Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,621 positions
 State Street SPDR S&P 500 ETF | 1.6M | $1.2B | 7.6% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 1.2M | $862.7M | 5.7% | $627.25 | +20.26% | 15 qtrssince 2022-Q4 | Increased 95 |
 Space Exploration Technologies Corp. | 4.7M | $803M | 5.3% | — | — | — | New — |
 iShares Russell 2000 ETF | 1.3M | $379.5M | 2.5% | $247.20 | +13.18% | 15 qtrssince 2022-Q4 | Increased 72 |
 SS SPDR S&P BIOTECH ETF | 2.1M | $338.7M | 2.2% | $100.15 | +54.73% | 15 qtrssince 2022-Q4 | Decreased 0 |
 Invesco QQQ Trust, Series 1 | 450,000 | $331.4M | 2.2% | — | — | — | Increased — |
Invesco QQQ Trust, Series 1 | 332,137 | $244.6M | 1.6% | $497.28 | +37.81% | 15 qtrssince 2022-Q4 | Decreased 0 |
 Apple Inc. | 729,468 | $211.1M | 1.4% | $278.28 | +19.27% | 15 qtrssince 2022-Q4 | Increased 78 |
 Advanced Micro Devices, Inc. | 283,506 | $164.7M | 1.1% | $321.00 | +50.75% | 15 qtrssince 2022-Q4 | Increased 64 |
 SPDR Gold Shares | 419,500 | $154.5M | 1.0% | — | — | — | Decreased — |
 NVIDIA Corporation | 694,722 | $139M | 0.9% | $181.50 | +13.88% | 15 qtrssince 2022-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 243,168 | $137M | 0.9% | $582.02 | +6.70% | 15 qtrssince 2022-Q4 | Increased 55 |
 Automatic Data Processing, Inc. | 577,749 | $129.4M | 0.9% | $212.58 | +39.25% | 4 qtrssince 2025-Q3 | Increased 58 |
 Amazon.com, Inc. | 533,920 | $127.3M | 0.8% | $227.36 | +10.26% | 15 qtrssince 2022-Q4 | Decreased 0 |
 PTC Therapeutics, Inc. | 1.4M | $110.7M | 0.7% | $62.06 | +9.77% | 4 qtrssince 2025-Q3 | Increased 42 |
 Acadia Healthcare Company, Inc. | 3.6M | $106.5M | 0.7% | $14.78 | +100.39% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Tapestry, Inc. | 699,064 | $102.3M | 0.7% | $139.57 | -13.29% | 4 qtrssince 2025-Q3 | Increased 66 |
 Thermo Fisher Scientific Inc | 193,340 | $96.9M | 0.6% | $498.45 | +40.10% | 15 qtrssince 2022-Q4 | Increased 68 |
 Tesla, Inc. | 221,923 | $93.3M | 0.6% | $430.00 | -7.33% | 15 qtrssince 2022-Q4 | Increased 68 |
 Applied Materials, Inc. | 127,897 | $92.5M | 0.6% | $320.20 | +19.28% | 14 qtrssince 2023-Q1 | Increased 42 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $11,323,651,374 | -32.2278671919% |
| 2025-Q2 | $11,896,084,736 | 5.05520121641% |
| 2025-Q3 | $21,189,029,700 | 78.1176762795% |
| 2025-Q4 | $19,572,088,700 | -7.63102899422% |
| 2026-Q1 | $14,605,276,011 | -25.3770191068% |
| 2026-Q2 | $15,191,337,894 | 4.01267242439% |
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 - 409 new positions, 447 exits, 456 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
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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