Institutional investor · Portfolio as of Q2 2025
Quarterly Portfolio Change
Jefferies Financial Group Inc. manages $6.1B across 970 positions as of Q2 2025. Top holdings: SPY (14.9%), GLD (7.9%), SPY (6.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 265 new positions, 602 exits, 312 increased. Top move: SPY (INCREASED, conviction 89). Portfolio: $6.1B across 970 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile