Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,621 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | 1.6M | $1.2B | 7.6% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 1.2M | $862.7M | 5.7% | — | — | — | Increased 95 |
| 4.7M | $803M | 5.3% | — | — | — | New — | |
ISHARES TR | 1.3M | $379.5M | 2.5% | — | — | — | Increased 72 |
SPDR SERIES TRUST | 2.1M | $338.7M | 2.2% | — | — | — | Decreased 0 |
INVESCO QQQ TR | 450,000 | $331.4M | 2.2% | — | — | — | Increased — |
INVESCO QQQ TR | 332,137 | $244.6M | 1.6% | — | — | — | Decreased 0 |
APPLE INC | 729,468 | $211.1M | 1.4% | — | — | — | Increased 78 |
ADVANCED MICRO DEVICES INC | 283,506 | $164.7M | 1.1% | — | — | — | Increased 64 |
SPDR GOLD TR | 419,500 | $154.5M | 1.0% | — | — | — | Decreased — |
NVIDIA CORPORATION | 694,722 | $139M | 0.9% | — | — | — | Decreased 0 |
META PLATFORMS INC | 243,168 | $137M | 0.9% | — | — | — | Increased 55 |
AUTOMATIC DATA PROCESSING IN | 577,749 | $129.4M | 0.9% | — | — | — | Increased 58 |
AMAZON COM INC | 533,920 | $127.3M | 0.8% | — | — | — | Decreased 0 |
PTC THERAPEUTICS INC | 1.4M | $110.7M | 0.7% | — | — | — | Increased 42 |
ACADIA HEALTHCARE COMPANY IN | 3.6M | $106.5M | 0.7% | — | — | — | Decreased 0 |
TAPESTRY INC | 699,064 | $102.3M | 0.7% | — | — | — | Increased 66 |
THERMO FISHER SCIENTIFIC INC | 193,340 | $96.9M | 0.6% | — | — | — | Increased 68 |
TESLA INC | 221,923 | $93.3M | 0.6% | — | — | — | Increased 68 |
APPLIED MATLS INC | 127,897 | $92.5M | 0.6% | — | — | — | Increased 42 |
Jefferies Financial Group Inc. manages $15.2B across 1621 positions as of Q2 2026. Top holdings: SPY (7.6%), SPY (5.7%), SPCX (5.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 410 new positions, 448 exits, 459 increased. Top move: SPY (INCREASED, conviction 95). Portfolio: $15.2B across 1621 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR