Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,424 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 5.4M | $1.9B | 9.1% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.9M | $1.9B | 9.0% | — | — | — | Increased — |
VANGUARD INFO TECH ETF | 2.3M | $1.7B | 7.9% | $742.41 | -84.11% | 1 qtr | New 98 |
SPDR GOLD TRUST | 4M | $1.4B | 6.7% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.1M | $725.8M | 3.4% | $592.73 | +11.64% | 4 qtrssince 2024-Q4 | Decreased 0 |
WR BERKLEY CORP | 8.9M | $682.8M | 3.2% | $74.82 | -8.22% | 1 qtr | New 87 |
IREN LTD | 10.5M | $494.3M | 2.3% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF ETF | 1.5M | $352.4M | 1.7% | $226.85 | +6.15% | 4 qtrssince 2024-Q4 | Increased 73 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 584,434 | $350.9M | 1.7% | $555.90 | +7.57% | 4 qtrssince 2024-Q4 | Increased 79 |
IREN LTD | 7.2M | $337.4M | 1.6% | — | — | — | Increased — |
ELI LILLY & CO | 299,629 | $228.6M | 1.1% | $758.41 | -0.03% | 4 qtrssince 2024-Q4 | Increased 78 |
COSTCO WHOLESALE CORP | 238,885 | $221.1M | 1.0% | $920.11 | +0.02% | 4 qtrssince 2024-Q4 | Increased 78 |
COSTCO WHOLESALE CORP | 236,000 | $218.4M | 1.0% | — | — | — | New — |
PEPSICO INC | 1.3M | $183.8M | 0.9% | — | — | — | New — |
ENERGY SELECT SECTOR SPDR | 2.1M | $183.6M | 0.9% | — | — | — | Increased — |
PEPSICO INC | 1.3M | $180.1M | 0.9% | $138.85 | -0.03% | 4 qtrssince 2024-Q4 | Increased 69 |
ELI LILLY & CO | 231,800 | $176.9M | 0.8% | — | — | — | New — |
CHEVRON CORP | 1M | $162.7M | 0.8% | $152.61 | +0.17% | 4 qtrssince 2024-Q4 | Increased 69 |
IREN LTD | 3.3M | $155.4M | 0.7% | $20.92 | +119.50% | 3 qtrssince 2025-Q1 | Increased 59 |
SPDR S&P BIOTECH ETF | 1.5M | $150.9M | 0.7% | $86.46 | +14.58% | 4 qtrssince 2024-Q4 | Increased 45 |
Jefferies Financial Group Inc. manages $21.2B across 1424 positions as of Q3 2025. Top holdings: GLD (9.1%), SPY (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
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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
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