Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,621 positions
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% | $627.25 | +21.68% | 15 qtrssince 2022-Q4 | Increased 95 |
SPACE EXPLORATION TECHN CORP | 4.7M | $803M | 5.3% | — | — | — | New — |
ISHARES TR | 1.3M | $379.5M | 2.5% | $247.20 | +9.40% | 15 qtrssince 2022-Q4 | Increased 72 |
SPDR SERIES TRUST | 2.1M | $338.7M | 2.2% | $100.15 | +44.10% | 15 qtrssince 2022-Q4 | Decreased 0 |
INVESCO QQQ TR | 450,000 | $331.4M | 2.2% | — | — | — | Increased — |
INVESCO QQQ TR | 332,137 | $244.6M | 1.6% | $497.28 | +42.74% | 15 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 729,468 | $211.1M | 1.4% | $278.28 | +23.42% | 15 qtrssince 2022-Q4 | Increased 78 |
ADVANCED MICRO DEVICES INC | 283,506 | $164.7M | 1.1% | $321.00 | +64.72% | 15 qtrssince 2022-Q4 | Increased 64 |
SPDR GOLD TR | 419,500 | $154.5M | 1.0% | — | — | — | Decreased — |
NVIDIA CORPORATION | 694,722 | $139M | 0.9% | $181.50 | +17.98% | 15 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC | 243,168 | $137M | 0.9% | $582.02 | +21.87% | 15 qtrssince 2022-Q4 | Increased 55 |
AUTOMATIC DATA PROCESSING IN | 577,749 | $129.4M | 0.9% | $212.58 | +35.90% | 4 qtrssince 2025-Q3 | Increased 58 |
AMAZON COM INC | 533,920 | $127.3M | 0.8% | $227.36 | +9.96% | 15 qtrssince 2022-Q4 | Decreased 0 |
PTC THERAPEUTICS INC | 1.4M | $110.7M | 0.7% | $62.06 | -4.54% | 4 qtrssince 2025-Q3 | Increased 42 |
ACADIA HEALTHCARE COMPANY IN | 3.6M | $106.5M | 0.7% | $14.78 | +102.83% | 3 qtrssince 2025-Q4 | Decreased 0 |
TAPESTRY INC | 699,064 | $102.3M | 0.7% | $139.57 | -13.89% | 4 qtrssince 2025-Q3 | Increased 66 |
THERMO FISHER SCIENTIFIC INC | 193,340 | $96.9M | 0.6% | $498.45 | +38.43% | 15 qtrssince 2022-Q4 | Increased 68 |
TESLA INC | 221,923 | $93.3M | 0.6% | $430.00 | -17.51% | 15 qtrssince 2022-Q4 | Increased 68 |
APPLIED MATLS INC | 127,897 | $92.5M | 0.6% | $320.20 | +27.82% | 14 qtrssince 2023-Q1 | Increased 42 |
Jefferies Financial Group Inc. manages $15.2B across 1621 positions as of Q2 2026. Top holdings: SPY puts (7.6%), SPY (5.7%), SPCX puts (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
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR