Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,244 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.9M | $1.8B | 14.9% | — | — | — | Increased — |
SPDR GOLD TRUST | 3.1M | $937.5M | 7.9% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $814.9M | 6.8% | $592.73 | +3.15% | 3 qtrssince 2024-Q4 | Increased 89 |
SPDR GOLD TRUST | 1.2M | $377.5M | 3.2% | — | — | — | Decreased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 343,300 | $189.4M | 1.6% | — | — | — | Increased — |
ISHARES RUSSELL 2000 ETF ETF | 849,018 | $183.2M | 1.5% | $216.87 | -1.25% | 3 qtrssince 2024-Q4 | Increased 67 |
IREN LTD | 12.3M | $179.9M | 1.5% | — | — | — | Increased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 263,302 | $145.2M | 1.2% | $504.61 | +8.35% | 3 qtrssince 2024-Q4 | Decreased 0 |
SPDR S&P BIOTECH ETF | 1.4M | $118.7M | 1.0% | $85.81 | -3.61% | 3 qtrssince 2024-Q4 | Increased 65 |
MASTERCARD INC - A | 208,777 | $117.3M | 1.0% | $524.36 | +4.51% | 3 qtrssince 2024-Q4 | Increased 43 |
IREN LTD | 6M | $88M | 0.7% | — | — | — | Increased — |
ARGENX SE - ADR | 155,400 | $85.7M | 0.7% | $619.92 | -9.64% | 3 qtrssince 2024-Q4 | Decreased 0 |
EQT CORP | 1.5M | $85.6M | 0.7% | $45.92 | +25.15% | 3 qtrssince 2024-Q4 | Decreased 0 |
NETFLIX INC | 62,300 | $83.4M | 0.7% | — | — | — | New — |
ANTERO RESOURCES CORP | 2M | $78.8M | 0.7% | $37.13 | +10.91% | 3 qtrssince 2024-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 128,004 | $72.7M | 0.6% | $534.29 | +5.19% | 3 qtrssince 2024-Q4 | Increased 42 |
CITIGROUP INC | 843,000 | $71.8M | 0.6% | — | — | — | Increased — |
FINANCIAL SELECT SECTOR SPDR | 1.3M | $69.4M | 0.6% | — | — | — | Increased — |
ISHARES RUSSELL 2000 ETF ETF | 310,000 | $66.9M | 0.6% | — | — | — | Increased — |
CITIGROUP INC | 758,100 | $64.5M | 0.5% | — | — | — | Increased — |
Jefferies Financial Group Inc. manages $11.9B across 1244 positions as of Q2 2025. Top holdings: SPY (14.9%), GLD (7.9%), SPY (6.8%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 266 new positions, 603 exits, 312 increased. Top move: SPY (INCREASED, conviction 89). Portfolio: $11.9B across 1244 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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