Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,424 positions
SPDR GOLD TR | 5.4M | $1.9B | 9.1% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 2.9M | $1.9B | 9.0% | — | — | — | Increased — |
VANGUARD WORLD FD | 2.3M | $1.7B | 7.9% | $93.03 | 0.00% | 1 qtr | New 98 |
SPDR GOLD TR | 4M | $1.4B | 6.7% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 1.1M | $725.8M | 3.4% | $518.88 | +27.02% | 12 qtrssince 2022-Q4 | Decreased 0 |
BERKLEY W R CORP | 8.9M | $682.8M | 3.2% | $74.54 | -7.02% | 1 qtr | New 87 |
IREN LIMITED | 10.5M | $494.3M | 2.3% | — | — | — | Decreased — |
ISHARES TR | 1.5M | $352.4M | 1.7% | $221.04 | +8.36% | 12 qtrssince 2022-Q4 | Increased 73 |
INVESCO QQQ TR | 584,434 | $350.9M | 1.7% | $488.64 | +22.29% | 12 qtrssince 2022-Q4 | Increased 79 |
IREN LIMITED | 7.2M | $337.4M | 1.6% | — | — | — | Increased — |
ELI LILLY & CO | 299,629 | $228.6M | 1.1% | $755.51 | +0.36% | 12 qtrssince 2022-Q4 | Increased 78 |
COSTCO WHOLESALE CORPORATION | 238,885 | $221.1M | 1.0% | $917.73 | +0.28% | 12 qtrssince 2022-Q4 | Increased 78 |
COSTCO WHOLESALE CORPORATION | 236,000 | $218.4M | 1.0% | — | — | — | New — |
PEPSICO INC | 1.3M | $183.8M | 0.9% | — | — | — | New — |
SELECT SECTOR SPDR TR | 2.1M | $183.6M | 0.9% | — | — | — | Increased — |
PEPSICO INC | 1.3M | $180.1M | 0.9% | $135.08 | -0.08% | 11 qtrssince 2023-Q1 | Increased 69 |
ELI LILLY & CO | 231,800 | $176.9M | 0.8% | — | — | — | New — |
CHEVRON CORPORATION | 1M | $162.7M | 0.8% | $149.24 | +0.11% | 12 qtrssince 2022-Q4 | Increased 69 |
IREN LIMITED | 3.3M | $155.4M | 0.7% | $21.40 | +119.28% | 3 qtrssince 2025-Q1 | Increased 59 |
SPDR SERIES TRUST | 1.5M | $150.9M | 0.7% | $86.22 | +15.72% | 12 qtrssince 2022-Q4 | Increased 45 |
Jefferies Financial Group Inc. manages $21.2B across 1424 positions as of Q3 2025. Top holdings: GLD calls (9.1%), SPY puts (9.0%), VGT (7.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 392 new positions, 272 exits, 344 increased. Top move: VGT (NEW, conviction 98). Portfolio: $21.2B across 1424 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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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