Institutional investor · Portfolio as of Q3 2025
Quarterly Portfolio Change
Jefferies Financial Group Inc. manages $10.9B across 1089 positions as of Q3 2025. Top holdings: GLD (9.1%), SPY (9.0%), VGT (7.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 391 new positions, 272 exits, 344 increased. Top move: VGT (NEW, conviction 98). Portfolio: $10.9B across 1089 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
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