80%	5 qtrs	Increased 36
Showing 25 of 1,294 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

SPYGSPDR SERIES TRUST

Q1 2025 → Q4 2025+4,325 shares+$568,547

BILSPDR SERIES TRUST

Q1 2025 → Q4 2025+421,175 shares+$38.5M

EMBCEmbecta Corp

Q1 2025 → Q4 2025+2M shares+$20.6M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer